Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCI 2.47%
2 VNMC 1.91%
3 GRPM 1.85%
4 ENTR 1.82%
5 AIRR 1.52%
6 XSMO 1.34%
7 GRNR 1.23%
8 PXSG 1.20%
9 RFG 1.18%
10 LSAF 1.10%
11 VIOG 0.98%
12 RZG 0.96%
13 SMAP 0.96%
14 BOUT 0.94%
15 IJT 0.90%
16 FXR 0.71%
17 CCSO 0.66%
18 QMID 0.62%
19 ESIX 0.61%
20 VIOO 0.56%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.52M (9.70%) 276.72K
Increased by +4.25%
Mar 31, 25
2 BlackRock Inc 6.37M (9.47%) -712.36K
Decreased by -11.19%
Mar 31, 25
3 JPMorgan Chase & Co 2.95M (4.38%) -39.02K
Decreased by -1.33%
Mar 31, 25
4 State Street Corporation 2.49M (3.71%) 48.83K
Increased by +1.96%
Mar 31, 24
5 Blair William & Co 2.18M (3.24%) 1.01M
Increased by +46.28%
Mar 31, 25
6 State Street Corp 2.06M (3.07%) 10.87K
Increased by +0.53%
Mar 31, 25
7 Morgan Stanley - Brokerage Accounts 1.98M (2.95%) 624.31K
Increased by +31.51%
Mar 31, 25
8 Geneva Capital Management 1.90M (2.82%) 219.81K
Increased by +11.58%
Mar 31, 25
9 Conestoga Capital Advisors, LLC 1.89M (2.81%) -1.73K
Decreased by -0.09%
Mar 31, 25
10 Wasatch Advisors LP 1.76M (2.62%) 181.18K
Increased by +10.30%
Mar 31, 25
11 Kayne Anderson Rudnick Investment Management LLC 1.73M (2.58%) -663.13K
Decreased by -38.28%
Mar 31, 25
12 Dimensional Fund Advisors, Inc. 1.40M (2.09%) 66.54K
Increased by +4.74%
Mar 31, 25
13 T. Rowe Price Investment Management,Inc. 1.37M (2.03%) 1.39K
Increased by +0.10%
Jun 30, 24
14 Geode Capital Management, LLC 1.32M (1.96%) 77.39K
Increased by +5.89%
Mar 31, 25
15 FMR Inc 1.27M (1.88%) -105.37K
Decreased by -8.32%
Mar 31, 25
16 Pictet Asset Manangement SA 1.22M (1.81%) 1.21M
Increased by +99.18%
Mar 31, 25
17 Bank of New York Mellon Corp 1.10M (1.64%) 312.86K
Increased by +28.40%
Mar 31, 25
18 Amvescap Plc. 1.04M (1.54%) -995.49K
Decreased by -96.00%
Mar 31, 25
19 Ameriprise Financial Inc 1.03M (1.54%) -17.84K
Decreased by -1.73%
Mar 31, 25
20 Wasatch Advisors Inc. 975.85K (1.45%) -864.00
Decreased by -0.09%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.55M (6.78%) -5.81K
Decreased by -0.13%
Mar 28, 24
2 Vanguard Total Stock Mkt Idx Inv 2.23M (3.32%) 1.48K
Increased by +0.07%
May 31, 25
3 iShares Core S&P Mid-Cap ETF 2.19M (3.26%) 0.00
Increased by 0.00%
May 31, 25
4 Vanguard US Total Market Shares ETF 2.08M (3.09%) 1.71K
Increased by +0.08%
Sep 30, 24
5 Vanguard Small Cap Index 1.75M (2.60%) 8.28K
Increased by +0.47%
May 31, 25
6 iShares Russell 2000 ETF 1.65M (2.46%) 3.45K
Increased by +0.21%
Mar 28, 24
7 Conestoga Small Cap Investors 1.32M (1.97%) -23.60K
Decreased by -1.78%
Apr 30, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 1.05M (1.56%) 8.30K
Increased by +0.79%
May 31, 25
9 Virtus KAR Small-Cap Growth I 1.02M (1.52%) -490.53K
Decreased by -48.11%
Mar 31, 25
10 Vanguard Small Cap Growth Index Inv 964.16K (1.43%) -5.25K
Decreased by -0.54%
May 31, 25
11 Pictet - Global Envir Opps I USD 916.30K (1.36%) -8.19K
Decreased by -0.89%
Apr 30, 25
12 JPM US Mid Cap Growth-Composite 837.17K (1.25%) -133.09K
Decreased by -15.90%
Mar 31, 25
13 First Trust RBA Amer Indl RenaisTM ETF 793.78K (1.18%) 3.39K
Increased by +0.43%
May 29, 25
14 BlackRock Mid-Cap Growth Equity Instl 773.73K (1.15%) 33.23K
Increased by +4.29%
Feb 28, 25
15 T. Rowe Price Integrated US SmCapGrEq 727.42K (1.08%) 405.21K
Increased by +55.70%
Dec 31, 24
16 JPMorgan Mid Cap Growth I 711.35K (1.06%) -125.82K
Decreased by -17.69%
Apr 30, 25
17 Fidelity Small Cap Index 671.95K (1.00%) -2.96K
Decreased by -0.44%
Apr 30, 24
18 Columbia Small Cap Growth Inst 667.82K (0.99%) 66.59K
Increased by +9.97%
Apr 30, 25
19 iShares S&P Small-Cap 600 Growth ETF 659.17K (0.98%) 0.00
Increased by 0.00%
Mar 28, 24
20 Fidelity® Small Cap Index 653.57K (0.97%) 17.96K
Increased by +2.75%
Oct 31, 23