Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SCDV 7.97%
2 PSCH 5.28%
3 NEWZ 4.19%
4 RISN 3.56%
5 OLD 2.96%
6 OSCV 2.92%
7 PXSG 2.46%
8 XSMO 2.37%
9 DVOL 2.17%
10 KSCD 2.10%
11 BOUT 2.08%
12 XHS 2.06%
13 REGL 1.93%
14 SAWS 1.88%
15 IHF 1.76%
16 ALIL 1.76%
17 SMMV 1.67%
18 PTH 1.63%
19 JPSV 1.43%
20 SLYG 1.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.20M (12.98%) -102.55K
Decreased by -1.42%
Jun 30, 25
2 Vanguard Group Inc 6.13M (11.05%) 32.61K
Increased by +0.53%
Jun 30, 25
3 Wasatch Advisors Inc. 4.53M (8.17%) -475.31K
Decreased by -10.49%
Dec 31, 23
4 Wasatch Advisors LP 3.56M (6.41%) 199.98K
Increased by +5.62%
Jun 30, 25
5 FMR Inc 2.71M (4.88%) 61.88K
Increased by +2.29%
Jun 30, 25
6 State Street Corporation 2.10M (3.78%) 25.23K
Increased by +1.20%
Mar 31, 24
7 State Street Corp 2.08M (3.75%) -34.15K
Decreased by -1.64%
Jun 30, 25
8 Capital Research Global Investors 1.88M (3.39%) 0.00
Increased by 0.00%
Jun 30, 25
9 Geode Capital Management, LLC 1.44M (2.59%) 20.23K
Increased by +1.41%
Jun 30, 25
10 Baillie Gifford & Co Limited. 1.44M (2.59%) 490.98K
Increased by +34.18%
Jun 30, 25
11 Fuller & Thaler Asset Management Inc 1.20M (2.16%) -134.92K
Decreased by -11.24%
Jun 30, 25
12 Crewe Advisors LLC 1.11M (2.00%) 10.22K
Increased by +0.92%
Sep 30, 24
13 Dimensional Fund Advisors, Inc. 1.08M (1.94%) -41.97K
Decreased by -3.90%
Jun 30, 25
14 Northern Trust Corp 888.51K (1.60%) -52.77K
Decreased by -5.94%
Jun 30, 25
15 Wellington Management Company LLP 874.24K (1.58%) 190.59K
Increased by +21.80%
Jun 30, 25
16 Riverbridge Partners LLC 868.94K (1.57%) -204.13K
Decreased by -23.49%
Jun 30, 25
17 Copeland Capital Management, LLC 799.27K (1.44%) -121.99K
Decreased by -15.26%
Jun 30, 25
18 Charles Schwab Investment Management Inc 770.23K (1.39%) -11.58K
Decreased by -1.50%
Jun 30, 25
19 JPMorgan Chase & Co 759.22K (1.37%) 157.14K
Increased by +20.70%
Sep 30, 24
20 Van Berkom and Associates Inc 751.15K (1.35%) -48.96K
Decreased by -6.52%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.66M (6.59%) 6.12K
Increased by +0.17%
Jun 28, 24
2 Fuller & Thaler Behavrl Small-Cap Value 2.22M (4.01%) -19.86K
Decreased by -0.89%
Nov 30, 23
3 iShares Core S&P Mid-Cap ETF 1.86M (3.35%) 0.00
Increased by 0.00%
Aug 31, 25
4 Vanguard Total Stock Mkt Idx Inv 1.81M (3.26%) -38.18K
Decreased by -2.11%
Jul 31, 25
5 Vanguard US Total Market Shares ETF 1.80M (3.24%) 1.31K
Increased by +0.07%
Sep 30, 24
6 American Funds SMALLCAP World A 1.75M (3.15%) 0.00
Increased by 0.00%
Jun 30, 25
7 Vanguard Small Cap Index 1.40M (2.52%) -9.13K
Decreased by -0.65%
Jul 31, 25
8 iShares Russell 2000 ETF 1.36M (2.44%) 0.00
Increased by 0.00%
Aug 31, 25
9 FullerThaler Behavioral Small-Cap Value 1.06M (1.91%) -128.08K
Decreased by -12.11%
Jun 30, 25
10 Undiscovered Managers Behavioral Val L 1.01M (1.83%) -2.09K
Decreased by -0.21%
Jul 31, 25
11 Wasatch Core Growth 865.96K (1.56%) 77.72K
Increased by +8.98%
Jun 30, 25
12 Van Berkom Sm-Cap Eq 852.19K (1.54%) 852.19K
Increased by +100.00%
Jun 30, 24
13 Vanguard US Growth Investor 790.54K (1.42%) 277.40K
Increased by +35.09%
Jun 30, 25
14 Vanguard Small Cap Growth Index Inv 785.82K (1.42%) -1.87K
Decreased by -0.24%
Jul 31, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 613.61K (1.11%) -266.43K
Decreased by -43.42%
Jul 31, 25
16 Fidelity Small Cap Index 563.64K (1.02%) 1.21K
Increased by +0.21%
Jun 30, 25
17 iShares S&P Small-Cap 600 Growth ETF 544.00K (0.98%) -600.00
Decreased by -0.11%
Jun 28, 24
18 Baillie Gifford US Equity Growth 540.63K (0.97%) -29.93K
Decreased by -5.54%
Dec 31, 24
19 Fidelity® Small Cap Index 525.08K (0.95%) 14.40K
Increased by +2.74%
Oct 31, 23
20 Strategic Advisers Fidelity US TtlStk 523.73K (0.94%) 119.56K
Increased by +22.83%
Jul 31, 25