Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GBGR 1.90%
2 RZV 0.52%
3 GAMR 0.39%
4 HERO 0.37%
5 PSCT 0.22%
6 CSML 0.19%
7 TPSC 0.15%
8 CSF 0.14%
9 CSA 0.14%
10 RWJ 0.11%
11 SSLY 0.09%
12 SLY 0.08%
13 QSML 0.08%
14 VFMF 0.07%
15 VIOV 0.06%
16 IJS 0.06%
17 PSC 0.05%
18 SLYV 0.05%
19 DMRS 0.04%
20 VFVA 0.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.20M (15.55%) -324.37K
Decreased by -4.50%
Mar 31, 25
2 Vanguard Group Inc 6.65M (14.34%) 546.36K
Increased by +8.22%
Jun 30, 25
3 Dimensional Fund Advisors, Inc. 2.69M (5.80%) 354.85K
Increased by +13.21%
Jun 30, 25
4 Massachusetts Financial Services Company 2.51M (5.42%) 983.27K
Increased by +39.12%
Jun 30, 25
5 Palisade Capital Management LLc 2.42M (5.21%) 81.38K
Increased by +3.37%
Mar 31, 25
6 Sunriver Management LLC 1.89M (4.08%) 1.89M
Increased by +100.00%
Mar 31, 25
7 State Street Corp 1.68M (3.63%) -48.17K
Decreased by -2.86%
Mar 31, 25
8 State Street Corporation 1.58M (3.41%) 41.30K
Increased by +2.62%
Mar 31, 24
9 Geode Capital Management, LLC 1.17M (2.53%) 101.26K
Increased by +8.65%
Mar 31, 25
10 Morgan Stanley - Brokerage Accounts 1.10M (2.37%) 118.64K
Increased by +10.81%
Mar 31, 25
11 Alyeska Investment Group, L.P. 914.88K (1.97%) 687.48K
Increased by +75.14%
Mar 31, 25
12 Bank of New York Mellon Corp 888.66K (1.92%) -292.16K
Decreased by -32.88%
Mar 31, 25
13 Driehaus Capital Management LLC 877.18K (1.89%) 877.18K
Increased by +100.00%
Mar 31, 25
14 FMR Inc 862.65K (1.86%) -158.00
Decreased by -0.02%
Sep 30, 23
15 J. Goldman & Co LP 833.45K (1.80%) 833.45K
Increased by +100.00%
Mar 31, 25
16 New York State Common Retirement Fund 737.39K (1.59%) 2.97K
Increased by +0.40%
Jun 30, 25
17 Goldman Sachs Group Inc 484.60K (1.05%) 34.82K
Increased by +7.19%
Jun 30, 25
18 Charles Schwab Investment Management Inc 481.50K (1.04%) 44.17K
Increased by +9.17%
Jun 30, 25
19 Northern Trust Corp 476.77K (1.03%) -13.86K
Decreased by -2.91%
Mar 31, 25
20 Amvescap Plc. 471.31K (1.02%) -107.44K
Decreased by -22.80%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.73M (5.89%) 488.00
Increased by +0.02%
Jul 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.49M (3.21%) -32.98K
Decreased by -2.22%
Jul 31, 25
3 MFS New Discovery I 1.36M (2.94%) 0.00
Increased by 0.00%
Jun 30, 25
4 Palisade Small Cap Core Equity 1.33M (2.87%) -59.19K
Decreased by -4.45%
Jun 30, 25
5 Vanguard US Total Market Shares ETF 1.31M (2.83%) 0.00
Increased by 0.00%
Sep 30, 24
6 Vanguard Small Cap Index 1.16M (2.49%) -7.70K
Decreased by -0.67%
Jul 31, 25
7 iShares Russell 2000 ETF 1.15M (2.47%) -21.84K
Decreased by -1.90%
Jul 31, 25
8 Vanguard Information Technology ETF 1.13M (2.43%) 11.58K
Increased by +1.03%
Jul 31, 25
9 Vanguard Small Cap Growth Index Inv 646.95K (1.40%) -805.00
Decreased by -0.12%
Jul 31, 25
10 American Beacon Small Cp Val R5 515.31K (1.11%) -12.40K
Decreased by -2.41%
Jan 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 493.22K (1.06%) -225.25K
Decreased by -45.67%
Jul 31, 25
12 MFS VIT New Discovery Init 463.31K (1.00%) 0.00
Increased by 0.00%
Jun 30, 25
13 Fidelity Small Cap Index 454.24K (0.98%) -4.48K
Decreased by -0.99%
May 31, 25
14 iShares S&P Small-Cap 600 Value ETF 430.92K (0.93%) -459.00
Decreased by -0.11%
Jul 31, 25
15 DFA US Targeted Value I 426.83K (0.92%) -29.81K
Decreased by -6.98%
Jun 30, 25
16 MFS Blended Research Small Cap Eq R6 404.11K (0.87%) -4.33K
Decreased by -1.07%
Jun 30, 25
17 SPDR® Portfolio S&P 600™ Sm Cap ETF 402.81K (0.87%) 219.00
Increased by +0.05%
Jul 31, 25
18 iShares Russell 2000 Value ETF 402.42K (0.87%) 299.00
Increased by +0.07%
Jul 31, 25
19 BMO Global Innovators F 383.11K (0.83%) 0.00
Increased by 0.00%
Jun 30, 25
20 SPDR® Portfolio S&P 600 Sm Cap ETF 376.22K (0.81%) 0.00
Increased by 0.00%
Apr 30, 24