Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SAWS 2.58%
2 JSML 2.55%
3 PSCH 2.03%
4 XHS 1.88%
5 FDHT 1.72%
6 SIXS 1.42%
7 PTH 1.33%
8 JSMD 1.11%
9 FSCS 1.07%
10 RNMC 1.04%
11 XSHQ 1.03%
12 XSLV 0.90%
13 ROGS 0.85%
14 QSML 0.85%
15 GRPZ 0.84%
16 FSGS 0.81%
17 RNSC 0.81%
18 QOWZ 0.71%
19 ROSC 0.70%
20 RZG 0.70%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Kayne Anderson Rudnick Investment Management LLC 5.71M (19.83%) -7.91K
Decreased by -0.14%
Mar 31, 25
2 BlackRock Inc 4.42M (15.37%) -68.22K
Decreased by -1.54%
Mar 31, 25
3 Vanguard Group Inc 3.23M (11.23%) -49.01K
Decreased by -1.52%
Mar 31, 25
4 Renaissance Technologies Corp 1.83M (6.36%) -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 BTIM Corp 677.83K (2.36%) -12.22K
Decreased by -1.80%
Mar 31, 25
10 T. Rowe Price Associates, Inc. 591.80K (2.06%) -33.81K
Decreased by -5.71%
Mar 31, 25
11 Wells Fargo & Co 447.72K (1.56%) -51.03K
Decreased by -11.40%
Dec 31, 24
12 Northern Trust Corp 375.70K (1.31%) -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 1.64M (5.68%) 0.00
Increased by 0.00%
May 31, 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 902.22K (3.13%) 767.00
Increased by +0.09%
May 31, 25
4 Vanguard Small Cap Index 713.13K (2.48%) 4.00K
Increased by +0.56%
May 31, 25
5 iShares Russell 2000 ETF 665.39K (2.31%) 0.00
Increased by 0.00%
May 31, 25
6 Neuberger Berman Genesis Inv 546.95K (1.90%) -5.46K
Decreased by -1.00%
Mar 31, 25
7 T. Rowe Price Integrated US Sm Gr Eq 444.00K (1.54%) -28.90K
Decreased by -6.51%
Mar 31, 25
8 T. Rowe Price Integrated US SmCapGrEq 444.00K (1.54%) -501.80K
Decreased by -113.02%
Mar 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 423.80K (1.47%) 4.13K
Increased by +0.98%
May 31, 25
10 Vanguard Small Cap Growth Index Inv 392.96K (1.37%) -2.03K
Decreased by -0.52%
May 31, 25
11 DFA US Small Cap I 372.68K (1.29%) 0.00
Increased by 0.00%
Apr 30, 25
12 DFA US Micro Cap I 326.61K (1.13%) -30.67K
Decreased by -9.39%
Apr 30, 25
13 Vanguard US Total Market Shares ETF 300.03K (1.04%) 214.00
Increased by +0.07%
Sep 30, 24
14 Fidelity Small Cap Index 265.33K (0.92%) 2.49K
Increased by +0.94%
Mar 31, 25
15 iShares S&P Small-Cap 600 Growth ETF 243.39K (0.85%) 0.00
Increased by 0.00%
May 31, 25
16 iShares Russell 2000 Growth ETF 231.04K (0.80%) 0.00
Increased by 0.00%
May 31, 25
17 SPDR® Portfolio S&P 600™ Sm Cap ETF 230.72K (0.80%) 0.00
Increased by 0.00%
May 30, 25
18 Boston Trust Walden Small Cap 217.75K (0.76%) -2.12K
Decreased by -0.97%
May 31, 25
19 Vanguard Tax-Managed Small Cap Adm 177.58K (0.62%) -7.50K
Decreased by -4.23%
May 31, 25
20 State St Russell Sm/Mid Cp® Indx NL Cl C 156.01K (0.54%) 747.00
Increased by +0.48%
Apr 30, 25