Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SIMS 2.29%
2 PTEC 1.37%
3 XITK 0.93%
4 PSCT 0.69%
5 SNSR 0.54%
6 RZG 0.46%
7 XSMO 0.38%
8 DWAS 0.34%
9 KOMP 0.30%
10 IWC 0.28%
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 QVMS 0.10%
18 SSLY 0.10%
19 SPSM 0.09%
20 IJT 0.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 16.45M (16.89%) 457.40K
Increased by +2.78%
Dec 31, 24
2 Vanguard Group Inc 9.82M (10.08%) 166.82K
Increased by +1.70%
Dec 31, 24
3 Brandes Investment Partners & Co 5.73M (5.89%) 375.90K
Increased by +6.56%
Dec 31, 24
4 PRIMECAP Management Company 4.63M (4.76%) -328.20K
Decreased by -7.08%
Dec 31, 24
5 Wasatch Advisors LP 4.54M (4.66%) 790.55K
Increased by +17.42%
Dec 31, 24
6 State Street Corp 4.16M (4.27%) -108.72K
Decreased by -2.61%
Dec 31, 24
7 Rice Hall James & Associates, LLC 4.00M (4.11%) -70.94K
Decreased by -1.77%
Mar 31, 25
8 State Street Corporation 3.47M (3.56%) 83.00K
Increased by +2.39%
Mar 31, 24
9 Geode Capital Management, LLC 2.22M (2.28%) 26.80K
Increased by +1.21%
Dec 31, 24
10 Northern Trust Corp 1.71M (1.76%) 179.29K
Increased by +10.48%
Dec 31, 24
11 Emerald Advisers, LLC 1.68M (1.72%) 13.31K
Increased by +0.79%
Mar 31, 25
12 Royce & Associates, LP 1.64M (1.68%) 229.45K
Increased by +14.02%
Dec 31, 24
13 Granite Investment Partners, LLC 1.58M (1.62%) 181.66K
Increased by +11.51%
Dec 31, 24
14 Dimensional Fund Advisors, Inc. 1.54M (1.58%) -2.63K
Decreased by -0.17%
Sep 30, 23
15 Renaissance Technologies Corp 1.51M (1.55%) -83.50K
Decreased by -5.52%
Dec 31, 24
16 Westwood Holdings Group Inc 1.47M (1.51%) 409.49K
Increased by +27.77%
Dec 31, 24
17 Cannell Capital LLC 1.41M (1.45%) -217.54K
Decreased by -15.39%
Sep 30, 24
18 Needham Investment Management, LLC 1.29M (1.33%) 30.00K
Increased by +2.32%
Dec 31, 24
19 Herald Investment Management Ltd 1.28M (1.31%) 0.00
Increased by 0.00%
Dec 31, 24
20 Engle Capital Management, L.P. 1.21M (1.24%) -13.65K
Decreased by -1.13%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.10M (6.26%) -6.34K
Decreased by -0.10%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 2.95M (3.03%) -222.00
Decreased by -0.01%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 2.95M (3.03%) 0.00
Increased by 0.00%
Sep 30, 24
4 PRIMECAP Odyssey Aggressive Growth 2.70M (2.77%) -258.75K
Decreased by -9.59%
Mar 31, 25
5 iShares Russell 2000 ETF 2.40M (2.47%) -19.49K
Decreased by -0.81%
Apr 29, 25
6 Vanguard Information Technology ETF 2.31M (2.37%) 9.63K
Increased by +0.42%
Mar 31, 25
7 Wasatch Small Cap Value 1.59M (1.64%) -371.52K
Decreased by -23.32%
Mar 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 1.58M (1.62%) 38.92K
Increased by +2.47%
Mar 31, 25
9 Needham Aggressive Growth Retail 1.30M (1.33%) 2.50K
Increased by +0.19%
Mar 31, 25
10 Swedbank Robur Small Cap USA A 1.20M (1.23%) 0.00
Increased by 0.00%
Mar 31, 25
11 Herald Ord 1.10M (1.13%) 0.00
Increased by 0.00%
Sep 30, 24
12 iShares S&P Small-Cap 600 Growth ETF 982.71K (1.01%) 0.00
Increased by 0.00%
Nov 27, 24
13 Fidelity Small Cap Index 970.69K (1.00%) 7.06K
Increased by +0.73%
Feb 28, 25
14 iShares Russell 2000 Growth ETF 865.08K (0.89%) 0.00
Increased by 0.00%
Apr 30, 25
15 SPDR® Portfolio S&P 600™ Sm Cap ETF 864.59K (0.89%) 0.00
Increased by 0.00%
Apr 29, 25
16 Fidelity® Small Cap Index 845.03K (0.87%) 23.50K
Increased by +2.78%
Oct 31, 23
17 SPDR® Portfolio S&P 600 Sm Cap ETF 836.54K (0.86%) 0.00
Increased by 0.00%
Apr 30, 24
18 Brandes Global Small Cap Equity Cl F 791.66K (0.81%) 75.31K
Increased by +9.51%
Mar 31, 25
19 Vanguard US Opportunities Ins USD Acc 709.60K (0.73%) -6.42K
Decreased by -0.90%
Mar 31, 25
20 Vanguard Tax-Managed Small Cap Adm 685.59K (0.70%) -9.30K
Decreased by -1.36%
Mar 31, 25