Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LFSC 6.56%
2 PSCH 2.46%
3 PTH 2.37%
4 RJMG 2.18%
5 XHS 2.13%
6 SMCO 1.90%
7 SAWS 1.42%
8 NSCS 1.16%
9 QTUM 1.08%
10 XSMO 0.90%
11 EHLS 0.89%
12 RZG 0.77%
13 FYC 0.67%
14 VIOG 0.66%
15 IJT 0.58%
16 SLYG 0.58%
17 IHF 0.52%
18 WMCR 0.51%
19 OASC 0.50%
20 ESIX 0.49%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.82M (14.85%) 236.03K
Increased by +2.40%
Dec 31, 24
2 Vanguard Group Inc 7.43M (11.24%) 71.91K
Increased by +0.97%
Dec 31, 24
3 Beck, Mack & Oliver LLC 3.07M (4.64%) -129.49K
Decreased by -4.22%
Dec 31, 24
4 State Street Corp 2.55M (3.86%) 104.28K
Increased by +4.09%
Dec 31, 24
5 State Street Corporation 2.33M (3.53%) 112.36K
Increased by +4.81%
Mar 31, 24
6 RTW INVESTMENTS, LLC 1.98M (2.99%) 169.98K
Increased by +8.59%
Dec 31, 24
7 Amvescap Plc. 1.73M (2.62%) 70.67K
Increased by +4.08%
Dec 31, 24
8 Point72 Asset Management, L.P. 1.70M (2.58%) -362.48K
Decreased by -21.27%
Sep 30, 23
9 Geode Capital Management, LLC 1.55M (2.35%) -1.58K
Decreased by -0.10%
Dec 31, 24
10 Dimensional Fund Advisors, Inc. 1.53M (2.32%) -220.73K
Decreased by -14.41%
Dec 31, 24
11 Allspring Global Investments Holdings, LLC 1.48M (2.23%) 344.15K
Increased by +23.32%
Dec 31, 24
12 Jb Capital Partners LP 1.47M (2.23%) -30.00K
Decreased by -2.04%
Dec 31, 24
13 Principal Financial Group Inc 1.44M (2.18%) -65.10K
Decreased by -4.52%
Dec 31, 24
14 Hood River Capital Management LLC 1.32M (2.00%) 39.88K
Increased by +3.01%
Dec 31, 24
15 Marshall Wace Asset Management Ltd 1.22M (1.85%) 125.84K
Increased by +10.29%
Dec 31, 24
16 Goldman Sachs Group Inc 1.09M (1.64%) 446.12K
Increased by +41.09%
Dec 31, 24
17 Morgan Stanley - Brokerage Accounts 1.06M (1.60%) 60.54K
Increased by +5.73%
Jun 30, 24
18 Global Alpha Capital Management Ltd. 960.03K (1.45%) -34.10K
Decreased by -3.55%
Sep 30, 24
19 ClearBridge Advisors, LLC 942.08K (1.43%) 207.58K
Increased by +22.03%
Dec 31, 24
20 T. Rowe Price Investment Management,Inc. 913.69K (1.38%) 404.24K
Increased by +44.24%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.03M (6.10%) 0.00
Increased by 0.00%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 2.09M (3.16%) 1.34K
Increased by +0.06%
Feb 28, 25
3 iShares Russell 2000 ETF 1.74M (2.64%) -15.07K
Decreased by -0.87%
Mar 31, 25
4 Vanguard Small Cap Index 1.70M (2.57%) 1.39K
Increased by +0.08%
Feb 28, 25
5 UBS: US Equity Small Cap Growth 999.16K (1.51%) 0.00
Increased by 0.00%
Sep 30, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 987.92K (1.50%) 1.36K
Increased by +0.14%
Feb 28, 25
7 Vanguard Small Cap Growth Index Inv 955.62K (1.45%) -5.77K
Decreased by -0.60%
Feb 28, 25
8 Invesco Discovery A 794.88K (1.20%) 0.00
Increased by 0.00%
Feb 28, 25
9 Invesco OFI Small Cap Growth 794.88K (1.20%) 0.00
Increased by 0.00%
Dec 31, 24
10 Hood River Small-Cap Growth Instl 754.65K (1.14%) 36.79K
Increased by +4.88%
Dec 31, 24
11 Fidelity Small Cap Index 651.51K (0.99%) -12.20K
Decreased by -1.87%
Jan 31, 25
12 iShares S&P Small-Cap 600 Growth ETF 593.76K (0.90%) 0.00
Increased by 0.00%
Mar 31, 25
13 iShares Russell 2000 Growth ETF 585.61K (0.89%) -2.78K
Decreased by -0.48%
Mar 31, 25
14 SPDR® Portfolio S&P 600 Sm Cap ETF 577.76K (0.87%) 0.00
Increased by 0.00%
Apr 30, 24
15 Fidelity® Small Cap Index 572.63K (0.87%) 15.40K
Increased by +2.69%
Oct 31, 23
16 SPDR® Portfolio S&P 600™ Sm Cap ETF 562.67K (0.85%) 840.00
Increased by +0.15%
Mar 31, 25
17 ClearBridge Small Cap Growth 542.40K (0.82%) 0.00
Increased by 0.00%
Feb 28, 25
18 ClearBridge Small Cap Growth A 542.40K (0.82%) 0.00
Increased by 0.00%
Feb 28, 25
19 American Century Small Cap Growth Inv 526.11K (0.80%) 526.11K
Increased by +100.00%
Dec 31, 23
20 American Century U.S. Small Cap Growth 526.11K (0.80%) 526.11K
Increased by +100.00%
Dec 31, 23