Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IGM 1000.00%
2 JKL 1000.00%
3 JKK 1000.00%
4 JKJ 1000.00%
5 IWV 1000.00%
6 IWO 1000.00%
7 IWN 1000.00%
8 IWM 1000.00%
9 ITOT 1000.00%
10 ISCV 1000.00%
11 ISCG 1000.00%
12 ISCB 1000.00%
13 TINY 2.72%
14 PSI 2.36%
15 PTF 1.47%
16 PSCT 1.16%
17 SMIZ 1.15%
18 RZG 0.64%
19 XSMO 0.60%
20 ETHO 0.60%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.88M (16.02%) 122.79K
Increased by +1.38%
Jun 30, 24
2 Vanguard Group Inc 7.35M (13.27%) 222.89K
Increased by +3.03%
Jun 30, 24
3 Neuberger Berman Group LLC 3.36M (6.06%) -352.98K
Decreased by -10.52%
Jun 30, 24
4 Wasatch Advisors Inc. 2.59M (4.68%) -282.26K
Decreased by -10.89%
Sep 30, 23
5 Dimensional Fund Advisors, Inc. 2.28M (4.11%) -113.79K
Decreased by -4.99%
Jun 30, 24
6 State Street Corp 2.06M (3.72%) 37.20K
Increased by +1.80%
Jun 30, 24
7 Amvescap Plc. 2.04M (3.68%) 178.98K
Increased by +8.78%
Jun 30, 24
8 State Street Corporation 2.02M (3.65%) 34.04K
Increased by +1.68%
Mar 31, 24
9 Paradigm Capital Management, Inc. 1.93M (3.49%) -44.00K
Decreased by -2.28%
Jun 30, 24
10 Manufacturers Life Insurance Co 1.85M (3.33%) -46.46K
Decreased by -2.52%
Jun 30, 24
11 Wasatch Advisors LP 1.76M (3.17%) -648.90K
Decreased by -36.94%
Jun 30, 24
12 Driehaus Capital Management LLC 1.46M (2.63%) 793.43K
Increased by +54.41%
Jun 30, 24
13 Morgan Stanley - Brokerage Accounts 1.37M (2.48%) 173.41K
Increased by +12.62%
Mar 31, 24
14 Geode Capital Management, LLC 1.31M (2.37%) 104.25K
Increased by +7.93%
Jun 30, 24
15 FMR Inc 1.24M (2.23%) 760.67K
Increased by +61.47%
Jun 30, 24
16 Neumeier Investment Counsel LLC 1.22M (2.20%) -16.95K
Decreased by -1.39%
Jun 30, 24
17 D. E. Shaw & Co LP 957.68K (1.73%) -32.30K
Decreased by -3.37%
Sep 30, 23
18 Westfield Capital Management Company, LP 856.31K (1.55%) 856.31K
Increased by +100.00%
Jun 30, 24
19 Adage Capital Partners Gp LLC 847.00K (1.53%) 247.00K
Increased by +29.16%
Mar 31, 24
20 Nuveen Asset Management, LLC 838.00K (1.51%) -173.78K
Decreased by -20.74%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.81M (6.88%) 0.00
Increased by 0.00%
Aug 30, 24
2 Invesco Global Multi Cap Growth 2.67M (4.81%) -333.42K
Decreased by -12.50%
Dec 31, 23
3 Invesco Global Opportunities A 2.67M (4.81%) 0.00
Increased by 0.00%
Dec 31, 23
4 Vanguard Total Stock Mkt Idx Inv 1.78M (3.22%) -5.33K
Decreased by -0.30%
Jul 31, 24
5 iShares Russell 2000 ETF 1.50M (2.70%) 9.47K
Increased by +0.63%
Aug 30, 24
6 Vanguard Small Cap Index 1.43M (2.58%) 3.86K
Increased by +0.27%
Jul 31, 24
7 Vanguard Information Technology ETF 1.26M (2.27%) 14.96K
Increased by +1.19%
Jul 31, 24
8 Neuberger Berman Intrinsic Value I 1.05M (1.89%) 0.00
Increased by 0.00%
Jul 31, 24
9 Neumeier Poma Small Cap Value 1.04M (1.88%) 53.62K
Increased by +5.13%
Jun 30, 24
10 Fidelity Small Cap Growth 891.71K (1.61%) 252.40K
Increased by +28.31%
Jun 30, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 874.64K (1.58%) 1.45K
Increased by +0.17%
Jul 31, 24
12 Vanguard Small Cap Growth Index Inv 796.41K (1.44%) -5.56K
Decreased by -0.70%
Jul 31, 24
13 JHancock Small Cap Core NAV 674.63K (1.22%) -40.96K
Decreased by -6.07%
Jun 30, 24
14 iShares S&P Small-Cap 600 Growth ETF 573.59K (1.04%) 0.00
Increased by 0.00%
Aug 30, 24
15 Invesco Semiconductors ETF 570.65K (1.03%) 1.58K
Increased by +0.28%
Aug 30, 24
16 Fidelity Small Cap Index 534.93K (0.97%) 26.24K
Increased by +4.91%
Jun 30, 24
17 SPDR® Portfolio S&P 600™ Sm Cap ETF 500.81K (0.90%) 198.00
Increased by +0.04%
Aug 30, 24
18 SPDR® Portfolio S&P 600 Sm Cap ETF 499.09K (0.90%) 0.00
Increased by 0.00%
Apr 30, 24
19 Fidelity® Small Cap Index 490.78K (0.89%) 13.44K
Increased by +2.74%
Oct 31, 23
20 Wasatch Small Cap Value 483.40K (0.87%) -273.92K
Decreased by -56.67%
Jun 30, 24