Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TSME 2.47%
2 IWC 0.26%
3 IWO 0.09%
4 IWN 0.06%
5 ESML 0.06%
6 IWM 0.05%
7 ISCG 0.04%
8 JKK 0.04%
9 JKJ 0.02%
10 TEXN 0.02%
11 ISCB 0.02%
12 ITOT 0.00%
13 IWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.27M (7.57%) -19.11K
Decreased by -0.84%
Mar 31, 25
2 FMR Inc 2.01M (6.72%) 213.62K
Increased by +10.62%
Mar 31, 25
3 Capital Research & Mgmt Co - Division 3 1.97M (6.58%) 0.00
Increased by 0.00%
Mar 31, 25
4 Hood River Capital Management LLC 1.93M (6.44%) 186.93K
Increased by +9.70%
Mar 31, 25
5 Vanguard Group Inc 1.64M (5.46%) -12.79K
Decreased by -0.78%
Mar 31, 25
6 ING Investment Management LLC 1.34M (4.46%) 690.29K
Increased by +51.66%
Mar 31, 25
7 Dimensional Fund Advisors, Inc. 1.25M (4.19%) -215.79K
Decreased by -17.20%
Mar 31, 25
8 ACK Asset Management LLC 1.20M (4.01%) -71.00K
Decreased by -5.91%
Mar 31, 25
9 King Luther Capital Management Corp 1.13M (3.76%) 92.31K
Increased by +8.20%
Mar 31, 25
10 Royce & Associates, LP 945.00K (3.16%) 29.79K
Increased by +3.15%
Mar 31, 25
11 William Blair Investment Management, LLC 901.59K (3.01%) 901.59K
Increased by +100.00%
Mar 31, 25
12 Geode Capital Management, LLC 693.83K (2.32%) 2.13K
Increased by +0.31%
Mar 31, 25
13 State Street Corp 649.43K (2.17%) -18.93K
Decreased by -2.91%
Mar 31, 25
14 Rk Capital Management, LLC 649.38K (2.17%) -141.17K
Decreased by -21.74%
Mar 31, 24
15 Morgan Stanley - Brokerage Accounts 642.22K (2.14%) -48.82K
Decreased by -7.60%
Jun 30, 24
16 HHG PLC 640.48K (2.14%) -467.00
Decreased by -0.07%
Mar 31, 25
17 State Street Corporation 631.66K (2.11%) 7.00K
Increased by +1.11%
Mar 31, 24
18 Wells Fargo & Co 596.07K (1.99%) -783.00
Decreased by -0.13%
Sep 30, 23
19 Arnhold & S. Bleichroeder Advisers, LLC 588.28K (1.96%) 22.70K
Increased by +3.86%
Mar 31, 25
20 Thrivent Financial For Lutherans 584.71K (1.95%) 204.39K
Increased by +34.96%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 1.97M (6.58%) 0.00
Increased by 0.00%
Jun 30, 25
2 Hood River Small-Cap Growth Instl 1.28M (4.29%) 195.31K
Increased by +15.22%
Mar 31, 25
3 Fidelity VIP Mid Cap Initial 1.04M (3.46%) 84.20K
Increased by +8.13%
May 31, 25
4 Vanguard Total Stock Mkt Idx Inv 898.46K (3.00%) 12.70K
Increased by +1.41%
May 31, 25
5 Vanguard US Total Market Shares ETF 884.45K (2.95%) 0.00
Increased by 0.00%
Sep 30, 24
6 iShares Russell 2000 ETF 727.51K (2.43%) 5.04K
Increased by +0.69%
Jun 30, 25
7 Fidelity Mid-Cap Stock 596.07K (1.99%) 0.00
Increased by 0.00%
May 31, 25
8 Janus Henderson Venture D 589.97K (1.97%) 0.00
Increased by 0.00%
Apr 30, 25
9 Janus Henderson US Small Cap Growth 589.97K (1.97%) 291.00
Increased by +0.05%
Mar 31, 25
10 Janus Henderson US Small Cap Growth MA 589.68K (1.97%) 589.62K
Increased by +99.99%
Dec 31, 24
11 First Eagle Small Cap Opportunity I 528.61K (1.77%) 0.00
Increased by 0.00%
Jun 30, 25
12 First Eagle US Small Cap Strategy 528.61K (1.77%) 20.67K
Increased by +3.91%
Jun 30, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 454.28K (1.52%) 3.61K
Increased by +0.79%
May 31, 25
14 RobecoSAM Sustainable Water B EUR 442.00K (1.48%) -53.00K
Decreased by -11.99%
May 31, 25
15 CREF Stock R1 441.72K (1.48%) 34.31K
Increased by +7.77%
Dec 31, 23
16 Voya Small Cap Growth 420.27K (1.40%) 22.22K
Increased by +5.29%
Jun 30, 25
17 Voya Small Cap Growth I 420.27K (1.40%) 4.31K
Increased by +1.03%
Jun 30, 25
18 L&G Clean Water ETF 412.19K (1.38%) 0.00
Increased by 0.00%
Jun 30, 25
19 Oberweis Micro-Cap 394.70K (1.32%) -68.70K
Decreased by -17.41%
Jun 30, 24
20 Oberweis Micro-Cap Growth 394.70K (1.32%) -68.70K
Decreased by -17.41%
Jun 30, 24