Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CAFG 1.17%
2 PSCH 0.83%
3 SSPX 0.55%
4 FXH 0.45%
5 AFSM 0.37%
6 SLYV 0.29%
7 SSLY 0.26%
8 GRZZ 0.25%
9 DARP 0.25%
10 VIOV 0.20%
11 SLY 0.19%
12 IHF 0.19%
13 IJS 0.19%
14 TPSC 0.15%
15 CSA 0.15%
16 CSF 0.15%
17 HAPS 0.15%
18 ESIX 0.14%
19 DFAT 0.12%
20 VIOG 0.11%

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%) 1.49M
Increased by +38.97%
Dec 31, 24
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 6.56M (5.38%) 0.00
Increased by 0.00%
May 31, 25
2 Wasatch Core Growth 5.24M (4.30%) 0.00
Increased by 0.00%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 3.88M (3.19%) 85.45K
Increased by +2.20%
Apr 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 3.57M (2.93%) 586.37K
Increased by +16.44%
Mar 31, 25
6 Vanguard Small Cap Index 3.03M (2.49%) 21.30K
Increased by +0.70%
Apr 30, 25
7 CT (Lux) American Smaller Com 9U USD 2.57M (2.11%) 69.43K
Increased by +2.70%
Apr 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%) 2.16M
Increased by +100.00%
Mar 31, 25
10 Nationwide Geneva Small Cap Gr Instl Svc 1.77M (1.45%) -7.29K
Decreased by -0.41%
Apr 30, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 1.71M (1.41%) 2.28K
Increased by +0.13%
Apr 30, 25
12 Vanguard Small Cap Growth Index Inv 1.69M (1.39%) 8.24K
Increased by +0.49%
Apr 30, 25
13 T. Rowe Price US Small-Cap Core Equity 1.53M (1.25%) 60.59K
Increased by +3.97%
Jun 30, 24
14 CT American Smaller Coms(US) InstAccGBP 1.51M (1.24%) 10.60K
Increased by +0.70%
Apr 30, 25
15 DFA US Targeted Value I 1.42M (1.17%) -70.25K
Decreased by -4.95%
Apr 30, 25
16 T. Rowe Price Small-Cap Stock 1.38M (1.13%) -146.97K
Decreased by -10.66%
Aug 31, 24
17 Canada Life US Small-Mid Cap Growth A 1.36M (1.12%) 89.11K
Increased by +6.54%
Jan 31, 25
18 Canada Life US Small-Mid Cap Growth F 1.36M (1.12%) 0.00
Increased by 0.00%
Mar 31, 25
19 Glenmede Small Cap Equity 1.33M (1.09%) -21.36K
Decreased by -1.61%
Mar 31, 25
20 Glenmede Small Cap Equity Adv 1.33M (1.09%) -21.36K
Decreased by -1.61%
Mar 31, 25