Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCI 2.47%
2 AIRR 2.09%
3 VNMC 1.91%
4 ENTR 1.82%
5 RFG 1.52%
6 XSMO 1.34%
7 GRPM 1.32%
8 SMAP 1.26%
9 GRNR 1.23%
10 PXSG 1.20%
11 LSAF 1.10%
12 VIOG 0.98%
13 RZG 0.96%
14 BOUT 0.94%
15 IJT 0.90%
16 CCSO 0.87%
17 QMID 0.81%
18 FXR 0.71%
19 XMMO 0.65%
20 ESIX 0.61%

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 Amvescap Plc. 2.03M (3.02%) 274.12K
Increased by +13.49%
Dec 31, 24
8 Morgan Stanley - Brokerage Accounts 1.98M (2.95%) 624.31K
Increased by +31.51%
Mar 31, 25
9 Geneva Capital Management 1.90M (2.82%) 219.81K
Increased by +11.58%
Mar 31, 25
10 Conestoga Capital Advisors, LLC 1.89M (2.81%) -1.73K
Decreased by -0.09%
Mar 31, 25
11 Wasatch Advisors LP 1.76M (2.62%) 181.18K
Increased by +10.30%
Mar 31, 25
12 Kayne Anderson Rudnick Investment Management LLC 1.73M (2.58%) -663.13K
Decreased by -38.28%
Mar 31, 25
13 Dimensional Fund Advisors, Inc. 1.40M (2.09%) 66.54K
Increased by +4.74%
Mar 31, 25
14 T. Rowe Price Investment Management,Inc. 1.37M (2.03%) 1.39K
Increased by +0.10%
Jun 30, 24
15 Geode Capital Management, LLC 1.32M (1.96%) 77.39K
Increased by +5.89%
Mar 31, 25
16 FMR Inc 1.27M (1.88%) -105.37K
Decreased by -8.32%
Mar 31, 25
17 Pictet Asset Manangement SA 1.22M (1.81%) 1.21M
Increased by +99.18%
Mar 31, 25
18 Bank of New York Mellon Corp 1.10M (1.64%) 312.86K
Increased by +28.40%
Mar 31, 25
19 First Trust Advisors L.P. 1.07M (1.59%) 493.22K
Increased by +46.13%
Dec 31, 24
20 Ameriprise Financial Inc 1.03M (1.54%) -17.84K
Decreased by -1.73%
Mar 31, 25

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 (3.31%) 37.57K
Increased by +1.69%
Apr 30, 25
3 iShares Core S&P Mid-Cap ETF 2.18M (3.25%) -7.05K
Decreased by -0.32%
Apr 30, 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 1.74M (2.59%) 10.31K
Increased by +0.59%
Apr 30, 25
6 iShares Russell 2000 ETF 1.65M (2.46%) 3.45K
Increased by +0.21%
Mar 28, 24
7 Virtus KAR Small-Cap Growth I 1.51M (2.25%) -794.79K
Decreased by -52.63%
Dec 31, 24
8 Conestoga Small Cap Investors 1.35M (2.00%) -11.15K
Decreased by -0.83%
Mar 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 1.04M (1.55%) 5.32K
Increased by +0.51%
Apr 30, 25
10 Vanguard Small Cap Growth Index Inv 969.42K (1.44%) -1.23K
Decreased by -0.13%
Apr 30, 25
11 Pictet - Global Envir Opps I USD 924.49K (1.38%) 231.86K
Increased by +25.08%
Mar 31, 25
12 JPM US Mid Cap Growth-Composite 837.17K (1.25%) -133.09K
Decreased by -15.90%
Mar 31, 25
13 JPMorgan Mid Cap Growth I 837.17K (1.25%) -133.09K
Decreased by -15.90%
Mar 31, 25
14 BlackRock Mid-Cap Growth Equity Instl 773.73K (1.15%) 33.23K
Increased by +4.29%
Feb 28, 25
15 First Trust RBA Amer Indl RenaisTM ETF 764.14K (1.14%) 0.00
Increased by 0.00%
Apr 30, 25
16 T. Rowe Price Integrated US SmCapGrEq 727.42K (1.08%) 405.21K
Increased by +55.70%
Dec 31, 24
17 Fidelity Small Cap Index 671.95K (1.00%) -2.96K
Decreased by -0.44%
Apr 30, 24
18 iShares S&P Small-Cap 600 Growth ETF 659.17K (0.98%) 0.00
Increased by 0.00%
Mar 28, 24
19 Fidelity® Small Cap Index 653.57K (0.97%) 17.96K
Increased by +2.75%
Oct 31, 23
20 Vanguard Explorer Inv 632.21K (0.94%) 126.60K
Increased by +20.03%
Mar 31, 25