Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCC 5.24%
2 PBJ 2.63%
3 PSL 2.49%
4 RZG 1.55%
5 XSVM 1.04%
6 RZV 1.00%
7 SCDS 1.00%
8 ACTV 0.77%
9 FYC 0.67%
10 XSMO 0.60%
11 EHLS 0.50%
12 DWAS 0.43%
13 MMSC 0.42%
14 FYX 0.35%
15 SSLY 0.34%
16 RWJ 0.32%
17 JPSE 0.32%
18 IJT 0.32%
19 TPSC 0.31%
20 VIOG 0.30%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.32M (15.77%) -7.40K
Decreased by -0.14%
Dec 31, 24
2 Vanguard Group Inc 2.69M (7.96%) -12.17K
Decreased by -0.45%
Dec 31, 24
3 Greenhouse Funds LLLP 2.45M (7.27%) 77.89K
Increased by +3.18%
Dec 31, 24
4 Wellington Management Company LLP 2.45M (7.24%) 1.61M
Increased by +65.88%
Dec 31, 24
5 AllianceBernstein L.P. 2.01M (5.96%) -254.53K
Decreased by -12.66%
Dec 31, 24
6 JPMorgan Chase & Co 1.77M (5.25%) -1.91M
Decreased by -107.57%
Dec 31, 24
7 State Street Corp 1.43M (4.23%) 47.35K
Increased by +3.32%
Dec 31, 24
8 State Street Corporation 1.40M (4.14%) 31.01K
Increased by +2.22%
Mar 31, 24
9 Nomura Holdings Inc 1.22M (3.62%) 1.22M
Increased by +100.00%
Dec 31, 23
10 Dimensional Fund Advisors, Inc. 1.21M (3.58%) -38.51K
Decreased by -3.18%
Dec 31, 24
11 Legion Partners Asset Management, LLC 1.05M (3.12%) -51.10K
Decreased by -4.85%
Sep 30, 24
12 Amvescap Plc. 942.40K (2.79%) 15.66K
Increased by +1.66%
Dec 31, 24
13 Stephens Inv Mgmt Group LLC 899.22K (2.66%) -147.72K
Decreased by -16.43%
Mar 31, 24
14 Geode Capital Management, LLC 817.53K (2.42%) -8.54K
Decreased by -1.04%
Dec 31, 24
15 Federated Hermes Inc 801.27K (2.37%) -25.00
Decreased by -0.00%
Dec 31, 24
16 Morgan Stanley - Brokerage Accounts 789.91K (2.34%) 15.02K
Increased by +1.90%
Dec 31, 24
17 Massachusetts Financial Services Company 787.10K (2.33%) 787.10K
Increased by +100.00%
Mar 31, 25
18 Kennedy Capital Management Inc 754.64K (2.24%) 151.16K
Increased by +20.03%
Dec 31, 24
19 Jennison Associates LLC 711.06K (2.11%) -18.58K
Decreased by -2.61%
Dec 31, 24
20 Granahan Investment Management Inc.. 683.96K (2.03%) -22.37K
Decreased by -3.27%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.13M (6.32%) -1.99K
Decreased by -0.09%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 1.13M (3.35%) -83.00
Decreased by -0.01%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 1.13M (3.34%) 0.00
Increased by 0.00%
Sep 30, 24
4 iShares Russell 2000 ETF 875.98K (2.59%) 148.00
Increased by +0.02%
Apr 30, 25
5 Federated Hermes Kaufmann Small Cap Grow 801.20K (2.37%) 0.00
Increased by 0.00%
Dec 31, 24
6 CT (Lux) American Smaller Com 9U USD 792.99K (2.35%) 299.73K
Increased by +37.80%
Mar 31, 25
7 Federated Hermes Kaufmann Small Cap A 770.80K (2.28%) -30.40K
Decreased by -3.94%
Mar 31, 25
8 JPMorgan Small Cap Growth A 733.78K (2.17%) -44.91K
Decreased by -6.12%
Mar 31, 25
9 AB Small Cap Growth A 548.52K (1.62%) -383.60K
Decreased by -69.93%
Mar 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 536.88K (1.59%) 8.74K
Increased by +1.63%
Mar 31, 25
11 CT American Smaller Coms(US) InstAccGBP 493.21K (1.46%) 183.79K
Increased by +37.26%
Mar 31, 25
12 iShares S&P Small-Cap 600 Value ETF 353.98K (1.05%) 0.00
Increased by 0.00%
Nov 30, 24
13 Fidelity Small Cap Index 346.79K (1.03%) 2.52K
Increased by +0.73%
Feb 28, 25
14 First Eagle US Small Cap Strategy 341.39K (1.01%) 4.23K
Increased by +1.24%
Dec 31, 24
15 Fidelity® Small Cap Index 340.34K (1.01%) 9.52K
Increased by +2.80%
Oct 31, 23
16 JHancock Small Cap Core NAV 339.45K (1.01%) -65.18K
Decreased by -19.20%
Feb 28, 25
17 Calvert Small-Cap A 331.02K (0.98%) 0.00
Increased by 0.00%
Feb 28, 25
18 Calvert US Small-Cap Strategy 331.02K (0.98%) 7.26K
Increased by +2.19%
Dec 31, 24
19 Stephens Small Cap Growth 328.60K (0.97%) -541.26K
Decreased by -164.71%
Jun 30, 24
20 AZ Fd1 AZ Equity - America A-AZ Fd Acc 321.22K (0.95%) -6.74K
Decreased by -2.10%
Dec 31, 23