Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XPH 3.28%
2 CAFG 3.10%
3 PJP 3.04%
4 PILL 2.54%
5 PINK 2.35%
6 SFLO 1.13%
7 PSCH 0.81%
8 QQQS 0.66%
9 SQLV 0.63%
10 IHE 0.55%
11 DSMC 0.54%
12 SIXS 0.51%
13 AFSM 0.50%
14 RZV 0.47%
15 BSVO 0.47%
16 NSCS 0.47%
17 DWAS 0.41%
18 PSM 0.35%
19 EES 0.30%
20 FYT 0.28%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.71M (17.73%) -77.58K
Decreased by -1.01%
Dec 31, 24
2 Vanguard Group Inc 5.26M (12.10%) -34.76K
Decreased by -0.66%
Dec 31, 24
3 Pacer Advisors, INC. 3.26M (7.50%) -1.70M
Decreased by -52.08%
Dec 31, 24
4 D. E. Shaw & Co LP 2.26M (5.19%) 300.54K
Increased by +13.31%
Dec 31, 24
5 Renaissance Technologies Corp 1.99M (4.58%) 13.60K
Increased by +0.68%
Dec 31, 24
6 State Street Corp 1.97M (4.52%) -48.54K
Decreased by -2.47%
Dec 31, 24
7 State Street Corporation 1.90M (4.38%) -32.55K
Decreased by -1.71%
Mar 31, 24
8 Frontier Capital Management CO Inc 1.84M (4.22%) -77.47K
Decreased by -4.22%
Jun 30, 24
9 Dimensional Fund Advisors, Inc. 1.83M (4.21%) -40.15K
Decreased by -2.19%
Dec 31, 24
10 Doma Perpetual Capital Management LLC 1.75M (4.02%) 0.00
Increased by 0.00%
Dec 31, 24
11 Macquarie Group Ltd 1.57M (3.60%) 5.97K
Increased by +0.38%
Jun 30, 24
12 Millennium Management LLC 1.49M (3.42%) 879.47K
Increased by +59.20%
Dec 31, 24
13 Stephens Inv Mgmt Group LLC 1.43M (3.28%) 108.74K
Increased by +7.62%
Mar 31, 24
14 UBS Group AG 1.37M (3.16%) 1.18M
Increased by +86.12%
Dec 31, 24
15 Prosight Management, LP 1.21M (2.78%) 332.79K
Increased by +27.49%
Sep 30, 23
16 Vestal Point Capital LP 1.20M (2.76%) 1.20M
Increased by +100.00%
Dec 31, 23
17 ClearBridge Advisors, LLC 1.17M (2.70%) 26.46K
Increased by +2.26%
Mar 31, 24
18 Morgan Stanley - Brokerage Accounts 1.10M (2.54%) -491.12K
Decreased by -44.45%
Dec 31, 24
19 Geode Capital Management, LLC 1.09M (2.51%) 5.07K
Increased by +0.46%
Dec 31, 24
20 Point72 Asset Management, L.P. 1.08M (2.47%) 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 2.85M (6.56%) 1.97K
Increased by +0.07%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.38M (3.17%) 0.00
Increased by 0.00%
Feb 28, 25
3 Delaware Small Cap Core I 1.30M (2.98%) 0.00
Increased by 0.00%
May 31, 24
4 Delaware US Small Cap Core Equity (SMA) 1.30M (2.98%) 182.66K
Increased by +14.09%
Mar 31, 24
5 Macquarie US Small Cap Core Equity 1.30M (2.98%) 182.66K
Increased by +14.09%
Mar 31, 24
6 iShares Russell 2000 ETF 1.21M (2.79%) -10.51K
Decreased by -0.87%
Mar 31, 25
7 Vanguard Small Cap Index 1.12M (2.58%) 907.00
Increased by +0.08%
Feb 28, 25
8 ClearBridge Small Cap Growth 900.69K (2.07%) 0.00
Increased by 0.00%
Mar 31, 24
9 ClearBridge Small Cap Growth A 900.69K (2.07%) -9.12K
Decreased by -1.01%
Mar 31, 24
10 Stephens SMID Select Growth 863.32K (1.99%) -4.92K
Decreased by -0.57%
Jun 30, 24
11 Vanguard Small Cap Value Index Inv 738.84K (1.70%) -1.36K
Decreased by -0.18%
Feb 28, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 699.60K (1.61%) 6.52K
Increased by +0.93%
Feb 28, 25
13 Vanguard Explorer Inv 678.29K (1.56%) 24.47K
Increased by +3.61%
Mar 31, 24
14 Janus Henderson Small Cap Value L 650.48K (1.50%) 0.00
Increased by 0.00%
May 31, 24
15 Vanguard Small Cap Growth Index Inv 637.07K (1.46%) -1.17K
Decreased by -0.18%
Mar 31, 24
16 Pacer US Small Cap Cash Cows 100 ETF 579.53K (1.33%) -3.78K
Decreased by -0.65%
Mar 31, 25
17 Impax Small Cap Institutional 540.03K (1.24%) 0.00
Increased by 0.00%
Feb 28, 25
18 Impax US Small Cap Strategy Composite 540.03K (1.24%) 0.00
Increased by 0.00%
Jan 31, 25
19 DFA US Small Cap Value I 522.28K (1.20%) 8.49K
Increased by +1.63%
Feb 28, 25
20 iShares S&P Small-Cap 600 Growth ETF 472.16K (1.09%) 0.00
Increased by 0.00%
Nov 30, 23