Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ZIG 3.19%
2 DGRS 2.32%
3 GABF 1.56%
4 KCE 1.48%
5 FSCS 0.95%
6 RNMC 0.93%
7 SMDV 0.85%
8 XSHQ 0.79%
9 DES 0.70%
10 OUSM 0.57%
11 PSCF 0.54%
12 QSML 0.51%
13 FNY 0.43%
14 SSLY 0.43%
15 ETHO 0.42%
16 SLYG 0.36%
17 AFSM 0.29%
18 VIOG 0.29%
19 IJT 0.28%
20 OMFS 0.28%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.23M (15.34%) -112.15K
Decreased by -2.65%
Mar 31, 25
2 Vanguard Group Inc 3.27M (11.86%) 6.21K
Increased by +0.19%
Jun 30, 25
3 Wasatch Advisors Inc. 2.42M (8.78%) 851.13K
Increased by +35.16%
Dec 31, 23
4 Wasatch Advisors LP 2.14M (7.77%) 263.52K
Increased by +12.30%
Mar 31, 25
5 BAMCO Inc 1.94M (7.05%) -65.00K
Decreased by -3.34%
Mar 31, 25
6 Morgan Stanley - Brokerage Accounts 1.16M (4.21%) -20.73K
Decreased by -1.78%
Mar 31, 25
7 Dimensional Fund Advisors, Inc. 1.12M (4.06%) 2.44K
Increased by +0.22%
Jun 30, 25
8 State Street Corp 1.11M (4.02%) -32.27K
Decreased by -2.91%
Mar 31, 25
9 Charles Schwab Investment Management Inc 1.08M (3.90%) 18.54K
Increased by +1.72%
Jun 30, 25
10 ClearBridge Advisors, LLC 997.51K (3.62%) -252.30K
Decreased by -25.29%
Mar 31, 25
11 Victory Capital Management Inc. 995.79K (3.61%) -124.08K
Decreased by -12.46%
Mar 31, 25
12 BTIM Corp 922.89K (3.35%) 11.46K
Increased by +1.24%
Jun 30, 25
13 Copeland Capital Management, LLC 913.83K (3.31%) -83.46K
Decreased by -9.13%
Jun 30, 25
14 Geode Capital Management, LLC 750.87K (2.72%) 26.02K
Increased by +3.47%
Mar 31, 25
15 State Street Corporation 645.37K (2.34%) 11.19K
Increased by +1.73%
Mar 31, 24
16 Congress Asset Management Company, LLP 634.62K (2.30%) -21.78K
Decreased by -3.43%
Jun 30, 25
17 DePrince Race & Zollo Inc 587.58K (2.13%) 8.14K
Increased by +1.38%
Dec 31, 23
18 Amvescap Plc. 453.85K (1.65%) -429.95K
Decreased by -94.73%
Mar 31, 25
19 Bank of New York Mellon Corp 404.65K (1.47%) -46.73K
Decreased by -11.55%
Mar 31, 25
20 Northern Trust Corp 377.96K (1.37%) 12.81K
Increased by +3.39%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.62M (5.86%) 246.00
Increased by +0.02%
Jul 31, 25
2 Baron Growth Retail 1.60M (5.80%) 0.00
Increased by 0.00%
Jun 30, 25
3 Baron Small Cap Growth Strategy 1.60M (5.80%) 0.00
Increased by 0.00%
Jun 30, 25
4 ClearBridge Aggressive Growth 1.20M (4.34%) 0.00
Increased by 0.00%
Feb 29, 24
5 ClearBridge Aggressive Growth A 1.20M (4.34%) 0.00
Increased by 0.00%
Dec 31, 23
6 Victory Small Cap Value CIT (Net 75) 1.19M (4.30%) -105.00K
Decreased by -8.86%
Sep 30, 24
7 ClearBridge Growth 902.08K (3.27%) 0.00
Increased by 0.00%
Jun 30, 25
8 ClearBridge Growth A 902.08K (3.27%) 0.00
Increased by 0.00%
Jun 30, 25
9 Vanguard US Total Market Shares ETF 895.56K (3.25%) 1.18K
Increased by +0.13%
Sep 30, 24
10 Vanguard Total Stock Mkt Idx Inv 891.36K (3.23%) -18.77K
Decreased by -2.11%
Jul 31, 25
11 Wasatch Core Growth 812.77K (2.95%) -86.44K
Decreased by -10.64%
Jun 30, 25
12 Schwab US Dividend Equity ETF™ 765.76K (2.78%) -126.00
Decreased by -0.02%
Jul 31, 25
13 Victory Sycamore Small Company Opp R 715.00K (2.59%) -20.00K
Decreased by -2.80%
Jun 30, 25
14 Vanguard Small Cap Index 682.16K (2.47%) -2.65K
Decreased by -0.39%
Jul 31, 25
15 iShares Russell 2000 ETF 659.40K (2.39%) -12.49K
Decreased by -1.89%
Jul 31, 25
16 Calvert Small-Cap A 557.61K (2.02%) -85.86K
Decreased by -15.40%
Jun 30, 25
17 Calvert US Small-Cap Strategy 557.61K (2.02%) -85.86K
Decreased by -15.40%
Jun 30, 25
18 Vanguard Small Cap Growth Index Inv 384.43K (1.39%) -138.00
Decreased by -0.04%
Jul 31, 25
19 Congress Small Cap Growth Institutional 355.00K (1.29%) 0.00
Increased by 0.00%
Jul 31, 25
20 Invesco Global Opportunities A 341.49K (1.24%) 0.00
Increased by 0.00%
Aug 31, 24