Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AZTD 2.30%
2 KIE 2.17%
3 GRPZ 1.97%
4 RZG 1.52%
5 SAWS 1.44%
6 MMSC 1.15%
7 PSCF 0.92%
8 FYC 0.75%
9 XSMO 0.72%
10 VUSE 0.60%
11 SIXL 0.54%
12 HAPS 0.52%
13 BOUT 0.47%
14 IJT 0.46%
15 FSCC 0.45%
16 QSML 0.40%
17 SLYG 0.40%
18 VIOG 0.40%
19 IAK 0.40%
20 ESIX 0.39%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.16M (16.08%) 212.00K
Increased by +5.10%
Sep 30, 24
2 Vanguard Group Inc 2.52M (9.75%) 153.92K
Increased by +6.10%
Sep 30, 24
3 Champlain Investment Partners, LLC 1.19M (4.60%) -142.50K
Decreased by -11.97%
Sep 30, 24
4 State Street Corp 1.10M (4.24%) 32.15K
Increased by +2.93%
Sep 30, 24
5 State Street Corporation 985.52K (3.81%) 34.31K
Increased by +3.48%
Mar 31, 24
6 Nordea Investment Mgmt Bank Demark A/s 868.32K (3.36%) -271.10K
Decreased by -31.22%
Dec 31, 23
7 Sumitomo Mitsui Trust Holdings Inc 851.34K (3.29%) -75.93K
Decreased by -8.92%
Jun 30, 24
8 Stephens Inv Mgmt Group LLC 679.63K (2.63%) -194.01K
Decreased by -28.55%
Dec 31, 24
9 Geode Capital Management, LLC 600.09K (2.32%) 18.34K
Increased by +3.06%
Sep 30, 24
10 Driehaus Capital Management LLC 581.42K (2.25%) 281.21K
Increased by +48.37%
Sep 30, 24
11 American Century Companies Inc 574.90K (2.22%) 128.63K
Increased by +22.37%
Sep 30, 24
12 Dimensional Fund Advisors, Inc. 544.42K (2.10%) 35.55K
Increased by +6.53%
Sep 30, 24
13 Sumitomo Mitsui Trust Group Inc 538.23K (2.08%) -106.20K
Decreased by -19.73%
Dec 31, 24
14 Artemis Investment Management LLP 455.08K (1.76%) 71.81K
Increased by +15.78%
Dec 31, 24
15 Emerald Advisers, LLC 449.97K (1.74%) 8.60K
Increased by +1.91%
Sep 30, 24
16 Westfield Capital Management Company, L.P. 394.41K (1.52%) 77.55K
Increased by +19.66%
Sep 30, 24
17 Westfield Capital Management Company, LP 394.41K (1.52%) 77.55K
Increased by +19.66%
Sep 30, 24
18 Villere St Denis J & Co Llc 389.93K (1.51%) -28.14K
Decreased by -7.22%
Dec 31, 24
19 Emerald Mutual Fund Advisers Trust 368.78K (1.43%) -6.64K
Decreased by -1.80%
Sep 30, 24
20 Morgan Stanley - Brokerage Accounts 367.27K (1.42%) -227.64K
Decreased by -61.98%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.70M (6.58%) 2.33K
Increased by +0.14%
Jan 31, 25
2 Vanguard Total Stock Mkt Idx Inv 780.62K (3.02%) 1.15K
Increased by +0.15%
Dec 31, 24
3 iShares Russell 2000 ETF 704.05K (2.72%) -5.35K
Decreased by -0.76%
Jan 31, 25
4 Nordea 1 - Global Climate & Envir BI EUR 697.18K (2.69%) -172.55K
Decreased by -24.75%
Dec 31, 23
5 T. Rowe Price Integrated US SmCapGrEq 601.61K (2.33%) 405.23K
Increased by +67.36%
Dec 31, 24
6 Champlain Small Company Fund, LLC 572.35K (2.21%) -17.25K
Decreased by -3.01%
Dec 31, 24
7 Vanguard Explorer Inv 512.07K (1.98%) -116.80K
Decreased by -22.81%
Dec 31, 24
8 Stephens SMID Select Growth 461.52K (1.78%) -145.47K
Decreased by -31.52%
Dec 31, 24
9 Champlain Small Company Adv 440.00K (1.70%) -100.00K
Decreased by -22.73%
Sep 30, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 405.96K (1.57%) 18.52K
Increased by +4.56%
Dec 31, 24
11 Vanguard Small Cap Index 320.10K (1.24%) 5.90K
Increased by +1.84%
Dec 31, 24
12 American Century Small Cap Growth Inv 314.53K (1.22%) 38.83K
Increased by +12.35%
Dec 31, 24
13 American Century U.S. Small Cap Growth 314.53K (1.22%) 38.83K
Increased by +12.35%
Dec 31, 24
14 Old Westbury Small & Mid Cap Strategies 305.00K (1.18%) -15.00K
Decreased by -4.92%
Oct 31, 24
15 T. Rowe Price Integrated US Sm Gr Eq 300.80K (1.16%) 0.00
Increased by 0.00%
Dec 31, 24
16 Harbor Small Cap Growth Instl 289.08K (1.12%) 107.11K
Increased by +37.05%
Dec 31, 24
17 Westfield Capital Mgt Co Sm-Cap Gr Eq 289.08K (1.12%) 111.52K
Increased by +38.58%
Dec 31, 24
18 Avantis US Small Cap Value ETF 285.88K (1.10%) 1.23K
Increased by +0.43%
Jan 31, 25
19 Artemis US Smaller Companies I Acc GBP 274.23K (1.06%) -13.57K
Decreased by -4.95%
Oct 31, 24
20 Stephens Small Cap Growth 266.44K (1.03%) -71.19K
Decreased by -26.72%
Sep 30, 24