Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AWEG 4.53%
2 PSP 2.42%
3 KCE 1.74%
4 DGRS 1.66%
5 NVIR 1.49%
6 XSMO 1.25%
7 PSCF 1.03%
8 HAPS 0.72%
9 FYC 0.64%
10 QSML 0.56%
11 SSLY 0.42%
12 SEIS 0.42%
13 VIOV 0.38%
14 IJS 0.38%
15 SLYV 0.38%
16 JHSC 0.33%
17 FYX 0.32%
18 FPX 0.28%
19 VIOO 0.28%
20 SPSM 0.28%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.95M (11.98%) 4.10M
Increased by +51.49%
Jun 30, 24
2 Vanguard Group Inc 6.53M (9.83%) 198.96K
Increased by +3.05%
Sep 30, 24
3 Wellington Management Company LLP 5.50M (8.28%) -219.76K
Decreased by -4.00%
Sep 30, 24
4 T. Rowe Price Associates, Inc. 4.70M (7.09%) 1.21M
Increased by +25.62%
Sep 30, 24
5 FMR Inc 4.00M (6.02%) 141.64K
Increased by +3.54%
Sep 30, 24
6 Amvescap Plc. 3.18M (4.78%) 2.39M
Increased by +75.16%
Sep 30, 24
7 Wasatch Advisors Inc. 2.90M (4.37%) 42.74K
Increased by +1.47%
Sep 30, 23
8 Capital World Investors 2.55M (3.84%) 9.55K
Increased by +0.37%
Sep 30, 24
9 State Street Corp 2.40M (3.62%) 265.24K
Increased by +11.05%
Sep 30, 24
10 Fred Alger Management, LLC 2.03M (3.05%) -319.68K
Decreased by -15.78%
Sep 30, 24
11 AllianceBernstein L.P. 1.95M (2.94%) -219.57K
Decreased by -11.24%
Sep 30, 24
12 T. Rowe Price Investment Management,Inc. 1.89M (2.84%) -513.35K
Decreased by -27.20%
Sep 30, 24
13 JPMorgan Chase & Co 1.63M (2.46%) -683.09K
Decreased by -41.79%
Sep 30, 24
14 Geode Capital Management, LLC 1.46M (2.20%) 216.03K
Increased by +14.82%
Sep 30, 24
15 State Street Corporation 1.34M (2.01%) 55.11K
Increased by +4.12%
Mar 31, 24
16 Millennium Management LLC 1.24M (1.86%) -291.05K
Decreased by -23.56%
Sep 30, 24
17 Wasatch Advisors LP 1.12M (1.69%) -605.61K
Decreased by -53.92%
Sep 30, 24
18 Atlantic Trust Group, LLC 1.11M (1.67%) 1.11M
Increased by +100.00%
Sep 30, 24
19 Bank of New York Mellon Corp 1.05M (1.59%) -60.75K
Decreased by -5.76%
Sep 30, 24
20 Westfield Capital Management Company, LP 913.07K (1.38%) 41.22K
Increased by +4.51%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.08M (6.14%) 0.00
Increased by 0.00%
Nov 30, 24
2 American Funds SMALLCAP World A 3.27M (4.92%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.82M (2.74%) -9.52K
Decreased by -0.52%
Oct 31, 24
4 iShares Russell 2000 ETF 1.79M (2.70%) 0.00
Increased by 0.00%
Nov 30, 24
5 T. Rowe Price New Horizons 1.59M (2.40%) 136.92K
Increased by +8.59%
Oct 31, 24
6 Vanguard Explorer Inv 1.47M (2.21%) -269.59K
Decreased by -18.37%
Sep 30, 24
7 US Small-Cap Growth II Equity Comp 1.46M (2.20%) 738.86K
Increased by +50.68%
Sep 30, 24
8 Vanguard Small Cap Index 1.44M (2.18%) 2.85K
Increased by +0.20%
Oct 31, 24
9 Invesco Discovery A 1.31M (1.97%) 121.95K
Increased by +9.32%
Oct 31, 24
10 Invesco OFI Small Cap Growth 1.19M (1.79%) 675.81K
Increased by +56.95%
Sep 30, 24
11 T. Rowe Price US Mid-Cap Value Equity 1.16M (1.75%) 1.16M
Increased by +100.00%
Sep 30, 24
12 T. Rowe Price Mid-Cap Value 1.16M (1.75%) -2.02K
Decreased by -0.17%
Oct 31, 24
13 Fidelity Small Cap Growth 1.02M (1.54%) 0.00
Increased by 0.00%
Sep 30, 24
14 Wasatch Small Cap Growth Investor 1.02M (1.53%) -790.72K
Decreased by -77.72%
Jun 30, 24
15 AB Small Cap Growth A 1.00M (1.51%) -112.37K
Decreased by -11.20%
Oct 31, 24
16 JPM Small Cap Equity-MA 945.86K (1.42%) -307.06K
Decreased by -32.46%
Sep 30, 24
17 JPM US Small Cap Core-Composite 945.86K (1.42%) -307.06K
Decreased by -32.46%
Sep 30, 24
18 Vanguard Institutional Extnd Mkt Idx Tr 933.59K (1.41%) -3.42K
Decreased by -0.37%
Oct 31, 24
19 JPMorgan Small Cap Equity A 907.55K (1.37%) -38.31K
Decreased by -4.22%
Oct 31, 24
20 Hartford Capital Appreciation Y 760.77K (1.15%) 20.98K
Increased by +2.76%
Mar 31, 24