Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCH 5.28%
2 RISN 3.38%
3 PTH 2.98%
4 OLD 2.96%
5 PXSG 2.46%
6 XSMO 2.37%
7 KSCD 2.10%
8 XHS 2.08%
9 JSMD 1.80%
10 SAWS 1.49%
11 IHF 1.29%
12 XMLV 1.28%
13 SLYG 1.20%
14 IJT 1.20%
15 DVOL 1.19%
16 VIOG 1.15%
17 JPSV 1.03%
18 FSCS 1.01%
19 FSGS 1.00%
20 RNMC 0.99%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.10M (12.91%) -2.13K
Decreased by -0.03%
Dec 31, 24
2 Vanguard Group Inc 6.17M (11.21%) -316.26K
Decreased by -5.12%
Dec 31, 24
3 Wasatch Advisors Inc. 4.53M (8.24%) -475.31K
Decreased by -10.49%
Dec 31, 23
4 Wasatch Advisors LP 3.50M (6.36%) 159.69K
Increased by +4.57%
Dec 31, 24
5 Capital Research Global Investors 2.24M (4.08%) -210.49K
Decreased by -9.38%
Dec 31, 24
6 State Street Corp 2.10M (3.82%) 94.02K
Increased by +4.47%
Dec 31, 24
7 State Street Corporation 2.10M (3.81%) 25.23K
Increased by +1.20%
Mar 31, 24
8 FMR Inc 2.08M (3.78%) 86.68K
Increased by +4.16%
Dec 31, 24
9 Geode Capital Management, LLC 1.37M (2.48%) 1.88K
Increased by +0.14%
Dec 31, 24
10 Fuller & Thaler Asset Management Inc 1.35M (2.45%) -7.25K
Decreased by -0.54%
Dec 31, 24
11 Dimensional Fund Advisors, Inc. 1.18M (2.15%) -4.78K
Decreased by -0.40%
Dec 31, 24
12 Crewe Advisors LLC 1.11M (2.02%) 10.22K
Increased by +0.92%
Sep 30, 24
13 Riverbridge Partners LLC 1.07M (1.95%) -55.51K
Decreased by -5.17%
Mar 31, 25
14 Baillie Gifford & Co Limited. 984.61K (1.79%) -71.07K
Decreased by -7.22%
Dec 31, 24
15 Northern Trust Corp 937.93K (1.70%) 197.87K
Increased by +21.10%
Dec 31, 24
16 Copeland Capital Management, LLC 921.27K (1.67%) -22.81K
Decreased by -2.48%
Mar 31, 25
17 Charles Schwab Investment Management Inc 787.09K (1.43%) -13.51K
Decreased by -1.72%
Dec 31, 24
18 JPMorgan Chase & Co 759.22K (1.38%) 157.14K
Increased by +20.70%
Sep 30, 24
19 Goldman Sachs Group Inc 723.81K (1.32%) 105.12K
Increased by +14.52%
Dec 31, 24
20 Van Berkom and Associates Inc 700.96K (1.27%) -77.84K
Decreased by -11.10%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.66M (6.65%) 6.12K
Increased by +0.17%
Jun 28, 24
2 Fuller & Thaler Behavrl Small-Cap Value 2.22M (4.04%) -19.86K
Decreased by -0.89%
Nov 30, 23
3 iShares Core S&P Mid-Cap ETF 1.85M (3.36%) -5.96K
Decreased by -0.32%
Apr 30, 25
4 Vanguard Total Stock Mkt Idx Inv 1.81M (3.29%) 5.63K
Increased by +0.31%
Mar 31, 25
5 Vanguard US Total Market Shares ETF 1.80M (3.27%) 1.31K
Increased by +0.07%
Sep 30, 24
6 American Funds SMALLCAP World A 1.75M (3.18%) -331.52K
Decreased by -18.96%
Mar 31, 25
7 Vanguard Small Cap Index 1.43M (2.61%) -28.77K
Decreased by -2.01%
Mar 31, 25
8 iShares Russell 2000 ETF 1.37M (2.48%) 231.00
Increased by +0.02%
Apr 30, 25
9 FullerThaler Behavioral Small-Cap Value 1.19M (2.17%) -35.37K
Decreased by -2.96%
Mar 31, 25
10 Undiscovered Managers Behavioral Val L 1.14M (2.07%) -27.32K
Decreased by -2.40%
Mar 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 876.88K (1.59%) 11.54K
Increased by +1.32%
Mar 31, 25
12 Van Berkom Sm-Cap Eq 852.19K (1.55%) 852.19K
Increased by +100.00%
Jun 30, 24
13 Vanguard Small Cap Growth Index Inv 804.10K (1.46%) -17.56K
Decreased by -2.18%
Mar 31, 25
14 Wasatch Core Growth 788.24K (1.43%) -34.28K
Decreased by -4.35%
Mar 31, 25
15 Fidelity Small Cap Index 550.84K (1.00%) 3.13K
Increased by +0.57%
Feb 28, 25
16 iShares S&P Small-Cap 600 Growth ETF 544.00K (0.99%) -600.00
Decreased by -0.11%
Jun 28, 24
17 Baillie Gifford US Equity Growth 540.63K (0.98%) -29.93K
Decreased by -5.54%
Dec 31, 24
18 Fidelity® Small Cap Index 525.08K (0.95%) 14.40K
Increased by +2.74%
Oct 31, 23
19 Vanguard US Growth Investor 513.13K (0.93%) 0.00
Increased by 0.00%
Mar 31, 25
20 T. Rowe Price Small-Cap Value 512.53K (0.93%) -275.00
Decreased by -0.05%
Nov 30, 24