Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PJP 2.50%
2 XPH 2.05%
3 PILL 1.49%
4 PTH 1.23%
5 GRPZ 1.10%
6 DVP 1.06%
7 DEEP 1.06%
8 SIXS 0.81%
9 FSGS 0.75%
10 RNSC 0.75%
11 PSCH 0.72%
12 FYT 0.70%
13 XSMO 0.59%
14 RZG 0.53%
15 DSMC 0.50%
16 IHE 0.48%
17 SFLO 0.46%
18 FTXH 0.40%
19 JSML 0.39%
20 FYX 0.35%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.15M (17.39%) 29.84K
Increased by +0.49%
Mar 31, 25
2 Vanguard Group Inc 2.69M (7.60%) 264.05K
Increased by +9.83%
Jun 30, 25
3 TD Asset Management Inc 2.03M (5.76%) -177.21K
Decreased by -8.71%
Jun 30, 25
4 Dimensional Fund Advisors, Inc. 1.63M (4.60%) 270.52K
Increased by +16.63%
Jun 30, 25
5 State Street Corp 1.60M (4.54%) 8.50K
Increased by +0.53%
Mar 31, 25
6 State Street Corporation 1.51M (4.28%) 43.11K
Increased by +2.85%
Mar 31, 24
7 Neuberger Berman Group LLC 1.37M (3.89%) -240.96K
Decreased by -17.54%
Dec 31, 24
8 Fuller & Thaler Asset Management Inc 1.26M (3.58%) 174.00
Increased by +0.01%
Jun 30, 25
9 TD Global Investment Solutions – TD Epoch 1.24M (3.51%) -19.94K
Decreased by -1.61%
Jun 30, 25
10 BTIM Corp 1.18M (3.33%) -39.17K
Decreased by -3.33%
Jun 30, 25
11 Geode Capital Management, LLC 955.08K (2.70%) 38.99K
Increased by +4.08%
Mar 31, 25
12 Millennium Management LLC 868.55K (2.46%) 612.00K
Increased by +70.46%
Mar 31, 25
13 Marshall Wace Asset Management Ltd 848.68K (2.40%) -183.04K
Decreased by -21.57%
Jun 30, 25
14 Northern Trust Corp 594.44K (1.68%) -18.73K
Decreased by -3.15%
Mar 31, 25
15 Federated Hermes Inc 585.12K (1.66%) -238.37K
Decreased by -40.74%
Mar 31, 25
16 Jacobs Levy Equity Management, Inc. 554.85K (1.57%) 171.64K
Increased by +30.93%
Sep 30, 23
17 T. Rowe Price Associates, Inc. 541.22K (1.53%) -25.43K
Decreased by -4.70%
Mar 31, 25
18 Morgan Stanley - Brokerage Accounts 522.11K (1.48%) -109.96K
Decreased by -21.06%
Mar 31, 25
19 BOONE CAPITAL MANAGEMENT LLC 495.09K (1.40%) -111.60K
Decreased by -22.54%
Jun 30, 24
20 Renaissance Technologies Corp 495.00K (1.40%) -30.50K
Decreased by -6.16%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.19M (6.19%) 368.00
Increased by +0.02%
Aug 29, 25
2 FullerThaler Behavioral Sm-Cp Eq R6 1.21M (3.42%) 0.00
Increased by 0.00%
Jun 30, 25
3 FullerThaler Behavioral Small-Cap Equity 1.21M (3.42%) 0.00
Increased by 0.00%
Jun 30, 25
4 Fuller & Thaler Behavioral Sm-Cp Eq R6 1.21M (3.41%) 0.00
Increased by 0.00%
Sep 30, 23
5 Fuller & Thaler Behavioral Small-Cap Eq 1.21M (3.41%) 0.00
Increased by 0.00%
Sep 30, 23
6 Vanguard US Total Market Shares ETF 1.14M (3.24%) 1.24K
Increased by +0.11%
Sep 30, 24
7 Vanguard Total Stock Mkt Idx Inv 1.14M (3.24%) -25.35K
Decreased by -2.22%
Jul 31, 25
8 TD U.S. Capital Reinvestment I 920.14K (2.60%) -27.55K
Decreased by -2.99%
Dec 31, 24
9 iShares Russell 2000 ETF 896.80K (2.54%) -10.02K
Decreased by -1.12%
Aug 29, 25
10 Neuberger Berman Genesis Inv 794.66K (2.25%) -271.05K
Decreased by -34.11%
Dec 31, 24
11 Federated Hermes Kaufmann R 615.00K (1.74%) 0.00
Increased by 0.00%
Sep 30, 24
12 Federated Hermes Kaufmann Small Cap A 522.39K (1.48%) -31.39K
Decreased by -6.01%
Mar 31, 25
13 Federated Hermes Kaufmann Small Cap Grow 522.39K (1.48%) -31.39K
Decreased by -6.01%
Mar 31, 25
14 Boston Trust Walden Small Cap 496.71K (1.41%) -1.11K
Decreased by -0.22%
Jul 31, 25
15 T. Rowe Price Integrated US Sm Gr Eq 400.06K (1.13%) 0.00
Increased by 0.00%
Mar 31, 25
16 T. Rowe Price Integrated US SmCapGrEq 400.06K (1.13%) -450.06K
Decreased by -112.50%
Mar 31, 25
17 Vanguard Institutional Extnd Mkt Idx Tr 397.83K (1.13%) -178.79K
Decreased by -44.94%
Jul 31, 25
18 Fidelity Small Cap Index 373.47K (1.06%) -11.43K
Decreased by -3.06%
Jun 30, 25
19 Fidelity® Small Cap Index 356.62K (1.01%) 8.00K
Increased by +2.24%
Sep 30, 23
20 Old Westbury Small & Mid Cap Strategies 330.77K (0.94%) 0.00
Increased by 0.00%
Jan 31, 25