Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 6.07%
2 BCUS 2.79%
3 AMID 2.55%
4 CCFE 2.08%
5 JSML 1.72%
6 PRN 1.68%
7 SAWS 1.12%
8 DWAS 0.86%
9 FYC 0.54%
10 OMFS 0.41%
11 QSML 0.39%
12 PSC 0.33%
13 SMLV 0.32%
14 AFSM 0.31%
15 JSMD 0.30%
16 IWO 0.25%
17 BBSC 0.24%
18 VTWG 0.24%
19 TPSC 0.23%
20 ISMD 0.22%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.65M (9.58%) -64.64K
Decreased by -1.39%
Mar 31, 25
2 BlackRock Inc 3.57M (7.35%) -125.16K
Decreased by -3.51%
Mar 31, 25
3 Morgan Stanley - Brokerage Accounts 3.12M (6.43%) 57.47K
Increased by +1.84%
Mar 31, 25
4 Capital Research Global Investors 2.71M (5.58%) -819.19K
Decreased by -30.26%
Mar 31, 25
5 Burgundy Asset Management Ltd 2.22M (4.57%) 138.89K
Increased by +6.26%
Mar 31, 25
6 P2 Capital Partners, LLC 1.92M (3.95%) 108.11K
Increased by +5.64%
Mar 31, 25
7 Dimensional Fund Advisors, Inc. 1.41M (2.90%) -79.69K
Decreased by -5.65%
Mar 31, 25
8 Capital World Investors 1.24M (2.56%) 106.59K
Increased by +8.59%
Mar 31, 25
9 State Street Corp 1.16M (2.38%) -7.19K
Decreased by -0.62%
Mar 31, 25
10 Select Equity Group LP 1.13M (2.33%) -131.10K
Decreased by -11.60%
Jun 30, 24
11 Geode Capital Management, LLC 1.13M (2.32%) 17.73K
Increased by +1.57%
Mar 31, 25
12 BloombergSan Investment Partners 1.12M (2.31%) 96.98K
Increased by +8.66%
Jun 30, 25
13 State Street Corporation 1.08M (2.21%) 4.20K
Increased by +0.39%
Mar 31, 24
14 Fidelity International Ltd 1.06M (2.19%) -814.30K
Decreased by -76.57%
Sep 30, 23
15 FMR Inc 1.04M (2.13%) 57.09K
Increased by +5.51%
Mar 31, 25
16 Goldman Sachs Group Inc 1.02M (2.09%) 562.40K
Increased by +55.37%
Dec 31, 23
17 Macquarie Group Ltd 968.43K (1.99%) -15.73K
Decreased by -1.62%
Dec 31, 23
18 Northern Trust Corp 931.87K (1.92%) -8.85K
Decreased by -0.95%
Mar 31, 25
19 GW&K Investment Management, LLC 893.52K (1.84%) 78.81K
Increased by +8.82%
Mar 31, 25
20 Allspring Global Investments Holdings, LLC 849.05K (1.75%) -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 4.23M (8.71%) 840.74K
Increased by +19.87%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 1.68M (3.46%) 146.89K
Increased by +8.75%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 1.50M (3.10%) 1.29K
Increased by +0.09%
Sep 30, 24
4 Vanguard Small Cap Index 1.26M (2.60%) 59.39K
Increased by +4.70%
Jun 30, 25
5 iShares Russell 2000 ETF 1.23M (2.54%) -23.41K
Decreased by -1.90%
Jul 31, 25
6 Calvert Small-Cap A 1.01M (2.09%) 0.00
Increased by 0.00%
Jun 30, 25
7 Calvert US Small-Cap Strategy 1.01M (2.09%) -17.78K
Decreased by -1.75%
Mar 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 826.28K (1.70%) 49.40K
Increased by +5.98%
Jun 30, 25
9 Premier Miton US Opportunities B Acc 800.00K (1.65%) 0.00
Increased by 0.00%
Apr 30, 25
10 Vanguard Small Cap Growth Index Inv 708.27K (1.46%) 45.04K
Increased by +6.36%
Jun 30, 25
11 Fidelity Small Cap America Sr B 677.78K (1.40%) 0.00
Increased by 0.00%
Mar 31, 24
12 Handelsbanken Amerika Små Tema (A10 EUR) 640.00K (1.32%) 190.00K
Increased by +29.69%
Jul 31, 25
13 Artemis US Smaller Companies I Acc GBP 622.51K (1.28%) 91.08K
Increased by +14.63%
May 31, 25
14 Delaware Ivy Small Cap Growth C 494.82K (1.02%) -20.59K
Decreased by -4.16%
Feb 29, 24
15 JPMorgan Small Cap Growth A 493.70K (1.02%) 75.74K
Increased by +15.34%
Jun 30, 25
16 Fidelity Small Cap Index 485.66K (1.00%) 2.16K
Increased by +0.44%
May 31, 25
17 Fidelity® Small Cap Index 460.71K (0.95%) 12.07K
Increased by +2.62%
Oct 31, 23
18 iShares Russell 2000 Growth ETF 460.49K (0.95%) 0.00
Increased by 0.00%
Jul 31, 25
19 Neuberger Berman Genesis Inv 450.90K (0.93%) -227.58K
Decreased by -50.47%
Sep 30, 24
20 Fidelity Small Cap Growth 431.35K (0.89%) -1.73K
Decreased by -0.40%
May 31, 25