Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MRAD 2.63%
2 PSCU 1.21%
3 ETHO 0.31%
4 SQLV 0.22%
5 ISMD 0.18%
6 SMLE 0.11%
7 ESIX 0.11%
8 SSLY 0.09%
9 AVSC 0.08%
10 VIOG 0.08%
11 EES 0.08%
12 SLYG 0.08%
13 IJT 0.07%
14 VIOO 0.07%
15 VOX 0.07%
16 FCOM 0.07%
17 IJR 0.06%
18 SPSM 0.06%
19 VTWG 0.06%
20 IWO 0.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.08M (17.84%) 92.98K
Increased by +2.28%
Dec 31, 23
2 Trigran Investments Inc 2.73M (11.94%) 55.13K
Increased by +2.02%
Dec 31, 23
3 FMR Inc 2.22M (9.74%) 621.16K
Increased by +27.92%
Dec 31, 23
4 Vanguard Group Inc 1.96M (8.58%) -227.00
Decreased by -0.01%
Dec 31, 23
5 Neuberger Berman Group LLC 1.52M (6.65%) -113.42K
Decreased by -7.47%
Dec 31, 23
6 Morgan Stanley - Brokerage Accounts 1.43M (6.26%) 56.92K
Increased by +3.98%
Dec 31, 23
7 HighTower Advisors, LLC 1.35M (5.89%) -77.00
Decreased by -0.01%
Dec 31, 23
8 State Street Corporation 960.78K (4.21%) 64.20K
Increased by +6.68%
Dec 31, 23
9 Bank of America Corp 870.20K (3.81%) 109.50K
Increased by +12.58%
Dec 31, 23
10 Dimensional Fund Advisors, Inc. 778.50K (3.41%) 18.08K
Increased by +2.32%
Dec 31, 23
11 Royal Bank of Canada 708.48K (3.10%) 79.87K
Increased by +11.27%
Dec 31, 23
12 Geode Capital Management, LLC 570.75K (2.50%) 23.95K
Increased by +4.20%
Dec 31, 23
13 Eagle Asset Management, Inc. 531.47K (2.33%) 112.96K
Increased by +21.25%
Dec 31, 23
14 Renaissance Technologies Corp 504.30K (2.21%) -32.63K
Decreased by -6.47%
Dec 31, 23
15 Earnest Partners LLC 483.35K (2.12%) -27.62K
Decreased by -5.71%
Dec 31, 23
16 Northern Trust Corp 427.13K (1.87%) -10.66K
Decreased by -2.50%
Dec 31, 23
17 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 363.42K (1.59%) -66.13K
Decreased by -18.20%
Dec 31, 23
18 Envestnet Asset Management Inc 279.67K (1.22%) 279.67K
Increased by +100.00%
Dec 31, 23
19 Rockefeller Capital Management L.P. 249.51K (1.09%) 180.02K
Increased by +72.15%
Dec 31, 23
20 Wells Fargo & Co 246.69K (1.08%) -3.99K
Decreased by -1.62%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.74M (7.63%) 780.00
Increased by +0.04%
Apr 30, 24
2 Neuberger Berman Genesis Inv 967.77K (4.24%) -23.29K
Decreased by -2.41%
Mar 31, 24
3 Vanguard Total Stock Mkt Idx Inv 803.30K (3.52%) 1.24K
Increased by +0.15%
Mar 31, 24
4 Fidelity Small Cap Growth 637.60K (2.79%) 15.00K
Increased by +2.35%
Feb 29, 24
5 iShares Russell 2000 ETF 604.69K (2.65%) -4.84K
Decreased by -0.80%
Apr 30, 24
6 Fidelity Series Small Cap Opps 441.85K (1.93%) 0.00
Increased by 0.00%
Feb 29, 24
7 Fidelity Advisor Small Cap I 409.27K (1.79%) 0.00
Increased by 0.00%
Feb 29, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 383.70K (1.68%) 5.67K
Increased by +1.48%
Mar 31, 24
9 Fidelity® Small Cap Growth 359.24K (1.57%) -436.00
Decreased by -0.12%
Oct 31, 23
10 Fidelity Advisor® Small Cap I 358.40K (1.57%) 44.41K
Increased by +12.39%
Oct 31, 23
11 EARNEST Small Cap Core 337.67K (1.48%) 334.77K
Increased by +99.14%
Dec 31, 23
12 Fidelity® Series Small Cap Opps 297.75K (1.30%) 33.23K
Increased by +11.16%
Oct 31, 23
13 Fidelity Small Cap Index 261.21K (1.14%) 2.88K
Increased by +1.10%
Feb 29, 24
14 Fidelity® Small Cap Index 251.57K (1.10%) 6.33K
Increased by +2.52%
Oct 31, 23
15 Fidelity Small Cap Growth K6 231.90K (1.02%) 5.70K
Increased by +2.46%
Feb 29, 24
16 Eagle Small Cap Growth – Institutional 231.15K (1.01%) -9.18K
Decreased by -3.97%
Mar 31, 24
17 SPDR® Portfolio S&P 600 Sm Cap ETF 226.28K (0.99%) 0.00
Increased by 0.00%
Apr 30, 24
18 Fidelity Stock Selector Small Cap 221.20K (0.97%) 0.00
Increased by 0.00%
Feb 29, 24
19 iShares Russell 2000 Growth ETF 218.94K (0.96%) -524.00
Decreased by -0.24%
Apr 30, 24
20 Impax Small Cap Institutional 213.39K (0.93%) 0.00
Increased by 0.00%
Jan 31, 24