Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FFTY 2.89%
2 PSP 2.24%
3 KCE 1.82%
4 DGRS 1.55%
5 XSMO 1.12%
6 PSCF 0.93%
7 SSLY 0.42%
8 SLYV 0.35%
9 TPSC 0.34%
10 JHSC 0.31%
11 VIOV 0.30%
12 FPX 0.29%
13 DES 0.28%
14 QVMS 0.25%
15 SPSM 0.24%
16 BBSC 0.22%
17 VTWG 0.22%
18 VIOO 0.22%
19 RNSC 0.21%
20 CSA 0.19%

Top 20 institutional holders

Rank Holder Shares Change Date reported
1 Wellington Management Company LLP 8.11M 1.11M
Increased by +13.71%
Mar 31, 24
2 Vanguard Group Inc 5.28M 7.92K
Increased by +0.15%
Mar 31, 24
3 FMR Inc 3.88M 1.19M
Increased by +30.81%
Mar 31, 24
4 BlackRock Inc 3.86M -105.07K
Decreased by -2.72%
Mar 31, 24
5 T. Rowe Price Investment Management,Inc. 3.02M 845.00
Increased by +0.03%
Mar 31, 24
6 Wasatch Advisors LP 2.95M 46.86K
Increased by +1.59%
Mar 31, 24
7 JPMorgan Chase & Co 2.89M -578.05K
Decreased by -20.02%
Mar 31, 24
8 Millennium Management LLC 2.88M 105.40K
Increased by +3.67%
Mar 31, 24
9 Fred Alger Management, LLC 2.63M 222.10K
Increased by +8.46%
Mar 31, 24
10 Capital World Investors 2.54M 0.00
Increased by 0.00%
Mar 31, 24
11 AllianceBernstein L.P. 1.74M -786.85K
Decreased by -45.16%
Mar 31, 24
12 State Street Corporation 1.34M 55.11K
Increased by +4.12%
Mar 31, 24
13 Geode Capital Management, LLC 1.23M 54.09K
Increased by +4.39%
Mar 31, 24
14 Bank of New York Mellon Corp 890.18K 73.76K
Increased by +8.29%
Mar 31, 24
15 Grantham, Mayo, Van Otterloo & Co., LLC 856.30K 401.40K
Increased by +46.88%
Mar 31, 24
16 T. Rowe Price Associates, Inc. 850.46K 510.28K
Increased by +60.00%
Mar 31, 24
17 Dimensional Fund Advisors, Inc. 740.57K 105.75K
Increased by +14.28%
Mar 31, 24
18 Loomis, Sayles & Company LP 729.62K 79.93K
Increased by +10.95%
Mar 31, 24
19 Capital Research Global Investors 628.53K 0.00
Increased by 0.00%
Mar 31, 24
20 William Blair Investment Management, LLC 608.83K 6.05K
Increased by +0.99%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder Shares Change Date reported
1 American Funds SMALLCAP World A 3.17M 0.00
Increased by 0.00%
Mar 31, 24
2 Vanguard Explorer Inv 2.36M -453.42K
Decreased by -19.23%
Mar 31, 24
3 Wasatch Small Cap Growth Investor 1.81M 0.00
Increased by 0.00%
Mar 31, 24
4 Vanguard Total Stock Mkt Idx Inv 1.70M 21.21K
Increased by +1.25%
May 31, 24
5 JPM US Small Cap Core-Composite 1.55M -416.16K
Decreased by -26.80%
Mar 31, 24
6 JPMorgan Small Cap Equity A 1.52M -34.32K
Decreased by -2.26%
Apr 30, 24
7 Vanguard Small Cap Index 1.39M 3.30K
Increased by +0.24%
May 31, 24
8 iShares Russell 2000 ETF 1.27M 9.64K
Increased by +0.76%
May 30, 24
9 Fidelity Small Cap Growth 1.03M 0.00
Increased by 0.00%
Mar 31, 24
10 AB Small Cap Growth A 945.61K -232.55K
Decreased by -24.59%
Apr 30, 24
11 T. Rowe Price Small-Cap Stock 939.59K -1.10K
Decreased by -0.12%
Mar 31, 24
12 T. Rowe Price US Small-Cap Core Equity 939.59K -1.10K
Decreased by -0.12%
Mar 31, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 783.47K 11.10K
Increased by +1.42%
May 31, 24
14 Alger Weatherbie Specialized Growth A 705.01K -26.60K
Decreased by -3.77%
Mar 31, 24
15 Hartford Capital Appreciation Y 627.73K -119.68K
Decreased by -19.07%
May 31, 24
16 T. Rowe Price Small-Cap Value 567.58K -600.00
Decreased by -0.11%
Mar 31, 24
17 Fidelity Small Cap Index 553.10K 871.00
Increased by +0.16%
Mar 31, 24
18 Fidelity Balanced 535.51K 0.00
Increased by 0.00%
Mar 31, 24
19 Strategic Advisers Fidelity US TtlStk 528.64K 117.54K
Increased by +22.23%
Apr 30, 24
20 Putnam Small Cap Growth A 495.61K 148.60K
Increased by +29.98%
May 31, 24