Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SAEF 5.21%
2 BOUT 2.91%
3 CBSE 2.61%
4 CBLS 1.54%
5 PEZ 1.23%
6 IWC 0.48%
7 FYC 0.48%
8 DWAS 0.42%
9 FSGS 0.36%
10 RNSC 0.36%
11 SFLO 0.31%
12 TPSC 0.29%
13 FYX 0.28%
14 CSF 0.28%
15 CSA 0.26%
16 JRNY 0.25%
17 SCDS 0.21%
18 CSML 0.19%
19 AVSC 0.16%
20 IWO 0.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.11M (8.40%) 30.76K
Increased by +0.38%
Dec 31, 24
2 Ariel Investments, LLC 7.78M (8.06%) -1.69M
Decreased by -21.66%
Dec 31, 24
3 FMR Inc 4.39M (4.55%) 255.13K
Increased by +5.81%
Dec 31, 24
4 Franklin Resources Inc 3.25M (3.36%) -798.27K
Decreased by -24.58%
Dec 31, 24
5 Channing Capital Management, LLC 2.83M (2.94%) -63.62K
Decreased by -2.24%
Dec 31, 24
6 Vanguard Group Inc 2.73M (2.83%) 135.92K
Increased by +4.98%
Dec 31, 24
7 Ranger Investment Management LP 2.68M (2.77%) -53.45K
Decreased by -2.00%
Dec 31, 24
8 Morgan Stanley - Brokerage Accounts 2.62M (2.71%) 585.87K
Increased by +22.40%
Jun 30, 24
9 Dimensional Fund Advisors, Inc. 2.61M (2.71%) 120.98K
Increased by +4.63%
Dec 31, 24
10 Davenport & Company LLC 2.53M (2.62%) -626.03K
Decreased by -24.70%
Dec 31, 24
11 Capital Research & Mgmt Co - Division 3 2.53M (2.62%) 380.61K
Increased by +15.04%
Dec 31, 24
12 Newsouth Capital Management Inc 2.44M (2.53%) -150.93K
Decreased by -6.18%
Dec 31, 24
13 Geode Capital Management, LLC 2.41M (2.50%) -2.75K
Decreased by -0.11%
Dec 31, 24
14 Macquarie Group Ltd 2.33M (2.41%) -7.72K
Decreased by -0.33%
Dec 31, 24
15 State Street Corp 2.27M (2.35%) 116.60K
Increased by +5.15%
Dec 31, 24
16 Select Equity Group LP 2.23M (2.31%) -2.94M
Decreased by -132.08%
Dec 31, 24
17 Wellington Management Company LLP 2.09M (2.17%) 301.65K
Increased by +14.41%
Dec 31, 24
18 Eagle Asset Management, Inc. 2.05M (2.12%) -161.08K
Decreased by -7.85%
Jun 30, 24
19 Driehaus Capital Management LLC 1.86M (1.93%) -18.16K
Decreased by -0.97%
Dec 31, 24
20 State Street Corporation 1.84M (1.90%) 32.88K
Increased by +1.79%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Russell 2000 ETF 2.59M (2.69%) -30.51K
Decreased by -1.18%
Feb 28, 25
2 American Funds SMALLCAP World A 2.53M (2.62%) 380.61K
Increased by +15.04%
Dec 31, 24
3 Delaware Small Cap Core I 1.97M (2.04%) 0.00
Increased by 0.00%
Oct 31, 24
4 Macquarie Small Cap Core I 1.97M (2.04%) 0.00
Increased by 0.00%
Jan 31, 25
5 Ranger Small Cap 1.91M (1.98%) -36.55K
Decreased by -1.91%
Dec 31, 24
6 Davenport Small Cap Focus 1.88M (1.95%) -343.40K
Decreased by -18.22%
Jan 31, 25
7 Delaware US Small Cap Core Equity (SMA) 1.74M (1.80%) 291.88K
Increased by +16.81%
Mar 31, 24
8 Macquarie US Small Cap Core Equity 1.74M (1.80%) 291.88K
Increased by +16.81%
Mar 31, 24
9 FIAM Small Cap Core Composite 1.71M (1.77%) -21.50K
Decreased by -1.25%
Sep 30, 24
10 FIAM Small Cap Core CIT Cl B 1.69M (1.75%) 54.80K
Increased by +3.25%
Dec 31, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 1.57M (1.63%) 2.30K
Increased by +0.15%
Feb 28, 25
12 Loomis Sayles Small Cap Growth Instl 1.07M (1.11%) 174.89K
Increased by +16.36%
Jan 31, 25
13 Fidelity® Small Cap Growth 1.06M (1.10%) -1.29K
Decreased by -0.12%
Oct 31, 23
14 Fidelity Small Cap Growth 1.05M (1.09%) 0.00
Increased by 0.00%
Dec 31, 24
15 Fidelity Small Cap Index 1.01M (1.05%) -11.28K
Decreased by -1.11%
Dec 31, 24
16 Palisade Small Cap Core Equity 930.07K (0.96%) 18.44K
Increased by +1.98%
Dec 31, 24
17 Vanguard Explorer Value Inv 928.17K (0.96%) -148.03K
Decreased by -15.95%
Dec 31, 24
18 Bridge Builder Small/Mid Cap Growth 920.59K (0.95%) 387.72K
Increased by +42.12%
Feb 28, 25
19 iShares Russell 2000 Growth ETF 891.97K (0.92%) -1.05K
Decreased by -0.12%
Feb 28, 25
20 Templeton Global Smaller Comp A 877.47K (0.91%) -39.41K
Decreased by -4.49%
Dec 31, 24