Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GSC 1.59%
2 IWC 0.17%
3 IAI 0.12%
4 IWO 0.07%
5 ISCG 0.04%
6 JKK 0.04%
7 IWM 0.04%
8 JKL 0.03%
9 ISCV 0.03%
10 JKJ 0.02%
11 ISCB 0.02%
12 ITOT 0.00%
13 IWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 8.18M (14.07%) 301.59K
Increased by +3.69%
Dec 31, 24
2 BlackRock Inc 4.31M (7.41%) 337.87K
Increased by +7.84%
Dec 31, 24
3 Vanguard Group Inc 3.16M (5.44%) 260.32K
Increased by +8.23%
Dec 31, 24
4 Azora Capital LP 2.49M (4.29%) 81.75K
Increased by +3.28%
Dec 31, 24
5 Westwood Holdings Group Inc 2.11M (3.63%) 15.96K
Increased by +0.76%
Dec 31, 24
6 Millennium Management LLC 1.72M (2.96%) 1.67M
Increased by +96.65%
Jun 30, 24
7 State Street Corp 1.37M (2.35%) -10.35K
Decreased by -0.76%
Dec 31, 24
8 Goldman Sachs Group Inc 1.34M (2.31%) -204.05K
Decreased by -15.18%
Dec 31, 24
9 Wellington Management Company LLP 1.32M (2.26%) 158.96K
Increased by +12.07%
Dec 31, 24
10 Geode Capital Management, LLC 1.28M (2.20%) 24.35K
Increased by +1.90%
Dec 31, 24
11 William Blair Investment Management, LLC 1.24M (2.13%) 30.44K
Increased by +2.46%
Dec 31, 24
12 Wasatch Advisors LP 1.18M (2.03%) -304.01K
Decreased by -25.78%
Dec 31, 24
13 Schroder Investment Management Group 1.17M (2.02%) -567.49K
Decreased by -48.39%
Dec 31, 24
14 Philadelphia Financial Mgmt Of San Franc 1.14M (1.96%) 1.14M
Increased by +100.00%
Mar 31, 24
15 Basswood Capital Management LLC 1.10M (1.89%) -83.96K
Decreased by -7.63%
Sep 30, 24
16 Royce & Associates, LP 1.06M (1.82%) -119.05K
Decreased by -11.23%
Dec 31, 24
17 Macquarie Group Ltd 988.14K (1.70%) -3.06K
Decreased by -0.31%
Dec 31, 24
18 State Street Corporation 977.72K (1.68%) 111.14K
Increased by +11.37%
Mar 31, 24
19 GW&K Investment Management, LLC 936.62K (1.61%) -16.61K
Decreased by -1.77%
Dec 31, 24
20 JPMorgan Chase & Co 871.84K (1.50%) 288.44K
Increased by +33.08%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Small Cap Growth 2.54M (4.37%) 0.00
Increased by 0.00%
Jan 31, 25
2 FIAM Small Cap Core CIT Cl B 2.29M (3.94%) 61.83K
Increased by +2.70%
Jan 31, 25
3 FIAM Small Cap Core Composite 2.23M (3.84%) -59.73K
Decreased by -2.68%
Dec 31, 24
4 Fidelity® Small Cap Growth 2.04M (3.51%) 0.00
Increased by 0.00%
Oct 31, 23
5 Vanguard Total Stock Mkt Idx Inv 1.65M (2.84%) 0.00
Increased by 0.00%
Feb 28, 25
6 iShares Russell 2000 ETF 1.41M (2.43%) -12.21K
Decreased by -0.86%
Mar 31, 25
7 Macquarie Small Cap Core I 897.90K (1.54%) 86.24K
Increased by +9.60%
Feb 28, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 868.06K (1.49%) 1.27K
Increased by +0.15%
Feb 28, 25
9 Putnam Small Cap Growth A 824.31K (1.42%) 73.90K
Increased by +8.97%
Feb 28, 25
10 Delaware Small Cap Core I 811.66K (1.40%) 0.00
Increased by 0.00%
Oct 31, 24
11 Schroder US Smaller Companies Acc 728.23K (1.25%) 0.00
Increased by 0.00%
Feb 28, 25
12 Columbia Small Cap Growth Inst 709.42K (1.22%) 0.00
Increased by 0.00%
Feb 28, 25
13 Westwood Mgt SmallCap Value 708.60K (1.22%) 12.34K
Increased by +1.74%
Dec 31, 24
14 Westwood Quality SmallCap Fund Inst 708.60K (1.22%) 12.34K
Increased by +1.74%
Dec 31, 24
15 Strategic Advisers Fidelity US TtlStk 682.59K (1.17%) 0.00
Increased by 0.00%
Feb 28, 25
16 Fidelity Small Cap Growth K6 678.14K (1.17%) 2.32K
Increased by +0.34%
Jan 31, 25
17 Fidelity Series Small Cap Core 632.11K (1.09%) 26.10K
Increased by +4.13%
Jan 31, 25
18 Columbia Small Cap Growth 577.98K (0.99%) 5.30K
Increased by +0.92%
Dec 31, 24
19 Strategic Advisers® Fidelity US TtlStk 540.47K (0.93%) 58.81K
Increased by +10.88%
Nov 30, 23
20 Putnam US Small Cap Growth Equity 525.11K (0.90%) 525.11K
Increased by +100.00%
Dec 31, 24