Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 8.02%
2 PYZ 1.75%
3 YUMY 1.41%
4 XSHQ 1.36%
5 XSMO 1.29%
6 SMDV 0.99%
7 SMCP 0.97%
8 CAFG 0.93%
9 HSMV 0.88%
10 XSLV 0.84%
11 VIOG 0.84%
12 SLYG 0.76%
13 IJT 0.76%
14 SCDS 0.63%
15 ESIX 0.54%
16 MMSC 0.54%
17 SAWS 0.50%
18 NUSC 0.47%
19 SLY 0.46%
20 OMFS 0.45%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.05M (15.56%) -114.83K
Decreased by -2.27%
Mar 31, 25
2 Vanguard Group Inc 3.85M (11.87%) -111.20K
Decreased by -2.89%
Mar 31, 25
3 Wasatch Advisors Inc. 1.98M (6.09%) -6.55K
Decreased by -0.33%
Sep 30, 23
4 State Street Corporation 1.23M (3.79%) 16.60K
Increased by +1.35%
Mar 31, 24
5 State Street Corp 1.23M (3.78%) -47.92K
Decreased by -3.90%
Mar 31, 25
6 Conestoga Capital Advisors, LLC 1.17M (3.59%) -8.49K
Decreased by -0.73%
Mar 31, 25
7 Apg All Pensions Group 1.16M (3.56%) -789.73K
Decreased by -68.33%
Mar 31, 25
8 Wasatch Advisors LP 1.07M (3.29%) -133.35K
Decreased by -12.47%
Mar 31, 25
9 Geode Capital Management, LLC 966.63K (2.98%) 28.13K
Increased by +2.91%
Mar 31, 25
10 Geneva Capital Management 830.81K (2.56%) 11.07K
Increased by +1.33%
Mar 31, 25
11 Morgan Stanley - Brokerage Accounts 782.52K (2.41%) -11.97K
Decreased by -1.53%
Mar 31, 25
12 FMR Inc 685.35K (2.11%) 108.35K
Increased by +15.81%
Mar 31, 25
13 Dimensional Fund Advisors, Inc. 593.75K (1.83%) -38.26K
Decreased by -6.44%
Mar 31, 25
14 JPMorgan Chase & Co 479.74K (1.48%) -29.75K
Decreased by -6.20%
Mar 31, 25
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 Schroder Investment Management Group 423.60K (1.31%) 56.37K
Increased by +13.31%
Mar 31, 25
18 Northern Trust Corp 399.03K (1.23%) -8.02K
Decreased by -2.01%
Mar 31, 25
19 Charles Schwab Investment Management Inc 369.74K (1.14%) -1.17K
Decreased by -0.32%
Mar 31, 25
20 Congress Asset Management Company, LLP 358.50K (1.10%) 40.89K
Increased by +11.41%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.95M (6.02%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.05M (3.22%) 24.66K
Increased by +2.36%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 1.02M (3.15%) 735.00
Increased by +0.07%
Sep 30, 24
4 Vanguard Small Cap Index 816.77K (2.52%) 4.90K
Increased by +0.60%
Apr 30, 25
5 iShares Russell 2000 ETF 811.12K (2.50%) 0.00
Increased by 0.00%
May 31, 25
6 Conestoga Small Cap Investors 659.84K (2.03%) -13.63K
Decreased by -2.06%
Apr 30, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 502.26K (1.55%) 3.24K
Increased by +0.65%
Apr 30, 25
8 Vanguard Small Cap Growth Index Inv 454.62K (1.40%) -505.00
Decreased by -0.11%
Apr 30, 25
9 Wasatch Core Growth 422.76K (1.30%) -72.30K
Decreased by -17.10%
Mar 31, 25
10 T. Rowe Price Integrated US SmCapGrEq 327.46K (1.01%) 163.73K
Increased by +50.00%
Dec 31, 24
11 Fidelity Small Cap Index 322.51K (0.99%) 2.43K
Increased by +0.75%
Mar 31, 25
12 Fidelity® Small Cap Index 299.46K (0.92%) 6.34K
Increased by +2.12%
Sep 30, 23
13 Strategic Advisers Fidelity US TtlStk 296.95K (0.92%) 829.00
Increased by +0.28%
Apr 30, 25
14 iShares S&P Small-Cap 600 Growth ETF 290.48K (0.90%) 0.00
Increased by 0.00%
May 31, 25
15 Conestoga Small Cap Growth 289.62K (0.89%) 18.23K
Increased by +6.29%
Mar 31, 25
16 SPDR® Portfolio S&P 600 Sm Cap ETF 285.57K (0.88%) 0.00
Increased by 0.00%
Apr 30, 24
17 iShares Russell 2000 Growth ETF 280.35K (0.86%) 0.00
Increased by 0.00%
May 31, 25
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 276.48K (0.85%) 0.00
Increased by 0.00%
May 30, 25
19 Nationwide Geneva Small Cap Gr Instl Svc 255.30K (0.79%) -1.05K
Decreased by -0.41%
Apr 30, 25
20 ClearBridge Small Cap Growth 236.09K (0.73%) 0.00
Increased by 0.00%
Apr 30, 25