Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XHS 2.19%
2 AMID 1.95%
3 TXSS 1.87%
4 PSCH 1.43%
5 SIXS 1.32%
6 OLD 0.91%
7 BKWO 0.89%
8 JSML 0.80%
9 XSLV 0.74%
10 PTH 0.74%
11 WMCR 0.72%
12 TXS 0.60%
13 ROGS 0.54%
14 SIXL 0.52%
15 PXSG 0.50%
16 SMIZ 0.47%
17 JSMD 0.44%
18 SQLV 0.43%
19 ROSC 0.43%
20 USVM 0.41%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.82M (16.12%) -329.51K
Decreased by -11.69%
Mar 31, 25
2 Vanguard Group Inc 1.34M (7.65%) -75.75K
Decreased by -5.66%
Mar 31, 25
3 Wasatch Advisors LP 1.25M (7.12%) 207.05K
Increased by +16.62%
Mar 31, 25
4 Silvercrest Asset Management Group LLC 745.75K (4.27%) 59.65K
Increased by +8.00%
Mar 31, 25
5 State Street Corp 684.44K (3.92%) -11.11K
Decreased by -1.62%
Mar 31, 25
6 Dimensional Fund Advisors, Inc. 655.26K (3.75%) -37.46K
Decreased by -5.72%
Mar 31, 25
7 State Street Corporation 617.48K (3.53%) 10.66K
Increased by +1.73%
Mar 31, 24
8 Morgan Stanley - Brokerage Accounts 588.62K (3.37%) -282.65K
Decreased by -48.02%
Mar 31, 25
9 Capital Research Global Investors 534.39K (3.06%) 126.34K
Increased by +23.64%
Mar 31, 25
10 WCM Investment Management 489.06K (2.80%) -5.73K
Decreased by -1.17%
Jun 30, 25
11 Principal Financial Group Inc 475.82K (2.72%) 73.72K
Increased by +15.49%
Mar 31, 25
12 Wellington Management Company LLP 471.94K (2.70%) 96.82K
Increased by +20.52%
Mar 31, 25
13 Geode Capital Management, LLC 441.55K (2.53%) 17.77K
Increased by +4.02%
Mar 31, 25
14 Amvescap Plc. 414.70K (2.37%) 68.58K
Increased by +16.54%
Mar 31, 25
15 ING Investment Management LLC 414.15K (2.37%) 189.59K
Increased by +45.78%
Mar 31, 25
16 JPMorgan Chase & Co 366.40K (2.10%) 33.99K
Increased by +9.28%
Sep 30, 24
17 TimesSquare Capital Management, LLC 345.84K (1.98%) -9.91K
Decreased by -2.87%
Mar 31, 25
18 Polar Capital Holdings PLC 336.18K (1.92%) -2.96K
Decreased by -0.88%
Dec 31, 23
19 Wasatch Advisors Inc. 308.08K (1.76%) 13.27K
Increased by +4.31%
Sep 30, 23
20 Northern Trust Corp 305.11K (1.75%) 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 (6.20%) 0.00
Increased by 0.00%
Jul 30, 25
2 American Funds SMALLCAP World A 996.84K (5.70%) 536.68K
Increased by +53.84%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 564.87K (3.23%) 627.00
Increased by +0.11%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 556.45K (3.18%) -27.91K
Decreased by -5.02%
Jun 30, 25
5 iShares Russell 2000 ETF 433.91K (2.48%) -7.01K
Decreased by -1.61%
Jul 30, 25
6 Wasatch Small Cap Growth Investor 406.04K (2.32%) -162.57K
Decreased by -40.04%
Jun 30, 25
7 Polar Capital Healthcare Opports Inc 301.51K (1.72%) 0.00
Increased by 0.00%
Dec 31, 23
8 Vanguard Institutional Extnd Mkt Idx Tr 280.45K (1.60%) 945.00
Increased by +0.34%
Jun 30, 25
9 Calvert Small-Cap A 269.16K (1.54%) 0.00
Increased by 0.00%
May 31, 25
10 Calvert US Small-Cap Strategy 269.16K (1.54%) -196.31K
Decreased by -72.93%
Mar 31, 25
11 JNL Multi-Manager Small Cap Value I 208.80K (1.19%) 0.00
Increased by 0.00%
Jun 30, 25
12 Fidelity Small Cap Index 176.82K (1.01%) 292.00
Increased by +0.17%
May 31, 25
13 Wasatch Micro Cap 176.22K (1.01%) 17.49K
Increased by +9.92%
Mar 31, 25
14 T. Rowe Price Integrated US Sm Gr Eq 167.76K (0.96%) 0.00
Increased by 0.00%
Jun 30, 25
15 T. Rowe Price Integrated US SmCapGrEq 167.76K (0.96%) 0.00
Increased by 0.00%
Jun 30, 25
16 Invesco Main Street Small Cap R6 162.65K (0.93%) 11.43K
Increased by +7.03%
Mar 31, 24
17 Invesco Small Cap Core 162.65K (0.93%) 17.42K
Increased by +10.71%
Mar 31, 24
18 Small Cap Growth / TimesSquare Fund SP 160.50K (0.92%) 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 (0.89%) -3.70K
Decreased by -2.38%
Jun 30, 25