Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCD 2.95%
2 NEWZ 2.86%
3 AFSC 2.60%
4 PEZ 1.82%
5 EHLS 1.80%
6 NSCS 1.71%
7 CSMD 1.65%
8 BOUT 1.63%
9 GSC 1.52%
10 XRT 1.47%
11 GRPZ 1.31%
12 MMSC 1.18%
13 RETL 1.07%
14 PXSG 1.07%
15 XSMO 1.07%
16 RZG 0.96%
17 HAPS 0.95%
18 SLYG 0.79%
19 IJT 0.75%
20 QSML 0.71%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.67M (15.38%) -97.24K
Decreased by -2.08%
Jun 30, 25
2 Vanguard Group Inc 3.34M (11.00%) -11.66K
Decreased by -0.35%
Jun 30, 25
3 FMR Inc 1.60M (5.27%) -1.26M
Decreased by -78.50%
Jun 30, 25
4 Wasatch Advisors Inc. 1.51M (4.96%) -3.28K
Decreased by -0.22%
Sep 30, 23
5 Wellington Management Company LLP 1.42M (4.69%) 205.03K
Increased by +14.40%
Jun 30, 25
6 Wasatch Advisors LP 1.37M (4.51%) -533.19K
Decreased by -38.94%
Sep 30, 24
7 Capital World Investors 1.33M (4.38%) -265.62K
Decreased by -19.99%
Sep 30, 24
8 State Street Corporation 1.19M (3.92%) 45.85K
Increased by +3.85%
Mar 31, 24
9 State Street Corp 1.18M (3.89%) -42.12K
Decreased by -3.57%
Jun 30, 25
10 Holocene Advisors, LP 833.53K (2.75%) 833.53K
Increased by +100.00%
Sep 30, 23
11 Artemis Investment Management LLP 734.02K (2.42%) 494.52K
Increased by +67.37%
Mar 31, 25
12 Geode Capital Management, LLC 726.94K (2.39%) 20.55K
Increased by +2.83%
Jun 30, 25
13 Dimensional Fund Advisors, Inc. 702.75K (2.31%) -159.66K
Decreased by -22.72%
Jun 30, 25
14 Marshall Wace Asset Management Ltd 655.92K (2.16%) 254.30K
Increased by +38.77%
Jun 30, 25
15 AllianceBernstein L.P. 642.46K (2.12%) -134.74K
Decreased by -20.97%
Jun 30, 25
16 Squarepoint Ops LLC 637.96K (2.10%) -56.14K
Decreased by -8.80%
Jun 30, 25
17 Amvescap Plc. 626.91K (2.06%) -276.54K
Decreased by -44.11%
Jun 30, 25
18 Morgan Stanley - Brokerage Accounts 596.39K (1.96%) 115.68K
Increased by +19.40%
Mar 31, 25
19 Macquarie Group Ltd 592.93K (1.95%) -141.41K
Decreased by -23.85%
Jun 30, 25
20 Millennium Management LLC 582.74K (1.92%) 143.71K
Increased by +24.66%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.82M (5.99%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard Total Stock Mkt Idx Inv 965.82K (3.18%) -20.34K
Decreased by -2.11%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 957.31K (3.15%) 796.00
Increased by +0.08%
Sep 30, 24
4 Vanguard Small Cap Index 742.89K (2.45%) -4.82K
Decreased by -0.65%
Jul 31, 25
5 iShares Russell 2000 ETF 741.21K (2.44%) 0.00
Increased by 0.00%
Aug 31, 25
6 American Funds SMALLCAP World A 457.38K (1.51%) 49.02K
Increased by +10.72%
Jun 30, 25
7 Macquarie US Mid Cap Growth Equity 453.71K (1.49%) 356.09K
Increased by +78.48%
Jun 30, 25
8 Vanguard Small Cap Growth Index Inv 418.33K (1.38%) -1.01K
Decreased by -0.24%
Jul 31, 25
9 Hartford MidCap Y 413.83K (1.36%) -3.11K
Decreased by -0.75%
Jul 31, 25
10 Macquarie Mid Cap Growth A 413.73K (1.36%) -39.98K
Decreased by -9.66%
Jul 31, 25
11 Wasatch Small Cap Growth Investor 392.50K (1.29%) -235.79K
Decreased by -60.08%
Jun 30, 24
12 Columbia Acorn Inst 381.07K (1.26%) 18.20K
Increased by +4.77%
Mar 31, 24
13 American Century Small Cap Growth Inv 379.48K (1.25%) 20.69K
Increased by +5.45%
Jun 30, 25
14 American Century U.S. Small Cap Growth 379.48K (1.25%) 20.69K
Increased by +5.45%
Jun 30, 25
15 Franklin Small Cap Growth Adv 376.66K (1.24%) 0.00
Increased by 0.00%
Mar 31, 24
16 Franklin Small Cap Growth SMA 376.66K (1.24%) 376.64K
Increased by +99.99%
Mar 31, 24
17 Franklin US Small Cap Growth Equity 376.66K (1.24%) 36.00K
Increased by +9.56%
Mar 31, 24
18 Stephens SMID Select Growth 373.83K (1.23%) 33.43K
Increased by +8.94%
Jun 30, 25
19 Fidelity® Small Cap Growth 340.58K (1.12%) 33.30K
Increased by +9.78%
Sep 30, 23
20 Ranger Small Cap 332.66K (1.10%) -52.16K
Decreased by -15.68%
Mar 31, 24