Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LFSC 6.50%
2 PSCH 2.61%
3 PTH 2.37%
4 XHS 2.29%
5 RJMG 2.18%
6 SMCO 1.89%
7 SAWS 1.40%
8 NSCS 1.07%
9 QTUM 1.03%
10 EHLS 0.89%
11 XSMO 0.88%
12 RZG 0.77%
13 FYC 0.67%
14 IHF 0.60%
15 SLYG 0.56%
16 IJT 0.56%
17 WMCR 0.51%
18 VIOG 0.51%
19 ESIX 0.49%
20 OASC 0.49%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.82M (15.16%) 236.03K
Increased by +2.40%
Dec 31, 24
2 Vanguard Group Inc 7.43M (11.47%) 71.91K
Increased by +0.97%
Dec 31, 24
3 Beck, Mack & Oliver LLC 3.07M (4.74%) -129.49K
Decreased by -4.22%
Dec 31, 24
4 State Street Corp 2.55M (3.94%) 104.28K
Increased by +4.09%
Dec 31, 24
5 State Street Corporation 2.33M (3.61%) 112.36K
Increased by +4.81%
Mar 31, 24
6 RTW INVESTMENTS, LLC 1.98M (3.06%) 169.98K
Increased by +8.59%
Dec 31, 24
7 Amvescap Plc. 1.73M (2.67%) 70.67K
Increased by +4.08%
Dec 31, 24
8 Point72 Asset Management, L.P. 1.70M (2.63%) -362.48K
Decreased by -21.27%
Sep 30, 23
9 Geode Capital Management, LLC 1.55M (2.40%) -1.58K
Decreased by -0.10%
Dec 31, 24
10 Dimensional Fund Advisors, Inc. 1.53M (2.37%) -220.73K
Decreased by -14.41%
Dec 31, 24
11 Allspring Global Investments Holdings, LLC 1.48M (2.28%) 344.15K
Increased by +23.32%
Dec 31, 24
12 Jb Capital Partners LP 1.47M (2.28%) -30.00K
Decreased by -2.04%
Dec 31, 24
13 Principal Financial Group Inc 1.33M (2.06%) -110.87K
Decreased by -8.33%
Mar 31, 25
14 Hood River Capital Management LLC 1.32M (2.04%) 39.88K
Increased by +3.01%
Dec 31, 24
15 Marshall Wace Asset Management Ltd 1.22M (1.89%) 125.84K
Increased by +10.29%
Dec 31, 24
16 Goldman Sachs Group Inc 1.09M (1.68%) 446.12K
Increased by +41.09%
Dec 31, 24
17 Morgan Stanley - Brokerage Accounts 1.06M (1.63%) 60.54K
Increased by +5.73%
Jun 30, 24
18 Global Alpha Capital Management Ltd. 960.03K (1.48%) -34.10K
Decreased by -3.55%
Sep 30, 24
19 ClearBridge Advisors, LLC 942.08K (1.46%) 207.58K
Increased by +22.03%
Dec 31, 24
20 T. Rowe Price Investment Management,Inc. 913.69K (1.41%) 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 3.98M (6.15%) 0.00
Increased by 0.00%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 2.10M (3.24%) 7.33K
Increased by +0.35%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 2.09M (3.22%) 1.67K
Increased by +0.08%
Sep 30, 24
4 Vanguard Small Cap Index 1.66M (2.57%) -37.34K
Decreased by -2.24%
Mar 31, 25
5 iShares Russell 2000 ETF 1.63M (2.52%) 276.00
Increased by +0.02%
Apr 30, 25
6 UBS: US Equity Small Cap Growth 999.16K (1.54%) 0.00
Increased by 0.00%
Sep 30, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 996.96K (1.54%) 9.04K
Increased by +0.91%
Mar 31, 25
8 Vanguard Small Cap Growth Index Inv 933.19K (1.44%) -22.42K
Decreased by -2.40%
Mar 31, 25
9 American Century Small Cap Growth Inv 838.10K (1.29%) 838.10K
Increased by +100.00%
Mar 31, 25
10 American Century U.S. Small Cap Growth 838.10K (1.29%) 838.10K
Increased by +100.00%
Mar 31, 25
11 Invesco Discovery A 825.01K (1.27%) 30.14K
Increased by +3.65%
Mar 31, 25
12 Invesco OFI Small Cap Growth 825.01K (1.27%) 30.14K
Increased by +3.65%
Mar 31, 25
13 Hood River Small-Cap Growth Instl 754.65K (1.17%) 36.79K
Increased by +4.88%
Dec 31, 24
14 T. Rowe Price Small-Cap Stock 698.89K (1.08%) 223.45K
Increased by +31.97%
Mar 31, 25
15 T. Rowe Price US Small-Cap Core Equity 698.89K (1.08%) 297.54K
Increased by +42.57%
Mar 31, 25
16 Fidelity Small Cap Index 655.30K (1.01%) 3.79K
Increased by +0.58%
Feb 28, 25
17 Baron Opp. Small Cap Growth Strategy 650.00K (1.00%) 650.00K
Increased by +100.00%
Mar 31, 25
18 Baron Small Cap Retail 650.00K (1.00%) 650.00K
Increased by +100.00%
Mar 31, 25
19 iShares Russell 2000 Growth ETF 587.70K (0.91%) 0.00
Increased by 0.00%
Apr 30, 25
20 iShares S&P Small-Cap 600 Growth ETF 581.84K (0.90%) 0.00
Increased by 0.00%
Apr 30, 25