Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCI 2.18%
2 GVIP 1.80%
3 NETZ 1.11%
4 SMLL 1.04%
5 FTXR 0.61%
6 QMID 0.57%
7 WTV 0.54%
8 JSMD 0.52%
9 OCEN 0.50%
10 SLYG 0.48%
11 VNMC 0.48%
12 IJT 0.47%
13 PDP 0.45%
14 FXR 0.44%
15 TMSL 0.44%
16 SPSM 0.39%
17 IJR 0.39%
18 SAA 0.33%
19 SLYV 0.30%
20 IJS 0.29%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 16.41M (9.19%) -186.41K
Decreased by -1.14%
Dec 31, 24
2 Franklin Resources Inc 10.31M (5.78%) 2.64M
Increased by +25.59%
Dec 31, 24
3 BlackRock Inc 8.28M (4.64%) 71.77K
Increased by +0.87%
Dec 31, 24
4 Boston Partners Global Investors, Inc 8.18M (4.58%) 2.36M
Increased by +28.85%
Sep 30, 24
5 JPMorgan Chase & Co 8.06M (4.52%) -5.72M
Decreased by -70.97%
Dec 31, 24
6 ClearBridge Advisors, LLC 7.38M (4.14%) -247.66K
Decreased by -3.35%
Dec 31, 24
7 T. Rowe Price Associates, Inc. 6.42M (3.60%) -7.41M
Decreased by -115.44%
Dec 31, 24
8 William Blair Investment Management, LLC 5.56M (3.11%) 664.80K
Increased by +11.97%
Dec 31, 24
9 FMR Inc 5.55M (3.11%) 595.06K
Increased by +10.71%
Dec 31, 24
10 Capital Research & Mgmt Co - Division 3 5.31M (2.97%) 897.18K
Increased by +16.90%
Dec 31, 24
11 Ameriprise Financial Inc 4.83M (2.71%) 223.46K
Increased by +4.62%
Dec 31, 24
12 Citadel Advisors Llc 4.76M (2.67%) 3.54M
Increased by +74.27%
Sep 30, 23
13 Cooperman Leon G 4.03M (2.26%) 381.52K
Increased by +9.46%
Dec 31, 24
14 Capital Research Global Investors 3.91M (2.19%) 2.06M
Increased by +52.84%
Mar 31, 24
15 Bessemer Group Inc 3.69M (2.07%) -926.74K
Decreased by -25.14%
Dec 31, 24
16 Turtle Creek Asset Management Inc. 3.59M (2.01%) 693.24K
Increased by +19.28%
Dec 31, 24
17 Morgan Stanley - Brokerage Accounts 3.52M (1.97%) -466.54K
Decreased by -13.25%
Jun 30, 24
18 Swedbank AB 3.32M (1.86%) 98.00K
Increased by +2.95%
Dec 31, 24
19 State Street Corp 3.30M (1.85%) -44.79K
Decreased by -1.36%
Dec 31, 24
20 Capital World Investors 3.29M (1.84%) -553.93K
Decreased by -16.83%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price New Horizons 6.24M (3.49%) -19.65K
Decreased by -0.32%
Sep 30, 24
2 US Small-Cap Growth II Equity Comp 6.24M (3.49%) 91.33K
Increased by +1.46%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 5.53M (3.10%) 3.18K
Increased by +0.06%
Feb 28, 25
4 Vanguard Small Cap Index 4.48M (2.51%) 3.65K
Increased by +0.08%
Feb 28, 25
5 Franklin Small Cap Value A 3.30M (1.85%) 324.62K
Increased by +9.83%
Feb 28, 25
6 American Funds Growth Fund of Amer A 3.03M (1.70%) -211.22K
Decreased by -6.97%
Dec 31, 24
7 Capital Group Growth Fnd of Amer Comp 3.03M (1.70%) -211.22K
Decreased by -6.97%
Dec 31, 24
8 Franklin Small Cap Value SMA Composite 2.98M (1.67%) 1.45M
Increased by +48.52%
Dec 31, 24
9 Franklin US Small Cap Value Equity 2.98M (1.67%) 1.45M
Increased by +48.52%
Dec 31, 24
10 Franklin Mutual Shares Z 2.93M (1.64%) 0.00
Increased by 0.00%
Feb 28, 25
11 JHancock Disciplined Value I 2.92M (1.64%) 0.00
Increased by 0.00%
Oct 31, 24
12 JPM Small Cap Equity-MA 2.84M (1.59%) 558.80K
Increased by +19.65%
Dec 31, 24
13 JPM US Small Cap Core-Composite 2.84M (1.59%) 558.80K
Increased by +19.65%
Dec 31, 24
14 JPMorgan Small Cap Equity A 2.82M (1.58%) -26.80K
Decreased by -0.95%
Jan 31, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 2.81M (1.58%) 3.88K
Increased by +0.14%
Feb 28, 25
16 T. Rowe Price US Mid-Cap Value Equity 2.72M (1.52%) 622.70K
Increased by +22.92%
Dec 31, 24
17 T. Rowe Price Mid-Cap Value 2.72M (1.52%) -2.01K
Decreased by -0.07%
Jan 31, 25
18 Swedbank Robur Globalfond A 2.55M (1.43%) 0.00
Increased by 0.00%
Feb 28, 25
19 Vanguard Small Cap Growth Index Inv 2.52M (1.41%) -14.49K
Decreased by -0.58%
Feb 28, 25
20 Capital Group AMCAP Composite 2.42M (1.36%) 601.97K
Increased by +24.88%
Mar 31, 24