Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GSC 1.59%
2 IWC 0.17%
3 IAI 0.16%
4 IWO 0.09%
5 ISCG 0.05%
6 JKK 0.05%
7 IWM 0.05%
8 JKL 0.03%
9 ISCV 0.03%
10 JKJ 0.03%
11 ISCB 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 (14.14%) -4.29K
Decreased by -0.05%
Sep 30, 24
2 BlackRock Inc 3.97M (7.13%) 101.38K
Increased by +2.55%
Sep 30, 24
3 Vanguard Group Inc 2.90M (5.21%) 98.05K
Increased by +3.38%
Sep 30, 24
4 Azora Capital LP 2.41M (4.33%) 110.37K
Increased by +4.58%
Sep 30, 24
5 Westwood Holdings Group Inc 2.10M (3.76%) -101.44K
Decreased by -4.84%
Sep 30, 24
6 Schroder Investment Management Group 1.74M (3.12%) -252.73K
Decreased by -14.52%
Sep 30, 24
7 Millennium Management LLC 1.72M (3.09%) 1.67M
Increased by +96.65%
Jun 30, 24
8 Goldman Sachs Group Inc 1.55M (2.78%) -50.52K
Decreased by -3.26%
Sep 30, 24
9 Wasatch Advisors LP 1.48M (2.66%) 174.44K
Increased by +11.76%
Sep 30, 24
10 State Street Corp 1.38M (2.48%) 59.99K
Increased by +4.35%
Sep 30, 24
11 Geode Capital Management, LLC 1.26M (2.26%) 34.30K
Increased by +2.73%
Sep 30, 24
12 William Blair Investment Management, LLC 1.21M (2.16%) -36.81K
Decreased by -3.05%
Sep 30, 24
13 Royce & Associates, LP 1.18M (2.12%) 147.42K
Increased by +12.50%
Sep 30, 24
14 Wellington Management Company LLP 1.16M (2.08%) 771.74K
Increased by +66.67%
Sep 30, 24
15 Philadelphia Financial Mgmt Of San Franc 1.14M (2.05%) 1.14M
Increased by +100.00%
Mar 31, 24
16 Basswood Capital Management LLC 1.10M (1.97%) -83.96K
Decreased by -7.63%
Sep 30, 24
17 Adage Capital Partners Gp LLC 1.04M (1.86%) -286.66K
Decreased by -27.63%
Sep 30, 24
18 Macquarie Group Ltd 991.20K (1.78%) 991.20K
Increased by +100.00%
Sep 30, 24
19 State Street Corporation 977.72K (1.75%) 111.14K
Increased by +11.37%
Mar 31, 24
20 GW&K Investment Management, LLC 936.62K (1.68%) -16.61K
Decreased by -1.77%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Small Cap Growth 2.54M (4.56%) 0.00
Increased by 0.00%
Nov 30, 24
2 FIAM Small Cap Core Composite 2.29M (4.11%) -38.10K
Decreased by -1.66%
Sep 30, 24
3 FIAM Small Cap Core CIT Cl B 2.27M (4.07%) -24.65K
Decreased by -1.09%
Nov 30, 24
4 Fidelity® Small Cap Growth 2.04M (3.66%) 0.00
Increased by 0.00%
Oct 31, 23
5 Vanguard Total Stock Mkt Idx Inv 1.65M (2.96%) 198.20K
Increased by +12.00%
Dec 31, 24
6 iShares Russell 2000 ETF 1.46M (2.62%) -11.10K
Decreased by -0.76%
Jan 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 866.56K (1.55%) 38.71K
Increased by +4.47%
Dec 31, 24
8 Delaware Small Cap Core I 811.66K (1.46%) 0.00
Increased by 0.00%
Oct 31, 24
9 Macquarie Small Cap Core I 811.66K (1.46%) 0.00
Increased by 0.00%
Nov 30, 24
10 Schroder US Smaller Companies Acc 728.23K (1.31%) 63.59K
Increased by +8.73%
Jan 31, 25
11 Westwood Mgt SmallCap Value 708.60K (1.27%) 12.34K
Increased by +1.74%
Dec 31, 24
12 Westwood Quality SmallCap Fund Inst 708.60K (1.27%) 12.34K
Increased by +1.74%
Dec 31, 24
13 Strategic Advisers Fidelity US TtlStk 682.59K (1.22%) 0.00
Increased by 0.00%
Dec 31, 24
14 Columbia Small Cap Growth 577.98K (1.04%) 5.30K
Increased by +0.92%
Dec 31, 24
15 Columbia Small Cap Growth Inst 577.98K (1.04%) 0.00
Increased by 0.00%
Dec 31, 24
16 Fidelity Series Small Cap Core 554.41K (0.99%) 233.05K
Increased by +42.04%
Nov 30, 24
17 Strategic Advisers® Fidelity US TtlStk 540.47K (0.97%) 58.81K
Increased by +10.88%
Nov 30, 23
18 Fidelity Small Cap Growth K6 533.92K (0.96%) 2.92K
Increased by +0.55%
Nov 30, 24
19 Fidelity Small Cap Index 533.56K (0.96%) -4.53K
Decreased by -0.85%
Nov 30, 24
20 Putnam Small Cap Growth A 525.11K (0.94%) 525.11K
Increased by +100.00%
Dec 31, 24