Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XWEB 4.22%
2 PSCU 3.97%
3 GBGR 2.56%
4 CPAI 2.14%
5 SMCP 1.06%
6 HLGE 0.99%
7 PLAT 0.98%
8 JHAC 0.94%
9 JSML 0.82%
10 XSHQ 0.79%
11 CAFG 0.71%
12 XSMO 0.70%
13 VUSE 0.63%
14 RZG 0.51%
15 ETHO 0.46%
16 FYC 0.45%
17 QSML 0.44%
18 HAPS 0.41%
19 VIOG 0.41%
20 SLYG 0.41%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 13.40M (16.17%) -180.35K
Decreased by -1.35%
Mar 31, 25
2 Vanguard Group Inc 9.78M (11.80%) 93.72K
Increased by +0.96%
Mar 31, 25
3 Wellington Management Company LLP 8.05M (9.72%) 906.83K
Increased by +11.26%
Mar 31, 25
4 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 4.67M (5.63%) -452.25K
Decreased by -9.69%
Mar 31, 25
5 State Street Corporation 3.31M (3.99%) 40.33K
Increased by +1.22%
Mar 31, 24
6 State Street Corp 3.25M (3.92%) -126.57K
Decreased by -3.90%
Mar 31, 25
7 Par Capital Management Inc 2.81M (3.39%) 143.90K
Increased by +5.12%
Mar 31, 25
8 Foxhaven Asset Management, LP 2.17M (2.62%) -1.62M
Decreased by -74.60%
Dec 31, 24
9 Geode Capital Management, LLC 2.12M (2.56%) 76.23K
Increased by +3.60%
Mar 31, 25
10 Pacer Advisors, INC. 1.99M (2.41%) 336.25K
Increased by +16.87%
Dec 31, 23
11 Manufacturers Life Insurance Co 1.91M (2.30%) -267.32K
Decreased by -14.01%
Mar 31, 25
12 Dimensional Fund Advisors, Inc. 1.90M (2.29%) -100.61K
Decreased by -5.29%
Mar 31, 25
13 UBS Group AG 1.84M (2.23%) 1.50M
Increased by +81.24%
Mar 31, 25
14 Dragoneer Investment Group, LLC 1.84M (2.22%) -3.91M
Decreased by -212.73%
Dec 31, 23
15 Man Group PLC 1.65M (1.99%) 194.02K
Increased by +11.79%
Dec 31, 23
16 Amvescap Plc. 1.61M (1.94%) 1.24M
Increased by +77.30%
Mar 31, 25
17 Prevatt Capital Ltd 1.40M (1.69%) 50.00K
Increased by +3.57%
Mar 31, 25
18 American Century Companies Inc 1.40M (1.69%) 1.18M
Increased by +84.56%
Mar 31, 25
19 Arrowstreet Capital Limited Partnership 1.39M (1.68%) -135.85K
Decreased by -9.78%
Mar 31, 25
20 Thrivent Financial For Lutherans 1.24M (1.49%) -41.46K
Decreased by -3.35%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.03M (6.07%) -14.04K
Decreased by -0.28%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 2.70M (3.26%) 2.14K
Increased by +0.08%
May 31, 25
3 Vanguard US Total Market Shares ETF 2.67M (3.22%) 3.18K
Increased by +0.12%
Sep 30, 24
4 Vanguard Explorer Inv 2.49M (3.01%) -73.56K
Decreased by -2.95%
Mar 31, 25
5 Pacer US Small Cap Cash Cows 100 ETF 2.33M (2.81%) 32.13K
Increased by +1.38%
Jan 31, 24
6 Vanguard Small Cap Index 2.14M (2.58%) 7.88K
Increased by +0.37%
May 31, 25
7 iShares Russell 2000 ETF 2.07M (2.50%) 14.39K
Increased by +0.69%
Jun 30, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 1.37M (1.66%) 9.04K
Increased by +0.66%
May 31, 25
9 Vanguard Small Cap Growth Index Inv 1.18M (1.42%) -6.85K
Decreased by -0.58%
May 31, 25
10 Fidelity® Small Cap Index 942.90K (1.14%) 25.07K
Increased by +2.66%
Oct 31, 23
11 Fort Washington Small Company Equity 907.58K (1.10%) -46.63K
Decreased by -5.14%
Mar 31, 25
12 Small Company Equity - FTWA 907.58K (1.10%) -46.63K
Decreased by -5.14%
Mar 31, 25
13 Fidelity Small Cap Index 875.24K (1.06%) 10.89K
Increased by +1.24%
Apr 30, 25
14 Touchstone Small Company A 809.10K (0.98%) 55.06K
Increased by +6.81%
Jun 30, 25
15 American Century Small Cap Growth Inv 760.87K (0.92%) 760.87K
Increased by +100.00%
Mar 31, 25
16 American Century U.S. Small Cap Growth 760.87K (0.92%) 760.87K
Increased by +100.00%
Mar 31, 25
17 SPDR® Portfolio S&P 600 Sm Cap ETF 758.88K (0.92%) 0.00
Increased by 0.00%
Apr 30, 24
18 Strategic Advisers® Small-Mid Cap 752.59K (0.91%) 28.40K
Increased by +3.77%
Oct 31, 23
19 iShares S&P Small-Cap 600 Growth ETF 745.27K (0.90%) 0.00
Increased by 0.00%
Jun 30, 25
20 iShares Russell 2000 Growth ETF 723.97K (0.87%) 1.78K
Increased by +0.25%
Jun 30, 25