Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XHB 3.31%
2 PSCD 3.10%
3 PEZ 2.57%
4 PKB 2.56%
5 CBLS 2.40%
6 CBSE 2.09%
7 TSME 1.46%
8 NAIL 1.30%
9 SMCP 1.00%
10 QSML 0.82%
11 SLYG 0.76%
12 IJT 0.76%
13 HOMZ 0.76%
14 HAPS 0.75%
15 VIOG 0.67%
16 DWAS 0.59%
17 QMID 0.56%
18 SQLV 0.54%
19 MMSC 0.48%
20 SHRT 0.47%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.72M (15.57%) 4.17M
Increased by +47.86%
Dec 31, 24
2 Vanguard Group Inc 5.94M (10.62%) 876.71K
Increased by +14.75%
Dec 31, 24
3 Wellington Management Company LLP 5.29M (9.46%) -2.34M
Decreased by -44.30%
Dec 31, 24
4 Capital World Investors 2.64M (4.71%) 632.72K
Increased by +23.98%
Dec 31, 24
5 State Street Corp 2.55M (4.56%) 762.48K
Increased by +29.86%
Dec 31, 24
6 Mak Capital One LLC 2.50M (4.47%) 0.00
Increased by 0.00%
Dec 31, 24
7 Thrivent Financial For Lutherans 2.26M (4.03%) -53.74K
Decreased by -2.38%
Dec 31, 24
8 Ameriprise Financial Inc 1.65M (2.94%) 241.33K
Increased by +14.66%
Dec 31, 24
9 Wasatch Advisors Inc. 1.54M (2.76%) -84.56K
Decreased by -5.48%
Sep 30, 23
10 FMR Inc 1.48M (2.65%) -10.78K
Decreased by -0.73%
Dec 31, 24
11 State Street Corporation 1.44M (2.57%) 7.94K
Increased by +0.55%
Mar 31, 24
12 T. Rowe Price Investment Management,Inc. 1.43M (2.55%) -560.14K
Decreased by -39.30%
Dec 31, 24
13 American Century Companies Inc 1.41M (2.52%) 39.26K
Increased by +2.78%
Dec 31, 24
14 Dimensional Fund Advisors, Inc. 1.25M (2.23%) -2.22K
Decreased by -0.18%
Dec 31, 24
15 Geode Capital Management, LLC 1.21M (2.16%) -7.04K
Decreased by -0.58%
Dec 31, 24
16 Capital Research Global Investors 1.12M (2.01%) 1.12M
Increased by +100.00%
Dec 31, 24
17 Wasatch Advisors LP 1.09M (1.96%) -49.62K
Decreased by -4.53%
Dec 31, 24
18 AllianceBernstein L.P. 1.03M (1.83%) 41.92K
Increased by +4.08%
Dec 31, 24
19 Silvercrest Asset Management Group LLC 794.56K (1.42%) 2.57K
Increased by +0.32%
Sep 30, 24
20 NORGES BANK 787.13K (1.41%) 244.90K
Increased by +31.11%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 3.64M (6.50%) 1.64M
Increased by +45.01%
Dec 31, 24
2 iShares Core S&P Small-Cap ETF 3.37M (6.01%) -720.00
Decreased by -0.02%
Feb 28, 25
3 Vanguard Total Stock Mkt Idx Inv 1.71M (3.06%) 972.00
Increased by +0.06%
Feb 28, 25
4 Vanguard Small Cap Index 1.39M (2.49%) 1.13K
Increased by +0.08%
Feb 28, 25
5 iShares Russell 2000 ETF 1.38M (2.46%) -16.21K
Decreased by -1.18%
Feb 28, 25
6 American Funds Growth Fund of Amer A 1.06M (1.89%) -411.11K
Decreased by -38.92%
Jun 30, 24
7 Capital Group Growth Fnd of Amer Comp 1.06M (1.89%) -411.11K
Decreased by -38.92%
Jun 30, 24
8 Vanguard Explorer Inv 932.65K (1.67%) -299.51K
Decreased by -32.11%
Dec 31, 24
9 Thrivent Mid Cap Stock A 869.44K (1.55%) 0.00
Increased by 0.00%
Dec 31, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 802.53K (1.43%) 3.43K
Increased by +0.43%
Feb 28, 25
11 Vanguard Small Cap Growth Index Inv 782.19K (1.40%) -4.35K
Decreased by -0.56%
Feb 28, 25
12 T. Rowe Price Small-Cap Stock 591.26K (1.06%) -40.30K
Decreased by -6.82%
Sep 30, 24
13 T. Rowe Price US Small-Cap Core Equity 591.26K (1.06%) -42.75K
Decreased by -7.23%
Sep 30, 24
14 Columbia Acorn Inst 589.07K (1.05%) 0.00
Increased by 0.00%
Dec 31, 24
15 Wellington SMID Cap Research Equity 577.03K (1.03%) 90.32K
Increased by +15.65%
Jun 30, 24
16 Vanguard Global Equity Inv 551.25K (0.98%) -18.48K
Decreased by -3.35%
Mar 31, 24
17 Fidelity® Series Small Cap Opps 543.50K (0.97%) 0.00
Increased by 0.00%
Oct 31, 23
18 American Century Small Cap Value Inv 540.00K (0.96%) -57.04K
Decreased by -10.56%
Dec 31, 24
19 American Century U.S. Small Cap Value 540.00K (0.96%) -57.04K
Decreased by -10.56%
Dec 31, 24
20 Fidelity Small Cap Index 538.79K (0.96%) -4.77K
Decreased by -0.89%
Dec 31, 24