Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XPH 3.14%
2 PJP 2.97%
3 CAFG 2.95%
4 PILL 2.45%
5 PINK 2.35%
6 SFLO 1.03%
7 PSCH 0.83%
8 QQQS 0.61%
9 SQLV 0.59%
10 DSMC 0.55%
11 IHE 0.55%
12 SIXS 0.51%
13 AFSM 0.48%
14 NSCS 0.47%
15 RZV 0.44%
16 BSVO 0.43%
17 DWAS 0.42%
18 PSM 0.35%
19 EES 0.28%
20 FYT 0.28%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.71M (16.81%) -77.58K
Decreased by -1.01%
Dec 31, 24
2 Vanguard Group Inc 5.26M (11.48%) -34.76K
Decreased by -0.66%
Dec 31, 24
3 Pacer Advisors, INC. 3.26M (7.12%) -1.70M
Decreased by -52.08%
Dec 31, 24
4 D. E. Shaw & Co LP 2.26M (4.92%) 300.54K
Increased by +13.31%
Dec 31, 24
5 Renaissance Technologies Corp 1.99M (4.35%) 13.60K
Increased by +0.68%
Dec 31, 24
6 State Street Corp 1.97M (4.29%) -48.54K
Decreased by -2.47%
Dec 31, 24
7 State Street Corporation 1.90M (4.15%) -32.55K
Decreased by -1.71%
Mar 31, 24
8 Frontier Capital Management CO Inc 1.84M (4.01%) -77.47K
Decreased by -4.22%
Jun 30, 24
9 Dimensional Fund Advisors, Inc. 1.83M (4.00%) -40.15K
Decreased by -2.19%
Dec 31, 24
10 Doma Perpetual Capital Management LLC 1.75M (3.81%) 0.00
Increased by 0.00%
Dec 31, 24
11 Macquarie Group Ltd 1.57M (3.42%) 5.97K
Increased by +0.38%
Jun 30, 24
12 Millennium Management LLC 1.49M (3.24%) 879.47K
Increased by +59.20%
Dec 31, 24
13 Stephens Inv Mgmt Group LLC 1.43M (3.11%) 108.74K
Increased by +7.62%
Mar 31, 24
14 UBS Group AG 1.37M (3.00%) 1.18M
Increased by +86.12%
Dec 31, 24
15 Prosight Management, LP 1.21M (2.64%) 332.79K
Increased by +27.49%
Sep 30, 23
16 Vestal Point Capital LP 1.20M (2.62%) 1.20M
Increased by +100.00%
Dec 31, 23
17 ClearBridge Advisors, LLC 1.17M (2.56%) 26.46K
Increased by +2.26%
Mar 31, 24
18 Morgan Stanley - Brokerage Accounts 1.10M (2.41%) -491.12K
Decreased by -44.45%
Dec 31, 24
19 Geode Capital Management, LLC 1.09M (2.38%) 5.07K
Increased by +0.46%
Dec 31, 24
20 Point72 Asset Management, L.P. 1.08M (2.35%) 1.08M
Increased by +100.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.80M (6.11%) -2.78K
Decreased by -0.10%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 1.38M (3.00%) 0.00
Increased by 0.00%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 1.37M (3.00%) 0.00
Increased by 0.00%
Sep 30, 24
4 Delaware Small Cap Core I 1.30M (2.83%) 0.00
Increased by 0.00%
May 31, 24
5 Delaware US Small Cap Core Equity (SMA) 1.30M (2.83%) 182.66K
Increased by +14.09%
Mar 31, 24
6 Macquarie US Small Cap Core Equity 1.30M (2.83%) 182.66K
Increased by +14.09%
Mar 31, 24
7 iShares Russell 2000 ETF 1.13M (2.46%) -9.17K
Decreased by -0.81%
Apr 29, 25
8 Vanguard Small Cap Index 1.09M (2.38%) -26.39K
Decreased by -2.41%
Mar 31, 25
9 ClearBridge Small Cap Growth 900.69K (1.96%) 0.00
Increased by 0.00%
Mar 31, 24
10 ClearBridge Small Cap Growth A 900.69K (1.96%) -9.12K
Decreased by -1.01%
Mar 31, 24
11 Stephens SMID Select Growth 863.32K (1.88%) -4.92K
Decreased by -0.57%
Jun 30, 24
12 Vanguard Institutional Extnd Mkt Idx Tr 721.94K (1.57%) 22.34K
Increased by +3.09%
Mar 31, 25
13 Vanguard Small Cap Value Index Inv 709.66K (1.55%) -29.18K
Decreased by -4.11%
Mar 31, 25
14 Vanguard Explorer Inv 678.29K (1.48%) 24.47K
Increased by +3.61%
Mar 31, 24
15 Janus Henderson Small Cap Value L 650.48K (1.42%) 0.00
Increased by 0.00%
May 31, 24
16 Vanguard Small Cap Growth Index Inv 637.07K (1.39%) -1.17K
Decreased by -0.18%
Mar 31, 24
17 Impax Small Cap Institutional 540.03K (1.18%) 0.00
Increased by 0.00%
Mar 31, 25
18 Impax US Small Cap Strategy Composite 540.03K (1.18%) 0.00
Increased by 0.00%
Feb 28, 25
19 DFA US Small Cap Value I 530.42K (1.16%) 8.14K
Increased by +1.53%
Mar 31, 25
20 Avantis US Small Cap Value ETF 504.68K (1.10%) 0.00
Increased by 0.00%
Apr 30, 25