Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LSEQ 2.55%
2 PSCH 0.85%
3 SSPX 0.55%
4 CAFG 0.54%
5 FXH 0.48%
6 AFSM 0.37%
7 SLYV 0.29%
8 SSLY 0.26%
9 GRZZ 0.25%
10 DARP 0.25%
11 IHF 0.23%
12 VIOV 0.20%
13 SLY 0.19%
14 IJS 0.19%
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 Wasatch Advisors LP 13.53M (11.25%) 4.24M
Increased by +31.36%
Jun 30, 25
2 BlackRock Inc 13.34M (11.09%) -17.86K
Decreased by -0.13%
Jun 30, 25
3 Vanguard Group Inc 12.43M (10.34%) -14.45K
Decreased by -0.12%
Jun 30, 25
4 Mubadala Investment Company PJSC 9.62M (7.99%) 0.00
Increased by 0.00%
Sep 30, 24
5 Baillie Gifford & Co Limited. 8.36M (6.95%) -180.24K
Decreased by -2.16%
Jun 30, 24
6 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 7.89M (6.56%) 387.77K
Increased by +4.92%
Jun 30, 25
7 Dimensional Fund Advisors, Inc. 7.85M (6.53%) -70.89K
Decreased by -0.90%
Jun 30, 25
8 Geneva Capital Management 6.11M (5.08%) 443.21K
Increased by +7.25%
Jun 30, 25
9 Teacher Retirement System Of Texas 5.67M (4.72%) 1.15M
Increased by +20.19%
Jun 30, 25
10 Ameriprise Financial Inc 5.46M (4.54%) 1.17M
Increased by +21.34%
Jun 30, 25
11 Wasatch Advisors Inc. 3.99M (3.32%) 737.98K
Increased by +18.49%
Dec 31, 23
12 Deerfield Management Co 3.93M (3.26%) 1.90M
Increased by +48.48%
Jun 30, 25
13 State Street Corp 3.66M (3.04%) 28.91K
Increased by +0.79%
Jun 30, 25
14 State Street Corporation 3.56M (2.96%) 69.21K
Increased by +1.95%
Mar 31, 24
15 T. Rowe Price Investment Management,Inc. 3.35M (2.79%) 152.13K
Increased by +4.54%
Jun 30, 24
16 Morgan Stanley - Brokerage Accounts 3.06M (2.55%) 485.66K
Increased by +15.86%
Jun 30, 25
17 Brown Brothers Harriman & Co 2.79M (2.32%) -1.03M
Decreased by -36.80%
Jun 30, 25
18 ClearBridge Advisors, LLC 2.78M (2.31%) -1.31M
Decreased by -47.25%
Sep 30, 24
19 Mackenzie Investments 2.65M (2.20%) 855.22K
Increased by +32.29%
Jun 30, 25
20 JPMorgan Chase & Co 2.46M (2.04%) -5.29M
Decreased by -215.03%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.56M (5.46%) 0.00
Increased by 0.00%
Aug 31, 25
2 Wasatch Core Growth 5.69M (4.73%) 445.39K
Increased by +7.83%
Jun 30, 25
3 Vanguard Total Stock Mkt Idx Inv 3.82M (3.18%) -84.73K
Decreased by -2.22%
Jul 31, 25
4 Vanguard US Total Market Shares ETF 3.82M (3.18%) 20.40K
Increased by +0.53%
Sep 30, 24
5 Vanguard Explorer Inv 3.38M (2.81%) -185.05K
Decreased by -5.47%
Jun 30, 25
6 Vanguard Small Cap Index 2.95M (2.45%) -20.92K
Decreased by -0.71%
Jul 31, 25
7 CT (Lux) American Smaller Com 9U USD 2.66M (2.21%) -475.80K
Decreased by -17.89%
Jul 31, 25
8 ClearBridge Small Cap Growth A 2.47M (2.05%) -596.10K
Decreased by -24.13%
Sep 30, 24
9 American Funds SMALLCAP World A 2.16M (1.80%) 0.00
Increased by 0.00%
Jun 30, 25
10 Wasatch Small Cap Growth Investor 2.08M (1.73%) 1.95M
Increased by +93.54%
Jun 30, 25
11 Canada Life US Small-Mid Cap Growth F 2.02M (1.68%) 507.77K
Increased by +25.12%
Jun 30, 25
12 Nationwide Geneva Small Cap Gr Instl Svc 1.98M (1.65%) -39.21K
Decreased by -1.98%
Jul 31, 25
13 Vanguard Small Cap Growth Index Inv 1.67M (1.39%) -629.00
Decreased by -0.04%
Jul 31, 25
14 T. Rowe Price US Small-Cap Core Equity 1.53M (1.27%) 60.59K
Increased by +3.97%
Jun 30, 24
15 CT American Smaller Coms(US) InstAccGBP 1.52M (1.26%) -255.52K
Decreased by -16.80%
Jul 31, 25
16 DFA US Targeted Value I 1.42M (1.18%) 0.00
Increased by 0.00%
Jul 31, 25
17 T. Rowe Price Small-Cap Stock 1.38M (1.15%) -146.97K
Decreased by -10.66%
Aug 31, 24
18 Canada Life US Small-Mid Cap Growth A 1.36M (1.13%) 89.11K
Increased by +6.54%
Jan 31, 25
19 Glenmede Small Cap Equity 1.33M (1.10%) -21.36K
Decreased by -1.61%
Mar 31, 25
20 Glenmede Small Cap Equity Adv 1.33M (1.10%) -21.36K
Decreased by -1.61%
Mar 31, 25