Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWO 0.05%
2 IWM 0.04%
3 ISCG 0.03%
4 JKK 0.03%
5 SMLF 0.03%
6 IWN 0.03%
7 JKJ 0.02%
8 ISCB 0.02%
9 ISCV 0.02%
10 JKL 0.02%
11 ITOT 0.00%
12 IWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 JPMorgan Chase & Co 7.92M (10.90%) -5.57M
Decreased by -70.32%
Dec 31, 24
2 Vanguard Group Inc 6.94M (9.54%) -54.29K
Decreased by -0.78%
Dec 31, 24
3 T. Rowe Price Investment Management,Inc. 6.09M (8.37%) -114.51K
Decreased by -1.88%
Dec 31, 24
4 Champlain Investment Partners, LLC 5.21M (7.16%) 620.20K
Increased by +11.91%
Dec 31, 24
5 BlackRock Inc 5.19M (7.13%) 63.86K
Increased by +1.23%
Dec 31, 24
6 Neuberger Berman Group LLC 4.18M (5.75%) 112.21K
Increased by +2.68%
Dec 31, 24
7 Ameriprise Financial Inc 4.11M (5.65%) 698.59K
Increased by +16.99%
Dec 31, 24
8 BAMCO Inc 3.25M (4.47%) 0.00
Increased by 0.00%
Dec 31, 24
9 Copeland Capital Management, LLC 3.12M (4.29%) 59.43K
Increased by +1.91%
Dec 31, 24
10 Millennium Management LLC 2.74M (3.77%) 234.77K
Increased by +8.56%
Dec 31, 24
11 State Street Corp 1.83M (2.52%) 72.25K
Increased by +3.95%
Dec 31, 24
12 State Street Corporation 1.59M (2.19%) 8.19K
Increased by +0.51%
Mar 31, 24
13 Geode Capital Management, LLC 1.56M (2.15%) 13.76K
Increased by +0.88%
Dec 31, 24
14 Victory Capital Management Inc. 1.51M (2.08%) 36.42K
Increased by +2.41%
Dec 31, 24
15 Jennison Associates LLC 1.50M (2.06%) -46.86K
Decreased by -3.13%
Dec 31, 24
16 Goldman Sachs Group Inc 1.44M (1.98%) 403.93K
Increased by +28.11%
Dec 31, 24
17 Dimensional Fund Advisors, Inc. 1.40M (1.93%) 116.38K
Increased by +8.31%
Dec 31, 24
18 Morgan Stanley - Brokerage Accounts 1.39M (1.92%) 595.70K
Increased by +42.76%
Jun 30, 24
19 GW&K Investment Management, LLC 1.28M (1.76%) -49.24K
Decreased by -3.85%
Dec 31, 24
20 Readystate Asset Management LP 1.21M (1.67%) 765.13K
Increased by +62.99%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Baron Opp. Small Cap Growth Strategy 3.25M (4.47%) 0.00
Increased by 0.00%
Dec 31, 24
2 Baron Small Cap Retail 3.25M (4.47%) 0.00
Increased by 0.00%
Dec 31, 24
3 JPMorgan Small Cap Equity A 3.06M (4.21%) 0.00
Increased by 0.00%
Feb 28, 25
4 JPM Small Cap Equity-MA 2.81M (3.86%) 353.65K
Increased by +12.58%
Dec 31, 24
5 JPM US Small Cap Core-Composite 2.81M (3.86%) 353.65K
Increased by +12.58%
Dec 31, 24
6 Champlain Small Company Fund, LLC 2.81M (3.86%) -20.09K
Decreased by -0.72%
Feb 28, 25
7 Neuberger Berman Genesis Inv 2.57M (3.53%) 0.00
Increased by 0.00%
Dec 31, 24
8 CT (Lux) American Smaller Com 9U USD 2.41M (3.31%) 19.77K
Increased by +0.82%
Feb 28, 25
9 Vanguard Total Stock Mkt Idx Inv 2.07M (2.85%) 0.00
Increased by 0.00%
Feb 28, 25
10 Champlain Small Company Adv 1.82M (2.51%) 135.00K
Increased by +7.40%
Dec 31, 24
11 iShares Russell 2000 ETF 1.70M (2.34%) -14.74K
Decreased by -0.87%
Mar 31, 25
12 Vanguard Small Cap Index 1.69M (2.32%) 1.36K
Increased by +0.08%
Feb 28, 25
13 T. Rowe Price US Small-Cap Core Equity 1.66M (2.29%) -41.13K
Decreased by -2.47%
Dec 31, 24
14 T. Rowe Price Small-Cap Stock 1.66M (2.29%) -1.25K
Decreased by -0.07%
Jan 31, 25
15 CT American Smaller Coms(US) InstAccGBP 1.56M (2.15%) 0.00
Increased by 0.00%
Feb 28, 25
16 JPMorgan Small Cap Growth A 1.51M (2.08%) -17.00K
Decreased by -1.12%
Feb 28, 25
17 DF Dent Mid Cap Growth 1.24M (1.70%) -15.44K
Decreased by -1.25%
Jun 30, 24
18 Old Westbury Small & Mid Cap Strategies 1.20M (1.65%) -315.00K
Decreased by -26.25%
Jan 31, 25
19 Vanguard Institutional Extnd Mkt Idx Tr 1.11M (1.53%) 1.92K
Increased by +0.17%
Feb 28, 25
20 Vanguard Small Cap Growth Index Inv 947.14K (1.30%) -3.29K
Decreased by -0.35%
Feb 28, 25