Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GUNZ 5.19%
2 SIMS 2.30%
3 PTEC 1.86%
4 BSMC 1.23%
5 PSCT 0.97%
6 XITK 0.93%
7 SNSR 0.78%
8 FYC 0.48%
9 RZG 0.46%
10 IWC 0.43%
11 KOMP 0.39%
12 XSMO 0.38%
13 DWAS 0.34%
14 FESM 0.31%
15 SAGP 0.21%
16 SLYG 0.19%
17 GSSC 0.17%
18 HAPS 0.16%
19 ESIX 0.15%
20 VIOG 0.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 16.24M (16.34%) -204.38K
Decreased by -1.26%
Mar 31, 25
2 Vanguard Group Inc 9.95M (10.01%) 132.35K
Increased by +1.33%
Mar 31, 25
3 Brandes Investment Partners & Co 6.31M (6.35%) 576.09K
Increased by +9.13%
Mar 31, 25
4 PRIMECAP Management Company 4.18M (4.20%) -455.76K
Decreased by -10.91%
Mar 31, 25
5 State Street Corp 4.06M (4.08%) -103.79K
Decreased by -2.56%
Mar 31, 25
6 Rice Hall James & Associates, LLC 4.00M (4.02%) -70.94K
Decreased by -1.77%
Mar 31, 25
7 Wasatch Advisors LP 3.60M (3.62%) -940.90K
Decreased by -26.16%
Mar 31, 25
8 State Street Corporation 3.47M (3.49%) 83.00K
Increased by +2.39%
Mar 31, 24
9 Geode Capital Management, LLC 2.29M (2.30%) 67.40K
Increased by +2.95%
Mar 31, 25
10 Emerald Advisers, LLC 1.68M (1.69%) 13.31K
Increased by +0.79%
Mar 31, 25
11 Northern Trust Corp 1.57M (1.58%) -138.42K
Decreased by -8.80%
Mar 31, 25
12 Goldman Sachs Group Inc 1.55M (1.56%) 830.77K
Increased by +53.51%
Mar 31, 25
13 Dimensional Fund Advisors, Inc. 1.54M (1.54%) -2.63K
Decreased by -0.17%
Sep 30, 23
14 Royce & Associates, LP 1.51M (1.52%) -130.63K
Decreased by -8.67%
Mar 31, 25
15 Westwood Holdings Group Inc 1.47M (1.48%) 409.49K
Increased by +27.77%
Dec 31, 24
16 Renaissance Technologies Corp 1.45M (1.45%) -67.40K
Decreased by -4.66%
Mar 31, 25
17 Cannell Capital LLC 1.41M (1.42%) -217.54K
Decreased by -15.39%
Sep 30, 24
18 Driehaus Capital Management LLC 1.40M (1.41%) 267.51K
Increased by +19.06%
Mar 31, 25
19 Needham Investment Management, LLC 1.30M (1.30%) 2.50K
Increased by +0.19%
Mar 31, 25
20 Granite Investment Partners, LLC 1.28M (1.29%) -293.82K
Decreased by -22.87%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.19M (6.23%) 0.00
Increased by 0.00%
Jul 30, 25
2 Vanguard Total Stock Mkt Idx Inv 3.20M (3.22%) 160.47K
Increased by +5.01%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 2.95M (2.97%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Information Technology ETF 2.42M (2.43%) 178.00
Increased by +0.01%
Jun 30, 25
5 iShares Russell 2000 ETF 2.38M (2.40%) -38.58K
Decreased by -1.62%
Jul 30, 25
6 PRIMECAP Odyssey Aggressive Growth 2.37M (2.38%) -330.73K
Decreased by -13.96%
Jun 30, 25
7 Wasatch Small Cap Value 1.75M (1.76%) 153.17K
Increased by +8.77%
Jun 30, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 1.59M (1.60%) 5.58K
Increased by +0.35%
Jun 30, 25
9 Needham Aggressive Growth Retail 1.31M (1.32%) 10.00K
Increased by +0.76%
Jun 30, 25
10 Swedbank Robur Small Cap USA A 1.20M (1.21%) 0.00
Increased by 0.00%
Jun 30, 25
11 Herald Ord 1.10M (1.11%) 0.00
Increased by 0.00%
Dec 31, 24
12 Fidelity Small Cap Index 992.44K (1.00%) 1.29K
Increased by +0.13%
May 31, 25
13 iShares S&P Small-Cap 600 Growth ETF 982.71K (0.99%) 0.00
Increased by 0.00%
Nov 27, 24
14 Janus Henderson US Small Cap Growth 908.61K (0.91%) 908.61K
Increased by +100.00%
Jun 30, 25
15 Brandes Global Small Cap Equity Cl F 900.70K (0.91%) -43.30K
Decreased by -4.81%
Jun 30, 25
16 SPDR® Portfolio S&P 600™ Sm Cap ETF 894.50K (0.90%) 498.00
Increased by +0.06%
Jul 31, 25
17 iShares Russell 2000 Growth ETF 874.10K (0.88%) -2.17K
Decreased by -0.25%
Jul 30, 25
18 Fidelity® Small Cap Index 845.03K (0.85%) 23.50K
Increased by +2.78%
Oct 31, 23
19 SPDR® Portfolio S&P 600 Sm Cap ETF 836.54K (0.84%) 0.00
Increased by 0.00%
Apr 30, 24
20 Heptagon Driehaus US Micro Cap Eq C$ Acc 782.19K (0.79%) 69.32K
Increased by +8.86%
Jun 30, 25