Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AMID 2.12%
2 XHS 2.06%
3 TXSS 1.74%
4 PSCH 1.47%
5 SIXS 1.23%
6 OLD 0.91%
7 BKWO 0.88%
8 JSML 0.80%
9 PTH 0.74%
10 XSLV 0.74%
11 WMCR 0.72%
12 TXS 0.58%
13 ROGS 0.54%
14 SIXL 0.50%
15 SMIZ 0.50%
16 ROSC 0.44%
17 JSMD 0.44%
18 SQLV 0.43%
19 XSMO 0.42%
20 PXSG 0.42%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.82M (16.25%) -329.51K
Decreased by -11.69%
Mar 31, 25
2 Vanguard Group Inc 1.26M (7.28%) -75.80K
Decreased by -6.01%
Jun 30, 25
3 Wasatch Advisors LP 1.25M (7.18%) 207.05K
Increased by +16.62%
Mar 31, 25
4 Capital Research Global Investors 1.10M (6.36%) 567.91K
Increased by +51.52%
Jun 30, 25
5 Silvercrest Asset Management Group LLC 745.75K (4.30%) 59.65K
Increased by +8.00%
Mar 31, 25
6 State Street Corp 684.44K (3.95%) -11.11K
Decreased by -1.62%
Mar 31, 25
7 Dimensional Fund Advisors, Inc. 659.37K (3.80%) 4.12K
Increased by +0.62%
Jun 30, 25
8 State Street Corporation 617.48K (3.56%) 10.66K
Increased by +1.73%
Mar 31, 24
9 Morgan Stanley - Brokerage Accounts 588.62K (3.40%) -282.65K
Decreased by -48.02%
Mar 31, 25
10 WCM Investment Management 489.06K (2.82%) -5.73K
Decreased by -1.17%
Jun 30, 25
11 Principal Financial Group Inc 480.52K (2.77%) 4.70K
Increased by +0.98%
Jun 30, 25
12 Geode Capital Management, LLC 441.55K (2.55%) 17.77K
Increased by +4.02%
Mar 31, 25
13 Wellington Management Company LLP 417.37K (2.41%) -54.57K
Decreased by -13.07%
Jun 30, 25
14 Amvescap Plc. 414.70K (2.39%) 68.58K
Increased by +16.54%
Mar 31, 25
15 ING Investment Management LLC 414.15K (2.39%) 189.59K
Increased by +45.78%
Mar 31, 25
16 TimesSquare Capital Management, LLC 394.05K (2.27%) 48.21K
Increased by +12.23%
Jun 30, 25
17 JPMorgan Chase & Co 366.40K (2.11%) 33.99K
Increased by +9.28%
Sep 30, 24
18 Polar Capital Holdings PLC 336.18K (1.94%) -2.96K
Decreased by -0.88%
Dec 31, 23
19 Wasatch Advisors Inc. 308.08K (1.78%) 13.27K
Increased by +4.31%
Sep 30, 23
20 Northern Trust Corp 305.11K (1.76%) 19.24K
Increased by +6.30%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.08M (6.25%) 164.00
Increased by +0.02%
Jul 31, 25
2 American Funds SMALLCAP World A 996.84K (5.75%) 536.68K
Increased by +53.84%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 564.87K (3.26%) 627.00
Increased by +0.11%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 544.97K (3.14%) -11.48K
Decreased by -2.11%
Jul 31, 25
5 iShares Russell 2000 ETF 425.82K (2.46%) -8.09K
Decreased by -1.90%
Jul 31, 25
6 Wasatch Small Cap Growth Investor 406.04K (2.34%) -162.57K
Decreased by -40.04%
Jun 30, 25
7 Polar Capital Healthcare Opports Inc 301.51K (1.74%) 0.00
Increased by 0.00%
Dec 31, 23
8 Calvert Small-Cap A 269.16K (1.55%) 0.00
Increased by 0.00%
Jun 30, 25
9 Calvert US Small-Cap Strategy 269.16K (1.55%) 0.00
Increased by 0.00%
Jun 30, 25
10 JNL Multi-Manager Small Cap Value I 208.80K (1.20%) 0.00
Increased by 0.00%
Jun 30, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 194.83K (1.12%) -85.63K
Decreased by -43.95%
Jul 31, 25
12 Fidelity Small Cap Index 176.82K (1.02%) 292.00
Increased by +0.17%
May 31, 25
13 Wasatch Micro Cap 176.22K (1.02%) 17.49K
Increased by +9.92%
Mar 31, 25
14 T. Rowe Price Integrated US Sm Gr Eq 167.76K (0.97%) 0.00
Increased by 0.00%
Jun 30, 25
15 T. Rowe Price Integrated US SmCapGrEq 167.76K (0.97%) 0.00
Increased by 0.00%
Jun 30, 25
16 Invesco Main Street Small Cap R6 162.65K (0.94%) 11.43K
Increased by +7.03%
Mar 31, 24
17 Invesco Small Cap Core 162.65K (0.94%) 17.42K
Increased by +10.71%
Mar 31, 24
18 Small Cap Growth / TimesSquare Fund SP 160.50K (0.93%) 21.00K
Increased by +13.08%
Jun 30, 25
19 SPDR® Portfolio S&P 600™ Sm Cap ETF 158.24K (0.91%) 87.00
Increased by +0.05%
Jul 31, 25
20 Principal SmallCap R5 155.60K (0.90%) -3.70K
Decreased by -2.38%
Jun 30, 25