Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LSEQ 1.95%
2 CAFG 1.11%
3 PSCH 0.81%
4 SSPX 0.55%
5 FXH 0.48%
6 AFSM 0.37%
7 SLYV 0.29%
8 SSLY 0.26%
9 DARP 0.25%
10 GRZZ 0.25%
11 IHF 0.20%
12 VIOV 0.20%
13 SLY 0.19%
14 IJS 0.17%
15 TPSC 0.15%
16 CSA 0.15%
17 CSF 0.15%
18 HAPS 0.15%
19 ESIX 0.14%
20 DFAT 0.12%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 13.35M (10.96%) -471.29K
Decreased by -3.53%
Mar 31, 25
2 Vanguard Group Inc 12.45M (10.22%) 11.96K
Increased by +0.10%
Mar 31, 25
3 Mubadala Investment Company PJSC 9.62M (7.89%) 0.00
Increased by 0.00%
Sep 30, 24
4 Wasatch Advisors LP 9.29M (7.62%) 352.65K
Increased by +3.80%
Mar 31, 25
5 Baillie Gifford & Co Limited. 8.36M (6.86%) -180.24K
Decreased by -2.16%
Jun 30, 24
6 Dimensional Fund Advisors, Inc. 7.92M (6.50%) 46.14K
Increased by +0.58%
Mar 31, 25
7 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 7.50M (6.16%) 1.29M
Increased by +17.17%
Mar 31, 25
8 Geneva Capital Management 5.67M (4.66%) 213.09K
Increased by +3.76%
Mar 31, 25
9 Teacher Retirement System Of Texas 4.53M (3.72%) -29.02K
Decreased by -0.64%
Mar 31, 25
10 Ameriprise Financial Inc 4.30M (3.53%) 515.91K
Increased by +12.01%
Mar 31, 25
11 Wasatch Advisors Inc. 3.99M (3.28%) 737.98K
Increased by +18.49%
Dec 31, 23
12 Brown Brothers Harriman & Co 3.82M (3.13%) 0.00
Increased by 0.00%
Mar 31, 25
13 State Street Corp 3.63M (2.98%) -150.02K
Decreased by -4.13%
Mar 31, 25
14 State Street Corporation 3.56M (2.92%) 69.21K
Increased by +1.95%
Mar 31, 24
15 T. Rowe Price Investment Management,Inc. 3.35M (2.75%) 152.13K
Increased by +4.54%
Jun 30, 24
16 ClearBridge Advisors, LLC 2.78M (2.28%) -1.31M
Decreased by -47.25%
Sep 30, 24
17 Morgan Stanley - Brokerage Accounts 2.58M (2.11%) 1.22M
Increased by +47.33%
Mar 31, 25
18 JPMorgan Chase & Co 2.46M (2.02%) -5.29M
Decreased by -215.03%
Dec 31, 24
19 Capital World Investors 2.16M (1.77%) 2.16M
Increased by +100.00%
Mar 31, 25
20 Riverbridge Partners LLC 2.05M (1.68%) -116.23K
Decreased by -5.67%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.61M (5.42%) 0.00
Increased by 0.00%
Jul 30, 25
2 Wasatch Core Growth 5.69M (4.67%) 445.39K
Increased by +7.83%
Jun 30, 25
3 Vanguard Total Stock Mkt Idx Inv 3.91M (3.21%) 17.63K
Increased by +0.45%
Jun 30, 25
4 Vanguard US Total Market Shares ETF 3.82M (3.14%) 20.40K
Increased by +0.53%
Sep 30, 24
5 Vanguard Explorer Inv 3.38M (2.78%) -185.05K
Decreased by -5.47%
Jun 30, 25
6 CT (Lux) American Smaller Com 9U USD 3.14M (2.57%) 461.23K
Increased by +14.71%
Jun 30, 25
7 Vanguard Small Cap Index 2.97M (2.44%) -71.88K
Decreased by -2.42%
Jun 30, 25
8 ClearBridge Small Cap Growth A 2.47M (2.03%) -596.10K
Decreased by -24.13%
Sep 30, 24
9 American Funds SMALLCAP World A 2.16M (1.77%) 0.00
Increased by 0.00%
Jun 30, 25
10 Wasatch Small Cap Growth Investor 2.08M (1.71%) 1.95M
Increased by +93.54%
Jun 30, 25
11 Nationwide Geneva Small Cap Gr Instl Svc 2.02M (1.66%) 152.40K
Increased by +7.53%
Jun 30, 25
12 CT American Smaller Coms(US) InstAccGBP 1.78M (1.46%) 263.06K
Increased by +14.81%
Jun 30, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 1.69M (1.38%) -39.33K
Decreased by -2.33%
Jun 30, 25
14 Vanguard Small Cap Growth Index Inv 1.67M (1.37%) -5.61K
Decreased by -0.34%
Jun 30, 25
15 T. Rowe Price US Small-Cap Core Equity 1.53M (1.25%) 60.59K
Increased by +3.97%
Jun 30, 24
16 Canada Life US Small-Mid Cap Growth F 1.51M (1.24%) 150.06K
Increased by +9.91%
May 31, 25
17 DFA US Targeted Value I 1.42M (1.17%) 0.00
Increased by 0.00%
Jun 30, 25
18 T. Rowe Price Small-Cap Stock 1.38M (1.13%) -146.97K
Decreased by -10.66%
Aug 31, 24
19 Canada Life US Small-Mid Cap Growth A 1.36M (1.12%) 89.11K
Increased by +6.54%
Jan 31, 25
20 Glenmede Small Cap Equity 1.33M (1.09%) -21.36K
Decreased by -1.61%
Mar 31, 25