Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XKII 5.08%
2 GUNZ 4.57%
3 TMFS 3.81%
4 IHAK 3.54%
5 PTEC 3.46%
6 SIMS 3.02%
7 SPAM 2.99%
8 TMFM 2.79%
9 JSML 1.94%
10 PSCT 1.63%
11 SNSR 1.30%
12 DTEC 0.95%
13 PSWD 0.88%
14 CAFG 0.81%
15 XSLV 0.75%
16 XSW 0.72%
17 SSLY 0.64%
18 PXSG 0.64%
19 RYJ 0.60%
20 JSMD 0.51%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.12M (19.29%) -198.82K
Decreased by -2.18%
Mar 31, 25
2 Vanguard Group Inc 6.23M (13.17%) -70.53K
Decreased by -1.13%
Mar 31, 25
3 Disciplined Growth Investors Inc 3.39M (7.17%) 447.79K
Increased by +13.21%
Mar 31, 25
4 State Street Corporation 1.98M (4.18%) 37.58K
Increased by +1.90%
Mar 31, 24
5 State Street Corp 1.95M (4.12%) -94.25K
Decreased by -4.84%
Mar 31, 25
6 Brown Capital Management, LLC 1.80M (3.80%) -596.47K
Decreased by -33.21%
Mar 31, 25
7 Goldman Sachs Group Inc 1.55M (3.28%) 413.89K
Increased by +26.69%
Mar 31, 25
8 Geneva Capital Management 1.31M (2.77%) 12.20K
Increased by +0.93%
Mar 31, 25
9 Geode Capital Management, LLC 1.19M (2.51%) 44.34K
Increased by +3.74%
Mar 31, 25
10 Dimensional Fund Advisors, Inc. 1.05M (2.22%) -36.20K
Decreased by -3.44%
Mar 31, 25
11 Riverbridge Partners LLC 1.01M (2.14%) -94.39K
Decreased by -9.33%
Mar 31, 25
12 Morgan Stanley - Brokerage Accounts 1.01M (2.13%) -40.19K
Decreased by -3.98%
Mar 31, 25
13 Burgundy Asset Management Ltd 882.35K (1.87%) 183.50K
Increased by +20.80%
Mar 31, 25
14 Northern Trust Corp 691.61K (1.46%) -12.70K
Decreased by -1.84%
Mar 31, 25
15 JPMorgan Chase & Co 674.14K (1.43%) 379.17K
Increased by +56.25%
Sep 30, 24
16 FMR Inc 615.84K (1.30%) 148.82K
Increased by +24.17%
Mar 31, 25
17 Valueact Holdings, L.p. 585.40K (1.24%) 585.40K
Increased by +100.00%
Sep 30, 23
18 Bares Capital Management Inc 573.91K (1.21%) -20.00K
Decreased by -3.48%
Jun 30, 24
19 NORGES BANK 573.05K (1.21%) -4.58K
Decreased by -0.80%
Dec 31, 24
20 William Blair Investment Management, LLC 564.43K (1.19%) -1.32M
Decreased by -233.09%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.97M (6.28%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.51M (3.19%) 1.16K
Increased by +0.08%
May 31, 25
3 Vanguard US Total Market Shares ETF 1.49M (3.16%) 1.16K
Increased by +0.08%
Sep 30, 24
4 Vanguard Small Cap Index 1.19M (2.51%) 4.37K
Increased by +0.37%
May 31, 25
5 iShares Russell 2000 ETF 1.19M (2.51%) 0.00
Increased by 0.00%
May 31, 25
6 Vanguard Information Technology ETF 1.11M (2.36%) 3.17K
Increased by +0.28%
May 31, 25
7 Disciplined Growth - Mid Cap Growth 934.95K (1.98%) 79.84K
Increased by +8.54%
Dec 31, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 767.42K (1.62%) 5.12K
Increased by +0.67%
May 31, 25
9 Disciplined Growth - Small Cap Growth 714.75K (1.51%) 573.94K
Increased by +80.30%
Jun 30, 24
10 Vanguard Small Cap Growth Index Inv 655.08K (1.39%) -3.83K
Decreased by -0.58%
May 31, 25
11 Brown Capital Mgmt Small Co Inv 547.36K (1.16%) -208.23K
Decreased by -38.04%
Mar 31, 25
12 iShares Cybersecurity and Tech ETF 530.96K (1.12%) 0.00
Increased by 0.00%
May 31, 25
13 iShares S&P Small-Cap 600 Growth ETF 483.36K (1.02%) 0.00
Increased by 0.00%
Nov 27, 24
14 Fidelity Small Cap Index 472.77K (1.00%) 3.47K
Increased by +0.73%
Mar 31, 25
15 Fidelity® Small Cap Index 461.74K (0.98%) 12.49K
Increased by +2.70%
Oct 31, 23
16 SPDR® Portfolio S&P 600 Sm Cap ETF 442.87K (0.94%) 0.00
Increased by 0.00%
Apr 30, 24
17 Nationwide Geneva Small Cap Gr Instl Svc 432.33K (0.91%) 21.95K
Increased by +5.08%
May 31, 25
18 BBH Partner Fund Small Cap Equity 425.00K (0.90%) -75.00K
Decreased by -17.65%
Jul 31, 24
19 SPDR® Portfolio S&P 600™ Sm Cap ETF 418.93K (0.89%) 0.00
Increased by 0.00%
May 30, 25
20 iShares Russell 2000 Growth ETF 409.78K (0.87%) 0.00
Increased by 0.00%
May 31, 25