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 IWM 0.04%
6 JKK 0.02%
7 ISCG 0.02%
8 ISCV 0.02%
9 JKL 0.02%
10 ISCB 0.02%
11 JKJ 0.02%
12 WSML 0.01%
13 ITOT 0.00%
14 IWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 8.51M (13.21%) 242.44K
Increased by +2.85%
Jun 30, 25
2 BlackRock Inc 4.64M (7.21%) 368.15K
Increased by +7.93%
Jun 30, 25
3 Wellington Management Company LLP 4.35M (6.76%) 1.34M
Increased by +30.86%
Jun 30, 25
4 Vanguard Group Inc 3.53M (5.49%) 383.38K
Increased by +10.85%
Jun 30, 25
5 Adage Capital Partners Gp LLC 3.14M (4.87%) 1.33M
Increased by +42.35%
Jun 30, 25
6 William Blair Investment Management, LLC 2.27M (3.52%) 934.38K
Increased by +41.19%
Jun 30, 25
7 Channing Capital Management, LLC 2.14M (3.33%) 1.46M
Increased by +68.28%
Mar 31, 25
8 Millennium Management LLC 1.72M (2.68%) 1.67M
Increased by +96.65%
Jun 30, 24
9 State Street Corp 1.68M (2.61%) 115.88K
Increased by +6.89%
Jun 30, 25
10 Ameriprise Financial Inc 1.58M (2.45%) 698.02K
Increased by +44.32%
Jun 30, 25
11 Geode Capital Management, LLC 1.49M (2.32%) 146.35K
Increased by +9.82%
Jun 30, 25
12 Westwood Holdings Group Inc 1.44M (2.24%) 1.44M
Increased by +100.00%
Jun 30, 25
13 Goldman Sachs Group Inc 1.44M (2.23%) 221.99K
Increased by +15.45%
Jun 30, 25
14 Walleye Trading Advisors, LLC 1.37M (2.13%) 621.57K
Increased by +45.28%
Jun 30, 25
15 Azora Capital LP 1.34M (2.09%) -477.52K
Decreased by -35.52%
Jun 30, 25
16 Wasatch Advisors LP 1.32M (2.05%) 81.87K
Increased by +6.19%
Jun 30, 25
17 Basswood Capital Management LLC 1.26M (1.96%) 468.51K
Increased by +37.09%
Jun 30, 25
18 Schroder Investment Management Group 1.20M (1.86%) -104.32K
Decreased by -8.72%
Jun 30, 25
19 Franklin Resources Inc 1.16M (1.80%) 236.64K
Increased by +20.44%
Jun 30, 25
20 Macquarie Group Ltd 1.15M (1.79%) 30.70K
Increased by +2.66%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Small Cap Growth 2.54M (3.94%) 0.00
Increased by 0.00%
Jun 30, 25
2 FIAM Small Cap Core Composite 2.24M (3.48%) 8.63K
Increased by +0.39%
Mar 31, 25
3 FIAM Small Cap Core CIT Cl B 2.04M (3.17%) -35.40K
Decreased by -1.74%
Jun 30, 25
4 Fidelity® Small Cap Growth 2.04M (3.17%) 0.00
Increased by 0.00%
Oct 31, 23
5 Vanguard Total Stock Mkt Idx Inv 1.82M (2.83%) -40.32K
Decreased by -2.22%
Jul 31, 25
6 iShares Russell 2000 ETF 1.50M (2.33%) 0.00
Increased by 0.00%
Aug 31, 25
7 Columbia Small Cap Growth 1.25M (1.93%) 554.70K
Increased by +44.54%
Jun 30, 25
8 Columbia Small Cap Growth Inst 1.25M (1.93%) 0.00
Increased by 0.00%
Jul 31, 25
9 Macquarie Small Cap Core I 871.70K (1.35%) -65.48K
Decreased by -7.51%
Jul 31, 25
10 Putnam Small Cap Growth A 854.20K (1.33%) 45.86K
Increased by +5.37%
Jul 31, 25
11 Delaware Small Cap Core I 811.66K (1.26%) 0.00
Increased by 0.00%
Oct 31, 24
12 Putnam US Small Cap Growth Equity 808.34K (1.26%) -15.97K
Decreased by -1.98%
Jun 30, 25
13 Putnam US Small Cap Growth Managed Acct 808.34K (1.26%) -15.97K
Decreased by -1.98%
Jun 30, 25
14 Fidelity Small Cap Stock 711.67K (1.11%) 118.89K
Increased by +16.71%
Jun 30, 25
15 Westwood Mgt SmallCap Value 708.60K (1.10%) 12.34K
Increased by +1.74%
Dec 31, 24
16 Westwood Quality SmallCap Fund Inst 708.60K (1.10%) 12.34K
Increased by +1.74%
Dec 31, 24
17 Fidelity Series Small Cap Core 680.11K (1.06%) 0.00
Increased by 0.00%
Jun 30, 25
18 Fidelity Small Cap Growth K6 680.11K (1.06%) 0.00
Increased by 0.00%
Jun 30, 25
19 CREF Stock R3 678.27K (1.05%) 678.27K
Increased by +100.00%
Jul 31, 25
20 Vanguard Institutional Extnd Mkt Idx Tr 670.98K (1.04%) -298.89K
Decreased by -44.55%
Jul 31, 25