Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MRAD 2.34%
2 CAFG 0.53%
3 QOWZ 0.33%
4 ETHO 0.31%
5 PSCU 0.22%
6 SQLV 0.22%
7 ISMD 0.22%
8 DMRS 0.12%
9 ESIX 0.11%
10 SLY 0.10%
11 SSLY 0.07%
12 EES 0.05%
13 AVSC 0.05%
14 SLYG 0.05%
15 FCOM 0.05%
16 SMLV 0.05%
17 PSC 0.04%
18 SPSM 0.04%
19 BBSC 0.04%
20 RFLR 0.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Trigran Investments Inc 3.80M (17.46%) 771.38K
Increased by +20.27%
Sep 30, 24
2 FMR Inc 2.46M (11.27%) 60.19K
Increased by +2.45%
Sep 30, 24
3 Vanguard Group Inc 1.92M (8.80%) 24.58K
Increased by +1.28%
Sep 30, 24
4 HighTower Advisors, LLC 1.35M (6.18%) 303.00
Increased by +0.02%
Sep 30, 24
5 Neuberger Berman Group LLC 1.26M (5.78%) -153.65K
Decreased by -12.21%
Sep 30, 24
6 State Street Corporation 983.44K (4.51%) 22.66K
Increased by +2.30%
Mar 31, 24
7 State Street Corp 962.65K (4.42%) 10.39K
Increased by +1.08%
Sep 30, 24
8 Bank of America Corp 850.62K (3.90%) -138.68K
Decreased by -16.30%
Sep 30, 24
9 Dimensional Fund Advisors, Inc. 794.43K (3.64%) 1.45K
Increased by +0.18%
Sep 30, 24
10 Royal Bank of Canada 750.32K (3.44%) -33.90K
Decreased by -4.52%
Sep 30, 24
11 Geode Capital Management, LLC 611.51K (2.81%) 1.60K
Increased by +0.26%
Sep 30, 24
12 Renaissance Technologies Corp 539.17K (2.47%) 45.57K
Increased by +8.45%
Sep 30, 24
13 Rockefeller Capital Management L.P. 513.07K (2.35%) 82.63K
Increased by +16.10%
Sep 30, 24
14 Earnest Partners LLC 454.27K (2.08%) -41.43K
Decreased by -9.12%
Sep 30, 24
15 Eagle Asset Management, Inc. 384.70K (1.77%) -87.03K
Decreased by -22.62%
Sep 30, 24
16 Punch & Associates Inv Mgmt Inc 382.50K (1.75%) 20.80K
Increased by +5.44%
Sep 30, 24
17 Impax Asset Management Group PLC 351.39K (1.61%) 70.00K
Increased by +19.92%
Sep 30, 24
18 Envestnet Asset Management Inc 297.04K (1.36%) -22.93K
Decreased by -7.72%
Sep 30, 24
19 Northern Trust Corp 273.63K (1.26%) -122.74K
Decreased by -44.86%
Sep 30, 24
20 Wells Fargo & Co 240.62K (1.10%) -11.93K
Decreased by -4.96%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.67M (7.65%) 864.00
Increased by +0.05%
Nov 27, 24
2 Neuberger Berman Genesis Inv 834.12K (3.83%) -101.12K
Decreased by -12.12%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 805.50K (3.70%) 1.21K
Increased by +0.15%
Oct 31, 24
4 Vanguard US Total Market Shares ETF 804.28K (3.69%) 0.00
Increased by 0.00%
Sep 30, 24
5 iShares Russell 2000 ETF 723.46K (3.32%) -1.51K
Decreased by -0.21%
Nov 27, 24
6 Fidelity Small Cap Growth 603.63K (2.77%) 0.00
Increased by 0.00%
Nov 30, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 398.30K (1.83%) -10.63K
Decreased by -2.67%
Oct 31, 24
8 Fidelity Advisor Small Cap I 390.57K (1.79%) 0.00
Increased by 0.00%
Nov 30, 24
9 Fidelity Stock Selector Small Cap 380.30K (1.74%) 98.70K
Increased by +25.95%
Nov 30, 24
10 Fidelity Series Small Cap Opps 360.58K (1.65%) 0.00
Increased by 0.00%
Nov 30, 24
11 Fidelity® Small Cap Growth 359.24K (1.65%) -436.00
Decreased by -0.12%
Oct 31, 23
12 Fidelity Advisor® Small Cap I 358.40K (1.64%) 44.41K
Increased by +12.39%
Oct 31, 23
13 Impax Small Cap Institutional 351.39K (1.61%) 0.00
Increased by 0.00%
Nov 30, 24
14 Impax US Small Cap Strategy Composite 351.39K (1.61%) 0.00
Increased by 0.00%
Nov 30, 24
15 EARNEST Small Cap Core 337.67K (1.55%) 334.77K
Increased by +99.14%
Dec 31, 23
16 Fidelity® Series Small Cap Opps 297.75K (1.37%) 33.23K
Increased by +11.16%
Oct 31, 23
17 Fidelity Small Cap Index 260.74K (1.20%) -2.98K
Decreased by -1.14%
Nov 30, 24
18 Fidelity® Small Cap Index 251.57K (1.15%) 6.33K
Increased by +2.52%
Oct 31, 23
19 Fidelity Small Cap Growth K6 245.14K (1.12%) 0.00
Increased by 0.00%
Nov 30, 24
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 234.63K (1.08%) 172.00
Increased by +0.07%
Nov 27, 24