Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PXSG 1.83%
2 XHS 1.40%
3 PSCH 1.29%
4 EKG 0.80%
5 XSMO 0.49%
6 SOVF 0.48%
7 SDD 0.43%
8 SBB 0.43%
9 CRIT 0.34%
10 IHF 0.34%
11 IJT 0.29%
12 SLYG 0.28%
13 OASC 0.28%
14 VIOG 0.28%
15 RZG 0.26%
16 FYC 0.24%
17 SLY 0.22%
18 ISMD 0.20%
19 DFE 0.17%
20 DMRS 0.15%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 19.67M (15.54%) -180.79K
Decreased by -0.92%
Jun 30, 24
2 Vanguard Group Inc 14.04M (11.09%) -77.40K
Decreased by -0.55%
Sep 30, 24
3 Brown Advisory Holdings Inc 6.89M (5.44%) -1.88M
Decreased by -27.32%
Sep 30, 24
4 HHG PLC 6.62M (5.23%) 338.47K
Increased by +5.11%
Jun 30, 24
5 T. Rowe Price Investment Management,Inc. 6.54M (5.17%) -188.88K
Decreased by -2.89%
Sep 30, 24
6 State Street Corporation 4.90M (3.87%) 52.82K
Increased by +1.08%
Mar 31, 24
7 State Street Corp 4.88M (3.85%) -19.63K
Decreased by -0.40%
Jun 30, 24
8 Greenhouse Funds LLLP 4.78M (3.78%) 388.59K
Increased by +8.12%
Jun 30, 24
9 Schroder Investment Management Group 4.20M (3.32%) 1.09M
Increased by +26.07%
Jun 30, 24
10 First Light Asset Management, LLC 3.78M (2.99%) 480.40K
Increased by +12.70%
Jun 30, 24
11 Dimensional Fund Advisors, Inc. 3.36M (2.65%) 34.02K
Increased by +1.01%
Sep 30, 24
12 Morgan Stanley - Brokerage Accounts 3.28M (2.59%) -343.69K
Decreased by -10.47%
Jun 30, 24
13 Macquarie Group Ltd 3.26M (2.58%) -760.12K
Decreased by -23.29%
Jun 30, 24
14 American Century Companies Inc 3.03M (2.39%) -235.81K
Decreased by -7.79%
Sep 30, 24
15 Geode Capital Management, LLC 3.02M (2.38%) 104.20K
Increased by +3.46%
Jun 30, 24
16 Point72 Asset Management, L.P. 2.20M (1.74%) 1.75M
Increased by +79.61%
Mar 31, 24
17 Goldman Sachs Group Inc 2.09M (1.65%) -226.18K
Decreased by -10.82%
Jun 30, 24
18 Franklin Resources Inc 2.00M (1.58%) -122.50K
Decreased by -6.11%
Jun 30, 24
19 Segall Bryant & Hamill 1.89M (1.50%) 759.52K
Increased by +40.11%
Sep 30, 24
20 Fred Alger Management, LLC 1.83M (1.45%) -504.85K
Decreased by -27.51%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 8.17M (6.45%) 8.18K
Increased by +0.10%
Oct 31, 24
2 Vanguard Total Stock Mkt Idx Inv 3.97M (3.13%) -28.78K
Decreased by -0.73%
Oct 31, 24
3 iShares Russell 2000 ETF 3.29M (2.60%) -7.39K
Decreased by -0.22%
Oct 31, 24
4 Vanguard Small Cap Index 3.22M (2.54%) 6.30K
Increased by +0.20%
Oct 31, 24
5 Delaware Small Cap Core I 3.12M (2.47%) 478.93K
Increased by +15.33%
Sep 30, 24
6 T. Rowe Price Small-Cap Stock 2.94M (2.32%) -57.30K
Decreased by -1.95%
Sep 30, 24
7 T. Rowe Price US Small-Cap Core Equity 2.94M (2.32%) -124.45K
Decreased by -4.23%
Sep 30, 24
8 Delaware US Small Cap Core Equity (SMA) 2.44M (1.93%) -28.56K
Decreased by -1.17%
Mar 31, 24
9 Macquarie US Small Cap Core Equity 2.44M (1.93%) -28.56K
Decreased by -1.17%
Mar 31, 24
10 Janus Henderson Triton D 2.38M (1.88%) 0.00
Increased by 0.00%
Aug 31, 24
11 Janus Henderson US SMID Cap Growth 2.38M (1.88%) 0.00
Increased by 0.00%
Sep 30, 24
12 American Century Small Cap Growth Inv 2.30M (1.82%) 0.00
Increased by 0.00%
Sep 30, 24
13 American Century U.S. Small Cap Growth 2.30M (1.82%) 0.00
Increased by 0.00%
Sep 30, 24
14 Vanguard Institutional Extnd Mkt Idx Tr 1.90M (1.50%) -72.11K
Decreased by -3.80%
Sep 30, 24
15 Vanguard Small Cap Growth Index Inv 1.77M (1.40%) 991.00
Increased by +0.06%
Oct 31, 24
16 Brown Advisory Small-Cap Growth Inv 1.57M (1.24%) -221.51K
Decreased by -14.09%
Oct 31, 24
17 T. Rowe Price U.S. SC Core Eq Tr-Z 1.47M (1.16%) -28.68K
Decreased by -1.95%
Sep 30, 24
18 T. Rowe Price Instl Small-Cap Stock 1.46M (1.15%) -27.10K
Decreased by -1.86%
Sep 30, 24
19 Bellevue Healthcare Ord 1.41M (1.12%) 1.41M
Increased by +100.00%
Jul 31, 24
20 Principal SmallCap Growth I Instl 1.37M (1.08%) -171.84K
Decreased by -12.59%
Jul 31, 24