Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCI 2.23%
2 GVIP 1.80%
3 NETZ 1.11%
4 SMLL 1.09%
5 FTXR 0.61%
6 OASC 0.61%
7 JSMD 0.57%
8 QMID 0.57%
9 WTV 0.54%
10 IJT 0.51%
11 SLYG 0.51%
12 OCEN 0.50%
13 VIOG 0.50%
14 VNMC 0.48%
15 PDP 0.45%
16 FXR 0.44%
17 TMSL 0.44%
18 IJR 0.43%
19 SPSM 0.42%
20 VIOO 0.40%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 16.41M (9.26%) -186.41K
Decreased by -1.14%
Dec 31, 24
2 Franklin Resources Inc 10.31M (5.82%) 2.64M
Increased by +25.59%
Dec 31, 24
3 BlackRock Inc 8.28M (4.67%) 71.77K
Increased by +0.87%
Dec 31, 24
4 Boston Partners Global Investors, Inc 8.18M (4.61%) 2.36M
Increased by +28.85%
Sep 30, 24
5 JPMorgan Chase & Co 8.06M (4.55%) -5.72M
Decreased by -70.97%
Dec 31, 24
6 ClearBridge Advisors, LLC 7.38M (4.16%) -247.66K
Decreased by -3.35%
Dec 31, 24
7 T. Rowe Price Associates, Inc. 6.42M (3.62%) -7.41M
Decreased by -115.44%
Dec 31, 24
8 William Blair Investment Management, LLC 5.56M (3.13%) 664.80K
Increased by +11.97%
Dec 31, 24
9 FMR Inc 5.55M (3.13%) 595.06K
Increased by +10.71%
Dec 31, 24
10 Capital Research & Mgmt Co - Division 3 5.31M (2.99%) 897.18K
Increased by +16.90%
Dec 31, 24
11 Ameriprise Financial Inc 4.83M (2.73%) 223.46K
Increased by +4.62%
Dec 31, 24
12 Citadel Advisors Llc 4.76M (2.69%) 3.54M
Increased by +74.27%
Sep 30, 23
13 Cooperman Leon G 4.03M (2.27%) 381.52K
Increased by +9.46%
Dec 31, 24
14 Capital Research Global Investors 3.91M (2.20%) 2.06M
Increased by +52.84%
Mar 31, 24
15 Bessemer Group Inc 3.69M (2.08%) -926.74K
Decreased by -25.14%
Dec 31, 24
16 Turtle Creek Asset Management Inc. 3.59M (2.03%) 693.24K
Increased by +19.28%
Dec 31, 24
17 Morgan Stanley - Brokerage Accounts 3.52M (1.99%) -466.54K
Decreased by -13.25%
Jun 30, 24
18 Swedbank AB 3.32M (1.87%) 98.00K
Increased by +2.95%
Dec 31, 24
19 State Street Corp 3.30M (1.86%) -44.79K
Decreased by -1.36%
Dec 31, 24
20 Capital World Investors 3.29M (1.86%) -553.93K
Decreased by -16.83%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 11.21M (6.32%) -9.67K
Decreased by -0.09%
Apr 30, 25
2 T. Rowe Price New Horizons 6.24M (3.52%) -19.65K
Decreased by -0.32%
Sep 30, 24
3 US Small-Cap Growth II Equity Comp 6.24M (3.52%) 91.33K
Increased by +1.46%
Sep 30, 24
4 Vanguard US Total Market Shares ETF 5.74M (3.24%) 4.42K
Increased by +0.08%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 5.55M (3.13%) 16.90K
Increased by +0.30%
Mar 31, 25
6 Vanguard Small Cap Index 4.35M (2.45%) -128.43K
Decreased by -2.95%
Mar 31, 25
7 Franklin Small Cap Value A 3.18M (1.79%) -124.78K
Decreased by -3.93%
Mar 31, 25
8 American Funds Growth Fund of Amer A 3.03M (1.71%) -5.06K
Decreased by -0.17%
Mar 31, 25
9 Capital Group Growth Fnd of Amer Comp 3.03M (1.71%) -5.06K
Decreased by -0.17%
Mar 31, 25
10 Franklin Small Cap Value SMA Composite 2.98M (1.68%) 1.45M
Increased by +48.52%
Dec 31, 24
11 Franklin US Small Cap Value Equity 2.98M (1.68%) 1.45M
Increased by +48.52%
Dec 31, 24
12 Franklin Mutual Shares Z 2.93M (1.65%) 0.00
Increased by 0.00%
Mar 31, 25
13 JHancock Disciplined Value I 2.92M (1.65%) 0.00
Increased by 0.00%
Oct 31, 24
14 Vanguard Institutional Extnd Mkt Idx Tr 2.84M (1.60%) 26.62K
Increased by +0.94%
Mar 31, 25
15 JPM Small Cap Equity-MA 2.80M (1.58%) -38.66K
Decreased by -1.38%
Mar 31, 25
16 JPM US Small Cap Core-Composite 2.80M (1.58%) -38.66K
Decreased by -1.38%
Mar 31, 25
17 JPMorgan Small Cap Equity A 2.80M (1.58%) 0.00
Increased by 0.00%
Mar 31, 25
18 T. Rowe Price US Mid-Cap Value Equity 2.72M (1.53%) 622.70K
Increased by +22.92%
Dec 31, 24
19 Swedbank Robur Globalfond A 2.55M (1.44%) 0.00
Increased by 0.00%
Feb 28, 25
20 Vanguard Small Cap Growth Index Inv 2.44M (1.38%) -76.54K
Decreased by -3.14%
Mar 31, 25