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 0.95%
6 RNMC 0.93%
7 SMDV 0.83%
8 XSHQ 0.71%
9 DES 0.70%
10 XSLV 0.69%
11 OUSM 0.60%
12 PSCF 0.46%
13 FNY 0.43%
14 SSLY 0.43%
15 ETHO 0.42%
16 QSML 0.42%
17 SLYG 0.36%
18 AFSM 0.29%
19 OMFS 0.28%
20 TPSC 0.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.12M (15.05%) -113.69K
Decreased by -2.76%
Jun 30, 25
2 Vanguard Group Inc 3.27M (11.96%) 6.21K
Increased by +0.19%
Jun 30, 25
3 Wasatch Advisors LP 2.47M (9.01%) 323.76K
Increased by +13.13%
Jun 30, 25
4 Wasatch Advisors Inc. 2.42M (8.85%) 851.13K
Increased by +35.16%
Dec 31, 23
5 BAMCO Inc 1.93M (7.05%) -15.58K
Decreased by -0.81%
Jun 30, 25
6 Dimensional Fund Advisors, Inc. 1.12M (4.09%) 2.44K
Increased by +0.22%
Jun 30, 25
7 State Street Corp 1.12M (4.08%) 9.10K
Increased by +0.81%
Jun 30, 25
8 Morgan Stanley - Brokerage Accounts 1.11M (4.06%) -49.74K
Decreased by -4.47%
Jun 30, 25
9 Charles Schwab Investment Management Inc 1.08M (3.94%) 18.54K
Increased by +1.72%
Jun 30, 25
10 Victory Capital Management Inc. 1.01M (3.69%) 12.75K
Increased by +1.26%
Jun 30, 25
11 ClearBridge Advisors, LLC 952.51K (3.48%) -45.00K
Decreased by -4.72%
Jun 30, 25
12 BTIM Corp 922.89K (3.37%) 11.46K
Increased by +1.24%
Jun 30, 25
13 Copeland Capital Management, LLC 913.83K (3.34%) -83.46K
Decreased by -9.13%
Jun 30, 25
14 Geode Capital Management, LLC 764.84K (2.80%) 13.97K
Increased by +1.83%
Jun 30, 25
15 State Street Corporation 645.37K (2.36%) 11.19K
Increased by +1.73%
Mar 31, 24
16 Congress Asset Management Company, LLP 634.62K (2.32%) -21.78K
Decreased by -3.43%
Jun 30, 25
17 DePrince Race & Zollo Inc 587.58K (2.15%) 8.14K
Increased by +1.38%
Dec 31, 23
18 Amvescap Plc. 462.98K (1.69%) 9.13K
Increased by +1.97%
Jun 30, 25
19 Bank of New York Mellon Corp 378.26K (1.38%) -26.39K
Decreased by -6.98%
Jun 30, 25
20 NORGES BANK 370.00K (1.35%) 0.00
Increased by 0.00%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.61M (5.87%) 0.00
Increased by 0.00%
Aug 31, 25
2 Baron Growth Retail 1.60M (5.85%) 0.00
Increased by 0.00%
Jun 30, 25
3 Baron Small Cap Growth Strategy 1.60M (5.85%) 0.00
Increased by 0.00%
Jun 30, 25
4 ClearBridge Aggressive Growth 1.20M (4.38%) 0.00
Increased by 0.00%
Feb 29, 24
5 ClearBridge Aggressive Growth A 1.20M (4.38%) 0.00
Increased by 0.00%
Dec 31, 23
6 Victory Small Cap Value CIT (Net 75) 1.19M (4.33%) -105.00K
Decreased by -8.86%
Sep 30, 24
7 Vanguard US Total Market Shares ETF 895.56K (3.27%) 1.18K
Increased by +0.13%
Sep 30, 24
8 Vanguard Total Stock Mkt Idx Inv 891.36K (3.26%) -18.77K
Decreased by -2.11%
Jul 31, 25
9 ClearBridge Growth 888.38K (3.25%) -13.70K
Decreased by -1.54%
Jul 31, 25
10 ClearBridge Growth A 888.38K (3.25%) -13.70K
Decreased by -1.54%
Jul 31, 25
11 Wasatch Core Growth 812.77K (2.97%) -86.44K
Decreased by -10.64%
Jun 30, 25
12 Schwab US Dividend Equity ETF™ 767.84K (2.81%) 154.00
Increased by +0.02%
Aug 30, 25
13 Victory Sycamore Small Company Opp R 715.00K (2.61%) -20.00K
Decreased by -2.80%
Jun 30, 25
14 Vanguard Small Cap Index 682.16K (2.49%) -2.65K
Decreased by -0.39%
Jul 31, 25
15 iShares Russell 2000 ETF 673.80K (2.46%) 0.00
Increased by 0.00%
Aug 31, 25
16 Calvert Small-Cap A 557.61K (2.04%) 0.00
Increased by 0.00%
Jul 31, 25
17 Calvert US Small-Cap Strategy 557.61K (2.04%) -85.86K
Decreased by -15.40%
Jun 30, 25
18 Vanguard Small Cap Growth Index Inv 384.43K (1.41%) -138.00
Decreased by -0.04%
Jul 31, 25
19 Congress Small Cap Growth Institutional 355.00K (1.30%) 0.00
Increased by 0.00%
Jul 31, 25
20 Invesco Global Opportunities A 341.49K (1.25%) 0.00
Increased by 0.00%
Aug 31, 24