Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TINY 3.43%
2 PSI 2.36%
3 PTF 1.48%
4 PSCT 0.97%
5 ETHO 0.60%
6 SMIZ 0.59%
7 RZG 0.54%
8 QQQS 0.37%
9 XSMO 0.31%
10 VIOG 0.28%
11 OASC 0.28%
12 CLMA 0.26%
13 DWAS 0.25%
14 IJT 0.23%
15 SLYG 0.23%
16 USVM 0.20%
17 CSML 0.20%
18 ESIX 0.18%
19 PSC 0.17%
20 RFLR 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 3.53M (6.38%) 178.06K
Increased by +5.04%
Sep 30, 24
4 Wasatch Advisors LP 2.64M (4.77%) 883.82K
Increased by +33.47%
Sep 30, 24
5 Wasatch Advisors Inc. 2.59M (4.68%) -282.26K
Decreased by -10.89%
Sep 30, 23
6 Manufacturers Life Insurance Co 2.22M (4.00%) 371.22K
Increased by +16.75%
Sep 30, 24
7 Dimensional Fund Advisors, Inc. 2.16M (3.91%) -115.88K
Decreased by -5.36%
Sep 30, 24
8 State Street Corp 2.09M (3.78%) 30.01K
Increased by +1.43%
Sep 30, 24
9 Amvescap Plc. 2.04M (3.68%) 178.98K
Increased by +8.78%
Jun 30, 24
10 State Street Corporation 2.02M (3.65%) 34.04K
Increased by +1.68%
Mar 31, 24
11 Paradigm Capital Management, Inc. 1.98M (3.58%) 49.90K
Increased by +2.52%
Sep 30, 24
12 Channing Capital Management, LLC 1.91M (3.44%) 1.51M
Increased by +79.26%
Sep 30, 24
13 FMR Inc 1.55M (2.80%) 311.36K
Increased by +20.10%
Sep 30, 24
14 Driehaus Capital Management LLC 1.46M (2.63%) 793.43K
Increased by +54.41%
Jun 30, 24
15 Geode Capital Management, LLC 1.34M (2.41%) 22.85K
Increased by +1.71%
Sep 30, 24
16 Westfield Capital Management Company, LP 1.18M (2.12%) 319.45K
Increased by +27.17%
Sep 30, 24
17 Fisher Asset Management, LLC 969.69K (1.75%) 185.23K
Increased by +19.10%
Sep 30, 24
18 D. E. Shaw & Co LP 957.68K (1.73%) -32.30K
Decreased by -3.37%
Sep 30, 23
19 Adage Capital Partners Gp LLC 847.00K (1.53%) 247.00K
Increased by +29.16%
Mar 31, 24
20 Morgan Stanley - Brokerage Accounts 839.25K (1.51%) -1.00M
Decreased by -119.22%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.67M (6.62%) 1.90K
Increased by +0.05%
Nov 27, 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 1.55M (2.79%) -3.23K
Decreased by -0.21%
Nov 27, 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%
Oct 31, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 861.06K (1.55%) -5.74K
Decreased by -0.67%
Oct 31, 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 565.69K (1.02%) -4.06K
Decreased by -0.72%
Sep 30, 24
17 iShares S&P Small-Cap 600 Growth ETF 558.16K (1.01%) 0.00
Increased by 0.00%
Nov 27, 24
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 518.47K (0.94%) 380.00
Increased by +0.07%
Nov 27, 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