Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LFSC 3.43%
2 PXSG 1.83%
3 XHS 1.03%
4 PSCH 0.93%
5 EKG 0.60%
6 XSMO 0.49%
7 SDD 0.43%
8 SBB 0.43%
9 SOVF 0.41%
10 CRIT 0.34%
11 SLYG 0.33%
12 OASC 0.32%
13 RZG 0.31%
14 FYC 0.28%
15 IHF 0.25%
16 ISMD 0.22%
17 SLY 0.22%
18 DFE 0.19%
19 QVMS 0.18%
20 SPSM 0.16%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 19.91M (15.85%) 241.27K
Increased by +1.21%
Sep 30, 24
2 Vanguard Group Inc 14.24M (11.34%) 195.79K
Increased by +1.37%
Dec 31, 24
3 Brown Advisory Holdings Inc 6.89M (5.48%) -1.88M
Decreased by -27.32%
Sep 30, 24
4 HHG PLC 6.60M (5.26%) -16.16K
Decreased by -0.24%
Sep 30, 24
5 T. Rowe Price Investment Management,Inc. 6.54M (5.21%) -188.88K
Decreased by -2.89%
Sep 30, 24
6 State Street Corp 4.96M (3.95%) 80.45K
Increased by +1.62%
Sep 30, 24
7 State Street Corporation 4.90M (3.90%) 52.82K
Increased by +1.08%
Mar 31, 24
8 Greenhouse Funds LLLP 4.46M (3.55%) -320.54K
Decreased by -7.18%
Sep 30, 24
9 Schroder Investment Management Group 4.22M (3.36%) 21.20K
Increased by +0.50%
Sep 30, 24
10 Macquarie Group Ltd 3.82M (3.04%) 561.23K
Increased by +14.67%
Sep 30, 24
11 Dimensional Fund Advisors, Inc. 3.44M (2.74%) 78.21K
Increased by +2.28%
Dec 31, 24
12 First Light Asset Management, LLC 3.17M (2.52%) 91.03K
Increased by +2.87%
Dec 31, 24
13 Geode Capital Management, LLC 3.05M (2.43%) 36.14K
Increased by +1.18%
Sep 30, 24
14 American Century Companies Inc 2.89M (2.30%) -132.68K
Decreased by -4.59%
Dec 31, 24
15 Goldman Sachs Group Inc 2.49M (1.98%) 394.36K
Increased by +15.87%
Sep 30, 24
16 Point72 Asset Management, L.P. 2.20M (1.75%) 1.75M
Increased by +79.61%
Mar 31, 24
17 Segall Bryant & Hamill 2.11M (1.68%) 220.41K
Increased by +10.43%
Dec 31, 24
18 Franklin Resources Inc 2.04M (1.63%) 39.74K
Increased by +1.94%
Sep 30, 24
19 Morgan Stanley - Brokerage Accounts 1.93M (1.54%) -1.35M
Decreased by -70.00%
Sep 30, 24
20 Loomis, Sayles & Company LP 1.79M (1.43%) 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 8.26M (6.58%) 16.89K
Increased by +0.20%
Jan 31, 25
2 Vanguard Total Stock Mkt Idx Inv 3.95M (3.15%) 5.49K
Increased by +0.14%
Dec 31, 24
3 iShares Russell 2000 ETF 3.45M (2.75%) -26.20K
Decreased by -0.76%
Jan 31, 25
4 Vanguard Small Cap Index 3.27M (2.60%) 30.86K
Increased by +0.94%
Dec 31, 24
5 Delaware Small Cap Core I 3.12M (2.49%) 0.00
Increased by 0.00%
Oct 31, 24
6 Macquarie Small Cap Core I 3.12M (2.49%) 0.00
Increased by 0.00%
Dec 31, 24
7 T. Rowe Price Small-Cap Stock 2.80M (2.23%) -203.44K
Decreased by -7.27%
Dec 31, 24
8 T. Rowe Price US Small-Cap Core Equity 2.80M (2.23%) -142.73K
Decreased by -5.10%
Dec 31, 24
9 Delaware US Small Cap Core Equity (SMA) 2.44M (1.94%) -28.56K
Decreased by -1.17%
Mar 31, 24
10 Macquarie US Small Cap Core Equity 2.44M (1.94%) -28.56K
Decreased by -1.17%
Mar 31, 24
11 American Century Small Cap Growth Inv 2.27M (1.80%) -34.87K
Decreased by -1.54%
Dec 31, 24
12 American Century U.S. Small Cap Growth 2.27M (1.80%) -34.87K
Decreased by -1.54%
Dec 31, 24
13 Janus Henderson Triton D 2.07M (1.65%) -5.88K
Decreased by -0.28%
Nov 30, 24
14 Janus Henderson US SMID Cap Growth 2.03M (1.62%) -351.41K
Decreased by -17.30%
Dec 31, 24
15 Janus Henderson US SMID Cap Growth MA 2.03M (1.62%) 2.03M
Increased by +99.99%
Dec 31, 24
16 Vanguard Institutional Extnd Mkt Idx Tr 1.94M (1.55%) 41.19K
Increased by +2.12%
Dec 31, 24
17 Vanguard Small Cap Growth Index Inv 1.86M (1.48%) 77.98K
Increased by +4.20%
Dec 31, 24
18 Brown Advisory Small-Cap Growth Inv 1.54M (1.22%) -33.77K
Decreased by -2.20%
Dec 31, 24
19 T. Rowe Price Instl Small-Cap Stock 1.48M (1.18%) -6.54K
Decreased by -0.44%
Dec 31, 24
20 Bellevue Healthcare Ord 1.41M (1.12%) 1.41M
Increased by +100.00%
Jul 31, 24