Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IFRA 0.82%
2 DWAS 0.31%
3 RUSC 0.28%
4 JSML 0.22%
5 IWC 0.15%
6 GSSC 0.05%
7 JSMD 0.04%
8 IWO 0.04%
9 VTWG 0.03%
10 IWM 0.02%
11 RFLR 0.02%
12 VTWO 0.02%
13 EES 0.01%
14 RSSL 0.01%
15 DFSV 0.01%
16 VXF 0.01%
17 UWM 0.01%
18 URTY 0.01%
19 RYLD 0.00%
20 DFAS 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 2.59M (18.69%) -39.92K
Decreased by -1.54%
Mar 31, 25
2 BlackRock Inc 1.62M (11.70%) 24.63K
Increased by +1.52%
Mar 31, 25
3 Vanguard Group Inc 789.60K (5.70%) -6.53K
Decreased by -0.83%
Jun 30, 25
4 Pembroke Management Ltd 520.52K (3.76%) 59.20K
Increased by +11.37%
Mar 31, 25
5 Polar Asset Management Partners 451.03K (3.26%) 15.48K
Increased by +3.43%
Mar 31, 25
6 Swedbank AB 416.49K (3.01%) 216.49K
Increased by +51.98%
Jun 30, 25
7 Summit Creek Advisors LLC 393.39K (2.84%) -14.66K
Decreased by -3.73%
Jun 30, 25
8 Geode Capital Management, LLC 333.94K (2.41%) 7.38K
Increased by +2.21%
Mar 31, 25
9 Wasatch Advisors Inc. 280.94K (2.03%) -44.50K
Decreased by -15.84%
Sep 30, 23
10 Dimensional Fund Advisors, Inc. 280.23K (2.02%) 53.24K
Increased by +19.00%
Jun 30, 25
11 Pacific Ridge Capital Partners, LLC 257.85K (1.86%) -3.78K
Decreased by -1.47%
Jun 30, 25
12 State Street Corp 256.23K (1.85%) -5.34K
Decreased by -2.08%
Mar 31, 25
13 Wasatch Advisors LP 234.32K (1.69%) -6.59K
Decreased by -2.81%
Dec 31, 24
14 State Street Corporation 201.46K (1.45%) 36.62K
Increased by +18.18%
Dec 31, 23
15 Silvercrest Asset Management Group LLC 189.94K (1.37%) -1.24K
Decreased by -0.65%
Sep 30, 24
16 Grandeur Peak Global Advisors, LLC 156.76K (1.13%) -2.53K
Decreased by -1.61%
Mar 31, 25
17 Kennedy Capital Management Inc 154.34K (1.11%) 10.68K
Increased by +6.92%
Dec 31, 24
18 Marshall Wace Asset Management Ltd 145.83K (1.05%) 99.27K
Increased by +68.07%
Mar 31, 25
19 Acadian Asset Management LLC 128.67K (0.93%) 11.01K
Increased by +8.55%
Mar 31, 25
20 Northern Trust Corp 127.16K (0.92%) -4.59K
Decreased by -3.61%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 FIAM Small Cap Core CIT Cl B 599.30K (4.33%) 0.00
Increased by 0.00%
May 31, 25
2 FIAM Small Cap Core Composite 599.30K (4.33%) 0.00
Increased by 0.00%
Mar 31, 25
3 iShares US Infrastructure ETF 573.97K (4.14%) 510.00
Increased by +0.09%
Jul 31, 25
4 Fidelity® Low-Priced Stock 491.55K (3.55%) -512.00
Decreased by -0.10%
Oct 31, 23
5 Fidelity Low-Priced Stock 455.58K (3.29%) -838.00
Decreased by -0.18%
May 31, 25
6 Vanguard US Total Market Shares ETF 446.27K (3.22%) 0.00
Increased by 0.00%
Sep 30, 24
7 Vanguard Total Stock Mkt Idx Inv 436.59K (3.15%) -9.68K
Decreased by -2.22%
Jul 31, 25
8 Swedbank Robur Small Cap USA A 416.49K (3.01%) 216.49K
Increased by +51.98%
Jun 30, 25
9 Fidelity Advisor New Insights I 337.50K (2.44%) -500.00
Decreased by -0.15%
Jun 30, 25
10 iShares Russell 2000 ETF 332.22K (2.40%) -6.30K
Decreased by -1.90%
Jul 31, 25
11 Strategic Advisers Fidelity US TtlStk 257.42K (1.86%) -400.00
Decreased by -0.16%
Jun 30, 25
12 Pacific Ridge Capital Ptnrs Micro Cp Val 254.94K (1.84%) -14.90K
Decreased by -5.84%
Mar 31, 24
13 Fidelity Advisor® New Insights I 231.80K (1.67%) 0.00
Increased by 0.00%
Nov 30, 23
14 Summit Creek Small Cap Growth 220.76K (1.59%) 0.00
Increased by 0.00%
Jan 31, 25
15 Fidelity Global Value Growth Eq MF 218.60K (1.58%) -8.30K
Decreased by -3.80%
Feb 20, 25
16 Fidelity Global Bargain Growth Stocks MF 169.04K (1.22%) 169.04K
Increased by +100.00%
Aug 21, 23
17 Vanguard Institutional Extnd Mkt Idx Tr 155.75K (1.12%) -67.32K
Decreased by -43.22%
Jul 31, 25
18 Kennedy Extended Small Cap 154.34K (1.11%) 10.68K
Increased by +6.92%
Dec 31, 24
19 Fidelity Series Small Cap Core 143.88K (1.04%) 0.00
Increased by 0.00%
May 31, 25
20 Fidelity Small Cap Index 134.66K (0.97%) 0.00
Increased by 0.00%
May 31, 25