Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCC 4.76%
2 PBJ 2.84%
3 PSL 2.47%
4 RZG 1.60%
5 XSVM 1.06%
6 RZV 1.00%
7 SCDS 0.94%
8 ACTV 0.77%
9 FYC 0.64%
10 XSMO 0.63%
11 EHLS 0.52%
12 MMSC 0.48%
13 DWAS 0.42%
14 USVM 0.40%
15 SSLY 0.34%
16 VIOG 0.33%
17 IJT 0.33%
18 FYX 0.33%
19 AVSC 0.32%
20 JPSE 0.32%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.25M (14.46%) -76.67K
Decreased by -1.46%
Mar 31, 25
2 Vanguard Group Inc 2.68M (7.38%) -7.95K
Decreased by -0.30%
Mar 31, 25
3 Wellington Management Company LLP 2.67M (7.36%) 223.95K
Increased by +8.39%
Mar 31, 25
4 Ameriprise Financial Inc 2.07M (5.71%) 1.65M
Increased by +79.57%
Mar 31, 25
5 Greenhouse Funds LLLP 1.60M (4.41%) -854.31K
Decreased by -53.44%
Mar 31, 25
6 JPMorgan Chase & Co 1.40M (3.85%) -374.04K
Decreased by -26.77%
Mar 31, 25
7 State Street Corporation 1.40M (3.85%) 31.01K
Increased by +2.22%
Mar 31, 24
8 State Street Corp 1.38M (3.79%) -50.69K
Decreased by -3.68%
Mar 31, 25
9 Nomura Holdings Inc 1.22M (3.37%) 1.22M
Increased by +100.00%
Dec 31, 23
10 AllianceBernstein L.P. 1.08M (2.97%) -931.79K
Decreased by -86.36%
Mar 31, 25
11 Legion Partners Asset Management, LLC 1.05M (2.90%) -51.10K
Decreased by -4.85%
Sep 30, 24
12 Dimensional Fund Advisors, Inc. 991.64K (2.73%) -217.97K
Decreased by -21.98%
Mar 31, 25
13 Morgan Stanley - Brokerage Accounts 945.08K (2.60%) 155.16K
Increased by +16.42%
Mar 31, 25
14 Amvescap Plc. 928.96K (2.56%) -13.44K
Decreased by -1.45%
Mar 31, 25
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 (2.43%) 128.00K
Increased by +14.50%
Mar 31, 25
17 Geode Capital Management, LLC 850.69K (2.34%) 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 (2.12%) -30.40K
Decreased by -3.94%
Mar 31, 25
20 Jennison Associates LLC 704.28K (1.94%) -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 2.10M (5.79%) -13.88K
Decreased by -0.66%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 1.15M (3.17%) 84.00
Increased by +0.01%
May 31, 25
3 Vanguard US Total Market Shares ETF 1.13M (3.11%) 0.00
Increased by 0.00%
Sep 30, 24
4 iShares Russell 2000 ETF 913.20K (2.52%) 6.36K
Increased by +0.70%
Jun 30, 25
5 CT (Lux) American Smaller Com 9U USD 790.62K (2.18%) -56.75K
Decreased by -7.18%
Jun 30, 25
6 Federated Hermes Kaufmann Small Cap A 770.80K (2.12%) -30.40K
Decreased by -3.94%
Mar 31, 25
7 Federated Hermes Kaufmann Small Cap Grow 770.80K (2.12%) -30.40K
Decreased by -3.94%
Mar 31, 25
8 JPMorgan Small Cap Growth A 726.78K (2.00%) -7.00K
Decreased by -0.96%
May 31, 25
9 Victory Sycamore Small Company Opp R 610.00K (1.68%) 610.00K
Increased by +100.00%
Jun 30, 25
10 AB Small Cap Growth A 560.64K (1.55%) 27.15K
Increased by +4.84%
May 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 543.29K (1.50%) 3.76K
Increased by +0.69%
May 31, 25
12 CT (Lux) Glb Smlr Coms IE 512.21K (1.41%) 47.45K
Increased by +9.26%
Apr 30, 25
13 CT (Lux) Glb Smlr Coms IU 495.26K (1.36%) -16.95K
Decreased by -3.42%
Jun 30, 25
14 CT American Smaller Coms(US) InstAccGBP 441.72K (1.22%) -25.52K
Decreased by -5.78%
Jun 30, 25
15 JHancock Small Cap Core NAV 365.10K (1.01%) 0.00
Increased by 0.00%
May 31, 25
16 Fidelity Small Cap Index 358.23K (0.99%) 4.23K
Increased by +1.18%
Apr 30, 25
17 iShares S&P Small-Cap 600 Value ETF 353.98K (0.98%) 0.00
Increased by 0.00%
Nov 30, 24
18 First Eagle US Small Cap Strategy 341.39K (0.94%) 4.23K
Increased by +1.24%
Dec 31, 24
19 Fidelity® Small Cap Index 340.34K (0.94%) 9.52K
Increased by +2.80%
Oct 31, 23
20 Stephens Small Cap Growth 328.60K (0.91%) -541.26K
Decreased by -164.71%
Jun 30, 24