Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AZTD 2.65%
2 GRPZ 2.41%
3 FFTY 2.12%
4 KIE 1.90%
5 RZG 1.89%
6 SAWS 1.74%
7 PFI 1.68%
8 MMSC 1.65%
9 PSCF 1.05%
10 XSMO 1.04%
11 FYC 0.94%
12 HAPS 0.92%
13 FSCC 0.62%
14 VUSE 0.61%
15 SLYG 0.57%
16 IJT 0.57%
17 SIXL 0.54%
18 QSML 0.52%
19 BOUT 0.47%
20 OASC 0.47%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.31M (16.57%) 153.11K
Increased by +3.55%
Dec 31, 24
2 Vanguard Group Inc 2.57M (9.89%) 53.12K
Increased by +2.06%
Dec 31, 24
3 State Street Corp 1.17M (4.48%) 69.51K
Increased by +5.96%
Dec 31, 24
4 State Street Corporation 985.52K (3.79%) 34.31K
Increased by +3.48%
Mar 31, 24
5 Nordea Investment Mgmt Bank Demark A/s 868.32K (3.34%) -271.10K
Decreased by -31.22%
Dec 31, 23
6 Sumitomo Mitsui Trust Holdings Inc 851.34K (3.27%) -75.93K
Decreased by -8.92%
Jun 30, 24
7 Champlain Investment Partners, LLC 821.52K (3.16%) -369.29K
Decreased by -44.95%
Dec 31, 24
8 American Century Companies Inc 785.42K (3.02%) 210.52K
Increased by +26.80%
Dec 31, 24
9 Stephens Inv Mgmt Group LLC 679.63K (2.61%) -194.01K
Decreased by -28.55%
Dec 31, 24
10 Geode Capital Management, LLC 618.84K (2.38%) 18.75K
Increased by +3.03%
Dec 31, 24
11 Westfield Capital Management Company, L.P. 593.46K (2.28%) 199.05K
Increased by +33.54%
Dec 31, 24
12 Dimensional Fund Advisors, Inc. 561.74K (2.16%) 17.32K
Increased by +3.08%
Dec 31, 24
13 Driehaus Capital Management LLC 542.14K (2.08%) -39.28K
Decreased by -7.25%
Dec 31, 24
14 Sumitomo Mitsui Trust Group Inc 538.23K (2.07%) -106.20K
Decreased by -19.73%
Dec 31, 24
15 Artemis Investment Management LLP 455.08K (1.75%) 71.81K
Increased by +15.78%
Dec 31, 24
16 Emerald Advisers, LLC 435.04K (1.67%) -14.93K
Decreased by -3.43%
Dec 31, 24
17 T. Rowe Price Associates, Inc. 432.06K (1.66%) 122.06K
Increased by +28.25%
Dec 31, 24
18 Westfield Capital Management Company, LP 394.41K (1.51%) 77.55K
Increased by +19.66%
Sep 30, 24
19 Villere St Denis J & Co Llc 389.93K (1.50%) -28.14K
Decreased by -7.22%
Dec 31, 24
20 Federated Hermes Inc 374.52K (1.44%) 37.64K
Increased by +10.05%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.69M (6.48%) -378.00
Decreased by -0.02%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 790.87K (3.04%) 693.00
Increased by +0.09%
Feb 28, 25
3 Nordea 1 - Global Climate & Envir BI EUR 697.18K (2.68%) -172.55K
Decreased by -24.75%
Dec 31, 23
4 iShares Russell 2000 ETF 664.46K (2.55%) -7.81K
Decreased by -1.18%
Feb 28, 25
5 T. Rowe Price Integrated US SmCapGrEq 601.61K (2.31%) 405.23K
Increased by +67.36%
Dec 31, 24
6 Champlain Small Company Fund, LLC 562.19K (2.16%) -3.80K
Decreased by -0.68%
Feb 28, 25
7 Vanguard Explorer Inv 512.07K (1.97%) -116.80K
Decreased by -22.81%
Dec 31, 24
8 Stephens SMID Select Growth 461.52K (1.77%) -145.47K
Decreased by -31.52%
Dec 31, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 406.67K (1.56%) 585.00
Increased by +0.14%
Feb 28, 25
10 Artemis US Smaller Companies I Acc GBP 363.62K (1.40%) 0.00
Increased by 0.00%
Feb 28, 25
11 Vanguard Small Cap Index 320.90K (1.23%) 252.00
Increased by +0.08%
Feb 28, 25
12 Avantis US Small Cap Value ETF 314.85K (1.21%) 2.29K
Increased by +0.73%
Feb 28, 25
13 American Century Small Cap Growth Inv 314.53K (1.21%) 38.83K
Increased by +12.35%
Dec 31, 24
14 American Century U.S. Small Cap Growth 314.53K (1.21%) 38.83K
Increased by +12.35%
Dec 31, 24
15 Old Westbury Small & Mid Cap Strategies 305.00K (1.17%) -15.00K
Decreased by -4.92%
Oct 31, 24
16 T. Rowe Price Integrated US Sm Gr Eq 300.80K (1.16%) 0.00
Increased by 0.00%
Jan 31, 25
17 Champlain Small Company Adv 290.00K (1.11%) -150.00K
Decreased by -51.72%
Dec 31, 24
18 Harbor Small Cap Growth Instl 289.08K (1.11%) 107.11K
Increased by +37.05%
Dec 31, 24
19 Westfield Capital Mgt Co Sm-Cap Gr Eq 289.08K (1.11%) 111.52K
Increased by +38.58%
Dec 31, 24
20 Stephens Small Cap Growth 266.44K (1.02%) -71.19K
Decreased by -26.72%
Sep 30, 24