Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MRAD 2.34%
2 PSCU 0.72%
3 CAFG 0.53%
4 QOWZ 0.33%
5 ETHO 0.31%
6 ISMD 0.24%
7 SQLV 0.22%
8 DMRS 0.12%
9 ESIX 0.11%
10 SLY 0.10%
11 SSLY 0.07%
12 VOX 0.07%
13 VTWG 0.06%
14 VIOO 0.06%
15 EES 0.05%
16 AVSC 0.05%
17 SLYG 0.05%
18 VIOV 0.05%
19 VIOG 0.05%
20 FCOM 0.05%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.93M (17.73%) -59.97K
Decreased by -1.53%
Jun 30, 24
2 Trigran Investments Inc 3.80M (17.18%) 771.38K
Increased by +20.27%
Sep 30, 24
3 FMR Inc 2.46M (11.09%) 60.19K
Increased by +2.45%
Sep 30, 24
4 Vanguard Group Inc 1.92M (8.66%) 24.58K
Increased by +1.28%
Sep 30, 24
5 Morgan Stanley - Brokerage Accounts 1.91M (8.60%) -258.03K
Decreased by -13.54%
Jun 30, 24
6 HighTower Advisors, LLC 1.35M (6.08%) 303.00
Increased by +0.02%
Sep 30, 24
7 Neuberger Berman Group LLC 1.26M (5.68%) -153.65K
Decreased by -12.21%
Sep 30, 24
8 Bank of America Corp 989.30K (4.47%) 73.19K
Increased by +7.40%
Jun 30, 24
9 State Street Corporation 983.44K (4.44%) 22.66K
Increased by +2.30%
Mar 31, 24
10 State Street Corp 962.65K (4.35%) 10.39K
Increased by +1.08%
Sep 30, 24
11 Dimensional Fund Advisors, Inc. 794.43K (3.59%) 1.45K
Increased by +0.18%
Sep 30, 24
12 Royal Bank of Canada 750.32K (3.39%) -33.90K
Decreased by -4.52%
Sep 30, 24
13 Geode Capital Management, LLC 611.51K (2.76%) 1.60K
Increased by +0.26%
Sep 30, 24
14 Renaissance Technologies Corp 539.17K (2.43%) 45.57K
Increased by +8.45%
Sep 30, 24
15 Earnest Partners LLC 454.27K (2.05%) -41.43K
Decreased by -9.12%
Sep 30, 24
16 Rockefeller Capital Management L.P. 430.44K (1.94%) 150.50K
Increased by +34.96%
Jun 30, 24
17 Eagle Asset Management, Inc. 384.70K (1.74%) -87.03K
Decreased by -22.62%
Sep 30, 24
18 Punch & Associates Inv Mgmt Inc 382.50K (1.73%) 20.80K
Increased by +5.44%
Sep 30, 24
19 Impax Asset Management Group PLC 351.39K (1.59%) 70.00K
Increased by +19.92%
Sep 30, 24
20 Envestnet Asset Management Inc 297.04K (1.34%) -22.93K
Decreased by -7.72%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.67M (7.53%) 864.00
Increased by +0.05%
Nov 27, 24
2 Neuberger Berman Genesis Inv 834.12K (3.77%) -101.12K
Decreased by -12.12%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 805.50K (3.64%) 1.21K
Increased by +0.15%
Oct 31, 24
4 iShares Russell 2000 ETF 723.46K (3.27%) -1.51K
Decreased by -0.21%
Nov 27, 24
5 Fidelity Small Cap Growth 628.04K (2.84%) -1.64K
Decreased by -0.26%
Aug 31, 24
6 Fidelity Series Small Cap Opps 441.85K (1.99%) 0.00
Increased by 0.00%
Aug 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 398.30K (1.80%) -10.63K
Decreased by -2.67%
Oct 31, 24
8 Fidelity Advisor Small Cap I 390.57K (1.76%) 0.00
Increased by 0.00%
Aug 31, 24
9 Fidelity® Small Cap Growth 359.24K (1.62%) -436.00
Decreased by -0.12%
Oct 31, 23
10 Fidelity Advisor® Small Cap I 358.40K (1.62%) 44.41K
Increased by +12.39%
Oct 31, 23
11 Impax Small Cap Institutional 351.39K (1.59%) 0.00
Increased by 0.00%
Sep 30, 24
12 Impax US Small Cap Strategy Composite 351.39K (1.59%) 0.00
Increased by 0.00%
Sep 30, 24
13 EARNEST Small Cap Core 337.67K (1.52%) 334.77K
Increased by +99.14%
Dec 31, 23
14 Fidelity® Series Small Cap Opps 297.75K (1.34%) 33.23K
Increased by +11.16%
Oct 31, 23
15 Fidelity Small Cap Index 263.76K (1.19%) -8.13K
Decreased by -3.08%
Aug 31, 24
16 Fidelity Stock Selector Small Cap 259.10K (1.17%) 0.00
Increased by 0.00%
Aug 31, 24
17 Fidelity® Small Cap Index 251.57K (1.14%) 6.33K
Increased by +2.52%
Oct 31, 23
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 234.63K (1.06%) 172.00
Increased by +0.07%
Nov 27, 24
19 Fidelity Small Cap Growth K6 234.26K (1.06%) 2.10K
Increased by +0.90%
Aug 31, 24
20 iShares Russell 2000 Growth ETF 232.21K (1.05%) 0.00
Increased by 0.00%
Nov 27, 24