Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 3.27%
2 SAMT 2.12%
3 CSMD 1.93%
4 SMLV 1.84%
5 KCE 1.64%
6 PFI 1.47%
7 SURE 1.23%
8 FSCS 1.07%
9 RNMC 1.07%
10 XSMO 1.02%
11 DEEP 1.00%
12 PSCF 0.98%
13 HAPS 0.86%
14 XSLV 0.82%
15 RZG 0.70%
16 FYC 0.63%
17 FNY 0.59%
18 VIOG 0.54%
19 QSML 0.52%
20 SLYG 0.52%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.06M (18.90%) 159.05K
Increased by +3.92%
Dec 31, 24
2 Vanguard Group Inc 2.52M (11.71%) 127.06K
Increased by +5.05%
Dec 31, 24
3 State Street Corp 1.02M (4.73%) 13.63K
Increased by +1.34%
Dec 31, 24
4 State Street Corporation 941.19K (4.38%) 36.32K
Increased by +3.86%
Mar 31, 24
5 FMR Inc 637.80K (2.97%) 220.53K
Increased by +34.58%
Dec 31, 24
6 Geode Capital Management, LLC 635.27K (2.96%) 16.23K
Increased by +2.56%
Dec 31, 24
7 ClearBridge Advisors, LLC 634.85K (2.96%) -93.52K
Decreased by -14.73%
Dec 31, 24
8 Morgan Stanley - Brokerage Accounts 569.90K (2.65%) -5.95K
Decreased by -1.04%
Dec 31, 24
9 Champlain Investment Partners, LLC 565.16K (2.63%) -29.20K
Decreased by -5.17%
Dec 31, 24
10 Wellington Management Company LLP 561.51K (2.61%) -78.32K
Decreased by -13.95%
Dec 31, 24
11 AllianceBernstein L.P. 474.71K (2.21%) 42.46K
Increased by +8.95%
Dec 31, 24
12 HSBC Holdings PLC 467.43K (2.18%) -42.66K
Decreased by -9.13%
Mar 31, 24
13 Eagle Asset Management, Inc. 457.37K (2.13%) -192.08K
Decreased by -42.00%
Sep 30, 24
14 Loomis, Sayles & Company LP 428.37K (1.99%) -64.44K
Decreased by -15.04%
Dec 31, 24
15 Macquarie Group Ltd 427.22K (1.99%) -27.72K
Decreased by -6.49%
Dec 31, 24
16 Congress Asset Management Company, LLP 405.68K (1.89%) 87.71K
Increased by +21.62%
Dec 31, 24
17 abrdn PLC 392.29K (1.83%) -82.52K
Decreased by -21.04%
Sep 30, 23
18 Dimensional Fund Advisors, Inc. 378.14K (1.76%) -76.28K
Decreased by -20.17%
Dec 31, 24
19 Goldman Sachs Group Inc 350.73K (1.63%) 177.95K
Increased by +50.74%
Dec 31, 24
20 TimesSquare Capital Management, LLC 333.10K (1.55%) -9.46K
Decreased by -2.84%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.47M (6.82%) 872.00
Increased by +0.06%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 707.39K (3.29%) 433.00
Increased by +0.06%
Feb 28, 25
3 iShares Russell 2000 ETF 632.54K (2.94%) -5.50K
Decreased by -0.87%
Mar 31, 25
4 Vanguard Small Cap Index 574.84K (2.68%) 462.00
Increased by +0.08%
Feb 28, 25
5 Delaware US Small Cap Core Equity (SMA) 522.19K (2.43%) -91.53K
Decreased by -17.53%
Mar 31, 24
6 Macquarie US Small Cap Core Equity 522.19K (2.43%) -91.53K
Decreased by -17.53%
Mar 31, 24
7 ClearBridge Small Cap Growth A 412.26K (1.92%) -33.05K
Decreased by -8.02%
Feb 28, 25
8 ClearBridge Small Cap Growth 402.11K (1.87%) -43.20K
Decreased by -10.74%
Feb 28, 25
9 Delaware Small Cap Core I 370.65K (1.73%) 0.00
Increased by 0.00%
Oct 31, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 359.85K (1.68%) 1.08K
Increased by +0.30%
Feb 28, 25
11 Champlain Small Company Fund, LLC 326.32K (1.52%) -61.28K
Decreased by -18.78%
Feb 28, 25
12 Vanguard Small Cap Growth Index Inv 322.95K (1.50%) -1.78K
Decreased by -0.55%
Feb 28, 25
13 Loomis Sayles Small Cap Growth Instl 243.91K (1.14%) -6.16K
Decreased by -2.52%
Feb 28, 25
14 AB Discovery Growth A 239.63K (1.12%) -4.68K
Decreased by -1.95%
Feb 28, 25
15 Fidelity Small Cap Index 229.91K (1.07%) -4.30K
Decreased by -1.87%
Jan 31, 25
16 Fidelity® Small Cap Index 228.80K (1.07%) 6.21K
Increased by +2.72%
Oct 31, 23
17 Macquarie Small Cap Core I 224.63K (1.05%) -123.22K
Decreased by -54.85%
Jan 31, 25
18 iShares S&P Small-Cap 600 Growth ETF 216.10K (1.01%) 0.00
Increased by 0.00%
Mar 31, 25
19 Congress Small Cap Growth Institutional 215.00K (1.00%) 0.00
Increased by 0.00%
Feb 28, 25
20 iShares Russell 2000 Growth ETF 209.52K (0.98%) -996.00
Decreased by -0.48%
Mar 31, 25