Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HTEC 1.38%
2 ROBO 1.26%
3 LSEQ 1.13%
4 PSCH 1.05%
5 LSAF 0.89%
6 BTEC 0.71%
7 NIXT 0.70%
8 QQQS 0.54%
9 MMSC 0.43%
10 SMDY 0.33%
11 USVM 0.28%
12 AVSC 0.24%
13 DFSV 0.23%
14 SLYG 0.21%
15 HELX 0.17%
16 SPSM 0.16%
17 RFLR 0.15%
18 DFAT 0.14%
19 XJR 0.12%
20 IJS 0.12%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.40M (13.48%) -371.72K
Decreased by -6.88%
Mar 31, 25
2 Politan Capital Management LP 4.62M (11.51%) 4.04K
Increased by +0.09%
Mar 31, 25
3 Vanguard Group Inc 4.43M (11.04%) -89.96K
Decreased by -2.03%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 2.92M (7.29%) -110.38K
Decreased by -3.78%
Mar 31, 25
5 NORGES BANK 2.16M (5.39%) 645.75K
Increased by +29.86%
Dec 31, 23
6 Kayne Anderson Rudnick Investment Management LLC 2.13M (5.32%) -103.78K
Decreased by -4.86%
Mar 31, 25
7 Conestoga Capital Advisors, LLC 1.92M (4.78%) 337.68K
Increased by +17.63%
Mar 31, 25
8 State Street Corporation 1.74M (4.33%) -43.60K
Decreased by -2.51%
Mar 31, 24
9 State Street Corp 1.56M (3.89%) -195.87K
Decreased by -12.54%
Mar 31, 25
10 Schroder Investment Management Group 1.40M (3.48%) -8.46K
Decreased by -0.61%
Mar 31, 25
11 GW&K Investment Management, LLC 1.29M (3.22%) -9.44K
Decreased by -0.73%
Mar 31, 25
12 Macquarie Group Ltd 1.08M (2.70%) 24.97K
Increased by +2.31%
Mar 31, 25
13 JPMorgan Chase & Co 1.02M (2.55%) -27.83K
Decreased by -2.72%
Mar 31, 25
14 Lord, Abbett & Co LLC 1.01M (2.51%) 59.89K
Increased by +5.95%
Mar 31, 25
15 Allspring Global Investments Holdings, LLC 994.32K (2.48%) -323.06K
Decreased by -32.49%
Mar 31, 25
16 D. E. Shaw & Co LP 944.99K (2.36%) 287.69K
Increased by +30.44%
Sep 30, 23
17 Palisade Capital Management LLc 868.32K (2.17%) 57.42K
Increased by +6.61%
Mar 31, 25
18 Morgan Stanley - Brokerage Accounts 863.64K (2.15%) -96.67K
Decreased by -11.19%
Sep 30, 24
19 JANE STREET GROUP, LLC 847.45K (2.11%) 283.64K
Increased by +33.47%
Dec 31, 23
20 WCM Investment Management 808.05K (2.01%) 11.49K
Increased by +1.42%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.74M (6.84%) 0.00
Increased by 0.00%
May 31, 25
2 Virtus KAR Mid-Cap Core I 1.67M (4.16%) 86.55K
Increased by +5.19%
Jun 30, 24
3 iShares Core S&P Mid-Cap ETF 1.54M (3.85%) 832.00
Increased by +0.05%
Oct 31, 24
4 Vanguard US Total Market Shares ETF 1.49M (3.72%) -114.54K
Decreased by -7.69%
Sep 30, 24
5 Conestoga Small Cap Investors 1.36M (3.38%) 0.00
Increased by 0.00%
Apr 30, 25
6 Vanguard Total Stock Mkt Idx Inv 1.27M (3.17%) 173.00
Increased by +0.01%
May 31, 25
7 Vanguard Small Cap Index 977.00K (2.44%) 3.61K
Increased by +0.37%
May 31, 25
8 DFA US Small Cap Value I 781.85K (1.95%) -16.96K
Decreased by -2.17%
Apr 30, 25
9 Delaware US Small Cap Core Equity (SMA) 768.53K (1.92%) -8.99K
Decreased by -1.17%
Mar 31, 24
10 Macquarie US Small Cap Core Equity 768.53K (1.92%) -8.99K
Decreased by -1.17%
Mar 31, 24
11 Macquarie Small Cap Core I 765.71K (1.91%) 21.76K
Increased by +2.84%
Mar 31, 25
12 Delaware Small Cap Core I 743.94K (1.86%) -4.61K
Decreased by -0.62%
Sep 30, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 718.43K (1.79%) 5.12K
Increased by +0.71%
May 31, 25
14 Vanguard Small Cap Value Index Inv 629.40K (1.57%) -935.00
Decreased by -0.15%
May 31, 25
15 Conestoga Small Cap Growth 594.25K (1.48%) 142.64K
Increased by +24.00%
Mar 31, 25
16 Allspring Special Small Cap Value A 591.04K (1.47%) 22.00K
Increased by +3.72%
May 31, 25
17 Federated Hermes US Smid Eq R EUR Acc 580.24K (1.45%) -5.93K
Decreased by -1.02%
Mar 31, 25
18 Stephens SMID Select Growth 533.95K (1.33%) 100.25K
Increased by +18.77%
Mar 31, 25
19 JPM Small Cap Equity-MA 528.16K (1.32%) 0.00
Increased by 0.00%
Mar 31, 25
20 JPM US Small Cap Core-Composite 528.16K (1.32%) 0.00
Increased by 0.00%
Mar 31, 25