Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PJP 3.69%
2 XPH 2.91%
3 AFSC 2.47%
4 PILL 2.09%
5 NSCS 1.14%
6 PSCH 1.06%
7 FFTY 1.03%
8 PTH 0.75%
9 IHE 0.73%
10 FYC 0.65%
11 CAFG 0.63%
12 RZG 0.62%
13 USVM 0.51%
14 BOUT 0.47%
15 RUSC 0.45%
16 BTEC 0.40%
17 SIXL 0.39%
18 AFSM 0.34%
19 DWAS 0.32%
20 SFLO 0.32%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.65M (15.58%) -91.94K
Decreased by -3.47%
Mar 31, 25
2 Vanguard Group Inc 1.28M (7.52%) 95.88K
Increased by +7.51%
Jun 30, 25
3 Millennium Management LLC 818.34K (4.82%) -184.51K
Decreased by -22.55%
Mar 31, 25
4 Global Alpha Capital Management Ltd. 735.59K (4.33%) 111.04K
Increased by +15.10%
Mar 31, 25
5 Citadel Advisors Llc 723.33K (4.26%) 131.74K
Increased by +18.21%
Mar 31, 25
6 State Street Corp 714.57K (4.21%) -22.72K
Decreased by -3.18%
Mar 31, 25
7 Deep Track Capital, LP 700.00K (4.12%) 0.00
Increased by 0.00%
Jun 30, 25
8 Goldman Sachs Group Inc 631.79K (3.72%) -67.83K
Decreased by -10.74%
Mar 31, 25
9 Rubric Capital Management LP 603.80K (3.55%) -354.73K
Decreased by -58.75%
Jun 30, 24
10 State Street Corporation 574.84K (3.38%) -17.59K
Decreased by -3.06%
Mar 31, 24
11 Ranger Investment Management LP 571.64K (3.37%) -6.10K
Decreased by -1.07%
Mar 31, 25
12 Pacer Advisors, INC. 568.34K (3.35%) 565.91K
Increased by +99.57%
Sep 30, 24
13 Dimensional Fund Advisors, Inc. 553.89K (3.26%) -77.67K
Decreased by -14.02%
Jun 30, 25
14 William Blair Investment Management, LLC 490.54K (2.89%) -37.74K
Decreased by -7.69%
Jun 30, 25
15 Macquarie Group Ltd 448.83K (2.64%) -113.77K
Decreased by -25.35%
Mar 31, 25
16 Morgan Stanley - Brokerage Accounts 437.45K (2.58%) 210.88K
Increased by +48.21%
Mar 31, 25
17 Geode Capital Management, LLC 429.63K (2.53%) 627.00
Increased by +0.15%
Mar 31, 25
18 JPMorgan Chase & Co 422.75K (2.49%) 154.70K
Increased by +36.59%
Mar 31, 25
19 Ameriprise Financial Inc 390.83K (2.30%) 119.03K
Increased by +30.45%
Mar 31, 25
20 Aberdeen Group PLC 365.93K (2.15%) -53.17K
Decreased by -14.53%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.02M (5.98%) 166.00
Increased by +0.02%
Jul 31, 25
2 Vanguard Total Stock Mkt Idx Inv 600.05K (3.53%) 60.60K
Increased by +10.10%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 588.25K (3.46%) 0.00
Increased by 0.00%
Sep 30, 24
4 Pacer US Small Cap Cash Cows 100 ETF 551.51K (3.25%) -288.00
Decreased by -0.05%
Nov 27, 24
5 iShares Russell 2000 ETF 424.65K (2.50%) -8.09K
Decreased by -1.90%
Jul 31, 25
6 CC&L Global Alpha - Series A 382.30K (2.25%) 39.80K
Increased by +10.41%
May 31, 25
7 Ranger Small Cap 359.19K (2.11%) -19.61K
Decreased by -5.46%
Jun 30, 25
8 Delaware Ivy Small Cap Growth C 336.40K (1.98%) 0.00
Increased by 0.00%
Sep 30, 24
9 AZ InvestEd Ivy Small Cap Growth E 264.83K (1.56%) 0.00
Increased by 0.00%
Jun 30, 25
10 Macquarie Small Cap Growth C 264.83K (1.56%) 0.00
Increased by 0.00%
Jun 30, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 263.38K (1.55%) 897.00
Increased by +0.34%
Jun 30, 25
12 MEDICAL BioHealth EUR Acc 255.97K (1.51%) 0.00
Increased by 0.00%
Mar 31, 24
13 CREF Stock R3 211.72K (1.25%) 24.43K
Increased by +11.54%
Jun 30, 25
14 Ranger Micro Cap 197.51K (1.16%) 41.68K
Increased by +21.10%
Sep 30, 24
15 BlackRock Global Equity Mkt Netrl Instl 193.56K (1.14%) 0.00
Increased by 0.00%
Jun 30, 25
16 Fidelity Small Cap Index 187.32K (1.10%) 257.00
Increased by +0.14%
May 31, 25
17 William Blair Small Cap Value I 185.32K (1.09%) -2.55K
Decreased by -1.37%
Jun 30, 25
18 Global Alpha Global Small Cap 164.81K (0.97%) 4.00K
Increased by +2.43%
Jun 30, 25
19 iShares Russell 2000 Growth ETF 157.81K (0.93%) 0.00
Increased by 0.00%
Jul 31, 25
20 iShares S&P Small-Cap 600 Growth ETF 148.96K (0.88%) 0.00
Increased by 0.00%
Jul 31, 25