Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RSHO 4.41%
2 PSCI 2.84%
3 XSMO 2.42%
4 GSC 1.68%
5 SFLO 1.55%
6 IJT 1.03%
7 OASC 0.99%
8 QVMS 0.68%
9 SPSM 0.56%
10 IJR 0.53%
11 IWO 0.52%
12 SLY 0.41%
13 SDD 0.30%
14 SMLF 0.30%
15 SBB 0.30%
16 JKK 0.30%
17 ISCG 0.30%
18 IWM 0.27%
19 MADE 0.24%
20 JKJ 0.15%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.24M (16.06%) 240.37K
Increased by +3.32%
Dec 31, 24
2 Vanguard Group Inc 5.03M (11.16%) 89.77K
Increased by +1.78%
Dec 31, 24
3 State Street Corp 1.80M (4.00%) 71.47K
Increased by +3.97%
Dec 31, 24
4 State Street Corporation 1.72M (3.81%) 30.14K
Increased by +1.75%
Mar 31, 24
5 Neuberger Berman Group LLC 1.58M (3.51%) 5.48K
Increased by +0.35%
Dec 31, 24
6 T. Rowe Price Investment Management,Inc. 1.20M (2.65%) -12.40K
Decreased by -1.04%
Dec 31, 24
7 Amvescap Plc. 1.15M (2.55%) 37.47K
Increased by +3.26%
Dec 31, 24
8 Geode Capital Management, LLC 1.03M (2.29%) -484.00
Decreased by -0.05%
Dec 31, 24
9 Earnest Partners LLC 1.03M (2.27%) -7.89K
Decreased by -0.77%
Dec 31, 24
10 Ameriprise Financial Inc 940.72K (2.09%) -119.09K
Decreased by -12.66%
Dec 31, 24
11 Dimensional Fund Advisors, Inc. 930.03K (2.06%) -118.38K
Decreased by -12.73%
Dec 31, 24
12 Conestoga Capital Advisors, LLC 787.79K (1.75%) 160.53K
Increased by +20.38%
Dec 31, 24
13 AllianceBernstein L.P. 741.14K (1.64%) -129.66K
Decreased by -17.49%
Dec 31, 24
14 HHG PLC 723.71K (1.61%) 27.00K
Increased by +3.73%
Dec 31, 24
15 FMR Inc 718.30K (1.59%) 56.17K
Increased by +7.82%
Dec 31, 24
16 Nuveen Asset Management, LLC 705.84K (1.57%) 11.77K
Increased by +1.67%
Dec 31, 24
17 JPMorgan Chase & Co 685.45K (1.52%) -495.66K
Decreased by -72.31%
Dec 31, 24
18 Goldman Sachs Group Inc 655.71K (1.45%) 134.90K
Increased by +20.57%
Dec 31, 24
19 NORGES BANK 639.35K (1.42%) 83.57K
Increased by +13.07%
Dec 31, 24
20 Artisan Partners Limited Partnership 635.77K (1.41%) -131.27K
Decreased by -20.65%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.87M (6.36%) 1.62K
Increased by +0.06%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.39M (3.09%) 856.00
Increased by +0.06%
Feb 28, 25
3 iShares Russell 2000 ETF 1.19M (2.63%) -10.29K
Decreased by -0.87%
Mar 31, 25
4 Vanguard Small Cap Index 1.12M (2.49%) 924.00
Increased by +0.08%
Feb 28, 25
5 Neuberger Berman Genesis Inv 979.71K (2.17%) -18.16K
Decreased by -1.85%
Dec 31, 24
6 Vanguard Small Cap Value Index Inv 784.70K (1.74%) 21.77K
Increased by +2.77%
Mar 31, 24
7 T. Rowe Price Integrated US SmCapGrEq 755.04K (1.67%) 377.52K
Increased by +50.00%
Dec 31, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 703.53K (1.56%) 2.73K
Increased by +0.39%
Feb 28, 25
9 Fidelity® Series Small Cap Opps 639.14K (1.42%) 0.00
Increased by 0.00%
Oct 31, 23
10 Vanguard Small Cap Growth Index Inv 631.59K (1.40%) -3.59K
Decreased by -0.57%
Feb 28, 25
11 EARNEST Small Cap Value 597.30K (1.32%) 596.38K
Increased by +99.85%
Dec 31, 23
12 First Trust RBA Amer Indl RenaisTM ETF 484.55K (1.07%) 0.00
Increased by 0.00%
Mar 31, 25
13 Invesco Discovery A 483.06K (1.07%) 0.00
Increased by 0.00%
Feb 28, 25
14 Invesco OFI Small Cap Growth 483.06K (1.07%) 0.00
Increased by 0.00%
Dec 31, 24
15 American Funds SMALLCAP World A 481.64K (1.07%) -55.83K
Decreased by -11.59%
Dec 31, 24
16 Conestoga Small Cap Investors 451.11K (1.00%) 0.00
Increased by 0.00%
Feb 28, 25
17 T. Rowe Price US Small-Cap Core Equity 448.21K (0.99%) 11.29K
Increased by +2.52%
Dec 31, 24
18 Fidelity Small Cap Index 444.14K (0.99%) -8.32K
Decreased by -1.87%
Jan 31, 25
19 Fidelity® Small Cap Index 425.34K (0.94%) 11.38K
Increased by +2.67%
Oct 31, 23
20 T. Rowe Price Small-Cap Stock 425.27K (0.94%) -22.93K
Decreased by -5.39%
Jan 31, 25