Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JSML 2.98%
2 SAWS 2.81%
3 PSCH 2.19%
4 XHS 1.73%
5 SIXS 1.42%
6 PTH 1.33%
7 JSMD 1.30%
8 FSCS 1.07%
9 RNMC 1.04%
10 XSLV 0.90%
11 GRPZ 0.90%
12 FSGS 0.88%
13 RNSC 0.88%
14 ROGS 0.85%
15 QSML 0.85%
16 RZG 0.78%
17 ROSC 0.77%
18 MPAY 0.69%
19 AFSM 0.67%
20 XSMO 0.65%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Kayne Anderson Rudnick Investment Management LLC 5.71M (19.86%) -123.38K
Decreased by -2.16%
Dec 31, 24
2 BlackRock Inc 4.49M (15.61%) 68.17K
Increased by +1.52%
Dec 31, 24
3 Vanguard Group Inc 3.28M (11.41%) 23.10K
Increased by +0.70%
Dec 31, 24
4 Renaissance Technologies Corp 1.86M (6.46%) -103.83K
Decreased by -5.59%
Dec 31, 24
5 Dimensional Fund Advisors, Inc. 1.55M (5.37%) -68.28K
Decreased by -4.42%
Dec 31, 24
6 State Street Corp 1.11M (3.87%) 33.17K
Increased by +2.98%
Dec 31, 24
7 Neuberger Berman Group LLC 845.53K (2.94%) 12.89K
Increased by +1.52%
Dec 31, 24
8 Geode Capital Management, LLC 774.65K (2.69%) 13.04K
Increased by +1.68%
Dec 31, 24
9 BTIM Corp 677.83K (2.36%) -12.22K
Decreased by -1.80%
Mar 31, 25
10 T. Rowe Price Associates, Inc. 625.61K (2.17%) -3.41K
Decreased by -0.54%
Dec 31, 24
11 Wells Fargo & Co 447.72K (1.56%) -51.03K
Decreased by -11.40%
Dec 31, 24
12 Morgan Stanley - Brokerage Accounts 392.33K (1.36%) -25.73K
Decreased by -6.56%
Dec 31, 24
13 Northern Trust Corp 379.74K (1.32%) 13.20K
Increased by +3.48%
Dec 31, 24
14 NORGES BANK 372.04K (1.29%) 87.51K
Increased by +23.52%
Dec 31, 24
15 State Street Corporation 352.91K (1.23%) 11.28K
Increased by +3.20%
Mar 31, 24
16 Amvescap Plc. 284.77K (0.99%) 22.54K
Increased by +7.92%
Dec 31, 24
17 Charles Schwab Investment Management Inc 261.64K (0.91%) 2.94K
Increased by +1.12%
Dec 31, 24
18 Goldman Sachs Group Inc 185.94K (0.65%) 49.72K
Increased by +26.74%
Dec 31, 24
19 Bank of New York Mellon Corp 183.45K (0.64%) -10.23K
Decreased by -5.58%
Dec 31, 24
20 JPMorgan Chase & Co 176.63K (0.61%) -52.05K
Decreased by -29.47%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.65M (5.74%) -1.46K
Decreased by -0.09%
Apr 30, 25
2 Virtus KAR Small-Cap Core I 1.12M (3.88%) 0.00
Increased by 0.00%
Dec 31, 24
3 Vanguard Total Stock Mkt Idx Inv 898.48K (3.12%) 3.61K
Increased by +0.40%
Mar 31, 25
4 Vanguard Small Cap Index 705.43K (2.45%) -16.00K
Decreased by -2.27%
Mar 31, 25
5 iShares Russell 2000 ETF 652.51K (2.27%) 110.00
Increased by +0.02%
Apr 30, 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 415.43K (1.44%) 2.78K
Increased by +0.67%
Mar 31, 25
10 Vanguard Small Cap Growth Index Inv 395.78K (1.38%) -9.81K
Decreased by -2.48%
Mar 31, 25
11 DFA US Small Cap I 372.68K (1.30%) -8.92K
Decreased by -2.39%
Mar 31, 25
12 DFA US Micro Cap I 357.28K (1.24%) -32.44K
Decreased by -9.08%
Mar 31, 25
13 Vanguard US Total Market Shares ETF 300.03K (1.04%) 214.00
Increased by +0.07%
Sep 30, 24
14 Boston Trust Walden Small Cap 275.99K (0.96%) -1.64K
Decreased by -0.59%
Mar 31, 25
15 Fidelity Small Cap Index 262.84K (0.91%) 1.08K
Increased by +0.41%
Feb 28, 25
16 iShares S&P Small-Cap 600 Growth ETF 243.12K (0.85%) 0.00
Increased by 0.00%
Apr 30, 25
17 iShares Russell 2000 Growth ETF 236.87K (0.82%) 0.00
Increased by 0.00%
Apr 30, 25
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 235.07K (0.82%) 0.00
Increased by 0.00%
Apr 30, 25
19 Vanguard Tax-Managed Small Cap Adm 190.65K (0.66%) 0.00
Increased by 0.00%
Mar 31, 25
20 State St Russell Sm/Mid Cp® Indx NL Cl C 155.26K (0.54%) -8.00K
Decreased by -5.15%
Mar 31, 25