Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GUNZ 5.19%
2 SIMS 2.40%
3 PTEC 1.93%
4 BSMC 1.25%
5 PSCT 1.00%
6 XITK 0.93%
7 SNSR 0.81%
8 FYC 0.48%
9 RZG 0.46%
10 IWC 0.44%
11 KOMP 0.40%
12 XSMO 0.38%
13 DWAS 0.34%
14 FESM 0.31%
15 SAGP 0.22%
16 SLYG 0.19%
17 GSSC 0.18%
18 HAPS 0.16%
19 ESIX 0.15%
20 XJR 0.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 16.24M (16.19%) -204.38K
Decreased by -1.26%
Mar 31, 25
2 Vanguard Group Inc 10.45M (10.41%) 497.41K
Increased by +4.76%
Jun 30, 25
3 Brandes Investment Partners & Co 6.31M (6.29%) 576.09K
Increased by +9.13%
Mar 31, 25
4 State Street Corp 4.06M (4.04%) -103.79K
Decreased by -2.56%
Mar 31, 25
5 Rice Hall James & Associates, LLC 3.85M (3.84%) -147.70K
Decreased by -3.83%
Jun 30, 25
6 PRIMECAP Management Company 3.65M (3.64%) -523.64K
Decreased by -14.33%
Jun 30, 25
7 Wasatch Advisors LP 3.60M (3.58%) -940.90K
Decreased by -26.16%
Mar 31, 25
8 State Street Corporation 3.47M (3.46%) 83.00K
Increased by +2.39%
Mar 31, 24
9 Geode Capital Management, LLC 2.29M (2.28%) 67.40K
Increased by +2.95%
Mar 31, 25
10 Emerald Advisers, LLC 1.75M (1.74%) 70.19K
Increased by +4.01%
Jun 30, 25
11 Goldman Sachs Group Inc 1.60M (1.59%) 45.78K
Increased by +2.86%
Jun 30, 25
12 Northern Trust Corp 1.57M (1.57%) -138.42K
Decreased by -8.80%
Mar 31, 25
13 Dimensional Fund Advisors, Inc. 1.54M (1.53%) -2.63K
Decreased by -0.17%
Sep 30, 23
14 Westwood Holdings Group Inc 1.47M (1.47%) 409.49K
Increased by +27.77%
Dec 31, 24
15 Renaissance Technologies Corp 1.45M (1.44%) -67.40K
Decreased by -4.66%
Mar 31, 25
16 Cannell Capital LLC 1.41M (1.41%) -217.54K
Decreased by -15.39%
Sep 30, 24
17 Driehaus Capital Management LLC 1.40M (1.40%) 267.51K
Increased by +19.06%
Mar 31, 25
18 Connor Clark & Lunn Inv Mgmt Ltd 1.37M (1.37%) 266.85K
Increased by +19.42%
Jun 30, 25
19 Needham Investment Management, LLC 1.30M (1.29%) 2.50K
Increased by +0.19%
Mar 31, 25
20 Granite Investment Partners, LLC 1.28M (1.28%) -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 (6.17%) 960.00
Increased by +0.02%
Jul 31, 25
2 Vanguard Total Stock Mkt Idx Inv 3.14M (3.13%) -66.87K
Decreased by -2.13%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 2.95M (2.94%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Information Technology ETF 2.44M (2.44%) 24.89K
Increased by +1.02%
Jul 31, 25
5 PRIMECAP Odyssey Aggressive Growth 2.37M (2.36%) -330.73K
Decreased by -13.96%
Jun 30, 25
6 iShares Russell 2000 ETF 2.34M (2.33%) -44.52K
Decreased by -1.90%
Jul 31, 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 (1.20%) 0.00
Increased by 0.00%
Jun 30, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 1.11M (1.11%) -483.61K
Decreased by -43.53%
Jul 31, 25
11 Herald Ord 1.10M (1.10%) 0.00
Increased by 0.00%
Mar 31, 25
12 Fidelity Small Cap Index 992.44K (0.99%) 1.29K
Increased by +0.13%
May 31, 25
13 iShares S&P Small-Cap 600 Growth ETF 982.71K (0.98%) 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 Janus Henderson Venture D 908.61K (0.91%) 908.61K
Increased by +100.00%
Jun 30, 25
16 Brandes Global Small Cap Equity Cl F 900.70K (0.90%) 0.00
Increased by 0.00%
Jul 31, 25
17 SPDR® Portfolio S&P 600™ Sm Cap ETF 894.50K (0.89%) 498.00
Increased by +0.06%
Jul 31, 25
18 iShares Russell 2000 Growth ETF 874.10K (0.87%) 0.00
Increased by 0.00%
Jul 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