Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XWEB 4.22%
2 PSCU 4.12%
3 GBGR 2.56%
4 CPAI 2.14%
5 CAFG 1.27%
6 SMCP 1.06%
7 PLAT 0.98%
8 HLGE 0.98%
9 JHAC 0.94%
10 JSML 0.82%
11 XSMO 0.67%
12 VUSE 0.62%
13 RZG 0.51%
14 ETHO 0.46%
15 FYC 0.45%
16 QSML 0.44%
17 SEIS 0.42%
18 SLYG 0.41%
19 HAPS 0.41%
20 IJT 0.41%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 13.40M (16.18%) -180.35K
Decreased by -1.35%
Mar 31, 25
2 Vanguard Group Inc 9.78M (11.81%) 93.72K
Increased by +0.96%
Mar 31, 25
3 Wellington Management Company LLP 8.05M (9.73%) 906.83K
Increased by +11.26%
Mar 31, 25
4 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 4.67M (5.64%) -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 (3.40%) 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 (2.31%) -267.32K
Decreased by -14.01%
Mar 31, 25
12 Dimensional Fund Advisors, Inc. 1.90M (2.30%) -100.61K
Decreased by -5.29%
Mar 31, 25
13 Dragoneer Investment Group, LLC 1.84M (2.22%) -3.91M
Decreased by -212.73%
Dec 31, 23
14 Man Group PLC 1.65M (1.99%) 194.02K
Increased by +11.79%
Dec 31, 23
15 Prevatt Capital Ltd 1.40M (1.69%) 50.00K
Increased by +3.57%
Mar 31, 25
16 American Century Companies Inc 1.40M (1.69%) 1.18M
Increased by +84.56%
Mar 31, 25
17 Arrowstreet Capital Limited Partnership 1.39M (1.68%) -135.85K
Decreased by -9.78%
Mar 31, 25
18 Thrivent Financial For Lutherans 1.24M (1.50%) -41.46K
Decreased by -3.35%
Dec 31, 24
19 Charles Schwab Investment Management Inc 1.07M (1.29%) -3.73K
Decreased by -0.35%
Mar 31, 25
20 Loomis, Sayles & Company LP 1.05M (1.27%) 104.47K
Increased by +9.94%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.29M (6.39%) -2.83K
Decreased by -0.05%
May 28, 25
2 Vanguard Total Stock Mkt Idx Inv 2.70M (3.26%) 54.17K
Increased by +2.01%
Apr 30, 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 (2.82%) 32.13K
Increased by +1.38%
Jan 31, 24
6 iShares Russell 2000 ETF 2.24M (2.70%) 1.10K
Increased by +0.05%
May 28, 25
7 Vanguard Small Cap Index 2.13M (2.58%) 10.93K
Increased by +0.51%
Apr 30, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 1.36M (1.65%) 1.40K
Increased by +0.10%
Apr 30, 25
9 Vanguard Small Cap Growth Index Inv 1.19M (1.43%) -4.33K
Decreased by -0.37%
Apr 30, 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 858.70K (1.04%) 4.29K
Increased by +0.50%
Feb 28, 25
14 iShares S&P Small-Cap 600 Growth ETF 784.69K (0.95%) 0.00
Increased by 0.00%
May 28, 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 iShares Russell 2000 Growth ETF 760.27K (0.92%) 0.00
Increased by 0.00%
May 28, 25
18 SPDR® Portfolio S&P 600 Sm Cap ETF 758.88K (0.92%) 0.00
Increased by 0.00%
Apr 30, 24
19 Touchstone Small Company A 754.03K (0.91%) -43.05K
Decreased by -5.71%
Mar 31, 25
20 Strategic Advisers® Small-Mid Cap 752.59K (0.91%) 28.40K
Increased by +3.77%
Oct 31, 23