Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TINY 3.03%
2 PSI 2.36%
3 PTF 1.48%
4 PSCT 0.82%
5 SMIZ 0.61%
6 ETHO 0.60%
7 RZG 0.56%
8 QQQS 0.55%
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 ISMD 0.20%
16 USVM 0.20%
17 IJS 0.20%
18 CSML 0.20%
19 VIOV 0.18%
20 ESIX 0.18%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.25M (16.35%) 343.30K
Increased by +3.71%
Dec 31, 24
2 Vanguard Group Inc 7.48M (13.22%) 110.83K
Increased by +1.48%
Dec 31, 24
3 Neuberger Berman Group LLC 3.45M (6.10%) -82.61K
Decreased by -2.39%
Dec 31, 24
4 Wasatch Advisors LP 2.79M (4.94%) 152.20K
Increased by +5.45%
Dec 31, 24
5 Manufacturers Life Insurance Co 2.75M (4.86%) 531.82K
Increased by +19.35%
Dec 31, 24
6 Wasatch Advisors Inc. 2.59M (4.58%) -282.26K
Decreased by -10.89%
Sep 30, 23
7 Dimensional Fund Advisors, Inc. 2.24M (3.97%) 78.88K
Increased by +3.52%
Dec 31, 24
8 State Street Corp 2.21M (3.91%) 119.98K
Increased by +5.42%
Dec 31, 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 (3.51%) 200.00
Increased by +0.01%
Dec 31, 24
12 Channing Capital Management, LLC 1.87M (3.31%) -38.77K
Decreased by -2.07%
Dec 31, 24
13 Westfield Capital Management Company, L.P. 1.58M (2.79%) 404.49K
Increased by +25.60%
Dec 31, 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 (2.37%) 1.38K
Increased by +0.10%
Dec 31, 24
16 Westfield Capital Management Company, LP 1.18M (2.08%) 319.45K
Increased by +27.17%
Sep 30, 24
17 FMR Inc 1.17M (2.07%) -377.64K
Decreased by -32.24%
Dec 31, 24
18 Wealthfront Advisers LLC 1.11M (1.96%) 1.11M
Increased by +100.00%
Dec 31, 24
19 Fisher Asset Management, LLC 1.11M (1.96%) 137.19K
Increased by +12.39%
Dec 31, 24
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 3.59M (6.34%) 2.48K
Increased by +0.07%
Mar 31, 25
2 Invesco Global Opportunities A 2.67M (4.72%) 0.00
Increased by 0.00%
Dec 31, 23
3 Invesco Global Multi Cap Growth 2.67M (4.72%) -333.42K
Decreased by -12.50%
Dec 31, 23
4 Vanguard Total Stock Mkt Idx Inv 1.78M (3.14%) 0.00
Increased by 0.00%
Feb 28, 25
5 iShares Russell 2000 ETF 1.46M (2.58%) -12.65K
Decreased by -0.87%
Mar 31, 25
6 Vanguard Small Cap Index 1.45M (2.56%) 1.18K
Increased by +0.08%
Feb 28, 25
7 Vanguard Information Technology ETF 1.33M (2.36%) 3.26K
Increased by +0.24%
Feb 28, 25
8 Neuberger Berman Intrinsic Value I 1.05M (1.85%) 0.00
Increased by 0.00%
Feb 28, 25
9 JHancock Small Cap Core NAV 1.03M (1.82%) 48.71K
Increased by +4.73%
Jan 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 872.53K (1.54%) 1.19K
Increased by +0.14%
Feb 28, 25
11 Vanguard Small Cap Growth Index Inv 812.99K (1.44%) -4.21K
Decreased by -0.52%
Feb 28, 25
12 Fidelity Small Cap Growth 809.00K (1.43%) 0.00
Increased by 0.00%
Jan 31, 25
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 Westwood Quality SmallCap Fund Inst 632.90K (1.12%) 216.20K
Increased by +34.16%
Dec 31, 24
16 Westwood Mgt SmallCap Value 632.90K (1.12%) 216.20K
Increased by +34.16%
Dec 31, 24
17 Neumeier Poma Small Cap Value 625.08K (1.11%) -419.09K
Decreased by -67.05%
Sep 30, 24
18 iShares S&P Small-Cap 600 Value ETF 589.13K (1.04%) -556.00
Decreased by -0.09%
Mar 31, 25
19 Invesco Semiconductors ETF 570.65K (1.01%) 0.00
Increased by 0.00%
Aug 31, 24
20 iShares S&P Small-Cap 600 Growth ETF 558.16K (0.99%) 0.00
Increased by 0.00%
Nov 27, 24