Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TINY 2.79%
2 PSI 2.36%
3 PTF 1.48%
4 PSCT 0.76%
5 SMIZ 0.61%
6 ETHO 0.60%
7 RZG 0.56%
8 FSCC 0.52%
9 QQQS 0.50%
10 XSMO 0.29%
11 VIOG 0.28%
12 OASC 0.28%
13 CLMA 0.26%
14 DWAS 0.25%
15 SLYG 0.23%
16 ISMD 0.20%
17 USVM 0.20%
18 CSML 0.20%
19 IJS 0.19%
20 VIOV 0.18%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.25M (16.27%) 343.30K
Increased by +3.71%
Dec 31, 24
2 Vanguard Group Inc 7.48M (13.16%) 110.83K
Increased by +1.48%
Dec 31, 24
3 Neuberger Berman Group LLC 3.45M (6.07%) -82.61K
Decreased by -2.39%
Dec 31, 24
4 Wasatch Advisors LP 2.79M (4.91%) 152.20K
Increased by +5.45%
Dec 31, 24
5 Manufacturers Life Insurance Co 2.75M (4.83%) 531.82K
Increased by +19.35%
Dec 31, 24
6 Wasatch Advisors Inc. 2.59M (4.56%) -282.26K
Decreased by -10.89%
Sep 30, 23
7 Dimensional Fund Advisors, Inc. 2.24M (3.95%) 78.88K
Increased by +3.52%
Dec 31, 24
8 State Street Corp 2.21M (3.89%) 119.98K
Increased by +5.42%
Dec 31, 24
9 Amvescap Plc. 2.04M (3.59%) 178.98K
Increased by +8.78%
Jun 30, 24
10 State Street Corporation 2.02M (3.56%) 34.04K
Increased by +1.68%
Mar 31, 24
11 Paradigm Capital Management, Inc. 1.98M (3.49%) 200.00
Increased by +0.01%
Dec 31, 24
12 Channing Capital Management, LLC 1.87M (3.29%) -38.77K
Decreased by -2.07%
Dec 31, 24
13 Westfield Capital Management Company, L.P. 1.58M (2.78%) 404.49K
Increased by +25.60%
Dec 31, 24
14 Driehaus Capital Management LLC 1.46M (2.57%) 793.43K
Increased by +54.41%
Jun 30, 24
15 Geode Capital Management, LLC 1.34M (2.36%) 1.38K
Increased by +0.10%
Dec 31, 24
16 Westfield Capital Management Company, LP 1.18M (2.07%) 319.45K
Increased by +27.17%
Sep 30, 24
17 FMR Inc 1.17M (2.06%) -377.64K
Decreased by -32.24%
Dec 31, 24
18 Wealthfront Advisers LLC 1.11M (1.95%) 1.11M
Increased by +100.00%
Dec 31, 24
19 Fisher Asset Management, LLC 1.11M (1.95%) 137.19K
Increased by +12.39%
Dec 31, 24
20 Adage Capital Partners Gp LLC 847.00K (1.49%) 247.00K
Increased by +29.16%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.51M (6.17%) -3.58K
Decreased by -0.10%
Apr 30, 25
2 Invesco Global Multi Cap Growth 2.67M (4.69%) -333.42K
Decreased by -12.50%
Dec 31, 23
3 Invesco Global Opportunities A 2.67M (4.69%) 0.00
Increased by 0.00%
Dec 31, 23
4 Vanguard US Total Market Shares ETF 1.79M (3.15%) 1.78K
Increased by +0.10%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 1.78M (3.12%) -132.00
Decreased by -0.01%
Mar 31, 25
6 Vanguard Small Cap Index 1.44M (2.54%) -5.31K
Decreased by -0.37%
Mar 31, 25
7 iShares Russell 2000 ETF 1.36M (2.40%) 230.00
Increased by +0.02%
Apr 30, 25
8 Vanguard Information Technology ETF 1.34M (2.36%) 9.59K
Increased by +0.71%
Mar 31, 25
9 JHancock Small Cap Core NAV 1.08M (1.90%) 49.95K
Increased by +4.62%
Feb 28, 25
10 Neuberger Berman Intrinsic Value I 1.03M (1.81%) -22.80K
Decreased by -2.22%
Mar 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 882.59K (1.55%) 10.06K
Increased by +1.14%
Mar 31, 25
12 Wasatch Small Cap Value 877.87K (1.54%) 137.81K
Increased by +15.70%
Mar 31, 25
13 Fidelity Small Cap Growth 809.00K (1.42%) 0.00
Increased by 0.00%
Jan 31, 25
14 Vanguard Small Cap Growth Index Inv 808.50K (1.42%) -4.49K
Decreased by -0.56%
Mar 31, 25
15 T. Rowe Price Integrated US SmCapGrEq 682.30K (1.20%) 341.15K
Increased by +50.00%
Dec 31, 24
16 Westwood Mgt SmallCap Value 632.90K (1.11%) 0.00
Increased by 0.00%
Mar 31, 25
17 Westwood Quality SmallCap Fund Inst 632.90K (1.11%) 0.00
Increased by 0.00%
Mar 31, 25
18 Neumeier Poma Small Cap Value 625.08K (1.10%) -419.09K
Decreased by -67.05%
Sep 30, 24
19 Invesco Semiconductors ETF 570.65K (1.00%) 0.00
Increased by 0.00%
Aug 31, 24
20 iShares S&P Small-Cap 600 Value ETF 570.30K (1.00%) 534.00
Increased by +0.09%
Apr 30, 25