Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TINY 3.38%
2 PSI 2.36%
3 PTF 1.48%
4 PSCT 0.98%
5 ETHO 0.60%
6 SMIZ 0.56%
7 RZG 0.51%
8 QQQS 0.38%
9 VIOG 0.28%
10 XSMO 0.28%
11 CLMA 0.26%
12 OASC 0.26%
13 DWAS 0.25%
14 SLYG 0.22%
15 IJT 0.21%
16 CSML 0.20%
17 USVM 0.19%
18 ESIX 0.17%
19 RFLR 0.17%
20 PSC 0.17%

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 7.37M (13.30%) 12.47K
Increased by +0.17%
Sep 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 Manufacturers Life Insurance Co 2.22M (4.00%) 371.22K
Increased by +16.75%
Sep 30, 24
6 Dimensional Fund Advisors, Inc. 2.16M (3.91%) -115.88K
Decreased by -5.36%
Sep 30, 24
7 State Street Corp 2.06M (3.72%) 37.20K
Increased by +1.80%
Jun 30, 24
8 Amvescap Plc. 2.04M (3.68%) 178.98K
Increased by +8.78%
Jun 30, 24
9 State Street Corporation 2.02M (3.65%) 34.04K
Increased by +1.68%
Mar 31, 24
10 Paradigm Capital Management, Inc. 1.93M (3.49%) -44.00K
Decreased by -2.28%
Jun 30, 24
11 Channing Capital Management, LLC 1.91M (3.44%) 1.51M
Increased by +79.26%
Sep 30, 24
12 Morgan Stanley - Brokerage Accounts 1.84M (3.32%) -909.40K
Decreased by -49.43%
Jun 30, 24
13 Wasatch Advisors LP 1.76M (3.17%) -648.90K
Decreased by -36.94%
Jun 30, 24
14 FMR Inc 1.55M (2.80%) 311.36K
Increased by +20.10%
Sep 30, 24
15 Driehaus Capital Management LLC 1.46M (2.63%) 793.43K
Increased by +54.41%
Jun 30, 24
16 Geode Capital Management, LLC 1.31M (2.37%) 104.25K
Increased by +7.93%
Jun 30, 24
17 Westfield Capital Management Company, LP 1.18M (2.12%) 319.45K
Increased by +27.17%
Sep 30, 24
18 Fisher Asset Management, LLC 969.69K (1.75%) 185.23K
Increased by +19.10%
Sep 30, 24
19 D. E. Shaw & Co LP 957.68K (1.73%) -32.30K
Decreased by -3.37%
Sep 30, 23
20 Adage Capital Partners Gp LLC 847.00K (1.53%) 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 3.62M (6.54%) 3.62K
Increased by +0.10%
Oct 31, 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 (3.21%) -10.18K
Decreased by -0.57%
Oct 31, 24
5 iShares Russell 2000 ETF 1.43M (2.58%) -3.22K
Decreased by -0.23%
Oct 31, 24
6 Vanguard Small Cap Index 1.43M (2.57%) 2.80K
Increased by +0.20%
Oct 31, 24
7 Vanguard Information Technology ETF 1.27M (2.29%) 5.89K
Increased by +0.46%
Oct 31, 24
8 Fidelity Small Cap Growth 1.10M (1.98%) 204.57K
Increased by +18.63%
Aug 31, 24
9 Neuberger Berman Intrinsic Value I 1.05M (1.89%) 0.00
Increased by 0.00%
Sep 30, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 866.80K (1.56%) -8.96K
Decreased by -1.03%
Sep 30, 24
11 JHancock Small Cap Core NAV 802.12K (1.45%) 0.00
Increased by 0.00%
Sep 30, 24
12 Vanguard Small Cap Growth Index Inv 784.05K (1.42%) 438.00
Increased by +0.06%
Oct 31, 24
13 Wasatch Small Cap Value 737.80K (1.33%) 254.40K
Increased by +34.48%
Sep 30, 24
14 Neumeier Poma Small Cap Value 625.08K (1.13%) -419.09K
Decreased by -67.05%
Sep 30, 24
15 Invesco Semiconductors ETF 570.65K (1.03%) 0.00
Increased by 0.00%
Aug 31, 24
16 Fidelity Small Cap Index 569.75K (1.03%) -15.44K
Decreased by -2.71%
Aug 31, 24
17 iShares S&P Small-Cap 600 Growth ETF 550.21K (0.99%) 0.00
Increased by 0.00%
Oct 31, 24
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 503.27K (0.91%) 3.80K
Increased by +0.76%
Oct 31, 24
19 SPDR® Portfolio S&P 600 Sm Cap ETF 499.09K (0.90%) 0.00
Increased by 0.00%
Apr 30, 24
20 Fidelity® Small Cap Index 490.78K (0.89%) 13.44K
Increased by +2.74%
Oct 31, 23