Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ADPV 4.62%
2 BIDS 4.59%
3 ZIG 4.47%
4 TPMN 4.10%
5 NEWZ 3.11%
6 DIV 2.65%
7 DGRS 2.15%
8 CPAI 1.99%
9 AZTD 1.91%
10 KCE 1.83%
11 SMLV 1.82%
12 CSB 1.77%
13 STCE 1.56%
14 XSMO 1.40%
15 DVP 1.35%
16 DEEP 1.35%
17 SIXS 1.22%
18 FDFF 1.18%
19 SMCF 1.13%
20 FDLS 1.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 11.10M (13.66%) 564.06K
Increased by +5.08%
Dec 31, 24
2 Vanguard Group Inc 9.40M (11.57%) -209.31K
Decreased by -2.23%
Dec 31, 24
3 FMR Inc 6.38M (7.84%) 1.40M
Increased by +21.98%
Dec 31, 24
4 Renaissance Technologies Corp 3.78M (4.65%) -112.70K
Decreased by -2.98%
Dec 31, 24
5 State Street Corp 3.12M (3.84%) -120.24K
Decreased by -3.86%
Dec 31, 24
6 William Blair Investment Management, LLC 2.49M (3.06%) -4.93M
Decreased by -198.09%
Sep 30, 24
7 Ameriprise Financial Inc 1.95M (2.40%) 269.71K
Increased by +13.80%
Dec 31, 23
8 State Street Corporation 1.92M (2.37%) -146.97K
Decreased by -7.64%
Mar 31, 24
9 Dimensional Fund Advisors, Inc. 1.82M (2.24%) -4.58K
Decreased by -0.25%
Dec 31, 24
10 Northern Trust Corp 1.45M (1.78%) 471.53K
Increased by +32.54%
Dec 31, 24
11 Geode Capital Management, LLC 1.39M (1.71%) -10.75K
Decreased by -0.78%
Dec 31, 24
12 Millennium Management LLC 1.37M (1.69%) -1.63M
Decreased by -118.92%
Dec 31, 23
13 Bank of America Corp 1.28M (1.58%) 724.80K
Increased by +56.50%
Sep 30, 24
14 Charles Schwab Investment Management Inc 1.27M (1.56%) 209.00
Increased by +0.02%
Dec 31, 24
15 Balyasny Asset Management LLC 1.12M (1.38%) 1.12M
Increased by +100.00%
Dec 31, 24
16 Capital World Investors 1.12M (1.38%) 0.00
Increased by 0.00%
Sep 30, 23
17 Los Angeles Capital Management LLC 1.03M (1.27%) 52.80K
Increased by +5.12%
Dec 31, 24
18 D. E. Shaw & Co LP 976.95K (1.20%) -259.81K
Decreased by -26.59%
Dec 31, 24
19 Arrowstreet Capital Limited Partnership 948.59K (1.17%) 609.82K
Increased by +64.29%
Dec 31, 24
20 The Colony Group LLC 901.57K (1.11%) 592.00
Increased by +0.07%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.00M (6.15%) 2.98K
Increased by +0.06%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 2.56M (3.15%) 1.68K
Increased by +0.07%
Feb 28, 25
3 Vanguard Small Cap Index 2.09M (2.57%) 1.70K
Increased by +0.08%
Feb 28, 25
4 Vanguard Small Cap Value Index Inv 1.37M (1.69%) -4.36K
Decreased by -0.32%
Feb 28, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 1.23M (1.52%) 1.79K
Increased by +0.15%
Feb 28, 25
6 American Funds SMALLCAP World A 1.12M (1.38%) 0.00
Increased by 0.00%
Sep 30, 23
7 Strategic Advisers Fidelity US TtlStk 1.11M (1.37%) -229.98K
Decreased by -20.71%
Feb 28, 25
8 William Blair SMID Core CIT Class 4 855.54K (1.05%) 855.54K
Increased by +100.00%
Mar 31, 24
9 iShares S&P Small-Cap 600 Value ETF 839.63K (1.03%) 0.00
Increased by 0.00%
Nov 30, 24
10 William Blair Small-Mid Cap Growth CIT 821.19K (1.01%) -3.80K
Decreased by -0.46%
Aug 31, 24
11 Fidelity Balanced 800.36K (0.98%) 0.00
Increased by 0.00%
Jul 31, 24
12 CT American Smaller Coms(US) InstAccGBP 770.30K (0.95%) 0.00
Increased by 0.00%
Dec 31, 23
13 Strategic Advisers U.S. Total Stock{mg} 754.56K (0.93%) -137.78K
Decreased by -18.26%
Sep 30, 24
14 Global X SuperDividend™ US ETF 743.47K (0.91%) 0.00
Increased by 0.00%
Dec 31, 24
15 iShares S&P Small-Cap 600 Growth ETF 736.54K (0.91%) 0.00
Increased by 0.00%
Mar 31, 25
16 SPDR® Portfolio S&P 600™ Sm Cap ETF 700.95K (0.86%) 1.04K
Increased by +0.15%
Mar 31, 25
17 William Blair Small-Mid Cap Growth I 656.89K (0.81%) -10.70K
Decreased by -1.63%
Aug 31, 24
18 Vanguard Strategic Equity Inv 645.16K (0.79%) 118.54K
Increased by +18.37%
Mar 31, 24
19 Fidelity® Balanced 610.47K (0.75%) -431.00
Decreased by -0.07%
Oct 31, 23
20 Glenmede Small Cap Equity 594.82K (0.73%) -9.01K
Decreased by -1.51%
Sep 30, 24