Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GSC 1.52%
2 IAI 0.18%
3 IWC 0.17%
4 IWO 0.10%
5 JKK 0.05%
6 IWM 0.05%
7 ISCG 0.05%
8 ISCB 0.03%
9 JKJ 0.03%
10 ISCV 0.03%
11 JKL 0.03%
12 ITOT 0.00%
13 IWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 7.88M (14.44%) -4.29K
Decreased by -0.05%
Sep 30, 24
2 BlackRock Inc 3.97M (7.28%) 101.38K
Increased by +2.55%
Sep 30, 24
3 Vanguard Group Inc 2.90M (5.32%) 98.05K
Increased by +3.38%
Sep 30, 24
4 Azora Capital LP 2.41M (4.42%) 110.37K
Increased by +4.58%
Sep 30, 24
5 Westwood Holdings Group Inc 2.10M (3.84%) -101.44K
Decreased by -4.84%
Sep 30, 24
6 Schroder Investment Management Group 1.74M (3.19%) -252.73K
Decreased by -14.52%
Sep 30, 24
7 Millennium Management LLC 1.72M (3.16%) 1.67M
Increased by +96.65%
Jun 30, 24
8 Goldman Sachs Group Inc 1.55M (2.84%) -50.52K
Decreased by -3.26%
Sep 30, 24
9 Wasatch Advisors LP 1.48M (2.72%) 174.44K
Increased by +11.76%
Sep 30, 24
10 State Street Corp 1.38M (2.53%) 59.99K
Increased by +4.35%
Sep 30, 24
11 Geode Capital Management, LLC 1.26M (2.31%) 34.30K
Increased by +2.73%
Sep 30, 24
12 William Blair Investment Management, LLC 1.21M (2.21%) -36.81K
Decreased by -3.05%
Sep 30, 24
13 Royce & Associates, LP 1.18M (2.16%) 147.42K
Increased by +12.50%
Sep 30, 24
14 Wellington Management Company LLP 1.16M (2.12%) 771.74K
Increased by +66.67%
Sep 30, 24
15 Philadelphia Financial Mgmt Of San Franc 1.14M (2.09%) 1.14M
Increased by +100.00%
Mar 31, 24
16 Basswood Capital Management LLC 1.10M (2.02%) -83.96K
Decreased by -7.63%
Sep 30, 24
17 Adage Capital Partners Gp LLC 1.04M (1.90%) -286.66K
Decreased by -27.63%
Sep 30, 24
18 Macquarie Group Ltd 991.20K (1.82%) 991.20K
Increased by +100.00%
Sep 30, 24
19 State Street Corporation 977.72K (1.79%) 111.14K
Increased by +11.37%
Mar 31, 24
20 GW&K Investment Management, LLC 953.23K (1.75%) -46.10K
Decreased by -4.84%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Small Cap Growth 2.54M (4.66%) 111.06K
Increased by +4.37%
Oct 31, 24
2 FIAM Small Cap Core CIT Cl B 2.29M (4.20%) 0.00
Increased by 0.00%
Oct 31, 24
3 FIAM Small Cap Core Composite 2.29M (4.20%) -38.10K
Decreased by -1.66%
Sep 30, 24
4 Fidelity® Small Cap Growth 2.04M (3.74%) 0.00
Increased by 0.00%
Oct 31, 23
5 Vanguard Total Stock Mkt Idx Inv 1.65M (3.03%) 198.20K
Increased by +12.00%
Dec 31, 24
6 iShares Russell 2000 ETF 1.45M (2.65%) -5.55K
Decreased by -0.38%
Dec 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 866.56K (1.59%) 38.71K
Increased by +4.47%
Dec 31, 24
8 Schroder US Smaller Companies Acc 833.33K (1.53%) 5.07K
Increased by +0.61%
Nov 30, 24
9 Delaware Small Cap Core I 811.66K (1.49%) 0.00
Increased by 0.00%
Oct 31, 24
10 Macquarie Small Cap Core I 811.66K (1.49%) 0.00
Increased by 0.00%
Nov 30, 24
11 Wasatch Micro Cap 744.35K (1.36%) 0.00
Increased by 0.00%
Sep 30, 24
12 Westwood Mgt SmallCap Value 708.60K (1.30%) 12.34K
Increased by +1.74%
Dec 31, 24
13 Westwood Quality SmallCap Fund Inst 708.60K (1.30%) 12.34K
Increased by +1.74%
Dec 31, 24
14 Strategic Advisers Fidelity US TtlStk 682.59K (1.25%) 0.00
Increased by 0.00%
Nov 30, 24
15 Columbia Small Cap Growth Inst 577.98K (1.06%) 0.00
Increased by 0.00%
Nov 30, 24
16 Columbia Small Cap Growth 572.68K (1.05%) 572.68K
Increased by +100.00%
Sep 30, 24
17 Strategic Advisers® Fidelity US TtlStk 540.47K (0.99%) 58.81K
Increased by +10.88%
Nov 30, 23
18 Fidelity Small Cap Index 538.09K (0.99%) 1.10K
Increased by +0.20%
Oct 31, 24
19 Fidelity Small Cap Growth K6 531.00K (0.97%) 69.57K
Increased by +13.10%
Oct 31, 24
20 Putnam Small Cap Growth A 525.11K (0.96%) 525.11K
Increased by +100.00%
Dec 31, 24