Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IBUY 2.45%
2 GIGE 2.17%
3 PP 1.88%
4 RNSC 1.03%
5 FSGS 1.03%
6 XITK 0.94%
7 HAPS 0.67%
8 SFLO 0.61%
9 WCEO 0.56%
10 TMSL 0.52%
11 BFOR 0.38%
12 QSML 0.31%
13 FYT 0.19%
14 FYX 0.18%
15 EES 0.16%
16 GSSC 0.16%
17 IWO 0.15%
18 VTWG 0.14%
19 BBSC 0.13%
20 TMFX 0.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 16.30M (12.96%) -32.62K
Decreased by -0.20%
Sep 30, 24
2 T. Rowe Price Associates, Inc. 10.21M (8.12%) 8.16M
Increased by +79.94%
Sep 30, 24
3 BlackRock Inc 10.15M (8.07%) 221.01K
Increased by +2.18%
Sep 30, 24
4 Ancient Art, L.P. 7.34M (5.83%) 0.00
Increased by 0.00%
Sep 30, 24
5 Engine Capital Management LP 4.88M (3.88%) 4.88M
Increased by +100.00%
Sep 30, 24
6 Financial Gravity Wealth, Inc. 3.89M (3.10%) 0.00
Increased by 0.00%
Dec 31, 23
7 Capital Research & Mgmt Co - Division 3 3.33M (2.65%) 947.82K
Increased by +28.43%
Sep 30, 24
8 Divisadero Street Capital Management, LP 3.32M (2.64%) 822.52K
Increased by +24.77%
Jun 30, 24
9 State Street Corp 3.01M (2.39%) -274.23K
Decreased by -9.11%
Sep 30, 24
10 State Street Corporation 2.98M (2.37%) 71.56K
Increased by +2.40%
Mar 31, 24
11 Morgan Stanley - Brokerage Accounts 2.93M (2.33%) 463.50K
Increased by +15.83%
Jun 30, 24
12 Geode Capital Management, LLC 2.87M (2.28%) -18.71K
Decreased by -0.65%
Sep 30, 24
13 Baillie Gifford & Co Limited. 2.80M (2.23%) -493.23K
Decreased by -17.62%
Dec 31, 24
14 Dorsey Asset Management, LLC 2.65M (2.10%) -78.15K
Decreased by -2.95%
Sep 30, 24
15 Citadel Advisors Llc 2.62M (2.08%) 334.73K
Increased by +12.77%
Sep 30, 23
16 Goldman Sachs Group Inc 2.44M (1.94%) -2.06M
Decreased by -84.49%
Mar 31, 24
17 Invenomic Capital Management, LP 2.33M (1.86%) 260.27K
Increased by +11.15%
Sep 30, 24
18 Lord, Abbett & Co LLC 2.18M (1.73%) 681.28K
Increased by +31.30%
Dec 31, 23
19 Allianz Asset Management AG 2.08M (1.66%) 2.08M
Increased by +100.00%
Jun 30, 24
20 Nuveen Asset Management, LLC 1.97M (1.57%) -759.28K
Decreased by -38.50%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price All-Cap Opportunities Fund 8.59M (6.83%) 0.00
Increased by 0.00%
Dec 31, 24
2 T. Rowe Price US All-Cap Opp Eq Comp 8.59M (6.83%) 1.46M
Increased by +16.96%
Dec 31, 24
3 T. Rowe Price US All-Cap Opp Eq SMA 8.59M (6.83%) 1.46M
Increased by +16.96%
Dec 31, 24
4 T. Rowe Price Integrated US SmCapGrEq 5.21M (4.14%) 5.21M
Increased by +100.00%
Dec 31, 24
5 Vanguard Total Stock Mkt Idx Inv 3.93M (3.12%) 1.57K
Increased by +0.04%
Dec 31, 24
6 iShares Russell 2000 ETF 3.37M (2.68%) -25.60K
Decreased by -0.76%
Jan 31, 25
7 Vanguard Small Cap Index 3.23M (2.57%) 65.45K
Increased by +2.02%
Dec 31, 24
8 American Funds SMALLCAP World A 2.91M (2.31%) -427.25K
Decreased by -14.70%
Dec 31, 24
9 T. Rowe Price Integrated US Sm Gr Eq 2.60M (2.07%) 495.48K
Increased by +19.03%
Dec 31, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 1.89M (1.50%) 39.29K
Increased by +2.08%
Dec 31, 24
11 T. Rowe Price Small-Cap Value 1.87M (1.49%) 0.00
Increased by 0.00%
Dec 31, 24
12 Vanguard Small Cap Growth Index Inv 1.83M (1.45%) 84.39K
Increased by +4.62%
Dec 31, 24
13 Vanguard Strategic Equity Inv 1.70M (1.35%) -283.71K
Decreased by -16.66%
Dec 31, 24
14 Invenomic Institutional 1.57M (1.25%) -103.62K
Decreased by -6.61%
Oct 31, 24
15 Lord Abbett Developing Growth A 1.31M (1.04%) -6.84K
Decreased by -0.52%
Dec 31, 23
16 Fidelity Small Cap Index 1.27M (1.01%) -5.74K
Decreased by -0.45%
Nov 30, 24
17 Fidelity Small Cap Growth 1.26M (1.00%) 1.23M
Increased by +97.74%
Nov 30, 24
18 Baillie Gifford Global Discovery A Acc 1.24M (0.99%) -2.26K
Decreased by -0.18%
Sep 30, 24
19 Fidelity® Small Cap Index 1.19M (0.95%) 31.78K
Increased by +2.66%
Oct 31, 23
20 iShares Russell 2000 Growth ETF 1.11M (0.88%) -5.20K
Decreased by -0.47%
Jan 31, 25