Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AFSC 3.16%
2 NEWZ 2.86%
3 PSCD 2.70%
4 PEZ 2.42%
5 EHLS 1.80%
6 NSCS 1.71%
7 XSMO 1.64%
8 PXSG 1.64%
9 BOUT 1.63%
10 GSC 1.52%
11 XRT 1.34%
12 GRPZ 1.31%
13 MMSC 1.27%
14 RZG 0.93%
15 HAPS 0.92%
16 RETL 0.82%
17 IJT 0.73%
18 SLYG 0.73%
19 VIOG 0.67%
20 FNY 0.64%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.77M (15.68%) -52.54K
Decreased by -1.10%
Mar 31, 25
2 Vanguard Group Inc 3.34M (10.98%) -11.66K
Decreased by -0.35%
Jun 30, 25
3 FMR Inc 2.86M (9.39%) 644.76K
Increased by +22.58%
Mar 31, 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 (4.68%) 205.03K
Increased by +14.40%
Jun 30, 25
6 Wasatch Advisors LP 1.37M (4.50%) -533.19K
Decreased by -38.94%
Sep 30, 24
7 Capital World Investors 1.33M (4.37%) -265.62K
Decreased by -19.99%
Sep 30, 24
8 State Street Corp 1.22M (4.02%) -29.06K
Decreased by -2.37%
Mar 31, 25
9 State Street Corporation 1.19M (3.91%) 45.85K
Increased by +3.85%
Mar 31, 24
10 Amvescap Plc. 903.45K (2.97%) 179.71K
Increased by +19.89%
Mar 31, 25
11 Holocene Advisors, LP 833.53K (2.74%) 833.53K
Increased by +100.00%
Sep 30, 23
12 AllianceBernstein L.P. 777.19K (2.56%) -69.79K
Decreased by -8.98%
Mar 31, 25
13 Macquarie Group Ltd 734.35K (2.41%) 96.25K
Increased by +13.11%
Mar 31, 25
14 Artemis Investment Management LLP 734.02K (2.41%) 494.52K
Increased by +67.37%
Mar 31, 25
15 Geode Capital Management, LLC 706.39K (2.32%) 32.65K
Increased by +4.62%
Mar 31, 25
16 Dimensional Fund Advisors, Inc. 702.75K (2.31%) -159.66K
Decreased by -22.72%
Jun 30, 25
17 Squarepoint Ops LLC 694.11K (2.28%) 394.66K
Increased by +56.86%
Mar 31, 25
18 Morgan Stanley - Brokerage Accounts 596.39K (1.96%) 115.68K
Increased by +19.40%
Mar 31, 25
19 Millennium Management LLC 582.74K (1.92%) 143.71K
Increased by +24.66%
Sep 30, 23
20 Franklin Resources Inc 578.65K (1.90%) 97.64K
Increased by +16.87%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.83M (6.01%) 260.00
Increased by +0.01%
Jul 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 (2.44%) -4.82K
Decreased by -0.65%
Jul 31, 25
5 iShares Russell 2000 ETF 725.36K (2.38%) -13.76K
Decreased by -1.90%
Jul 31, 25
6 American Funds SMALLCAP World A 457.38K (1.50%) 49.02K
Increased by +10.72%
Jun 30, 25
7 Macquarie Mid Cap Growth A 453.71K (1.49%) -4.84K
Decreased by -1.07%
Jun 30, 25
8 Macquarie US Mid Cap Growth Equity 453.71K (1.49%) 356.09K
Increased by +78.48%
Jun 30, 25
9 Vanguard Small Cap Growth Index Inv 418.33K (1.38%) -1.01K
Decreased by -0.24%
Jul 31, 25
10 Hartford MidCap Y 416.94K (1.37%) 65.45K
Increased by +15.70%
Jun 30, 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 (1.25%) 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 (1.09%) -52.16K
Decreased by -15.68%
Mar 31, 24