Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWO 0.05%
2 IWM 0.03%
3 JKK 0.02%
4 ISCG 0.02%
5 IWN 0.02%
6 SMLF 0.02%
7 JKJ 0.02%
8 ISCB 0.02%
9 ISCV 0.01%
10 JKL 0.01%
11 ITOT 0.00%
12 IWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.99M (9.71%) 95.39K
Increased by +1.36%
Sep 30, 24
2 JPMorgan Chase & Co 6.75M (9.37%) 2.83M
Increased by +41.92%
Sep 30, 24
3 T. Rowe Price Investment Management,Inc. 6.20M (8.61%) 523.49K
Increased by +8.44%
Sep 30, 24
4 BlackRock Inc 5.12M (7.12%) -7.55K
Decreased by -0.15%
Sep 30, 24
5 Champlain Investment Partners, LLC 4.59M (6.37%) -532.47K
Decreased by -11.61%
Sep 30, 24
6 Neuberger Berman Group LLC 4.07M (5.65%) -17.80K
Decreased by -0.44%
Sep 30, 24
7 Ameriprise Financial Inc 3.41M (4.74%) 498.19K
Increased by +14.60%
Sep 30, 24
8 BAMCO Inc 3.25M (4.51%) 0.00
Increased by 0.00%
Sep 30, 24
9 Copeland Capital Management, LLC 3.06M (4.25%) 4.84K
Increased by +0.16%
Sep 30, 24
10 Millennium Management LLC 2.51M (3.48%) -1.24M
Decreased by -49.55%
Sep 30, 24
11 State Street Corp 1.76M (2.44%) 152.87K
Increased by +8.69%
Sep 30, 24
12 State Street Corporation 1.59M (2.21%) 8.19K
Increased by +0.51%
Mar 31, 24
13 Geode Capital Management, LLC 1.55M (2.15%) 47.32K
Increased by +3.06%
Sep 30, 24
14 Jennison Associates LLC 1.55M (2.15%) -541.42K
Decreased by -35.04%
Sep 30, 24
15 Victory Capital Management Inc. 1.47M (2.05%) 235.62K
Increased by +15.98%
Sep 30, 24
16 Morgan Stanley - Brokerage Accounts 1.39M (1.94%) 595.70K
Increased by +42.76%
Jun 30, 24
17 GW&K Investment Management, LLC 1.33M (1.85%) -60.94K
Decreased by -4.58%
Sep 30, 24
18 Dimensional Fund Advisors, Inc. 1.28M (1.78%) 93.11K
Increased by +7.25%
Sep 30, 24
19 DF Dent & Co Inc 1.22M (1.69%) -1.83M
Decreased by -149.97%
Sep 30, 24
20 Readystate Asset Management LP 1.21M (1.69%) 765.13K
Increased by +62.99%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Champlain Small Company Fund, LLC 3.63M (5.04%) -127.35K
Decreased by -3.51%
Dec 31, 24
2 Baron Opp. Small Cap Growth Strategy 3.25M (4.51%) 0.00
Increased by 0.00%
Dec 31, 24
3 Baron Small Cap Retail 3.25M (4.51%) 0.00
Increased by 0.00%
Dec 31, 24
4 JPM US Small Cap Core-Composite 2.81M (3.90%) 353.65K
Increased by +12.58%
Dec 31, 24
5 JPMorgan Small Cap Equity A 2.76M (3.83%) 139.22K
Increased by +5.05%
Nov 30, 24
6 Neuberger Berman Genesis Inv 2.57M (3.57%) 0.00
Increased by 0.00%
Dec 31, 24
7 JPM Small Cap Equity-MA 2.46M (3.41%) 235.46K
Increased by +9.59%
Sep 30, 24
8 Vanguard Total Stock Mkt Idx Inv 2.01M (2.80%) 0.00
Increased by 0.00%
Dec 31, 24
9 CT (Lux) American Smaller Com 9U USD 1.85M (2.57%) 151.88K
Increased by +8.23%
Nov 30, 24
10 T. Rowe Price Small-Cap Stock 1.76M (2.44%) -922.00
Decreased by -0.05%
Nov 30, 24
11 iShares Russell 2000 ETF 1.73M (2.41%) -6.65K
Decreased by -0.38%
Dec 31, 24
12 T. Rowe Price US Small-Cap Core Equity 1.71M (2.37%) -6.63K
Decreased by -0.39%
Sep 30, 24
13 Champlain Small Company Adv 1.69M (2.35%) -380.44K
Decreased by -22.51%
Sep 30, 24
14 Vanguard Small Cap Index 1.68M (2.34%) 13.29K
Increased by +0.79%
Dec 31, 24
15 JPMorgan Small Cap Growth A 1.56M (2.16%) 321.77K
Increased by +20.66%
Nov 30, 24
16 CT American Smaller Coms(US) InstAccGBP 1.55M (2.16%) -25.33K
Decreased by -1.63%
Nov 30, 24
17 Old Westbury Small & Mid Cap Strategies 1.51M (2.10%) 290.50K
Increased by +19.17%
Oct 31, 24
18 DF Dent Mid Cap Growth 1.24M (1.72%) -15.44K
Decreased by -1.25%
Jun 30, 24
19 Vanguard Institutional Extnd Mkt Idx Tr 1.11M (1.54%) 26.69K
Increased by +2.40%
Dec 31, 24
20 Vanguard Small Cap Growth Index Inv 950.25K (1.32%) 31.52K
Increased by +3.32%
Dec 31, 24