Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 6.07%
2 AMID 3.04%
3 BCUS 2.79%
4 JSML 1.72%
5 PRN 1.68%
6 SAWS 1.52%
7 DWAS 0.90%
8 FYC 0.54%
9 QSML 0.51%
10 SMLV 0.37%
11 PSC 0.33%
12 AFSM 0.31%
13 JSMD 0.30%
14 IWO 0.27%
15 VTWG 0.27%
16 BBSC 0.23%
17 TPSC 0.23%
18 ISMD 0.22%
19 CSML 0.20%
20 CSA 0.19%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.65M (9.50%) -64.64K
Decreased by -1.39%
Mar 31, 25
2 BlackRock Inc 3.57M (7.29%) -125.16K
Decreased by -3.51%
Mar 31, 25
3 Morgan Stanley - Brokerage Accounts 3.12M (6.37%) 57.47K
Increased by +1.84%
Mar 31, 25
4 Capital Research Global Investors 2.71M (5.53%) -819.19K
Decreased by -30.26%
Mar 31, 25
5 Burgundy Asset Management Ltd 2.22M (4.53%) 138.89K
Increased by +6.26%
Mar 31, 25
6 P2 Capital Partners, LLC 1.92M (3.91%) 108.11K
Increased by +5.64%
Mar 31, 25
7 Dimensional Fund Advisors, Inc. 1.41M (2.88%) -79.69K
Decreased by -5.65%
Mar 31, 25
8 Capital World Investors 1.24M (2.53%) 106.59K
Increased by +8.59%
Mar 31, 25
9 State Street Corp 1.16M (2.36%) -7.19K
Decreased by -0.62%
Mar 31, 25
10 Select Equity Group LP 1.13M (2.31%) -131.10K
Decreased by -11.60%
Jun 30, 24
11 Geode Capital Management, LLC 1.13M (2.30%) 17.73K
Increased by +1.57%
Mar 31, 25
12 State Street Corporation 1.08M (2.20%) 4.20K
Increased by +0.39%
Mar 31, 24
13 Fidelity International Ltd 1.06M (2.17%) -814.30K
Decreased by -76.57%
Sep 30, 23
14 FMR Inc 1.04M (2.12%) 57.09K
Increased by +5.51%
Mar 31, 25
15 BloombergSan Investment Partners 1.02M (2.09%) -17.95K
Decreased by -1.76%
Mar 31, 25
16 Goldman Sachs Group Inc 1.02M (2.07%) 562.40K
Increased by +55.37%
Dec 31, 23
17 Macquarie Group Ltd 968.43K (1.98%) -15.73K
Decreased by -1.62%
Dec 31, 23
18 Northern Trust Corp 940.72K (1.92%) 6.54K
Increased by +0.70%
Dec 31, 24
19 GW&K Investment Management, LLC 893.52K (1.82%) 78.81K
Increased by +8.82%
Mar 31, 25
20 Allspring Global Investments Holdings, LLC 849.05K (1.73%) -264.91K
Decreased by -31.20%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 3.39M (6.92%) -624.67K
Decreased by -18.43%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.53M (3.13%) 29.59K
Increased by +1.93%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 1.50M (3.07%) 1.29K
Increased by +0.09%
Sep 30, 24
4 Vanguard Small Cap Index 1.20M (2.44%) 6.49K
Increased by +0.54%
Apr 30, 25
5 iShares Russell 2000 ETF 1.18M (2.40%) 199.00
Increased by +0.02%
Apr 30, 25
6 Calvert Small-Cap A 1.01M (2.07%) -17.78K
Decreased by -1.75%
Mar 31, 25
7 Calvert US Small-Cap Strategy 1.01M (2.07%) -17.78K
Decreased by -1.75%
Mar 31, 25
8 Premier Miton US Opportunities B Acc 800.00K (1.63%) 0.00
Increased by 0.00%
Jan 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 771.45K (1.58%) 8.48K
Increased by +1.10%
Apr 30, 25
10 Fidelity Small Cap America Sr B 677.78K (1.38%) 0.00
Increased by 0.00%
Mar 31, 24
11 Vanguard Small Cap Growth Index Inv 666.47K (1.36%) -1.26K
Decreased by -0.19%
Apr 30, 25
12 American Funds IS® Global Small Cap 1 556.92K (1.14%) -87.92K
Decreased by -15.79%
Mar 31, 25
13 Delaware Ivy Small Cap Growth C 494.82K (1.01%) -20.59K
Decreased by -4.16%
Feb 29, 24
14 Fidelity Small Cap Index 475.47K (0.97%) 2.84K
Increased by +0.60%
Feb 28, 25
15 Fidelity® Small Cap Index 460.71K (0.94%) 12.07K
Increased by +2.62%
Oct 31, 23
16 Neuberger Berman Genesis Inv 450.90K (0.92%) -227.58K
Decreased by -50.47%
Sep 30, 24
17 T. Rowe Price Integrated US Sm Gr Eq 431.15K (0.88%) 0.00
Increased by 0.00%
Mar 31, 25
18 T. Rowe Price Integrated US SmCapGrEq 431.15K (0.88%) -534.35K
Decreased by -123.94%
Mar 31, 25
19 iShares Russell 2000 Growth ETF 426.49K (0.87%) 0.00
Increased by 0.00%
Apr 30, 25
20 Mawer Global Small Cap A 413.70K (0.84%) -81.90K
Decreased by -19.80%
Aug 31, 24