Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LFSC 2.15%
2 PXSG 1.83%
3 XHS 1.53%
4 PSCH 0.82%
5 EKG 0.50%
6 XSMO 0.49%
7 SBB 0.43%
8 SDD 0.43%
9 CRIT 0.34%
10 SLYG 0.33%
11 OASC 0.32%
12 SOVF 0.32%
13 RZG 0.31%
14 FYC 0.28%
15 ISMD 0.22%
16 SLY 0.22%
17 DFE 0.19%
18 QVMS 0.18%
19 IHF 0.17%
20 SPSM 0.16%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 20.24M (16.88%) 332.32K
Increased by +1.64%
Dec 31, 24
2 Vanguard Group Inc 14.24M (11.87%) 195.79K
Increased by +1.37%
Dec 31, 24
3 T. Rowe Price Investment Management,Inc. 6.53M (5.44%) -13.29K
Decreased by -0.20%
Dec 31, 24
4 HHG PLC 6.17M (5.14%) -438.12K
Decreased by -7.11%
Dec 31, 24
5 Brown Advisory Holdings Inc 6.16M (5.13%) -733.08K
Decreased by -11.91%
Dec 31, 24
6 State Street Corp 5.20M (4.34%) 239.91K
Increased by +4.61%
Dec 31, 24
7 State Street Corporation 4.90M (4.08%) 52.82K
Increased by +1.08%
Mar 31, 24
8 Greenhouse Funds LLLP 4.70M (3.92%) 237.49K
Increased by +5.05%
Dec 31, 24
9 Macquarie Group Ltd 3.81M (3.18%) -12.39K
Decreased by -0.32%
Dec 31, 24
10 Schroder Investment Management Group 3.80M (3.17%) -419.61K
Decreased by -11.04%
Dec 31, 24
11 Dimensional Fund Advisors, Inc. 3.44M (2.87%) 78.21K
Increased by +2.28%
Dec 31, 24
12 First Light Asset Management, LLC 3.17M (2.64%) 91.03K
Increased by +2.87%
Dec 31, 24
13 Geode Capital Management, LLC 3.03M (2.53%) -19.13K
Decreased by -0.63%
Dec 31, 24
14 American Century Companies Inc 2.89M (2.41%) -132.68K
Decreased by -4.59%
Dec 31, 24
15 Goldman Sachs Group Inc 2.29M (1.91%) -194.63K
Decreased by -8.50%
Dec 31, 24
16 Point72 Asset Management, L.P. 2.20M (1.83%) 1.75M
Increased by +79.61%
Mar 31, 24
17 Segall Bryant & Hamill 2.11M (1.76%) 220.41K
Increased by +10.43%
Dec 31, 24
18 Franklin Resources Inc 2.04M (1.70%) 39.74K
Increased by +1.94%
Sep 30, 24
19 Morgan Stanley - Brokerage Accounts 1.79M (1.50%) -136.77K
Decreased by -7.62%
Dec 31, 24
20 Loomis, Sayles & Company LP 1.79M (1.49%) 584.50K
Increased by +32.62%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 8.18M (6.82%) -2.10K
Decreased by -0.03%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 4.04M (3.37%) 3.53K
Increased by +0.09%
Feb 28, 25
3 iShares Russell 2000 ETF 3.29M (2.75%) -38.69K
Decreased by -1.18%
Feb 28, 25
4 Vanguard Small Cap Index 3.28M (2.73%) 2.67K
Increased by +0.08%
Feb 28, 25
5 Delaware Small Cap Core I 3.12M (2.61%) 0.00
Increased by 0.00%
Oct 31, 24
6 Macquarie Small Cap Core I 3.12M (2.61%) 0.00
Increased by 0.00%
Jan 31, 25
7 T. Rowe Price US Small-Cap Core Equity 2.80M (2.33%) -142.73K
Decreased by -5.10%
Dec 31, 24
8 Delaware US Small Cap Core Equity (SMA) 2.44M (2.03%) -28.56K
Decreased by -1.17%
Mar 31, 24
9 Macquarie US Small Cap Core Equity 2.44M (2.03%) -28.56K
Decreased by -1.17%
Mar 31, 24
10 American Century Small Cap Growth Inv 2.27M (1.89%) -34.87K
Decreased by -1.54%
Dec 31, 24
11 American Century U.S. Small Cap Growth 2.27M (1.89%) -34.87K
Decreased by -1.54%
Dec 31, 24
12 T. Rowe Price Small-Cap Stock 2.09M (1.74%) -708.95K
Decreased by -33.95%
Jan 31, 25
13 Janus Henderson US SMID Cap Growth 2.03M (1.69%) -351.41K
Decreased by -17.30%
Dec 31, 24
14 Janus Henderson US SMID Cap Growth MA 2.03M (1.69%) 2.03M
Increased by +99.99%
Dec 31, 24
15 Janus Henderson Triton D 2.02M (1.69%) -11.01K
Decreased by -0.55%
Jan 31, 25
16 Vanguard Institutional Extnd Mkt Idx Tr 1.95M (1.62%) 2.79K
Increased by +0.14%
Feb 28, 25
17 Vanguard Small Cap Growth Index Inv 1.84M (1.53%) -14.45K
Decreased by -0.79%
Feb 28, 25
18 Brown Advisory Small-Cap Growth Inv 1.54M (1.28%) -33.77K
Decreased by -2.20%
Dec 31, 24
19 T. Rowe Price Instl Small-Cap Stock 1.48M (1.24%) -6.54K
Decreased by -0.44%
Dec 31, 24
20 Bellevue Healthcare Ord 1.41M (1.18%) 1.41M
Increased by +100.00%
Jul 31, 24