Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ZIG 3.19%
2 DGRS 2.32%
3 GABF 1.56%
4 KCE 1.55%
5 FSCS 0.95%
6 RNMC 0.93%
7 SMDV 0.90%
8 XSHQ 0.85%
9 DES 0.70%
10 OUSM 0.59%
11 PSCF 0.57%
12 QSML 0.54%
13 FNY 0.43%
14 SSLY 0.43%
15 ETHO 0.42%
16 SLYG 0.36%
17 VIOG 0.34%
18 AFSM 0.29%
19 IJT 0.29%
20 OMFS 0.28%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.23M (15.36%) -112.15K
Decreased by -2.65%
Mar 31, 25
2 Vanguard Group Inc 3.27M (11.86%) -53.75K
Decreased by -1.65%
Mar 31, 25
3 Wasatch Advisors Inc. 2.42M (8.79%) 851.13K
Increased by +35.16%
Dec 31, 23
4 Wasatch Advisors LP 2.14M (7.78%) 263.52K
Increased by +12.30%
Mar 31, 25
5 BAMCO Inc 1.94M (7.06%) -65.00K
Decreased by -3.34%
Mar 31, 25
6 Morgan Stanley - Brokerage Accounts 1.16M (4.22%) -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 Geode Capital Management, LLC 750.87K (2.73%) 26.02K
Increased by +3.47%
Mar 31, 25
15 Congress Asset Management Company, LLP 656.40K (2.38%) 128.31K
Increased by +19.55%
Mar 31, 25
16 State Street Corporation 645.37K (2.34%) 11.19K
Increased by +1.73%
Mar 31, 24
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 1.60M (5.83%) -4.45K
Decreased by -0.28%
Jun 30, 25
2 Baron Growth Retail 1.60M (5.81%) 0.00
Increased by 0.00%
Jun 30, 25
3 Baron Small Cap Growth Strategy 1.60M (5.81%) 0.00
Increased by 0.00%
Jun 30, 25
4 ClearBridge Aggressive Growth 1.20M (4.35%) 0.00
Increased by 0.00%
Feb 29, 24
5 ClearBridge Aggressive Growth A 1.20M (4.35%) 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 Vanguard Total Stock Mkt Idx Inv 905.13K (3.29%) 950.00
Increased by +0.10%
May 31, 25
8 ClearBridge Growth 902.08K (3.27%) 0.00
Increased by 0.00%
May 31, 25
9 ClearBridge Growth A 902.08K (3.27%) 0.00
Increased by 0.00%
May 31, 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™ 764.88K (2.78%) 182.00
Increased by +0.02%
Jun 28, 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 706.32K (2.56%) 2.56K
Increased by +0.36%
May 31, 25
15 iShares Russell 2000 ETF 701.41K (2.55%) 4.88K
Increased by +0.70%
Jun 30, 25
16 Calvert Small-Cap A 643.47K (2.34%) 0.00
Increased by 0.00%
May 31, 25
17 Calvert US Small-Cap Strategy 643.47K (2.34%) -11.29K
Decreased by -1.75%
Mar 31, 25
18 Vanguard Institutional Extnd Mkt Idx Tr 419.26K (1.52%) 2.96K
Increased by +0.71%
May 31, 25
19 Vanguard Small Cap Growth Index Inv 388.86K (1.41%) -2.75K
Decreased by -0.71%
May 31, 25
20 Congress Small Cap Growth Institutional 355.00K (1.29%) 5.00K
Increased by +1.41%
May 31, 25