Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AZTD 3.50%
2 AWEG 2.95%
3 GRPZ 2.59%
4 CBSE 2.20%
5 XHS 2.08%
6 TSME 1.56%
7 JSML 1.27%
8 FSGS 1.22%
9 RNSC 1.22%
10 PSCH 1.16%
11 BOUT 0.94%
12 CAFG 0.90%
13 SFLO 0.69%
14 EKG 0.66%
15 NSCS 0.66%
16 JSMD 0.49%
17 AFSM 0.41%
18 RFG 0.36%
19 PSC 0.35%
20 RZG 0.33%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 13.97M (19.41%) -60.80K
Decreased by -0.44%
Dec 31, 24
2 Vanguard Group Inc 8.69M (12.08%) 48.27K
Increased by +0.56%
Dec 31, 24
3 TPG GP A, LLC 6.88M (9.56%) 0.00
Increased by 0.00%
Dec 31, 24
4 KPCB XIII Associates LLC 5.07M (7.05%) 0.00
Increased by 0.00%
Sep 30, 23
5 Pacer Advisors, INC. 3.68M (5.11%) 1.18M
Increased by +32.20%
Dec 31, 24
6 T. Rowe Price Investment Management,Inc. 3.27M (4.54%) -164.73K
Decreased by -5.04%
Dec 31, 24
7 State Street Corp 3.14M (4.36%) 23.98K
Increased by +0.76%
Dec 31, 24
8 JPMorgan Chase & Co 3.03M (4.21%) -503.67K
Decreased by -16.63%
Jun 30, 24
9 State Street Corporation 2.90M (4.03%) 113.71K
Increased by +3.92%
Mar 31, 24
10 International Assets Investment Management, LLC 2.57M (3.56%) 2.41M
Increased by +94.03%
Sep 30, 24
11 Goldman Sachs Group Inc 2.44M (3.38%) 1.01M
Increased by +41.55%
Dec 31, 24
12 Morgan Stanley - Brokerage Accounts 2.43M (3.38%) 356.11K
Increased by +14.63%
Dec 31, 24
13 Citadel Advisors Llc 2.29M (3.18%) 1.29M
Increased by +56.33%
Sep 30, 23
14 American Century Companies Inc 2.23M (3.09%) 873.55K
Increased by +39.23%
Mar 31, 24
15 Geode Capital Management, LLC 1.83M (2.54%) -96.53K
Decreased by -5.29%
Dec 31, 24
16 Riverbridge Partners LLC 1.70M (2.37%) -135.02K
Decreased by -7.92%
Sep 30, 24
17 Fred Alger Management, LLC 1.65M (2.29%) -305.76K
Decreased by -18.56%
Dec 31, 24
18 Invenomic Capital Management, LP 1.62M (2.25%) -138.58K
Decreased by -8.54%
Dec 31, 24
19 Owls Nest Partners IA, LLC 1.52M (2.12%) -339.24K
Decreased by -22.27%
Sep 30, 24
20 River Road Asset Management, LLC 1.48M (2.06%) 1.48M
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 4.58M (6.36%) 3.00K
Increased by +0.07%
Mar 31, 25
2 Pacer US Small Cap Cash Cows 100 ETF 3.17M (4.41%) -23.07K
Decreased by -0.73%
Feb 28, 25
3 iShares Core S&P Mid-Cap ETF 2.62M (3.64%) 810.00
Increased by +0.03%
Aug 30, 24
4 Vanguard Total Stock Mkt Idx Inv 2.42M (3.36%) 0.00
Increased by 0.00%
Feb 28, 25
5 iShares Russell 2000 ETF 1.97M (2.74%) -17.05K
Decreased by -0.87%
Mar 31, 25
6 Vanguard Small Cap Index 1.96M (2.72%) 1.60K
Increased by +0.08%
Feb 28, 25
7 ClearBridge Small Cap Growth A 1.94M (2.70%) -81.10K
Decreased by -4.18%
Jun 30, 24
8 T. Rowe Price US Small-Cap Core Equity 1.46M (2.03%) -83.71K
Decreased by -5.72%
Dec 31, 24
9 Fort Washington Small Company Equity 1.43M (1.98%) 680.82K
Increased by +47.69%
Dec 31, 24
10 Small Company Equity - FTWA 1.43M (1.98%) 680.82K
Increased by +47.69%
Dec 31, 24
11 Thrivent Mid Cap Stock A 1.41M (1.97%) 1.41M
Increased by +100.00%
Jan 31, 25
12 Thrivent Small Cap Stock A 1.19M (1.66%) 1.19M
Increased by +100.00%
Jan 31, 25
13 Touchstone Small Company A 1.19M (1.66%) 567.15K
Increased by +47.59%
Dec 31, 24
14 Vanguard Institutional Extnd Mkt Idx Tr 1.14M (1.59%) -7.50K
Decreased by -0.66%
Feb 28, 25
15 Vanguard Small Cap Growth Index Inv 1.10M (1.53%) -2.27K
Decreased by -0.21%
Feb 28, 25
16 JPM Small Cap Equity-MA 1.04M (1.45%) 1.03M
Increased by +98.88%
Jun 30, 24
17 JPM US Small Cap Core-Composite 1.04M (1.45%) -51.66K
Decreased by -4.96%
Jun 30, 24
18 Fidelity Small Cap Growth 1.03M (1.43%) 1.03M
Increased by +100.00%
Jan 31, 25
19 T. Rowe Price Small-Cap Stock 940.94K (1.31%) -258.70K
Decreased by -27.49%
Feb 28, 25
20 Alger Weatherbie Specialized Growth A 885.03K (1.23%) -45.35K
Decreased by -5.12%
Nov 30, 23