Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 9.29%
2 PYZ 2.07%
3 YUMY 1.41%
4 XSMO 1.29%
5 MOO 1.15%
6 XSLV 1.01%
7 SMCP 0.97%
8 SLYG 0.89%
9 CAFG 0.89%
10 IJT 0.88%
11 VIOG 0.77%
12 ESIX 0.77%
13 HSMV 0.74%
14 SCDS 0.74%
15 MMSC 0.63%
16 SAWS 0.50%
17 QVMS 0.50%
18 SLY 0.46%
19 IWO 0.46%
20 SPSM 0.45%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.16M (15.97%) 196.87K
Increased by +3.81%
Dec 31, 24
2 Vanguard Group Inc 3.96M (12.26%) 42.69K
Increased by +1.08%
Dec 31, 24
3 Wasatch Advisors Inc. 1.98M (6.12%) -6.55K
Decreased by -0.33%
Sep 30, 23
4 Apg All Pensions Group 1.95M (6.02%) -822.90K
Decreased by -42.30%
Dec 31, 24
5 State Street Corp 1.28M (3.95%) 41.15K
Increased by +3.23%
Dec 31, 24
6 State Street Corporation 1.23M (3.80%) 16.60K
Increased by +1.35%
Mar 31, 24
7 Wasatch Advisors LP 1.20M (3.72%) -152.76K
Decreased by -12.71%
Dec 31, 24
8 Conestoga Capital Advisors, LLC 1.17M (3.64%) -685.00
Decreased by -0.06%
Dec 31, 24
9 Geode Capital Management, LLC 938.50K (2.90%) 9.60K
Increased by +1.02%
Dec 31, 24
10 Geneva Capital Management 819.75K (2.54%) 39.88K
Increased by +4.86%
Dec 31, 24
11 Morgan Stanley - Brokerage Accounts 794.50K (2.46%) 26.21K
Increased by +3.30%
Dec 31, 24
12 Dimensional Fund Advisors, Inc. 632.00K (1.96%) -10.77K
Decreased by -1.70%
Dec 31, 24
13 FMR Inc 576.99K (1.79%) 79.50K
Increased by +13.78%
Dec 31, 24
14 JPMorgan Chase & Co 509.49K (1.58%) -408.48K
Decreased by -80.17%
Dec 31, 24
15 Ameriprise Financial Inc 431.05K (1.33%) -12.85K
Decreased by -2.98%
Jun 30, 24
16 NORGES BANK 430.48K (1.33%) 43.01K
Increased by +9.99%
Dec 31, 24
17 Northern Trust Corp 407.05K (1.26%) 35.15K
Increased by +8.64%
Dec 31, 24
18 Charles Schwab Investment Management Inc 370.91K (1.15%) 8.94K
Increased by +2.41%
Dec 31, 24
19 ClearBridge Advisors, LLC 368.31K (1.14%) -37.55K
Decreased by -10.20%
Dec 31, 24
20 Schroder Investment Management Group 367.23K (1.14%) -22.59K
Decreased by -6.15%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.01M (6.22%) 1.14K
Increased by +0.06%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.02M (3.15%) 626.00
Increased by +0.06%
Feb 28, 25
3 iShares Russell 2000 ETF 846.64K (2.62%) -7.32K
Decreased by -0.86%
Mar 31, 25
4 Vanguard Small Cap Index 829.94K (2.57%) 672.00
Increased by +0.08%
Feb 28, 25
5 Conestoga Small Cap Investors 705.21K (2.18%) 0.00
Increased by 0.00%
Feb 28, 25
6 Wasatch Core Growth 495.06K (1.53%) -69.38K
Decreased by -14.01%
Dec 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 493.94K (1.53%) 2.26K
Increased by +0.46%
Feb 28, 25
8 Vanguard Small Cap Growth Index Inv 466.23K (1.44%) -2.61K
Decreased by -0.56%
Feb 28, 25
9 T. Rowe Price Integrated US SmCapGrEq 327.46K (1.01%) 163.73K
Increased by +50.00%
Dec 31, 24
10 Fidelity Small Cap Index 319.24K (0.99%) -5.98K
Decreased by -1.87%
Jan 31, 25
11 Fidelity® Small Cap Index 299.46K (0.93%) 6.34K
Increased by +2.12%
Sep 30, 23
12 iShares S&P Small-Cap 600 Growth ETF 296.20K (0.92%) 0.00
Increased by 0.00%
Mar 31, 25
13 iShares Russell 2000 Growth ETF 286.19K (0.89%) -1.36K
Decreased by -0.48%
Mar 31, 25
14 SPDR® Portfolio S&P 600 Sm Cap ETF 285.57K (0.88%) 0.00
Increased by 0.00%
Apr 30, 24
15 SPDR® Portfolio S&P 600™ Sm Cap ETF 281.63K (0.87%) 416.00
Increased by +0.15%
Mar 31, 25
16 Strategic Advisers Fidelity US TtlStk 275.33K (0.85%) 15.16K
Increased by +5.50%
Feb 28, 25
17 Conestoga Small Cap Growth 271.39K (0.84%) 3.31K
Increased by +1.22%
Dec 31, 24
18 Nationwide Geneva Small Cap Gr Instl Svc 256.35K (0.79%) 0.00
Increased by 0.00%
Feb 28, 25
19 ClearBridge Small Cap Growth A 245.29K (0.76%) -14.50K
Decreased by -5.91%
Feb 28, 25
20 ClearBridge Small Cap Growth 239.29K (0.74%) -20.50K
Decreased by -8.57%
Feb 28, 25