Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PP 5.07%
2 PSCU 3.75%
3 XWEB 3.46%
4 TAAG 2.87%
5 JSML 1.37%
6 GRPZ 1.19%
7 HLGE 1.09%
8 SMCP 1.05%
9 RNMC 1.01%
10 FSCS 1.01%
11 CAFG 0.95%
12 SOCL 0.94%
13 SFLO 0.86%
14 XSLV 0.78%
15 FESM 0.66%
16 XSMO 0.66%
17 RZG 0.53%
18 VUSE 0.52%
19 VLLU 0.49%
20 SQLV 0.49%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 12.15M (19.58%) 372.88K
Increased by +3.07%
Dec 31, 24
2 Vanguard Group Inc 8.98M (14.47%) -57.84K
Decreased by -0.64%
Dec 31, 24
3 State Street Corp 2.65M (4.26%) 92.00K
Increased by +3.48%
Dec 31, 24
4 State Street Corporation 2.57M (4.14%) 57.62K
Increased by +2.25%
Mar 31, 24
5 Acadian Asset Management LLC 2.55M (4.10%) -20.08K
Decreased by -0.79%
Mar 31, 24
6 Pacer Advisors, INC. 2.21M (3.56%) -536.33K
Decreased by -24.29%
Dec 31, 24
7 Dimensional Fund Advisors, Inc. 1.92M (3.10%) 164.15K
Increased by +8.53%
Dec 31, 24
8 Arrowstreet Capital Limited Partnership 1.85M (2.97%) 255.78K
Increased by +13.86%
Dec 31, 24
9 Geode Capital Management, LLC 1.77M (2.86%) 15.65K
Increased by +0.88%
Dec 31, 24
10 Ameriprise Financial Inc 1.33M (2.15%) 1.05M
Increased by +78.96%
Dec 31, 24
11 River Road Asset Management, LLC 1.22M (1.96%) -31.85K
Decreased by -2.61%
Dec 31, 24
12 Charles Schwab Investment Management Inc 1.14M (1.84%) -33.24K
Decreased by -2.91%
Dec 31, 24
13 Man Group PLC 1.07M (1.73%) -396.08K
Decreased by -37.00%
Sep 30, 24
14 Fisher Asset Management, LLC 989.38K (1.59%) -51.74K
Decreased by -5.23%
Dec 31, 24
15 Morgan Stanley - Brokerage Accounts 985.67K (1.59%) -2.87K
Decreased by -0.29%
Dec 31, 24
16 Macquarie Group Ltd 969.23K (1.56%) -236.11K
Decreased by -24.36%
Dec 31, 24
17 D. E. Shaw & Co LP 854.90K (1.38%) -200.63K
Decreased by -23.47%
Dec 31, 24
18 LSV Asset Management 853.87K (1.38%) 529.67K
Increased by +62.03%
Dec 31, 24
19 Renaissance Technologies Corp 852.20K (1.37%) -106.30K
Decreased by -12.47%
Dec 31, 24
20 Goldman Sachs Group Inc 815.74K (1.31%) 297.73K
Increased by +36.50%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.99M (6.43%) -3.64K
Decreased by -0.09%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 2.06M (3.32%) 2.12K
Increased by +0.10%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 2.00M (3.22%) 9.59K
Increased by +0.48%
Mar 31, 25
4 iShares Russell 2000 ETF 1.58M (2.54%) -12.77K
Decreased by -0.81%
Apr 29, 25
5 Vanguard Small Cap Index 1.56M (2.52%) -33.52K
Decreased by -2.15%
Mar 31, 25
6 Delaware US Small Cap Core Equity (SMA) 1.11M (1.79%) -362.93K
Decreased by -32.72%
Mar 31, 24
7 Macquarie US Small Cap Core Equity 1.11M (1.79%) -362.93K
Decreased by -32.72%
Mar 31, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 996.90K (1.61%) -5.32K
Decreased by -0.53%
Mar 31, 25
9 Vanguard Strategic Equity Inv 975.13K (1.57%) 0.00
Increased by 0.00%
Mar 31, 25
10 Vanguard Small Cap Growth Index Inv 877.27K (1.41%) -17.68K
Decreased by -2.02%
Mar 31, 25
11 Delaware Small Cap Core I 871.12K (1.40%) -5.40K
Decreased by -0.62%
Sep 30, 24
12 CT (Lux) American Smaller Com 9U USD 724.24K (1.17%) 19.66K
Increased by +2.72%
Mar 31, 25
13 Macquarie Small Cap Core I 691.47K (1.11%) 19.65K
Increased by +2.84%
Mar 31, 25
14 iShares S&P Small-Cap 600 Growth ETF 656.69K (1.06%) 0.00
Increased by 0.00%
Nov 27, 24
15 Fidelity® Small Cap Index 649.32K (1.05%) 17.38K
Increased by +2.68%
Oct 31, 23
16 Fidelity Small Cap Index 643.14K (1.04%) 6.19K
Increased by +0.96%
Feb 28, 25
17 SPDR® Portfolio S&P 600 Sm Cap ETF 606.98K (0.98%) 0.00
Increased by 0.00%
Apr 30, 24
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 568.23K (0.92%) 0.00
Increased by 0.00%
Apr 29, 25
19 iShares Russell 2000 Growth ETF 565.98K (0.91%) 0.00
Increased by 0.00%
Apr 30, 25
20 JHancock Small Cap Core NAV 502.03K (0.81%) 0.00
Increased by 0.00%
Jul 31, 24