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 VIOG 0.05%
19 VIOV 0.05%
20 FCOM 0.05%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.94M (29.36%) 16.35K
Increased by +0.41%
Sep 30, 24
2 Trigran Investments Inc 3.80M (28.32%) 771.38K
Increased by +20.27%
Sep 30, 24
3 FMR Inc 2.46M (18.28%) 60.19K
Increased by +2.45%
Sep 30, 24
4 Vanguard Group Inc 1.92M (14.28%) 24.58K
Increased by +1.28%
Sep 30, 24
5 HighTower Advisors, LLC 1.35M (10.03%) 303.00
Increased by +0.02%
Sep 30, 24
6 Neuberger Berman Group LLC 1.26M (9.37%) -153.65K
Decreased by -12.21%
Sep 30, 24
7 State Street Corporation 983.44K (7.32%) 22.66K
Increased by +2.30%
Mar 31, 24
8 State Street Corp 962.65K (7.17%) 10.39K
Increased by +1.08%
Sep 30, 24
9 Bank of America Corp 850.62K (6.33%) -138.68K
Decreased by -16.30%
Sep 30, 24
10 Dimensional Fund Advisors, Inc. 794.43K (5.91%) 1.45K
Increased by +0.18%
Sep 30, 24
11 Royal Bank of Canada 750.32K (5.59%) -33.90K
Decreased by -4.52%
Sep 30, 24
12 Geode Capital Management, LLC 611.51K (4.55%) 1.60K
Increased by +0.26%
Sep 30, 24
13 Renaissance Technologies Corp 539.17K (4.01%) 45.57K
Increased by +8.45%
Sep 30, 24
14 Rockefeller Capital Management L.P. 513.07K (3.82%) 82.63K
Increased by +16.10%
Sep 30, 24
15 Earnest Partners LLC 454.27K (3.38%) -41.43K
Decreased by -9.12%
Sep 30, 24
16 Eagle Asset Management, Inc. 384.70K (2.86%) -87.03K
Decreased by -22.62%
Sep 30, 24
17 Punch & Associates Inv Mgmt Inc 382.50K (2.85%) 20.80K
Increased by +5.44%
Sep 30, 24
18 Impax Asset Management Group PLC 351.39K (2.62%) 70.00K
Increased by +19.92%
Sep 30, 24
19 Envestnet Asset Management Inc 297.04K (2.21%) -22.93K
Decreased by -7.72%
Sep 30, 24
20 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 277.28K (2.06%) 66.77K
Increased by +24.08%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.67M (12.41%) 864.00
Increased by +0.05%
Nov 27, 24
2 Neuberger Berman Genesis Inv 834.12K (6.21%) -101.12K
Decreased by -12.12%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 805.50K (6.00%) 1.21K
Increased by +0.15%
Oct 31, 24
4 iShares Russell 2000 ETF 723.46K (5.39%) -1.51K
Decreased by -0.21%
Nov 27, 24
5 Fidelity Small Cap Growth 603.63K (4.49%) 0.00
Increased by 0.00%
Nov 30, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 398.30K (2.97%) -10.63K
Decreased by -2.67%
Oct 31, 24
7 Fidelity Advisor Small Cap I 390.57K (2.91%) 0.00
Increased by 0.00%
Nov 30, 24
8 Fidelity Stock Selector Small Cap 380.30K (2.83%) 98.70K
Increased by +25.95%
Nov 30, 24
9 Fidelity Series Small Cap Opps 360.58K (2.68%) 0.00
Increased by 0.00%
Nov 30, 24
10 Fidelity® Small Cap Growth 359.24K (2.67%) -436.00
Decreased by -0.12%
Oct 31, 23
11 Fidelity Advisor® Small Cap I 358.40K (2.67%) 44.41K
Increased by +12.39%
Oct 31, 23
12 Impax Small Cap Institutional 351.39K (2.62%) 0.00
Increased by 0.00%
Nov 30, 24
13 Impax US Small Cap Strategy Composite 351.39K (2.62%) 0.00
Increased by 0.00%
Nov 30, 24
14 EARNEST Small Cap Core 337.67K (2.51%) 334.77K
Increased by +99.14%
Dec 31, 23
15 Fidelity® Series Small Cap Opps 297.75K (2.22%) 33.23K
Increased by +11.16%
Oct 31, 23
16 Fidelity Small Cap Index 260.74K (1.94%) -2.98K
Decreased by -1.14%
Nov 30, 24
17 Fidelity® Small Cap Index 251.57K (1.87%) 6.33K
Increased by +2.52%
Oct 31, 23
18 Fidelity Small Cap Growth K6 245.14K (1.82%) 0.00
Increased by 0.00%
Nov 30, 24
19 SPDR® Portfolio S&P 600™ Sm Cap ETF 234.63K (1.75%) 172.00
Increased by +0.07%
Nov 27, 24
20 iShares Russell 2000 Growth ETF 232.21K (1.73%) 0.00
Increased by 0.00%
Nov 27, 24