Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCT 2.92%
2 IPAY 2.29%
3 CPAI 1.94%
4 PTF 1.78%
5 XSMO 1.54%
6 XSHQ 1.39%
7 SRHQ 1.37%
8 CAFG 1.13%
9 HAPS 1.13%
10 FINX 1.02%
11 FDLS 1.00%
12 SMCP 0.98%
13 RISN 0.96%
14 NIXT 0.96%
15 VIOG 0.90%
16 SAWS 0.84%
17 PXMG 0.74%
18 FYC 0.74%
19 RZG 0.73%
20 XSW 0.72%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 17.94M (17.28%) -1.14M
Decreased by -6.34%
Mar 31, 25
2 Vanguard Group Inc 13.77M (13.27%) -88.88K
Decreased by -0.65%
Mar 31, 25
3 Franklin Resources Inc 5.18M (4.99%) 677.22K
Increased by +13.08%
Mar 31, 25
4 State Street Corporation 4.47M (4.31%) 112.07K
Increased by +2.51%
Mar 31, 24
5 State Street Corp 4.34M (4.18%) -196.13K
Decreased by -4.52%
Mar 31, 25
6 Hood River Capital Management LLC 3.45M (3.33%) 77.57K
Increased by +2.25%
Mar 31, 25
7 Geode Capital Management, LLC 3.13M (3.01%) 164.23K
Increased by +5.25%
Mar 31, 25
8 River Road Asset Management, LLC 3.11M (2.99%) -266.36K
Decreased by -8.58%
Mar 31, 24
9 Dimensional Fund Advisors, Inc. 3.03M (2.92%) -379.84K
Decreased by -12.52%
Mar 31, 25
10 North Reef Capital Management LP 2.52M (2.43%) 381.89K
Increased by +15.14%
Mar 31, 25
11 Morgan Stanley - Brokerage Accounts 2.21M (2.13%) -101.77K
Decreased by -4.60%
Mar 31, 25
12 Amvescap Plc. 2.03M (1.95%) 14.28K
Increased by +0.70%
Mar 31, 25
13 AllianceBernstein L.P. 1.79M (1.73%) -609.93K
Decreased by -34.05%
Dec 31, 24
14 Arrowstreet Capital Limited Partnership 1.64M (1.58%) 1.55K
Increased by +0.09%
Mar 31, 25
15 Ameriprise Financial Inc 1.57M (1.51%) 896.56K
Increased by +57.06%
Mar 31, 25
16 Massachusetts Financial Services Company 1.51M (1.46%) -567.24K
Decreased by -37.54%
Sep 30, 24
17 Goldman Sachs Group Inc 1.49M (1.44%) -211.77K
Decreased by -14.18%
Dec 31, 24
18 NORGES BANK 1.46M (1.41%) 155.91K
Increased by +10.67%
Dec 31, 24
19 Wellington Management Company LLP 1.41M (1.36%) -381.00K
Decreased by -27.07%
Jun 30, 24
20 Rice Hall James & Associates, LLC 1.41M (1.35%) -58.26K
Decreased by -4.15%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.30M (6.08%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 3.38M (3.25%) 67.81K
Increased by +2.01%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 3.31M (3.19%) 2.82K
Increased by +0.09%
Sep 30, 24
4 iShares Russell 2000 ETF 2.66M (2.57%) 0.00
Increased by 0.00%
May 31, 25
5 Vanguard Small Cap Index 2.64M (2.55%) 16.09K
Increased by +0.61%
Apr 30, 25
6 Franklin Small Cap Value SMA Composite 2.40M (2.31%) 352.87K
Increased by +14.70%
Mar 31, 25
7 Franklin US Small Cap Value Equity 2.40M (2.31%) 352.87K
Increased by +14.70%
Mar 31, 25
8 Franklin Small Cap Value A 1.99M (1.91%) -415.76K
Decreased by -20.94%
Apr 30, 25
9 Hood River Small-Cap Growth Instl 1.95M (1.88%) 0.00
Increased by 0.00%
Mar 31, 25
10 Vanguard Information Technology ETF 1.87M (1.80%) 15.82K
Increased by +0.85%
Apr 30, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 1.62M (1.56%) 9.42K
Increased by +0.58%
Apr 30, 25
12 Vanguard Small Cap Growth Index Inv 1.47M (1.42%) -1.48K
Decreased by -0.10%
Apr 30, 25
13 Franklin Mutual Quest Z 1.29M (1.24%) -95.27K
Decreased by -7.41%
Nov 30, 23
14 T. Rowe Price Integrated US SmCapGrEq 1.28M (1.23%) 670.66K
Increased by +52.54%
Dec 31, 24
15 Franklin Small Cap Value VIP 1 1.11M (1.07%) 0.00
Increased by 0.00%
Jun 30, 24
16 Fidelity Small Cap Index 1.05M (1.02%) 8.44K
Increased by +0.80%
Mar 31, 25
17 Fidelity® Small Cap Index 1.05M (1.01%) 28.69K
Increased by +2.74%
Oct 31, 23
18 Putnam Small Cap Growth A 1.03M (0.99%) 0.00
Increased by 0.00%
Apr 30, 25
19 Putnam US Small Cap Growth Equity 1.03M (0.99%) 36.90K
Increased by +3.58%
Mar 31, 25
20 Putnam US Small Cap Growth Managed Acct 1.03M (0.99%) 36.90K
Increased by +3.58%
Mar 31, 25