Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SIMS 2.95%
2 PTEC 1.87%
3 PSCT 0.94%
4 XITK 0.93%
5 SNSR 0.73%
6 RZG 0.46%
7 XSMO 0.38%
8 IWC 0.37%
9 DWAS 0.34%
10 KOMP 0.30%
11 SLYG 0.19%
12 FESM 0.19%
13 HAPS 0.16%
14 ESIX 0.15%
15 GSSC 0.12%
16 FYC 0.12%
17 IJT 0.12%
18 IWO 0.11%
19 IJR 0.11%
20 QVMS 0.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 16.24M (16.56%) -204.38K
Decreased by -1.26%
Mar 31, 25
2 Vanguard Group Inc 9.95M (10.15%) 132.35K
Increased by +1.33%
Mar 31, 25
3 Brandes Investment Partners & Co 6.31M (6.43%) 576.09K
Increased by +9.13%
Mar 31, 25
4 PRIMECAP Management Company 4.18M (4.26%) -455.76K
Decreased by -10.91%
Mar 31, 25
5 State Street Corp 4.06M (4.14%) -103.79K
Decreased by -2.56%
Mar 31, 25
6 Rice Hall James & Associates, LLC 4.00M (4.08%) -70.94K
Decreased by -1.77%
Mar 31, 25
7 Wasatch Advisors LP 3.60M (3.67%) -940.90K
Decreased by -26.16%
Mar 31, 25
8 State Street Corporation 3.47M (3.54%) 83.00K
Increased by +2.39%
Mar 31, 24
9 Geode Capital Management, LLC 2.29M (2.33%) 67.40K
Increased by +2.95%
Mar 31, 25
10 Northern Trust Corp 1.71M (1.74%) 179.29K
Increased by +10.48%
Dec 31, 24
11 Emerald Advisers, LLC 1.68M (1.71%) 13.31K
Increased by +0.79%
Mar 31, 25
12 Granite Investment Partners, LLC 1.58M (1.61%) 181.66K
Increased by +11.51%
Dec 31, 24
13 Goldman Sachs Group Inc 1.55M (1.58%) 830.77K
Increased by +53.51%
Mar 31, 25
14 Dimensional Fund Advisors, Inc. 1.54M (1.57%) -2.63K
Decreased by -0.17%
Sep 30, 23
15 Royce & Associates, LP 1.51M (1.54%) -130.63K
Decreased by -8.67%
Mar 31, 25
16 Westwood Holdings Group Inc 1.47M (1.50%) 409.49K
Increased by +27.77%
Dec 31, 24
17 Renaissance Technologies Corp 1.45M (1.47%) -67.40K
Decreased by -4.66%
Mar 31, 25
18 Cannell Capital LLC 1.41M (1.44%) -217.54K
Decreased by -15.39%
Sep 30, 24
19 Driehaus Capital Management LLC 1.40M (1.43%) 267.51K
Increased by +19.06%
Mar 31, 25
20 Needham Investment Management, LLC 1.29M (1.32%) 30.00K
Increased by +2.32%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.10M (6.21%) -6.34K
Decreased by -0.10%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 3.04M (3.10%) 88.60K
Increased by +2.91%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 2.95M (3.01%) 0.00
Increased by 0.00%
Sep 30, 24
4 PRIMECAP Odyssey Aggressive Growth 2.70M (2.75%) -258.75K
Decreased by -9.59%
Mar 31, 25
5 iShares Russell 2000 ETF 2.40M (2.45%) 406.00
Increased by +0.02%
Apr 30, 25
6 Vanguard Information Technology ETF 2.32M (2.37%) 17.58K
Increased by +0.76%
Apr 30, 25
7 Wasatch Small Cap Value 1.59M (1.62%) -371.52K
Decreased by -23.32%
Mar 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 1.58M (1.61%) 2.26K
Increased by +0.14%
Apr 30, 25
9 Needham Aggressive Growth Retail 1.30M (1.32%) 2.50K
Increased by +0.19%
Mar 31, 25
10 Swedbank Robur Small Cap USA A 1.20M (1.22%) 0.00
Increased by 0.00%
Mar 31, 25
11 Herald Ord 1.10M (1.12%) 0.00
Increased by 0.00%
Sep 30, 24
12 iShares S&P Small-Cap 600 Growth ETF 982.71K (1.00%) 0.00
Increased by 0.00%
Nov 27, 24
13 Fidelity Small Cap Index 970.69K (0.99%) 7.06K
Increased by +0.73%
Feb 28, 25
14 Brandes Global Small Cap Equity Cl F 944.00K (0.96%) 152.34K
Increased by +16.14%
Apr 30, 25
15 iShares Russell 2000 Growth ETF 865.08K (0.88%) 0.00
Increased by 0.00%
Apr 30, 25
16 SPDR® Portfolio S&P 600™ Sm Cap ETF 864.59K (0.88%) 0.00
Increased by 0.00%
Apr 30, 25
17 Fidelity® Small Cap Index 845.03K (0.86%) 23.50K
Increased by +2.78%
Oct 31, 23
18 SPDR® Portfolio S&P 600 Sm Cap ETF 836.54K (0.85%) 0.00
Increased by 0.00%
Apr 30, 24
19 Vanguard US Opportunities Ins USD Acc 709.60K (0.72%) -6.42K
Decreased by -0.90%
Mar 31, 25
20 Vanguard Tax-Managed Small Cap Adm 685.59K (0.70%) 0.00
Increased by 0.00%
Apr 30, 25