Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JSML 2.55%
2 PSCH 1.78%
3 XHS 1.73%
4 FDHT 1.42%
5 SIXS 1.42%
6 PTH 1.33%
7 SAWS 1.22%
8 JSMD 1.11%
9 RNSC 0.93%
10 RNMC 0.92%
11 FSCS 0.92%
12 XSLV 0.90%
13 XSHQ 0.86%
14 ROGS 0.85%
15 QSML 0.85%
16 GRPZ 0.84%
17 FSGS 0.73%
18 MPAY 0.69%
19 AIBU 0.63%
20 ROSC 0.59%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Kayne Anderson Rudnick Investment Management LLC 5.71M (19.81%) -7.91K
Decreased by -0.14%
Mar 31, 25
2 BlackRock Inc 4.42M (15.35%) -68.22K
Decreased by -1.54%
Mar 31, 25
3 Vanguard Group Inc 3.23M (11.22%) -49.01K
Decreased by -1.52%
Mar 31, 25
4 Renaissance Technologies Corp 1.83M (6.35%) -28.80K
Decreased by -1.57%
Mar 31, 25
5 Dimensional Fund Advisors, Inc. 1.44M (5.01%) -102.96K
Decreased by -7.14%
Mar 31, 25
6 State Street Corp 1.07M (3.73%) -40.20K
Decreased by -3.75%
Mar 31, 25
7 Neuberger Berman Group LLC 838.63K (2.91%) -6.90K
Decreased by -0.82%
Mar 31, 25
8 Geode Capital Management, LLC 802.80K (2.79%) 28.15K
Increased by +3.51%
Mar 31, 25
9 T. Rowe Price Associates, Inc. 591.80K (2.05%) -33.81K
Decreased by -5.71%
Mar 31, 25
10 BTIM Corp 536.87K (1.86%) -140.96K
Decreased by -26.25%
Jun 30, 25
11 Wells Fargo & Co 453.49K (1.57%) 5.76K
Increased by +1.27%
Mar 31, 25
12 Northern Trust Corp 375.70K (1.30%) -4.04K
Decreased by -1.08%
Mar 31, 25
13 NORGES BANK 372.04K (1.29%) 87.51K
Increased by +23.52%
Dec 31, 24
14 State Street Corporation 352.91K (1.23%) 11.28K
Increased by +3.20%
Mar 31, 24
15 Morgan Stanley - Brokerage Accounts 327.65K (1.14%) -64.68K
Decreased by -19.74%
Mar 31, 25
16 Charles Schwab Investment Management Inc 262.28K (0.91%) 632.00
Increased by +0.24%
Mar 31, 25
17 Amvescap Plc. 258.59K (0.90%) -26.18K
Decreased by -10.12%
Mar 31, 25
18 Bank of New York Mellon Corp 172.93K (0.60%) -10.52K
Decreased by -6.08%
Mar 31, 25
19 Goldman Sachs Group Inc 157.67K (0.55%) -28.27K
Decreased by -17.93%
Mar 31, 25
20 JPMorgan Chase & Co 145.95K (0.51%) -30.68K
Decreased by -21.02%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.63M (5.66%) 0.00
Increased by 0.00%
Jul 30, 25
2 Virtus KAR Small-Cap Core I 1.12M (3.87%) 0.00
Increased by 0.00%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 906.19K (3.15%) 3.98K
Increased by +0.44%
Jun 30, 25
4 iShares Russell 2000 ETF 695.61K (2.41%) -11.28K
Decreased by -1.62%
Jul 30, 25
5 Vanguard Small Cap Index 690.24K (2.40%) -22.89K
Decreased by -3.32%
Jun 30, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 419.55K (1.46%) -4.24K
Decreased by -1.01%
Jun 30, 25
7 T. Rowe Price Integrated US Sm Gr Eq 401.50K (1.39%) -22.80K
Decreased by -5.68%
Jun 30, 25
8 T. Rowe Price Integrated US SmCapGrEq 401.50K (1.39%) -42.50K
Decreased by -10.59%
Jun 30, 25
9 Vanguard Small Cap Growth Index Inv 386.61K (1.34%) -6.35K
Decreased by -1.64%
Jun 30, 25
10 DFA US Small Cap I 366.15K (1.27%) -6.53K
Decreased by -1.78%
Jun 30, 25
11 Vanguard US Total Market Shares ETF 300.03K (1.04%) 214.00
Increased by +0.07%
Sep 30, 24
12 Fidelity Small Cap Index 269.49K (0.94%) 1.30K
Increased by +0.48%
May 31, 25
13 iShares Russell 2000 Growth ETF 256.93K (0.89%) -638.00
Decreased by -0.25%
Jul 30, 25
14 Neuberger Berman Genesis Inv 248.30K (0.86%) -298.65K
Decreased by -120.27%
Jun 30, 25
15 iShares S&P Small-Cap 600 Growth ETF 237.56K (0.82%) -264.00
Decreased by -0.11%
Jul 30, 25
16 SPDR® Portfolio S&P 600™ Sm Cap ETF 236.04K (0.82%) 132.00
Increased by +0.06%
Jul 31, 25
17 DFA US Micro Cap I 227.19K (0.79%) -50.76K
Decreased by -22.34%
Jun 30, 25
18 Boston Trust Walden Small Cap 218.02K (0.76%) 270.00
Increased by +0.12%
Jun 30, 25
19 Thrivent Small Cap Stock A 188.13K (0.65%) 2.25K
Increased by +1.20%
May 31, 25
20 Vanguard Tax-Managed Small Cap Adm 177.58K (0.62%) 0.00
Increased by 0.00%
Jun 30, 25