Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TINY 3.07%
2 PSI 2.36%
3 PTF 1.48%
4 PSCT 0.88%
5 SMIZ 0.61%
6 ETHO 0.60%
7 RZG 0.56%
8 QQQS 0.50%
9 XSMO 0.29%
10 VIOG 0.28%
11 OASC 0.28%
12 CLMA 0.26%
13 DWAS 0.25%
14 SLYG 0.23%
15 VIOV 0.21%
16 IJS 0.21%
17 ISMD 0.21%
18 USVM 0.20%
19 CSML 0.20%
20 ESIX 0.18%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.90M (15.74%) 26.51K
Increased by +0.30%
Sep 30, 24
2 Vanguard Group Inc 7.37M (13.02%) 12.47K
Increased by +0.17%
Sep 30, 24
3 Neuberger Berman Group LLC 3.53M (6.25%) 178.06K
Increased by +5.04%
Sep 30, 24
4 Wasatch Advisors LP 2.64M (4.67%) 883.82K
Increased by +33.47%
Sep 30, 24
5 Wasatch Advisors Inc. 2.59M (4.58%) -282.26K
Decreased by -10.89%
Sep 30, 23
6 Manufacturers Life Insurance Co 2.22M (3.92%) 371.22K
Increased by +16.75%
Sep 30, 24
7 Dimensional Fund Advisors, Inc. 2.16M (3.82%) -115.88K
Decreased by -5.36%
Sep 30, 24
8 State Street Corp 2.09M (3.70%) 30.01K
Increased by +1.43%
Sep 30, 24
9 Amvescap Plc. 2.04M (3.60%) 178.98K
Increased by +8.78%
Jun 30, 24
10 State Street Corporation 2.02M (3.58%) 34.04K
Increased by +1.68%
Mar 31, 24
11 Paradigm Capital Management, Inc. 1.98M (3.50%) 49.90K
Increased by +2.52%
Sep 30, 24
12 Channing Capital Management, LLC 1.87M (3.30%) -38.77K
Decreased by -2.07%
Dec 31, 24
13 FMR Inc 1.55M (2.74%) 311.36K
Increased by +20.10%
Sep 30, 24
14 Driehaus Capital Management LLC 1.46M (2.58%) 793.43K
Increased by +54.41%
Jun 30, 24
15 Geode Capital Management, LLC 1.34M (2.36%) 22.85K
Increased by +1.71%
Sep 30, 24
16 Westfield Capital Management Company, L.P. 1.18M (2.08%) 319.45K
Increased by +27.17%
Sep 30, 24
17 Westfield Capital Management Company, LP 1.18M (2.08%) 319.45K
Increased by +27.17%
Sep 30, 24
18 Fisher Asset Management, LLC 1.11M (1.96%) 137.19K
Increased by +12.39%
Dec 31, 24
19 D. E. Shaw & Co LP 957.68K (1.69%) -32.30K
Decreased by -3.37%
Sep 30, 23
20 Adage Capital Partners Gp LLC 847.00K (1.50%) 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 3.66M (6.46%) 9.82K
Increased by +0.27%
Jan 31, 25
2 Invesco Global Multi Cap Growth 2.67M (4.71%) -333.42K
Decreased by -12.50%
Dec 31, 23
3 Invesco Global Opportunities A 2.67M (4.71%) 0.00
Increased by 0.00%
Dec 31, 23
4 Vanguard Total Stock Mkt Idx Inv 1.78M (3.14%) 1.61K
Increased by +0.09%
Dec 31, 24
5 iShares Russell 2000 ETF 1.49M (2.64%) -11.35K
Decreased by -0.76%
Jan 31, 25
6 Vanguard Small Cap Index 1.45M (2.56%) 11.05K
Increased by +0.76%
Dec 31, 24
7 Vanguard Information Technology ETF 1.31M (2.32%) 20.30K
Increased by +1.55%
Dec 31, 24
8 Neuberger Berman Intrinsic Value I 1.05M (1.85%) 0.00
Increased by 0.00%
Dec 31, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 871.12K (1.54%) 10.31K
Increased by +1.18%
Dec 31, 24
10 JHancock Small Cap Core NAV 817.71K (1.45%) 0.00
Increased by 0.00%
Nov 30, 24
11 Vanguard Small Cap Growth Index Inv 817.05K (1.44%) 27.89K
Increased by +3.41%
Dec 31, 24
12 Fidelity Small Cap Growth 809.00K (1.43%) 0.00
Increased by 0.00%
Nov 30, 24
13 Wasatch Small Cap Value 740.07K (1.31%) 2.27K
Increased by +0.31%
Dec 31, 24
14 T. Rowe Price Integrated US SmCapGrEq 682.30K (1.21%) 341.15K
Increased by +50.00%
Dec 31, 24
15 iShares S&P Small-Cap 600 Value ETF 645.66K (1.14%) 0.00
Increased by 0.00%
Jan 31, 25
16 Westwood Mgt SmallCap Value 632.90K (1.12%) 216.20K
Increased by +34.16%
Dec 31, 24
17 Westwood Quality SmallCap Fund Inst 632.90K (1.12%) 216.20K
Increased by +34.16%
Dec 31, 24
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 (1.01%) 0.00
Increased by 0.00%
Aug 31, 24
20 Fidelity Small Cap Index 562.61K (0.99%) -4.51K
Decreased by -0.80%
Nov 30, 24