Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCH 5.28%
2 RISN 3.56%
3 PTH 2.98%
4 OLD 2.96%
5 OSCV 2.92%
6 PXSG 2.46%
7 XSMO 2.37%
8 REGL 2.27%
9 KSCD 2.10%
10 XHS 2.01%
11 BOUT 1.92%
12 SAWS 1.61%
13 SMMV 1.55%
14 IHF 1.41%
15 SMDV 1.24%
16 SLYG 1.20%
17 XMLV 1.20%
18 IJT 1.20%
19 JPSV 1.19%
20 DVOL 1.19%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.30M (13.27%) 199.87K
Increased by +2.74%
Mar 31, 25
2 Vanguard Group Inc 6.10M (11.08%) -73.98K
Decreased by -1.21%
Mar 31, 25
3 Wasatch Advisors Inc. 4.53M (8.24%) -475.31K
Decreased by -10.49%
Dec 31, 23
4 Wasatch Advisors LP 3.36M (6.10%) -138.44K
Decreased by -4.12%
Mar 31, 25
5 FMR Inc 2.65M (4.81%) 562.90K
Increased by +21.28%
Mar 31, 25
6 State Street Corp 2.11M (3.84%) 11.23K
Increased by +0.53%
Mar 31, 25
7 State Street Corporation 2.10M (3.81%) 25.23K
Increased by +1.20%
Mar 31, 24
8 Capital Research Global Investors 1.88M (3.42%) -365.16K
Decreased by -19.42%
Mar 31, 25
9 Geode Capital Management, LLC 1.42M (2.58%) 51.35K
Increased by +3.62%
Mar 31, 25
10 Fuller & Thaler Asset Management Inc 1.34M (2.43%) -15.33K
Decreased by -1.15%
Mar 31, 25
11 Dimensional Fund Advisors, Inc. 1.12M (2.03%) -65.77K
Decreased by -5.88%
Mar 31, 25
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. 945.59K (1.72%) -39.02K
Decreased by -4.13%
Mar 31, 25
15 Northern Trust Corp 941.27K (1.71%) 3.34K
Increased by +0.36%
Mar 31, 25
16 Copeland Capital Management, LLC 921.27K (1.67%) -22.81K
Decreased by -2.48%
Mar 31, 25
17 Van Berkom and Associates Inc 800.11K (1.45%) 99.15K
Increased by +12.39%
Mar 31, 25
18 Charles Schwab Investment Management Inc 781.81K (1.42%) -5.28K
Decreased by -0.68%
Mar 31, 25
19 JPMorgan Chase & Co 759.22K (1.38%) 157.14K
Increased by +20.70%
Sep 30, 24
20 Goldman Sachs Group Inc 723.81K (1.32%) 105.12K
Increased by +14.52%
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%) 0.00
Increased by 0.00%
May 31, 25
4 Vanguard Total Stock Mkt Idx Inv 1.84M (3.35%) 33.41K
Increased by +1.81%
Apr 30, 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 1.44M (2.62%) 8.36K
Increased by +0.58%
Apr 30, 25
8 iShares Russell 2000 ETF 1.39M (2.53%) 0.00
Increased by 0.00%
May 31, 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%) 0.00
Increased by 0.00%
Apr 30, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 881.26K (1.60%) 4.38K
Increased by +0.50%
Apr 30, 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 803.13K (1.46%) -965.00
Decreased by -0.12%
Apr 30, 25
14 Wasatch Core Growth 788.24K (1.43%) -34.28K
Decreased by -4.35%
Mar 31, 25
15 Fidelity Small Cap Index 554.40K (1.01%) 3.56K
Increased by +0.64%
Mar 31, 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