Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BIGY 3.83%
2 EVNT 3.16%
3 MARB 2.56%
4 MNA 2.03%
5 ARB 1.81%
6 PSCT 1.71%
7 JSML 1.20%
8 XITK 1.05%
9 CNTR 0.79%
10 XSW 0.71%
11 PXSG 0.64%
12 JSMD 0.41%
13 SSLY 0.37%
14 AVSC 0.32%
15 ESIX 0.32%
16 PSC 0.28%
17 BFOR 0.28%
18 SLY 0.28%
19 SLYG 0.24%
20 VIOG 0.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.39M (15.67%) 51.09K
Increased by +0.95%
Jun 30, 24
2 Vanguard Group Inc 4.59M (13.34%) -14.63K
Decreased by -0.32%
Sep 30, 24
3 Morgan Stanley - Brokerage Accounts 3.06M (8.89%) 569.54K
Increased by +18.62%
Jun 30, 24
4 Congress Asset Management Company, LLP 1.40M (4.07%) 71.00K
Increased by +5.07%
Mar 31, 24
5 Fidelity International Ltd 1.38M (4.02%) 1.38M
Increased by +100.00%
Jun 30, 24
6 State Street Corp 1.38M (4.00%) 896.00
Increased by +0.07%
Jun 30, 24
7 State Street Corporation 1.38M (4.00%) 35.55K
Increased by +2.59%
Mar 31, 24
8 Victory Capital Management Inc. 1.11M (3.24%) -21.51K
Decreased by -1.93%
Mar 31, 24
9 Geneva Capital Management 933.44K (2.71%) 382.00
Increased by +0.04%
Sep 30, 24
10 Dimensional Fund Advisors, Inc. 885.30K (2.57%) -104.44K
Decreased by -11.80%
Jun 30, 24
11 UBS Group AG 816.36K (2.37%) 752.32K
Increased by +92.16%
Jun 30, 24
12 Silvercrest Asset Management Group LLC 815.92K (2.37%) -138.44K
Decreased by -16.97%
Mar 31, 24
13 Geode Capital Management, LLC 813.31K (2.36%) 43.05K
Increased by +5.29%
Jun 30, 24
14 William Blair Investment Management, LLC 554.07K (1.61%) -250.00
Decreased by -0.05%
Mar 31, 24
15 Northern Trust Corp 511.99K (1.49%) 26.62K
Increased by +5.20%
Jun 30, 24
16 Test Hedge Fund Mgmt 487.65K (1.42%) -11.67K
Decreased by -2.39%
Sep 30, 24
17 Glazer Capital, LLC 477.15K (1.39%) 477.15K
Increased by +100.00%
Jun 30, 24
18 Millennium Management LLC 475.69K (1.38%) 434.12K
Increased by +91.26%
Jun 30, 24
19 Lord, Abbett & Co LLC 468.47K (1.36%) 7.93K
Increased by +1.69%
Mar 31, 24
20 Wellington Management Company LLP 463.80K (1.35%) -1.39M
Decreased by -299.42%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.24M (6.51%) 6.09K
Increased by +0.27%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.12M (3.24%) 1.05K
Increased by +0.09%
Sep 30, 24
3 iShares Russell 2000 ETF 900.57K (2.62%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Small Cap Index 879.31K (2.56%) -10.94K
Decreased by -1.24%
Sep 30, 24
5 Fidelity Canadian Large Cap Sr B 830.00K (2.41%) 680.00K
Increased by +81.93%
Jun 30, 24
6 Victory Small Cap Value CIT (Net 75) 800.00K (2.32%) 0.00
Increased by 0.00%
Mar 31, 24
7 Victory Sycamore Small Company Opp R 800.00K (2.32%) 0.00
Increased by 0.00%
Mar 31, 24
8 Vanguard Information Technology ETF 785.45K (2.28%) 1.79K
Increased by +0.23%
Sep 30, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 517.06K (1.50%) -18.64K
Decreased by -3.60%
Sep 30, 24
10 Vanguard Small Cap Growth Index Inv 485.28K (1.41%) -6.15K
Decreased by -1.27%
Sep 30, 24
11 Fidelity Canadian Large Cp Mlt Ast Bs O 423.14K (1.23%) 0.00
Increased by 0.00%
Sep 30, 24
12 Congress Asset Mgt Mid Cap Growth 400.00K (1.16%) 0.00
Increased by 0.00%
Mar 31, 24
13 Congress Mid Cap Growth Institutional 400.00K (1.16%) 0.00
Increased by 0.00%
Mar 31, 24
14 Fidelity Small Cap Index 355.93K (1.03%) -8.70K
Decreased by -2.45%
Aug 31, 24
15 First Trust Merger Arbitrage Cl I 344.44K (1.00%) 344.44K
Increased by +100.00%
Jun 30, 24
16 Fidelity® Small Cap Index 331.27K (0.96%) 8.94K
Increased by +2.70%
Oct 31, 23
17 Nationwide Geneva Small Cap Gr Instl Svc 314.21K (0.91%) -9.15K
Decreased by -2.91%
Sep 30, 24
18 T. Rowe Price Integrated US SmCapGrEq 309.70K (0.90%) 309.70K
Increased by +100.00%
Mar 31, 24
19 SPDR® Portfolio S&P 600 Sm Cap ETF 308.04K (0.90%) 0.00
Increased by 0.00%
Apr 30, 24
20 iShares Russell 2000 Growth ETF 307.20K (0.89%) 0.00
Increased by 0.00%
Sep 30, 24