Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AZTD 2.34%
2 GRPZ 1.91%
3 KIE 1.81%
4 MMSC 1.11%
5 RZG 0.91%
6 PSCF 0.74%
7 FYC 0.55%
8 XSMO 0.55%
9 VUSE 0.54%
10 HAPS 0.51%
11 BOUT 0.47%
12 SIXL 0.46%
13 SLYG 0.41%
14 IJT 0.41%
15 QSML 0.38%
16 FSCC 0.38%
17 VIOG 0.37%
18 IAK 0.34%
19 OASC 0.33%
20 ESIX 0.32%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.95M (15.30%) -22.43K
Decreased by -0.57%
Jun 30, 24
2 Vanguard Group Inc 2.52M (9.77%) 153.92K
Increased by +6.10%
Sep 30, 24
3 Champlain Investment Partners, LLC 1.19M (4.61%) -142.50K
Decreased by -11.97%
Sep 30, 24
4 State Street Corp 1.07M (4.13%) 80.03K
Increased by +7.51%
Jun 30, 24
5 State Street Corporation 985.52K (3.82%) 34.31K
Increased by +3.48%
Mar 31, 24
6 Stephens Inv Mgmt Group LLC 873.64K (3.38%) -125.24K
Decreased by -14.33%
Sep 30, 24
7 Nordea Investment Mgmt Bank Demark A/s 868.32K (3.36%) -271.10K
Decreased by -31.22%
Dec 31, 23
8 Sumitomo Mitsui Trust Holdings Inc 851.34K (3.30%) -75.93K
Decreased by -8.92%
Jun 30, 24
9 Sumitomo Mitsui Trust Group Inc 644.43K (2.50%) -206.91K
Decreased by -32.11%
Sep 30, 24
10 Morgan Stanley - Brokerage Accounts 594.91K (2.30%) 68.74K
Increased by +11.56%
Jun 30, 24
11 Geode Capital Management, LLC 581.76K (2.25%) 24.52K
Increased by +4.21%
Jun 30, 24
12 American Century Companies Inc 574.90K (2.23%) 128.63K
Increased by +22.37%
Sep 30, 24
13 Dimensional Fund Advisors, Inc. 544.42K (2.11%) 35.55K
Increased by +6.53%
Sep 30, 24
14 Emerald Advisers, LLC 449.97K (1.74%) 8.60K
Increased by +1.91%
Sep 30, 24
15 Villere St Denis J & Co Llc 418.07K (1.62%) -3.02K
Decreased by -0.72%
Sep 30, 24
16 Westfield Capital Management Company, LP 394.41K (1.53%) 77.55K
Increased by +19.66%
Sep 30, 24
17 Artemis Investment Management LLP 383.28K (1.48%) 43.81K
Increased by +11.43%
Sep 30, 24
18 Emerald Mutual Fund Advisers Trust 368.78K (1.43%) -6.64K
Decreased by -1.80%
Sep 30, 24
19 Macquarie Group Ltd 361.77K (1.40%) 321.18K
Increased by +88.78%
Jun 30, 24
20 Point72 Asset Management, L.P. 361.01K (1.40%) 246.54K
Increased by +68.29%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.67M (6.47%) 1.57K
Increased by +0.09%
Oct 31, 24
2 Vanguard Total Stock Mkt Idx Inv 783.60K (3.04%) -5.56K
Decreased by -0.71%
Oct 31, 24
3 Champlain Small Company Fund, LLC 771.35K (2.99%) -74.63K
Decreased by -9.68%
Oct 31, 24
4 Nordea 1 - Global Climate & Envir BI EUR 697.18K (2.70%) -172.55K
Decreased by -24.75%
Dec 31, 23
5 iShares Russell 2000 ETF 635.35K (2.46%) -1.43K
Decreased by -0.22%
Oct 31, 24
6 Vanguard Explorer Inv 628.87K (2.44%) -21.69K
Decreased by -3.45%
Sep 30, 24
7 Stephens SMID Select Growth 606.99K (2.35%) -53.98K
Decreased by -8.89%
Sep 30, 24
8 Champlain Small Company Adv 540.00K (2.09%) -5.00K
Decreased by -0.93%
Jun 30, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 381.90K (1.48%) 5.11K
Increased by +1.34%
Sep 30, 24
10 T. Rowe Price Integrated US SmCapGrEq 356.28K (1.38%) 356.28K
Increased by +100.00%
Mar 31, 24
11 Old Westbury Small & Mid Cap Strategies 320.00K (1.24%) 0.00
Increased by 0.00%
Jul 31, 24
12 Vanguard Small Cap Index 312.40K (1.21%) 600.00
Increased by +0.19%
Oct 31, 24
13 American Century Small Cap Growth Inv 275.69K (1.07%) 65.98K
Increased by +23.93%
Sep 30, 24
14 American Century U.S. Small Cap Growth 275.69K (1.07%) 65.98K
Increased by +23.93%
Sep 30, 24
15 Stephens Small Cap Growth 266.44K (1.03%) -71.19K
Decreased by -26.72%
Sep 30, 24
16 Artemis US Smaller Companies I Acc GBP 265.09K (1.03%) 12.22K
Increased by +4.61%
Jul 31, 24
17 iShares S&P Small-Cap 600 Growth ETF 253.83K (0.98%) 0.00
Increased by 0.00%
Oct 31, 24
18 Fidelity Small Cap Index 250.91K (0.97%) -6.80K
Decreased by -2.71%
Aug 31, 24
19 Fidelity® Small Cap Index 236.84K (0.92%) 6.60K
Increased by +2.79%
Oct 31, 23
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 230.95K (0.89%) 1.76K
Increased by +0.76%
Oct 31, 24