Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XWEB 4.22%
2 PSCU 3.87%
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 0.75%
11 CAFG 0.66%
12 PXSG 0.65%
13 XSMO 0.65%
14 VUSE 0.59%
15 EUSM 0.54%
16 RZG 0.51%
17 ETHO 0.46%
18 FYC 0.45%
19 QSML 0.44%
20 HAPS 0.41%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 13.40M (16.09%) -180.35K
Decreased by -1.35%
Mar 31, 25
2 Vanguard Group Inc 9.38M (11.27%) -396.09K
Decreased by -4.22%
Jun 30, 25
3 Wellington Management Company LLP 9.04M (10.86%) 989.82K
Increased by +10.95%
Jun 30, 25
4 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 3.74M (4.50%) -923.55K
Decreased by -24.67%
Jun 30, 25
5 State Street Corporation 3.31M (3.97%) 40.33K
Increased by +1.22%
Mar 31, 24
6 State Street Corp 3.25M (3.90%) -126.57K
Decreased by -3.90%
Mar 31, 25
7 Par Capital Management Inc 2.81M (3.38%) 143.90K
Increased by +5.12%
Mar 31, 25
8 Foxhaven Asset Management, LP 2.17M (2.61%) -1.62M
Decreased by -74.60%
Dec 31, 24
9 Geode Capital Management, LLC 2.12M (2.54%) 76.23K
Increased by +3.60%
Mar 31, 25
10 Pacer Advisors, INC. 1.99M (2.39%) 336.25K
Increased by +16.87%
Dec 31, 23
11 Manufacturers Life Insurance Co 1.91M (2.30%) 6.68K
Increased by +0.35%
Jun 30, 25
12 Dimensional Fund Advisors, Inc. 1.86M (2.24%) -38.89K
Decreased by -2.09%
Jun 30, 25
13 UBS Group AG 1.84M (2.22%) 1.50M
Increased by +81.24%
Mar 31, 25
14 Dragoneer Investment Group, LLC 1.84M (2.21%) -3.91M
Decreased by -212.73%
Dec 31, 23
15 Man Group PLC 1.65M (1.98%) 194.02K
Increased by +11.79%
Dec 31, 23
16 Amvescap Plc. 1.61M (1.93%) 1.24M
Increased by +77.30%
Mar 31, 25
17 Prevatt Capital Ltd 1.60M (1.92%) 200.00K
Increased by +12.50%
Jun 30, 25
18 American Century Companies Inc 1.40M (1.68%) 1.18M
Increased by +84.56%
Mar 31, 25
19 Arrowstreet Capital Limited Partnership 1.39M (1.67%) -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 5.07M (6.08%) 750.00
Increased by +0.01%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 2.67M (3.20%) 3.18K
Increased by +0.12%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 2.53M (3.04%) -54.13K
Decreased by -2.14%
Jul 31, 25
4 Pacer US Small Cap Cash Cows 100 ETF 2.33M (2.80%) 32.13K
Increased by +1.38%
Jan 31, 24
5 Vanguard Small Cap Index 1.95M (2.34%) -13.05K
Decreased by -0.67%
Jul 31, 25
6 iShares Russell 2000 ETF 1.95M (2.34%) -36.96K
Decreased by -1.90%
Jul 31, 25
7 Vanguard Explorer Inv 1.73M (2.08%) -757.65K
Decreased by -43.70%
Jun 30, 25
8 Vanguard Small Cap Growth Index Inv 1.10M (1.32%) -2.02K
Decreased by -0.18%
Jul 31, 25
9 Fort Washington Small Company Equity 968.73K (1.16%) 61.15K
Increased by +6.31%
Jun 30, 25
10 Fidelity® Small Cap Index 942.90K (1.13%) 25.07K
Increased by +2.66%
Oct 31, 23
11 Vanguard Institutional Extnd Mkt Idx Tr 909.79K (1.09%) -390.64K
Decreased by -42.94%
Jul 31, 25
12 Small Company Equity - FTWA 907.58K (1.09%) -46.63K
Decreased by -5.14%
Mar 31, 25
13 Fidelity Small Cap Index 877.60K (1.05%) 2.36K
Increased by +0.27%
May 31, 25
14 Touchstone Small Company A 809.10K (0.97%) 55.06K
Increased by +6.81%
Jun 30, 25
15 American Century Small Cap Growth Inv 760.87K (0.91%) 760.87K
Increased by +100.00%
Mar 31, 25
16 American Century U.S. Small Cap Growth 760.87K (0.91%) 760.87K
Increased by +100.00%
Mar 31, 25
17 SPDR® Portfolio S&P 600 Sm Cap ETF 758.88K (0.91%) 0.00
Increased by 0.00%
Apr 30, 24
18 Strategic Advisers® Small-Mid Cap 752.59K (0.90%) 28.40K
Increased by +3.77%
Oct 31, 23
19 iShares S&P Small-Cap 600 Growth ETF 740.42K (0.89%) 0.00
Increased by 0.00%
Jul 31, 25
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 732.61K (0.88%) 408.00
Increased by +0.06%
Jul 31, 25