Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AZTD 2.35%
2 KIE 1.92%
3 GRPZ 1.70%
4 RZG 1.36%
5 MMSC 1.00%
6 PSCF 0.82%
7 FYC 0.65%
8 XSMO 0.61%
9 VUSE 0.54%
10 HAPS 0.51%
11 SAWS 0.49%
12 BOUT 0.47%
13 SIXL 0.46%
14 FSCC 0.42%
15 SLYG 0.40%
16 IJT 0.40%
17 VIOG 0.37%
18 QSML 0.37%
19 IAK 0.35%
20 OASC 0.33%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.16M (16.12%) 212.00K
Increased by +5.10%
Sep 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 1.10M (4.25%) 32.15K
Increased by +2.93%
Sep 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 Geode Capital Management, LLC 600.09K (2.32%) 18.34K
Increased by +3.06%
Sep 30, 24
11 Driehaus Capital Management LLC 581.42K (2.25%) 281.21K
Increased by +48.37%
Sep 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, L.P. 394.41K (1.53%) 77.55K
Increased by +19.66%
Sep 30, 24
17 Westfield Capital Management Company, LP 394.41K (1.53%) 77.55K
Increased by +19.66%
Sep 30, 24
18 Artemis Investment Management LLP 383.28K (1.48%) 43.81K
Increased by +11.43%
Sep 30, 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 (6.60%) 786.00
Increased by +0.05%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 780.62K (3.02%) 1.15K
Increased by +0.15%
Dec 31, 24
3 Nordea 1 - Global Climate & Envir BI EUR 697.18K (2.70%) -172.55K
Decreased by -24.75%
Dec 31, 23
4 iShares Russell 2000 ETF 696.66K (2.70%) -2.67K
Decreased by -0.38%
Dec 31, 24
5 Vanguard Explorer Inv 628.87K (2.44%) -21.69K
Decreased by -3.45%
Sep 30, 24
6 Stephens SMID Select Growth 606.99K (2.35%) -53.98K
Decreased by -8.89%
Sep 30, 24
7 Champlain Small Company Fund, LLC 572.35K (2.22%) -17.25K
Decreased by -3.01%
Dec 31, 24
8 Champlain Small Company Adv 440.00K (1.70%) -100.00K
Decreased by -22.73%
Sep 30, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 405.96K (1.57%) 18.52K
Increased by +4.56%
Dec 31, 24
10 T. Rowe Price Integrated US SmCapGrEq 356.28K (1.38%) 356.28K
Increased by +100.00%
Mar 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 (1.17%) 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 Artemis US Smaller Companies I Acc GBP 287.79K (1.11%) -20.15K
Decreased by -7.00%
Sep 30, 24
18 Stephens Small Cap Growth 266.44K (1.03%) -71.19K
Decreased by -26.72%
Sep 30, 24
19 Fidelity Small Cap Index 250.38K (0.97%) 911.00
Increased by +0.36%
Oct 31, 24
20 iShares S&P Small-Cap 600 Growth ETF 247.04K (0.96%) -617.00
Decreased by -0.25%
Dec 31, 24