Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 3.27%
2 SMLV 1.87%
3 KCE 1.82%
4 XSMO 1.22%
5 RNMC 1.15%
6 FSCS 1.15%
7 SURE 1.11%
8 DEEP 1.00%
9 PSCF 0.94%
10 XSLV 0.93%
11 FYC 0.69%
12 QSML 0.52%
13 PSC 0.47%
14 IAI 0.46%
15 DGRS 0.46%
16 ESIX 0.40%
17 TPSC 0.35%
18 FYX 0.34%
19 JSML 0.33%
20 SLYG 0.29%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.14M (14.31%) 3.52K
Increased by +0.11%
Mar 31, 24
2 Vanguard Group Inc 2.45M (11.16%) 17.46K
Increased by +0.71%
Mar 31, 24
3 State Street Corporation 941.19K (4.29%) 36.32K
Increased by +3.86%
Mar 31, 24
4 ClearBridge Advisors, LLC 896.47K (4.09%) -182.66K
Decreased by -20.37%
Mar 31, 24
5 Eagle Asset Management, Inc. 710.67K (3.24%) -134.33K
Decreased by -18.90%
Mar 31, 24
6 Wellington Management Company LLP 647.83K (2.95%) -4.51K
Decreased by -0.70%
Mar 31, 24
7 AllianceBernstein L.P. 634.01K (2.89%) -140.85K
Decreased by -22.22%
Mar 31, 24
8 Macquarie Group Ltd 628.86K (2.87%) -117.26K
Decreased by -18.65%
Mar 31, 24
9 Geode Capital Management, LLC 542.96K (2.48%) 19.85K
Increased by +3.66%
Mar 31, 24
10 Loomis, Sayles & Company LP 524.29K (2.39%) -16.71K
Decreased by -3.19%
Mar 31, 24
11 HSBC Holdings PLC 467.43K (2.13%) -42.66K
Decreased by -9.13%
Mar 31, 24
12 Champlain Investment Partners, LLC 456.50K (2.08%) 456.50K
Increased by +100.00%
Mar 31, 24
13 Dimensional Fund Advisors, Inc. 436.10K (1.99%) 14.24K
Increased by +3.27%
Mar 31, 24
14 abrdn PLC 392.29K (1.79%) -82.52K
Decreased by -21.04%
Sep 30, 23
15 FMR Inc 391.38K (1.78%) 9.46K
Increased by +2.42%
Mar 31, 24
16 Goldman Sachs Group Inc 356.90K (1.63%) 137.34K
Increased by +38.48%
Dec 31, 23
17 Morgan Stanley - Brokerage Accounts 352.52K (1.61%) 83.84K
Increased by +23.78%
Mar 31, 24
18 Bank of New York Mellon Corp 338.50K (1.54%) -69.53K
Decreased by -20.54%
Mar 31, 24
19 Grandeur Peak Global Advisors, LLC 335.46K (1.53%) -38.90K
Decreased by -11.60%
Mar 31, 24
20 TimesSquare Capital Management, LLC 333.10K (1.52%) -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 1.43M (6.52%) 2.62K
Increased by +0.18%
Jun 28, 24
2 Vanguard Total Stock Mkt Idx Inv 698.42K (3.19%) 563.00
Increased by +0.08%
Jun 30, 24
3 ClearBridge Small Cap Growth 618.81K (2.82%) 0.00
Increased by 0.00%
Jun 30, 24
4 ClearBridge Small Cap Growth A 618.81K (2.82%) -68.10K
Decreased by -11.00%
Jun 30, 24
5 iShares Russell 2000 ETF 583.30K (2.66%) 21.87K
Increased by +3.75%
Jun 28, 24
6 Vanguard Small Cap Index 542.62K (2.47%) -15.08K
Decreased by -2.78%
Jun 30, 24
7 Delaware Small Cap Core I 522.19K (2.38%) 0.00
Increased by 0.00%
May 31, 24
8 Delaware US Small Cap Core Equity (SMA) 522.19K (2.38%) -91.53K
Decreased by -17.53%
Mar 31, 24
9 Macquarie US Small Cap Core Equity 522.19K (2.38%) -91.53K
Decreased by -17.53%
Mar 31, 24
10 Champlain Small Company Fund, LLC 411.86K (1.88%) 41.64K
Increased by +10.11%
Jun 30, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 328.33K (1.50%) -6.56K
Decreased by -2.00%
Jun 30, 24
12 Vanguard Small Cap Growth Index Inv 305.66K (1.39%) -11.12K
Decreased by -3.64%
Jun 30, 24
13 Loomis Sayles Small Cap Growth Instl 296.53K (1.35%) -4.07K
Decreased by -1.37%
May 31, 24
14 AB Discovery Growth A 273.31K (1.25%) -23.89K
Decreased by -8.74%
May 31, 24
15 Eagle Small Cap Growth – Institutional 258.68K (1.18%) -65.41K
Decreased by -25.29%
Jun 30, 24
16 Fidelity Small Cap Index 235.13K (1.07%) -250.00
Decreased by -0.11%
Apr 30, 24
17 Fidelity® Small Cap Index 228.80K (1.04%) 6.21K
Increased by +2.72%
Oct 31, 23
18 iShares Russell 2000 Growth ETF 213.23K (0.97%) 7.56K
Increased by +3.55%
Jun 28, 24
19 SPDR® Portfolio S&P 600 Sm Cap ETF 197.33K (0.90%) 200.00
Increased by +0.10%
Mar 28, 24
20 Eagle Small Cap Strategy (Vermont Team) 189.55K (0.86%) 2.81K
Increased by +1.48%
Dec 31, 23