Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AFSC 2.89%
2 PSCD 2.86%
3 NEWZ 2.86%
4 PEZ 2.42%
5 EHLS 1.80%
6 NSCS 1.71%
7 XSMO 1.70%
8 BOUT 1.63%
9 GSC 1.52%
10 XRT 1.41%
11 MMSC 1.32%
12 GRPZ 1.31%
13 RZG 0.96%
14 HAPS 0.92%
15 RETL 0.88%
16 SLYG 0.75%
17 IJT 0.74%
18 FNY 0.67%
19 QSML 0.65%
20 WMCR 0.64%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.77M (15.66%) -52.54K
Decreased by -1.10%
Mar 31, 25
2 Vanguard Group Inc 3.35M (11.00%) -58.89K
Decreased by -1.76%
Mar 31, 25
3 FMR Inc 2.86M (9.38%) 644.76K
Increased by +22.58%
Mar 31, 25
4 Wasatch Advisors Inc. 1.51M (4.95%) -3.28K
Decreased by -0.22%
Sep 30, 23
5 Goldman Sachs Group Inc 1.40M (4.60%) 882.14K
Increased by +63.01%
Dec 31, 23
6 Wasatch Advisors LP 1.37M (4.50%) -533.19K
Decreased by -38.94%
Sep 30, 24
7 Capital World Investors 1.33M (4.36%) -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 Wellington Management Company LLP 1.22M (4.00%) -942.40K
Decreased by -77.33%
Mar 31, 25
10 State Street Corporation 1.19M (3.91%) 45.85K
Increased by +3.85%
Mar 31, 24
11 Amvescap Plc. 903.45K (2.97%) 179.71K
Increased by +19.89%
Mar 31, 25
12 Dimensional Fund Advisors, Inc. 862.41K (2.83%) 38.47K
Increased by +4.46%
Mar 31, 25
13 Holocene Advisors, LP 833.53K (2.74%) 833.53K
Increased by +100.00%
Sep 30, 23
14 AllianceBernstein L.P. 777.19K (2.55%) -69.79K
Decreased by -8.98%
Mar 31, 25
15 Macquarie Group Ltd 734.35K (2.41%) 96.25K
Increased by +13.11%
Mar 31, 25
16 Artemis Investment Management LLP 734.02K (2.41%) 494.52K
Increased by +67.37%
Mar 31, 25
17 Geode Capital Management, LLC 706.39K (2.32%) 32.65K
Increased by +4.62%
Mar 31, 25
18 Squarepoint Ops LLC 694.11K (2.28%) 394.66K
Increased by +56.86%
Mar 31, 25
19 Morgan Stanley - Brokerage Accounts 596.39K (1.96%) 115.68K
Increased by +19.40%
Mar 31, 25
20 Millennium Management LLC 582.74K (1.91%) 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 1.84M (6.04%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 982.70K (3.23%) 3.92K
Increased by +0.40%
May 31, 25
3 Vanguard US Total Market Shares ETF 957.31K (3.14%) 796.00
Increased by +0.08%
Sep 30, 24
4 Vanguard Small Cap Index 772.21K (2.54%) 4.17K
Increased by +0.54%
May 31, 25
5 iShares Russell 2000 ETF 742.19K (2.44%) 0.00
Increased by 0.00%
May 31, 25
6 Vanguard Explorer Inv 686.20K (2.25%) 256.22K
Increased by +37.34%
Dec 31, 24
7 Macquarie Mid Cap Growth A 491.75K (1.61%) 0.00
Increased by 0.00%
Apr 30, 25
8 Artemis US Smaller Companies I Acc GBP 490.90K (1.61%) 45.72K
Increased by +9.31%
Mar 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 478.35K (1.57%) 3.28K
Increased by +0.69%
May 31, 25
10 Fidelity Small Cap Growth 472.93K (1.55%) -320.00
Decreased by -0.07%
Mar 31, 25
11 Vanguard Small Cap Growth Index Inv 424.63K (1.39%) -3.05K
Decreased by -0.72%
May 31, 25
12 American Funds SMALLCAP World A 408.36K (1.34%) -570.41K
Decreased by -139.68%
Mar 31, 25
13 Wasatch Small Cap Growth Investor 392.50K (1.29%) -235.79K
Decreased by -60.08%
Jun 30, 24
14 Columbia Acorn Inst 381.07K (1.25%) 18.20K
Increased by +4.77%
Mar 31, 24
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 American Century Small Cap Growth Inv 358.79K (1.18%) 32.15K
Increased by +8.96%
Mar 31, 25
19 American Century U.S. Small Cap Growth 358.79K (1.18%) 32.15K
Increased by +8.96%
Mar 31, 25
20 Hartford MidCap Y 351.49K (1.15%) -2.83K
Decreased by -0.80%
May 31, 25