Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCC 5.40%
2 PBJ 2.67%
3 PSL 2.46%
4 RZG 1.66%
5 XSVM 1.12%
6 RZV 1.00%
7 SCDS 1.00%
8 ACTV 0.77%
9 FYC 0.70%
10 XSMO 0.63%
11 EHLS 0.50%
12 DWAS 0.45%
13 MMSC 0.42%
14 FYX 0.37%
15 RWJ 0.35%
16 SSLY 0.34%
17 JPSE 0.32%
18 IJT 0.32%
19 AVSC 0.31%
20 TPSC 0.31%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.25M (14.50%) -76.67K
Decreased by -1.46%
Mar 31, 25
2 Vanguard Group Inc 2.68M (7.40%) -7.95K
Decreased by -0.30%
Mar 31, 25
3 Wellington Management Company LLP 2.67M (7.38%) 223.95K
Increased by +8.39%
Mar 31, 25
4 Ameriprise Financial Inc 2.07M (5.73%) 1.65M
Increased by +79.57%
Mar 31, 25
5 AllianceBernstein L.P. 2.01M (5.56%) -254.53K
Decreased by -12.66%
Dec 31, 24
6 Greenhouse Funds LLLP 1.60M (4.42%) -854.31K
Decreased by -53.44%
Mar 31, 25
7 JPMorgan Chase & Co 1.40M (3.86%) -374.04K
Decreased by -26.77%
Mar 31, 25
8 State Street Corporation 1.40M (3.86%) 31.01K
Increased by +2.22%
Mar 31, 24
9 State Street Corp 1.38M (3.80%) -50.69K
Decreased by -3.68%
Mar 31, 25
10 Nomura Holdings Inc 1.22M (3.38%) 1.22M
Increased by +100.00%
Dec 31, 23
11 Legion Partners Asset Management, LLC 1.05M (2.91%) -51.10K
Decreased by -4.85%
Sep 30, 24
12 Dimensional Fund Advisors, Inc. 991.64K (2.74%) -217.97K
Decreased by -21.98%
Mar 31, 25
13 Morgan Stanley - Brokerage Accounts 945.08K (2.61%) 155.16K
Increased by +16.42%
Mar 31, 25
14 Amvescap Plc. 942.40K (2.60%) 15.66K
Increased by +1.66%
Dec 31, 24
15 Stephens Inv Mgmt Group LLC 899.22K (2.48%) -147.72K
Decreased by -16.43%
Mar 31, 24
16 Kennedy Capital Management Inc 882.64K (2.44%) 128.00K
Increased by +14.50%
Mar 31, 25
17 Geode Capital Management, LLC 850.69K (2.35%) 33.16K
Increased by +3.90%
Mar 31, 25
18 Massachusetts Financial Services Company 787.10K (2.17%) 787.10K
Increased by +100.00%
Mar 31, 25
19 Federated Hermes Inc 770.87K (2.13%) -30.40K
Decreased by -3.94%
Mar 31, 25
20 Jennison Associates LLC 704.28K (1.95%) -6.78K
Decreased by -0.96%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.13M (5.90%) -1.99K
Decreased by -0.09%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 1.15M (3.18%) 20.40K
Increased by +1.77%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 1.13M (3.12%) 0.00
Increased by 0.00%
Sep 30, 24
4 iShares Russell 2000 ETF 875.98K (2.42%) 148.00
Increased by +0.02%
Apr 30, 25
5 CT (Lux) American Smaller Com 9U USD 814.98K (2.25%) 21.99K
Increased by +2.70%
Apr 30, 25
6 Federated Hermes Kaufmann Small Cap A 770.80K (2.13%) -30.40K
Decreased by -3.94%
Mar 31, 25
7 Federated Hermes Kaufmann Small Cap Grow 770.80K (2.13%) -30.40K
Decreased by -3.94%
Mar 31, 25
8 JPMorgan Small Cap Growth A 733.78K (2.03%) -44.91K
Decreased by -6.12%
Mar 31, 25
9 AB Small Cap Growth A 548.52K (1.52%) -383.60K
Decreased by -69.93%
Mar 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 539.54K (1.49%) 2.66K
Increased by +0.49%
Apr 30, 25
11 CT (Lux) Glb Smlr Coms IE 512.21K (1.42%) 47.45K
Increased by +9.26%
Apr 30, 25
12 CT American Smaller Coms(US) InstAccGBP 496.69K (1.37%) 3.48K
Increased by +0.70%
Apr 30, 25
13 JHancock Small Cap Core NAV 362.66K (1.00%) 23.21K
Increased by +6.40%
Mar 31, 25
14 iShares S&P Small-Cap 600 Value ETF 353.98K (0.98%) 0.00
Increased by 0.00%
Nov 30, 24
15 Fidelity Small Cap Index 346.79K (0.96%) 2.52K
Increased by +0.73%
Feb 28, 25
16 First Eagle US Small Cap Strategy 341.39K (0.94%) 4.23K
Increased by +1.24%
Dec 31, 24
17 Fidelity® Small Cap Index 340.34K (0.94%) 9.52K
Increased by +2.80%
Oct 31, 23
18 Stephens Small Cap Growth 328.60K (0.91%) -541.26K
Decreased by -164.71%
Jun 30, 24
19 Calvert Small-Cap A 325.32K (0.90%) -5.71K
Decreased by -1.75%
Mar 31, 25
20 Calvert US Small-Cap Strategy 325.32K (0.90%) -5.71K
Decreased by -1.75%
Mar 31, 25