Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ZIG 3.19%
2 DGRS 2.32%
3 GABF 1.56%
4 KCE 1.52%
5 FSCS 0.96%
6 RNMC 0.96%
7 DES 0.70%
8 PSCF 0.60%
9 QSML 0.56%
10 FNY 0.43%
11 SSLY 0.43%
12 ETHO 0.42%
13 SLYG 0.36%
14 VIOG 0.34%
15 IJT 0.30%
16 AFSM 0.29%
17 TPSC 0.27%
18 DON 0.27%
19 CSA 0.25%
20 FYC 0.24%

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 (11.85%) -53.75K
Decreased by -1.65%
Mar 31, 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 (4.05%) -13.11K
Decreased by -1.17%
Mar 31, 25
8 State Street Corp 1.11M (4.02%) -32.27K
Decreased by -2.91%
Mar 31, 25
9 Charles Schwab Investment Management Inc 1.06M (3.84%) 53.88K
Increased by +5.09%
Mar 31, 25
10 ClearBridge Advisors, LLC 997.51K (3.62%) -252.30K
Decreased by -25.29%
Mar 31, 25
11 Copeland Capital Management, LLC 997.30K (3.62%) -99.10K
Decreased by -9.94%
Mar 31, 25
12 Victory Capital Management Inc. 995.79K (3.61%) -124.08K
Decreased by -12.46%
Mar 31, 25
13 BTIM Corp 911.43K (3.31%) -9.15K
Decreased by -1.00%
Mar 31, 25
14 Amvescap Plc. 883.80K (3.21%) 48.68K
Increased by +5.51%
Dec 31, 24
15 Geode Capital Management, LLC 750.87K (2.72%) 26.02K
Increased by +3.47%
Mar 31, 25
16 Congress Asset Management Company, LLP 656.40K (2.38%) 128.31K
Increased by +19.55%
Mar 31, 25
17 State Street Corporation 645.37K (2.34%) 11.19K
Increased by +1.73%
Mar 31, 24
18 DePrince Race & Zollo Inc 587.58K (2.13%) 8.14K
Increased by +1.38%
Dec 31, 23
19 Bank of New York Mellon Corp 404.65K (1.47%) -46.73K
Decreased by -11.55%
Mar 31, 25
20 NORGES BANK 370.00K (1.34%) 3.82K
Increased by +1.03%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.63M (5.91%) -1.50K
Decreased by -0.09%
Apr 30, 25
2 Baron Growth Retail 1.60M (5.80%) -65.00K
Decreased by -4.06%
Mar 31, 25
3 Baron Small Cap Growth Strategy 1.60M (5.80%) -65.00K
Decreased by -4.06%
Mar 31, 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 945.98K (3.43%) 0.00
Increased by 0.00%
Mar 31, 25
8 Vanguard Total Stock Mkt Idx Inv 904.18K (3.28%) 14.72K
Increased by +1.63%
Apr 30, 25
9 ClearBridge Growth A 902.08K (3.27%) -43.90K
Decreased by -4.87%
Apr 30, 25
10 Wasatch Core Growth 899.21K (3.26%) 115.11K
Increased by +12.80%
Mar 31, 25
11 Vanguard US Total Market Shares ETF 895.56K (3.25%) 1.18K
Increased by +0.13%
Sep 30, 24
12 Schwab US Dividend Equity ETF™ 757.37K (2.75%) 126.00
Increased by +0.02%
Apr 30, 25
13 Victory Sycamore Small Company Opp R 735.00K (2.67%) -100.00K
Decreased by -13.61%
Mar 31, 25
14 Vanguard Small Cap Index 703.76K (2.55%) 4.97K
Increased by +0.71%
Apr 30, 25
15 iShares Russell 2000 ETF 688.74K (2.50%) 116.00
Increased by +0.02%
Apr 30, 25
16 Calvert Small-Cap A 643.47K (2.33%) -11.29K
Decreased by -1.75%
Mar 31, 25
17 Calvert US Small-Cap Strategy 643.47K (2.33%) -11.29K
Decreased by -1.75%
Mar 31, 25
18 Vanguard Institutional Extnd Mkt Idx Tr 416.30K (1.51%) 490.00
Increased by +0.12%
Apr 30, 25
19 Vanguard Small Cap Growth Index Inv 391.61K (1.42%) 394.00
Increased by +0.10%
Apr 30, 25
20 Congress Small Cap Growth Institutional 350.00K (1.27%) -35.00K
Decreased by -10.00%
Apr 30, 25