Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FBT 3.58%
2 IBRN 3.46%
3 PBE 2.39%
4 MNTL 2.36%
5 FFTY 1.93%
6 AFSC 1.84%
7 PSCH 1.84%
8 PTH 1.73%
9 ERSX 1.63%
10 JSML 1.52%
11 CAFG 1.47%
12 JSMD 1.45%
13 SAWS 1.42%
14 GRPZ 1.35%
15 DVP 1.25%
16 DEEP 1.25%
17 SBIO 1.24%
18 RZG 1.11%
19 SMCP 1.08%
20 RNSC 1.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 18.80M (16.41%) -620.79K
Decreased by -3.30%
Mar 31, 25
2 Vanguard Group Inc 8.50M (7.41%) 64.49K
Increased by +0.76%
Mar 31, 25
3 State Street Corporation 8.15M (7.11%) 1.37M
Increased by +16.75%
Mar 31, 24
4 State Street Corp 5.53M (4.83%) -266.12K
Decreased by -4.81%
Mar 31, 25
5 Deerfield Management Co 3.42M (2.99%) 289.14K
Increased by +8.45%
Mar 31, 25
6 Goldman Sachs Group Inc 3.14M (2.74%) 333.10K
Increased by +10.62%
Mar 31, 25
7 Renaissance Technologies Corp 2.96M (2.58%) 250.20K
Increased by +8.46%
Mar 31, 25
8 Pacer Advisors, INC. 2.96M (2.58%) 151.50K
Increased by +5.13%
Dec 31, 24
9 Geode Capital Management, LLC 2.77M (2.41%) 100.08K
Increased by +3.62%
Mar 31, 25
10 Morgan Stanley - Brokerage Accounts 2.39M (2.09%) 306.50K
Increased by +12.80%
Mar 31, 25
11 First Trust Advisors L.P. 2.23M (1.95%) -195.14K
Decreased by -8.74%
Dec 31, 24
12 Dimensional Fund Advisors, Inc. 2.19M (1.91%) -825.61K
Decreased by -37.74%
Mar 31, 25
13 HHG PLC 2.18M (1.90%) -550.75K
Decreased by -25.31%
Jun 30, 24
14 Fundsmith LLP 2.15M (1.88%) 2.15M
Increased by +100.00%
Mar 31, 25
15 Bank of America Corp 1.81M (1.58%) 242.68K
Increased by +13.40%
Mar 31, 25
16 Royce & Associates, LP 1.60M (1.39%) -265.99K
Decreased by -16.64%
Mar 31, 25
17 Northern Trust Corp 1.49M (1.30%) -17.37K
Decreased by -1.17%
Mar 31, 25
18 Charles Schwab Investment Management Inc 1.33M (1.16%) 79.85K
Increased by +6.02%
Mar 31, 25
19 Nuveen Asset Management, LLC 1.30M (1.14%) 165.25K
Increased by +12.67%
Dec 31, 24
20 Boston Partners Global Investors, Inc 1.28M (1.11%) -16.54K
Decreased by -1.30%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.85M (5.97%) 0.00
Increased by 0.00%
Jul 30, 25
2 Vanguard Total Stock Mkt Idx Inv 3.71M (3.24%) 16.20K
Increased by +0.44%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 3.55M (3.10%) 3.78K
Increased by +0.11%
Sep 30, 24
4 iShares Russell 2000 ETF 2.77M (2.42%) -44.86K
Decreased by -1.62%
Jul 30, 25
5 First Trust NYSE Arca Biotech ETF 1.89M (1.65%) 0.00
Increased by 0.00%
Dec 30, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 1.77M (1.54%) 26.10K
Increased by +1.48%
Jun 30, 25
7 Avantis US Small Cap Value ETF 1.57M (1.37%) 4.26K
Increased by +0.27%
Jul 30, 25
8 SPDR® S&P Biotech ETF 1.16M (1.01%) 28.66K
Increased by +2.47%
Jul 31, 25
9 Fidelity Small Cap Index 1.15M (1.00%) 2.62K
Increased by +0.23%
May 31, 25
10 iShares Russell 2000 Growth ETF 1.01M (0.89%) -2.52K
Decreased by -0.25%
Jul 30, 25
11 iShares S&P Small-Cap 600 Growth ETF 1.00M (0.87%) -1.11K
Decreased by -0.11%
Jul 30, 25
12 SPDR® Portfolio S&P 600™ Sm Cap ETF 992.55K (0.87%) 552.00
Increased by +0.06%
Jul 31, 25
13 SPDR® Portfolio S&P 600 Sm Cap ETF 985.59K (0.86%) 0.00
Increased by 0.00%
Apr 30, 24
14 Fidelity® Small Cap Index 969.78K (0.85%) 25.75K
Increased by +2.66%
Oct 31, 23
15 Vanguard Tax-Managed Small Cap Adm 746.25K (0.65%) -12.52K
Decreased by -1.68%
Jun 30, 25
16 T. Rowe Price Integrated US Sm Gr Eq 692.89K (0.60%) -168.90K
Decreased by -24.38%
Mar 31, 25
17 T. Rowe Price Integrated US SmCapGrEq 692.89K (0.60%) -1.11M
Decreased by -159.66%
Mar 31, 25
18 State St Russell Sm/Mid Cp® Indx SL Cl I 656.60K (0.57%) 6.80K
Increased by +1.04%
Jun 30, 25
19 State St Russell Sm/Mid Cp® Indx NL Cl C 640.70K (0.56%) 3.08K
Increased by +0.48%
Apr 30, 25
20 AZ InvestEd Ivy Small Cap Growth E 634.57K (0.55%) 0.00
Increased by 0.00%
Jun 30, 25