Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TXSS 2.76%
2 XHS 2.31%
3 AMID 2.15%
4 PSCH 1.43%
5 SIXS 1.31%
6 OLD 0.91%
7 BKWO 0.91%
8 JSML 0.80%
9 TXS 0.77%
10 PTH 0.74%
11 XSLV 0.74%
12 WMCR 0.72%
13 ROGS 0.54%
14 SMIZ 0.52%
15 USVM 0.51%
16 PXSG 0.50%
17 SIXL 0.49%
18 ROSC 0.47%
19 SQLV 0.47%
20 JSMD 0.44%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.82M (16.28%) -329.51K
Decreased by -11.69%
Mar 31, 25
2 Vanguard Group Inc 1.34M (7.72%) -75.75K
Decreased by -5.66%
Mar 31, 25
3 Wasatch Advisors LP 1.25M (7.19%) 207.05K
Increased by +16.62%
Mar 31, 25
4 Silvercrest Asset Management Group LLC 686.10K (3.96%) 984.00
Increased by +0.14%
Dec 31, 24
5 State Street Corp 684.44K (3.95%) -11.11K
Decreased by -1.62%
Mar 31, 25
6 Dimensional Fund Advisors, Inc. 655.26K (3.78%) -37.46K
Decreased by -5.72%
Mar 31, 25
7 State Street Corporation 617.48K (3.57%) 10.66K
Increased by +1.73%
Mar 31, 24
8 Morgan Stanley - Brokerage Accounts 588.62K (3.40%) -282.65K
Decreased by -48.02%
Mar 31, 25
9 Capital Research Global Investors 534.39K (3.09%) 126.34K
Increased by +23.64%
Mar 31, 25
10 WCM Investment Management 494.79K (2.86%) 23.18K
Increased by +4.68%
Mar 31, 25
11 Principal Financial Group Inc 475.82K (2.75%) 73.72K
Increased by +15.49%
Mar 31, 25
12 Wellington Management Company LLP 471.94K (2.73%) 96.82K
Increased by +20.52%
Mar 31, 25
13 Geode Capital Management, LLC 441.55K (2.55%) 17.77K
Increased by +4.02%
Mar 31, 25
14 JPMorgan Chase & Co 366.40K (2.12%) 33.99K
Increased by +9.28%
Sep 30, 24
15 Amvescap Plc. 346.12K (2.00%) 21.27K
Increased by +6.14%
Dec 31, 24
16 TimesSquare Capital Management, LLC 345.84K (2.00%) -9.91K
Decreased by -2.87%
Mar 31, 25
17 Polar Capital Holdings PLC 336.18K (1.94%) -2.96K
Decreased by -0.88%
Dec 31, 23
18 Wasatch Advisors Inc. 308.08K (1.78%) 13.27K
Increased by +4.31%
Sep 30, 23
19 Point72 Asset Management, L.P. 301.93K (1.74%) 301.93K
Increased by +100.00%
Mar 31, 25
20 Northern Trust Corp 285.87K (1.65%) 9.12K
Increased by +3.19%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.09M (6.28%) -1.02K
Decreased by -0.09%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 583.75K (3.37%) 9.77K
Increased by +1.67%
Apr 30, 25
3 Wasatch Small Cap Growth Investor 568.61K (3.28%) 130.65K
Increased by +22.98%
Mar 31, 25
4 Vanguard US Total Market Shares ETF 564.87K (3.26%) 627.00
Increased by +0.11%
Sep 30, 24
5 American Funds SMALLCAP World A 460.16K (2.66%) 93.24K
Increased by +20.26%
Mar 31, 25
6 iShares Russell 2000 ETF 425.35K (2.46%) 72.00
Increased by +0.02%
Apr 30, 25
7 Polar Capital Healthcare Opports Inc 301.51K (1.74%) 0.00
Increased by 0.00%
Dec 31, 23
8 Vanguard Institutional Extnd Mkt Idx Tr 274.29K (1.58%) 4.15K
Increased by +1.51%
Apr 30, 25
9 Calvert Small-Cap A 269.16K (1.55%) -4.72K
Decreased by -1.75%
Mar 31, 25
10 Calvert US Small-Cap Strategy 269.16K (1.55%) -196.31K
Decreased by -72.93%
Mar 31, 25
11 JNL Multi-Manager Small Cap Value I 208.80K (1.21%) 18.10K
Increased by +8.67%
Mar 31, 25
12 Wasatch Micro Cap 176.22K (1.02%) 17.49K
Increased by +9.92%
Mar 31, 25
13 Fidelity Small Cap Index 172.96K (1.00%) 1.35K
Increased by +0.78%
Feb 28, 25
14 T. Rowe Price Integrated US Sm Gr Eq 167.76K (0.97%) 0.00
Increased by 0.00%
Mar 31, 25
15 T. Rowe Price Integrated US SmCapGrEq 167.76K (0.97%) -167.76K
Decreased by -100.00%
Mar 31, 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 Principal SmallCap R5 162.30K (0.94%) 2.20K
Increased by +1.36%
Apr 30, 25
19 Principal U.S. Small Cap Equity 160.10K (0.92%) 43.00K
Increased by +26.86%
Mar 31, 25
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 154.71K (0.89%) 0.00
Increased by 0.00%
Apr 30, 25