Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMLF 0.41%
2 IWC 0.34%
3 IWO 0.12%
4 JKK 0.06%
5 ISCG 0.06%
6 IWM 0.06%
7 ISCB 0.03%
8 JKJ 0.03%
9 IWV 0.00%
10 ITOT 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Syon Capital LLC 4.44M (10.25%) 4.44M
Increased by +100.00%
Dec 31, 23
2 BlackRock Inc 3.33M (7.68%) 85.25K
Increased by +2.56%
Mar 31, 25
3 Wasatch Advisors LP 2.69M (6.20%) -142.43K
Decreased by -5.30%
Mar 31, 25
4 Vanguard Group Inc 2.64M (6.09%) 53.17K
Increased by +2.01%
Mar 31, 25
5 Artisan Partners Limited Partnership 1.86M (4.30%) 362.35K
Increased by +19.43%
Mar 31, 25
6 Ameriprise Financial Inc 1.73M (3.98%) -16.63K
Decreased by -0.96%
Dec 31, 24
7 Loomis, Sayles & Company LP 1.39M (3.21%) -29.43K
Decreased by -2.11%
Mar 31, 25
8 FMR Inc 1.26M (2.92%) -147.12K
Decreased by -11.64%
Mar 31, 25
9 D. E. Shaw & Co LP 1.20M (2.76%) 65.90K
Increased by +5.51%
Mar 31, 25
10 ING Investment Management LLC 1.17M (2.71%) 1.16M
Increased by +98.56%
Mar 31, 25
11 Millennium Management LLC 1.01M (2.32%) 106.12K
Increased by +10.55%
Mar 31, 24
12 Geode Capital Management, LLC 989.68K (2.28%) 55.52K
Increased by +5.61%
Mar 31, 25
13 Driehaus Capital Management LLC 977.29K (2.25%) 122.67K
Increased by +12.55%
Mar 31, 25
14 Dimensional Fund Advisors, Inc. 952.56K (2.20%) 47.80K
Increased by +5.02%
Mar 31, 25
15 State Street Corp 870.82K (2.01%) -48.56K
Decreased by -5.58%
Mar 31, 25
16 abrdn PLC 846.67K (1.95%) -69.99K
Decreased by -8.27%
Sep 30, 24
17 Champlain Investment Partners, LLC 838.40K (1.93%) -285.25K
Decreased by -34.02%
Dec 31, 24
18 Woodson Capital Management, LP 833.37K (1.92%) 123.75K
Increased by +14.85%
Mar 31, 25
19 GW&K Investment Management, LLC 756.65K (1.75%) 105.40K
Increased by +13.93%
Mar 31, 25
20 Bank of America Corp 748.76K (1.73%) 236.64K
Increased by +31.60%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.28M (2.95%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard US Total Market Shares ETF 1.23M (2.83%) -25.80K
Decreased by -2.10%
Sep 30, 24
3 Fidelity® Small Cap Growth 1.20M (2.77%) -1.46K
Decreased by -0.12%
Oct 31, 23
4 CT (Lux) Glb Smlr Coms IE 1.05M (2.41%) -341.45K
Decreased by -32.66%
Jan 31, 25
5 iShares Russell 2000 ETF 1.00M (2.31%) 6.97K
Increased by +0.69%
Jun 30, 25
6 Wasatch Small Cap Value 979.31K (2.26%) -60.58K
Decreased by -6.19%
Mar 31, 25
7 Champlain Small Company Fund, LLC 783.73K (1.81%) -13.85K
Decreased by -1.77%
Oct 31, 24
8 Artisan Small Cap Investor 751.47K (1.73%) 118.08K
Increased by +15.71%
Mar 31, 25
9 Artisan U.S. Small-Cap Growth 751.47K (1.73%) 118.08K
Increased by +15.71%
Mar 31, 25
10 Loomis Sayles Small Cap Growth Instl 714.46K (1.65%) 64.70K
Increased by +9.06%
May 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 611.30K (1.41%) 4.16K
Increased by +0.68%
May 31, 25
12 Fidelity Balanced 591.30K (1.36%) 0.00
Increased by 0.00%
Nov 30, 23
13 Fidelity® Balanced 591.30K (1.36%) 106.84K
Increased by +18.07%
Oct 31, 23
14 Fidelity Small Cap Growth 561.35K (1.29%) -1.47K
Decreased by -0.26%
Aug 31, 24
15 Wasatch Micro Cap 528.29K (1.22%) -13.92K
Decreased by -2.64%
Mar 31, 25
16 Columbia Small Cap Growth Inst 480.13K (1.11%) 480.13K
Increased by +100.00%
Apr 30, 25
17 Fidelity Stock Selector Small Cap 453.69K (1.05%) 0.00
Increased by 0.00%
Apr 30, 25
18 Fidelity® Small Cap Growth K6 427.85K (0.99%) 8.14K
Increased by +1.90%
Oct 31, 23
19 Voya Small Cap Growth I 406.59K (0.94%) 50.48K
Increased by +12.42%
May 31, 25
20 Vanguard Consumer Staples ETF 401.04K (0.93%) -1.22K
Decreased by -0.30%
May 31, 25