Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TINY 5.40%
2 PTF 2.76%
3 GLRY 2.74%
4 XSMO 2.02%
5 GSC 1.93%
6 JSML 1.78%
7 OPTZ 1.32%
8 PSCT 1.31%
9 LIVR 1.17%
10 MPAY 1.14%
11 GRPZ 1.07%
12 SMCP 1.05%
13 DVP 1.00%
14 DEEP 1.00%
15 XITK 0.94%
16 NIXT 0.83%
17 FSGS 0.76%
18 RNSC 0.76%
19 FSCC 0.74%
20 FYT 0.72%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.34M (16.71%) -108.81K
Decreased by -2.04%
Mar 31, 25
2 Vanguard Group Inc 4.44M (13.89%) 43.77K
Increased by +0.99%
Mar 31, 25
3 Reinhart Mahoney Capital Management Inc 1.44M (4.51%) 404.91K
Increased by +28.10%
Mar 31, 25
4 State Street Corp 1.25M (3.91%) -52.96K
Decreased by -4.24%
Mar 31, 25
5 State Street Corporation 1.22M (3.81%) 20.66K
Increased by +1.70%
Mar 31, 24
6 American Century Companies Inc 1.14M (3.57%) 80.40K
Increased by +7.05%
Mar 31, 25
7 BNP Paribas Investment Partners SA 1.02M (3.19%) 424.58K
Increased by +41.60%
Mar 31, 25
8 Geode Capital Management, LLC 925.57K (2.90%) 27.82K
Increased by +3.01%
Mar 31, 25
9 Bank of America Corp 919.40K (2.88%) 634.12K
Increased by +68.97%
Mar 31, 25
10 PRIMECAP Management Company 835.07K (2.61%) -81.36K
Decreased by -9.74%
Mar 31, 25
11 BTIM Corp 826.33K (2.59%) 6.22K
Increased by +0.75%
Mar 31, 25
12 Pacer Advisors, INC. 782.15K (2.45%) 781.15K
Increased by +99.87%
Dec 31, 24
13 RIMA MANAGEMENT, LLC 770.49K (2.41%) -28.39K
Decreased by -3.68%
Sep 30, 24
14 Dimensional Fund Advisors, Inc. 701.27K (2.19%) -23.31K
Decreased by -3.32%
Mar 31, 25
15 Goldman Sachs Group Inc 635.39K (1.99%) 44.27K
Increased by +6.97%
Mar 31, 25
16 Ameriprise Financial Inc 607.82K (1.90%) -4.14K
Decreased by -0.68%
Sep 30, 24
17 Grantham, Mayo, Van Otterloo & Co., LLC 579.39K (1.81%) -184.68K
Decreased by -31.88%
Mar 31, 25
18 Amundi 551.05K (1.72%) 61.80K
Increased by +11.21%
Mar 31, 25
19 Wellington Management Company LLP 547.07K (1.71%) -83.01K
Decreased by -15.17%
Sep 30, 23
20 T. Rowe Price Associates, Inc. 526.42K (1.65%) 2.05K
Increased by +0.39%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.95M (6.11%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.04M (3.26%) 14.43K
Increased by +1.38%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 1.03M (3.22%) 836.00
Increased by +0.08%
Sep 30, 24
4 American Century Small Cap Value Inv 850.00K (2.66%) 40.00K
Increased by +4.71%
Mar 31, 25
5 American Century U.S. Small Cap Value 850.00K (2.66%) 40.00K
Increased by +4.71%
Mar 31, 25
6 iShares Russell 2000 ETF 822.50K (2.57%) 0.00
Increased by 0.00%
May 31, 25
7 Vanguard Small Cap Index 816.06K (2.55%) 5.81K
Increased by +0.71%
Apr 30, 25
8 PRIMECAP Odyssey Aggressive Growth 778.37K (2.44%) -80.32K
Decreased by -10.32%
Mar 31, 25
9 Vanguard Information Technology ETF 749.99K (2.35%) 5.40K
Increased by +0.72%
Apr 30, 25
10 Pacer US Small Cap Cash Cows 100 ETF 674.99K (2.11%) -4.90K
Decreased by -0.73%
Feb 28, 25
11 iShares Semiconductor ETF 528.91K (1.66%) -1.60K
Decreased by -0.30%
Aug 30, 24
12 Vanguard Institutional Extnd Mkt Idx Tr 505.19K (1.58%) 536.00
Increased by +0.11%
Apr 30, 25
13 Vanguard Small Cap Growth Index Inv 454.03K (1.42%) 422.00
Increased by +0.09%
Apr 30, 25
14 BNP Paribas Disrpt Tech Cl D 449.26K (1.41%) -11.04K
Decreased by -2.46%
Apr 30, 25
15 Deep Research Equity Fd SICAV A 442.00K (1.38%) 0.00
Increased by 0.00%
Apr 30, 25
16 T. Rowe Price Integrated US Sm Gr Eq 394.76K (1.24%) 0.00
Increased by 0.00%
Mar 31, 25
17 T. Rowe Price Integrated US SmCapGrEq 394.76K (1.24%) -394.76K
Decreased by -100.00%
Mar 31, 25
18 Amundi Fds Global Equity A EUR C 359.73K (1.13%) 4.92K
Increased by +1.37%
Apr 30, 25
19 Fidelity Small Cap Index 325.70K (1.02%) 1.69K
Increased by +0.52%
Mar 31, 25
20 Reinhart Genesis PMV Advisor 324.85K (1.02%) 58.84K
Increased by +18.11%
Mar 31, 25