Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GSC 1.59%
2 IWC 0.17%
3 IAI 0.13%
4 IWO 0.08%
5 ISCG 0.05%
6 JKK 0.05%
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 8.26M (13.56%) 82.56K
Increased by +1.00%
Mar 31, 25
2 BlackRock Inc 4.28M (7.02%) -33.91K
Decreased by -0.79%
Mar 31, 25
3 Vanguard Group Inc 3.15M (5.17%) -13.22K
Decreased by -0.42%
Mar 31, 25
4 Wellington Management Company LLP 3.01M (4.94%) 1.69M
Increased by +56.25%
Mar 31, 25
5 Channing Capital Management, LLC 2.14M (3.52%) 1.46M
Increased by +68.28%
Mar 31, 25
6 Westwood Holdings Group Inc 2.11M (3.47%) 15.96K
Increased by +0.76%
Dec 31, 24
7 Azora Capital LP 1.82M (2.99%) -670.92K
Decreased by -36.83%
Mar 31, 25
8 Adage Capital Partners Gp LLC 1.81M (2.97%) 1.00M
Increased by +55.44%
Mar 31, 25
9 Millennium Management LLC 1.72M (2.83%) 1.67M
Increased by +96.65%
Jun 30, 24
10 State Street Corp 1.57M (2.57%) 196.31K
Increased by +12.54%
Mar 31, 25
11 Geode Capital Management, LLC 1.34M (2.21%) 62.33K
Increased by +4.64%
Mar 31, 25
12 William Blair Investment Management, LLC 1.33M (2.19%) 97.31K
Increased by +7.30%
Mar 31, 25
13 Schroder Investment Management Group 1.30M (2.13%) 127.68K
Increased by +9.82%
Mar 31, 25
14 Wasatch Advisors LP 1.24M (2.03%) 60.28K
Increased by +4.86%
Mar 31, 25
15 Goldman Sachs Group Inc 1.21M (1.99%) -129.44K
Decreased by -10.66%
Mar 31, 25
16 Philadelphia Financial Mgmt Of San Franc 1.14M (1.87%) 1.14M
Increased by +100.00%
Mar 31, 24
17 Macquarie Group Ltd 1.12M (1.84%) 133.12K
Increased by +11.87%
Mar 31, 25
18 Royce & Associates, LP 1.10M (1.80%) 39.10K
Increased by +3.56%
Mar 31, 25
19 State Street Corporation 977.72K (1.60%) 111.14K
Increased by +11.37%
Mar 31, 24
20 Bank of America Corp 959.07K (1.57%) 286.59K
Increased by +29.88%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Small Cap Growth 2.54M (4.17%) -1.69K
Decreased by -0.07%
Mar 31, 25
2 FIAM Small Cap Core CIT Cl B 2.24M (3.68%) 0.00
Increased by 0.00%
Mar 31, 25
3 FIAM Small Cap Core Composite 2.23M (3.66%) -59.73K
Decreased by -2.68%
Dec 31, 24
4 Fidelity® Small Cap Growth 2.04M (3.35%) 0.00
Increased by 0.00%
Oct 31, 23
5 Vanguard Total Stock Mkt Idx Inv 1.70M (2.79%) 0.00
Increased by 0.00%
May 31, 25
6 iShares Russell 2000 ETF 1.32M (2.16%) 0.00
Increased by 0.00%
May 31, 25
7 Macquarie Small Cap Core I 937.18K (1.54%) 13.01K
Increased by +1.39%
Apr 30, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 917.78K (1.51%) 19.96K
Increased by +2.17%
May 31, 25
9 Putnam US Small Cap Growth Equity 824.31K (1.35%) 299.20K
Increased by +36.30%
Mar 31, 25
10 Putnam US Small Cap Growth Managed Acct 824.31K (1.35%) 299.20K
Increased by +36.30%
Mar 31, 25
11 Delaware Small Cap Core I 811.66K (1.33%) 0.00
Increased by 0.00%
Oct 31, 24
12 Putnam Small Cap Growth A 728.51K (1.20%) 0.00
Increased by 0.00%
May 31, 25
13 Westwood Mgt SmallCap Value 708.60K (1.16%) 12.34K
Increased by +1.74%
Dec 31, 24
14 Westwood Quality SmallCap Fund Inst 708.60K (1.16%) 12.34K
Increased by +1.74%
Dec 31, 24
15 Columbia Small Cap Growth 690.60K (1.13%) 112.62K
Increased by +16.31%
Mar 31, 25
16 Fidelity Small Cap Growth K6 680.11K (1.12%) 1.97K
Increased by +0.29%
Mar 31, 25
17 Fidelity Series Small Cap Core 674.21K (1.11%) 42.10K
Increased by +6.24%
Mar 31, 25
18 Columbia Small Cap Growth Inst 658.03K (1.08%) -32.57K
Decreased by -4.95%
Apr 30, 25
19 Strategic Advisers Fidelity US TtlStk 649.17K (1.07%) -33.42K
Decreased by -5.15%
Apr 30, 25
20 William Blair Small Cap Value I 614.02K (1.01%) 102.58K
Increased by +16.71%
Apr 30, 25