Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GBGR 1.90%
2 RZV 0.64%
3 HERO 0.49%
4 GAMR 0.39%
5 PSCT 0.26%
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 IJS 0.07%
15 VIOV 0.05%
16 PSC 0.05%
17 SLYV 0.05%
18 DMRS 0.04%
19 EES 0.04%
20 ESIX 0.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.20M (15.63%) -324.37K
Decreased by -4.50%
Mar 31, 25
2 Vanguard Group Inc 6.10M (13.24%) 287.80K
Increased by +4.72%
Mar 31, 25
3 Palisade Capital Management LLc 2.42M (5.24%) 81.38K
Increased by +3.37%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 2.33M (5.06%) 382.81K
Increased by +16.42%
Mar 31, 25
5 Sunriver Management LLC 1.89M (4.10%) 1.89M
Increased by +100.00%
Mar 31, 25
6 State Street Corp 1.68M (3.65%) -48.17K
Decreased by -2.86%
Mar 31, 25
7 State Street Corporation 1.58M (3.42%) 41.30K
Increased by +2.62%
Mar 31, 24
8 Massachusetts Financial Services Company 1.53M (3.32%) -2.47M
Decreased by -161.74%
Mar 31, 25
9 Geode Capital Management, LLC 1.17M (2.54%) 101.26K
Increased by +8.65%
Mar 31, 25
10 Morgan Stanley - Brokerage Accounts 1.10M (2.38%) 118.64K
Increased by +10.81%
Mar 31, 25
11 Alyeska Investment Group, L.P. 914.88K (1.99%) 687.48K
Increased by +75.14%
Mar 31, 25
12 Bank of New York Mellon Corp 888.66K (1.93%) -292.16K
Decreased by -32.88%
Mar 31, 25
13 Driehaus Capital Management LLC 877.18K (1.90%) 877.18K
Increased by +100.00%
Mar 31, 25
14 FMR Inc 862.65K (1.87%) -158.00
Decreased by -0.02%
Sep 30, 23
15 J. Goldman & Co LP 833.45K (1.81%) 833.45K
Increased by +100.00%
Mar 31, 25
16 New York State Common Retirement Fund 734.42K (1.59%) -4.50K
Decreased by -0.61%
Mar 31, 25
17 Amvescap Plc. 578.75K (1.26%) 127.95K
Increased by +22.11%
Dec 31, 24
18 Northern Trust Corp 490.62K (1.06%) 80.01K
Increased by +16.31%
Dec 31, 24
19 Citadel Advisors Llc 474.51K (1.03%) 311.93K
Increased by +65.74%
Sep 30, 24
20 Goldman Sachs Group Inc 449.78K (0.98%) 204.35K
Increased by +45.43%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.72M (5.90%) -2.87K
Decreased by -0.11%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 1.52M (3.30%) 0.00
Increased by 0.00%
Apr 30, 25
3 Palisade Small Cap Core Equity 1.39M (3.01%) -16.24K
Decreased by -1.17%
Mar 31, 25
4 Vanguard US Total Market Shares ETF 1.31M (2.85%) 0.00
Increased by 0.00%
Sep 30, 24
5 Vanguard Small Cap Index 1.18M (2.56%) 1.38K
Increased by +0.12%
Apr 30, 25
6 iShares Russell 2000 ETF 1.15M (2.51%) 195.00
Increased by +0.02%
Apr 30, 25
7 Vanguard Information Technology ETF 1.12M (2.42%) 9.01K
Increased by +0.81%
Apr 30, 25
8 MFS VIT New Discovery Init 739.40K (1.60%) 23.11K
Increased by +3.12%
Dec 31, 24
9 MFS New Discovery I 728.18K (1.58%) 0.00
Increased by 0.00%
Mar 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 720.91K (1.56%) 1.45K
Increased by +0.20%
Apr 30, 25
11 Vanguard Small Cap Growth Index Inv 659.59K (1.43%) 1.16K
Increased by +0.18%
Apr 30, 25
12 American Beacon Small Cp Val R5 515.31K (1.12%) -12.40K
Decreased by -2.41%
Jan 31, 25
13 iShares S&P Small-Cap 600 Value ETF 446.49K (0.97%) 457.00
Increased by +0.10%
Apr 30, 25
14 Fidelity Small Cap Index 445.24K (0.97%) 0.00
Increased by 0.00%
Feb 28, 25
15 DFA US Targeted Value I 426.83K (0.93%) 53.92K
Increased by +12.63%
Mar 31, 25
16 SPDR® Portfolio S&P 600™ Sm Cap ETF 401.20K (0.87%) 0.00
Increased by 0.00%
Apr 30, 25
17 BMO Global Innovators F 383.11K (0.83%) 0.00
Increased by 0.00%
Apr 30, 25
18 SPDR® Portfolio S&P 600 Sm Cap ETF 376.22K (0.82%) 0.00
Increased by 0.00%
Apr 30, 24
19 DFA US Small Cap I 373.62K (0.81%) 2.34K
Increased by +0.63%
May 31, 24
20 Fidelity® Small Cap Index 354.51K (0.77%) 9.48K
Increased by +2.67%
Oct 31, 23