Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AMID 2.19%
2 XHS 1.98%
3 TXSS 1.86%
4 PSCH 1.50%
5 SIXS 1.34%
6 OLD 0.91%
7 BKWO 0.90%
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 SMIZ 0.53%
15 SIXL 0.52%
16 PXSG 0.50%
17 SQLV 0.47%
18 ROSC 0.47%
19 USVM 0.45%
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 745.75K (4.31%) 59.65K
Increased by +8.00%
Mar 31, 25
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 Amvescap Plc. 414.70K (2.40%) 68.58K
Increased by +16.54%
Mar 31, 25
15 JPMorgan Chase & Co 366.40K (2.12%) 33.99K
Increased by +9.28%
Sep 30, 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 Northern Trust Corp 305.11K (1.76%) 19.24K
Increased by +6.30%
Mar 31, 25
20 Point72 Asset Management, L.P. 301.93K (1.74%) 301.93K
Increased by +100.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.08M (6.22%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 584.36K (3.38%) 616.00
Increased by +0.11%
May 31, 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 433.85K (2.51%) 0.00
Increased by 0.00%
May 31, 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 279.51K (1.61%) 5.22K
Increased by +1.87%
May 31, 25
9 Calvert Small-Cap A 269.16K (1.55%) 0.00
Increased by 0.00%
Apr 30, 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 174.17K (1.01%) 1.21K
Increased by +0.69%
Mar 31, 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 U.S. Small Cap Equity 160.10K (0.92%) 43.00K
Increased by +26.86%
Mar 31, 25
19 Principal SmallCap R5 159.30K (0.92%) -3.00K
Decreased by -1.88%
May 31, 25
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 151.84K (0.88%) 0.00
Increased by 0.00%
May 30, 25