Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XSD 2.05%
2 JSML 1.51%
3 PSCT 1.33%
4 ROGS 0.99%
5 FTXL 0.90%
6 SOVF 0.88%
7 SMCP 0.82%
8 JSMD 0.79%
9 JPSV 0.72%
10 GRPZ 0.69%
11 IDAT 0.65%
12 SEMI 0.62%
13 QQQS 0.53%
14 DSMC 0.53%
15 SLY 0.44%
16 QSML 0.40%
17 VUSE 0.38%
18 HLGE 0.36%
19 ESIX 0.36%
20 IJS 0.35%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.41M (16.37%) -239.75K
Decreased by -3.23%
Mar 31, 25
2 FMR Inc 6.15M (13.59%) 250.10K
Increased by +4.07%
Mar 31, 25
3 Vanguard Group Inc 5.89M (13.01%) -19.57K
Decreased by -0.33%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 2.36M (5.22%) 126.37K
Increased by +5.34%
Mar 31, 25
5 State Street Corp 2.31M (5.09%) 32.28K
Increased by +1.40%
Mar 31, 25
6 State Street Corporation 2.30M (5.09%) 84.80K
Increased by +3.68%
Mar 31, 24
7 Morgan Stanley - Brokerage Accounts 1.46M (3.22%) 201.53K
Increased by +13.82%
Mar 31, 25
8 Geode Capital Management, LLC 1.33M (2.94%) 46.97K
Increased by +3.53%
Mar 31, 25
9 Congress Asset Management Company, LLP 1.32M (2.91%) -2.13K
Decreased by -0.16%
Sep 30, 23
10 Victory Capital Management Inc. 1.29M (2.85%) -615.97K
Decreased by -47.69%
Mar 31, 25
11 LSV Asset Management 1.19M (2.63%) -605.06K
Decreased by -50.78%
Dec 31, 23
12 Hood River Capital Management LLC 1.17M (2.58%) 1.17M
Increased by +100.00%
Dec 31, 24
13 Earnest Partners LLC 1.13M (2.50%) -986.30K
Decreased by -87.07%
Mar 31, 25
14 Channing Capital Management, LLC 1.02M (2.24%) 83.36K
Increased by +8.21%
Jun 30, 24
15 Bank of America Corp 977.85K (2.16%) -61.51K
Decreased by -6.29%
Dec 31, 24
16 Barrow Hanley Mewhinney & Strauss LLC 818.19K (1.81%) 8.06K
Increased by +0.99%
Mar 31, 25
17 Macquarie Group Ltd 759.48K (1.68%) -41.63K
Decreased by -5.48%
Mar 31, 25
18 Charles Schwab Investment Management Inc 723.73K (1.60%) 36.49K
Increased by +5.04%
Mar 31, 25
19 Amvescap Plc. 678.76K (1.50%) -488.56K
Decreased by -71.98%
Dec 31, 23
20 SEI Investments Co 608.53K (1.34%) 44.39K
Increased by +7.29%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.81M (6.21%) -2.65K
Decreased by -0.09%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 1.43M (3.17%) 62.02K
Increased by +4.32%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 1.37M (3.03%) 1.26K
Increased by +0.09%
Sep 30, 24
4 Fidelity Low-Priced Stock 1.18M (2.60%) -1.91K
Decreased by -0.16%
Feb 28, 25
5 iShares Russell 2000 ETF 1.13M (2.50%) 191.00
Increased by +0.02%
Apr 30, 25
6 Vanguard Small Cap Index 1.11M (2.44%) 8.64K
Increased by +0.78%
Apr 30, 25
7 Vanguard Information Technology ETF 1.10M (2.43%) 8.31K
Increased by +0.75%
Apr 30, 25
8 T. Rowe Price Integrated US SmCapGrEq 880.82K (1.95%) 440.41K
Increased by +50.00%
Dec 31, 24
9 Victory Sycamore Small Company Opp R 855.00K (1.89%) 30.00K
Increased by +3.51%
Mar 31, 25
10 Victory Small Cap Value CIT (Net 75) 825.00K (1.82%) 110.00K
Increased by +13.33%
Dec 31, 24
11 Hood River Small-Cap Growth Instl 776.50K (1.72%) 776.50K
Increased by +100.00%
Dec 31, 24
12 Strategic Advisers Fidelity US TtlStk 723.37K (1.60%) 16.92K
Increased by +2.34%
Mar 31, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 720.38K (1.59%) 867.00
Increased by +0.12%
Apr 30, 25
14 Fidelity Small Cap Value Fund 620.30K (1.37%) 0.00
Increased by 0.00%
Feb 28, 25
15 Vanguard Small Cap Growth Index Inv 614.70K (1.36%) 477.00
Increased by +0.08%
Apr 30, 25
16 Calvert Small-Cap A 580.56K (1.28%) 79.67K
Increased by +13.72%
Mar 31, 25
17 Calvert US Small-Cap Strategy 580.56K (1.28%) 79.67K
Increased by +13.72%
Mar 31, 25
18 Delaware Small Cap Value A 562.90K (1.24%) 0.00
Increased by 0.00%
Sep 30, 24
19 EARNEST Partners Smid Cap Core Founders 549.50K (1.21%) 25.33K
Increased by +4.61%
Dec 31, 24
20 Fidelity Stock Selector Small Cap 548.72K (1.21%) 16.30K
Increased by +2.97%
Feb 28, 25