Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GUNZ 5.19%
2 SIMS 2.07%
3 PTEC 1.93%
4 BSMC 1.24%
5 XITK 0.93%
6 PSCT 0.80%
7 SNSR 0.77%
8 RZG 0.46%
9 FYC 0.45%
10 IWC 0.39%
11 XSMO 0.38%
12 KOMP 0.36%
13 DWAS 0.34%
14 HAPS 0.34%
15 FESM 0.31%
16 SLYG 0.19%
17 SAGP 0.19%
18 GSSC 0.18%
19 ESIX 0.15%
20 VIOG 0.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 16.32M (16.23%) 72.86K
Increased by +0.45%
Jun 30, 25
2 Vanguard Group Inc 10.45M (10.39%) 497.41K
Increased by +4.76%
Jun 30, 25
3 Brandes Investment Partners & Co 6.01M (5.97%) -303.08K
Decreased by -5.05%
Jun 30, 25
4 Wasatch Advisors LP 4.68M (4.65%) 1.08M
Increased by +23.13%
Jun 30, 25
5 State Street Corp 4.27M (4.25%) 215.87K
Increased by +5.05%
Jun 30, 25
6 Rice Hall James & Associates, LLC 3.85M (3.83%) -147.70K
Decreased by -3.83%
Jun 30, 25
7 PRIMECAP Management Company 3.65M (3.63%) -523.64K
Decreased by -14.33%
Jun 30, 25
8 State Street Corporation 3.47M (3.45%) 83.00K
Increased by +2.39%
Mar 31, 24
9 Geode Capital Management, LLC 2.35M (2.33%) 60.84K
Increased by +2.59%
Jun 30, 25
10 Driehaus Capital Management LLC 2.00M (1.99%) 594.47K
Increased by +29.75%
Jun 30, 25
11 Emerald Advisers, LLC 1.75M (1.74%) 70.19K
Increased by +4.01%
Jun 30, 25
12 Renaissance Technologies Corp 1.62M (1.61%) 172.10K
Increased by +10.64%
Jun 30, 25
13 Goldman Sachs Group Inc 1.60M (1.59%) 45.78K
Increased by +2.86%
Jun 30, 25
14 Dimensional Fund Advisors, Inc. 1.54M (1.53%) -2.63K
Decreased by -0.17%
Sep 30, 23
15 Marshall Wace Asset Management Ltd 1.51M (1.50%) 792.29K
Increased by +52.45%
Jun 30, 25
16 Westwood Holdings Group Inc 1.47M (1.47%) 409.49K
Increased by +27.77%
Dec 31, 24
17 Northern Trust Corp 1.43M (1.42%) -140.67K
Decreased by -9.82%
Jun 30, 25
18 Cannell Capital LLC 1.41M (1.41%) -217.54K
Decreased by -15.39%
Sep 30, 24
19 Connor Clark & Lunn Inv Mgmt Ltd 1.37M (1.37%) 266.85K
Increased by +19.42%
Jun 30, 25
20 Needham Investment Management, LLC 1.31M (1.30%) 10.00K
Increased by +0.76%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.15M (6.12%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard Total Stock Mkt Idx Inv 3.14M (3.12%) -66.87K
Decreased by -2.13%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 2.95M (2.93%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Information Technology ETF 2.44M (2.43%) 24.89K
Increased by +1.02%
Jul 31, 25
5 iShares Russell 2000 ETF 2.39M (2.38%) 0.00
Increased by 0.00%
Aug 31, 25
6 PRIMECAP Odyssey Aggressive Growth 2.37M (2.36%) -330.73K
Decreased by -13.96%
Jun 30, 25
7 Wasatch Small Cap Value 1.75M (1.74%) 153.17K
Increased by +8.77%
Jun 30, 25
8 Needham Aggressive Growth Retail 1.31M (1.30%) 10.00K
Increased by +0.76%
Jun 30, 25
9 Swedbank Robur Small Cap USA A 1.20M (1.19%) 0.00
Increased by 0.00%
Jul 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 1.11M (1.10%) -483.61K
Decreased by -43.53%
Jul 31, 25
11 Herald Ord 1.10M (1.09%) 0.00
Increased by 0.00%
Mar 31, 25
12 Fidelity Small Cap Index 997.97K (0.99%) 5.53K
Increased by +0.55%
Jun 30, 25
13 iShares S&P Small-Cap 600 Growth ETF 982.71K (0.98%) 0.00
Increased by 0.00%
Nov 27, 24
14 Brandes Global Small Cap Equity Cl F 921.19K (0.92%) 20.49K
Increased by +2.22%
Aug 31, 25
15 SPDR® Portfolio S&P 600™ Sm Cap ETF 913.42K (0.91%) 10.96K
Increased by +1.20%
Aug 29, 25
16 Janus Henderson US Small Cap Growth 908.61K (0.90%) 908.61K
Increased by +100.00%
Jun 30, 25
17 Janus Henderson Venture D 908.61K (0.90%) 908.61K
Increased by +100.00%
Jun 30, 25
18 iShares Russell 2000 Growth ETF 874.10K (0.87%) 0.00
Increased by 0.00%
Aug 31, 25
19 Fidelity® Small Cap Index 845.03K (0.84%) 23.50K
Increased by +2.78%
Oct 31, 23
20 SPDR® Portfolio S&P 600 Sm Cap ETF 836.54K (0.83%) 0.00
Increased by 0.00%
Apr 30, 24