Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCH 5.28%
2 RISN 3.56%
3 NEWZ 3.26%
4 OSCV 3.10%
5 PTH 2.98%
6 OLD 2.96%
7 PXSG 2.46%
8 XSMO 2.37%
9 XHS 2.23%
10 REGL 2.19%
11 KSCD 2.10%
12 BOUT 2.08%
13 IHF 1.66%
14 SAWS 1.62%
15 SMMV 1.56%
16 XMLV 1.25%
17 JPSV 1.21%
18 SLYG 1.20%
19 IJT 1.20%
20 DVOL 1.19%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.30M (13.22%) 199.87K
Increased by +2.74%
Mar 31, 25
2 Vanguard Group Inc 6.10M (11.04%) -73.98K
Decreased by -1.21%
Mar 31, 25
3 Wasatch Advisors Inc. 4.53M (8.20%) -475.31K
Decreased by -10.49%
Dec 31, 23
4 Wasatch Advisors LP 3.36M (6.08%) -138.44K
Decreased by -4.12%
Mar 31, 25
5 FMR Inc 2.65M (4.79%) 562.90K
Increased by +21.28%
Mar 31, 25
6 State Street Corp 2.11M (3.82%) 11.23K
Increased by +0.53%
Mar 31, 25
7 State Street Corporation 2.10M (3.80%) 25.23K
Increased by +1.20%
Mar 31, 24
8 Capital Research Global Investors 1.88M (3.40%) -365.16K
Decreased by -19.42%
Mar 31, 25
9 Geode Capital Management, LLC 1.42M (2.57%) 51.35K
Increased by +3.62%
Mar 31, 25
10 Fuller & Thaler Asset Management Inc 1.34M (2.42%) -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 (2.01%) 10.22K
Increased by +0.92%
Sep 30, 24
13 Baillie Gifford & Co Limited. 945.59K (1.71%) -39.02K
Decreased by -4.13%
Mar 31, 25
14 Northern Trust Corp 941.27K (1.70%) 3.34K
Increased by +0.36%
Mar 31, 25
15 Riverbridge Partners LLC 868.94K (1.57%) -204.13K
Decreased by -23.49%
Jun 30, 25
16 Van Berkom and Associates Inc 800.11K (1.45%) 99.15K
Increased by +12.39%
Mar 31, 25
17 Copeland Capital Management, LLC 799.27K (1.45%) -121.99K
Decreased by -15.26%
Jun 30, 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 (1.37%) 157.14K
Increased by +20.70%
Sep 30, 24
20 Goldman Sachs Group Inc 723.81K (1.31%) 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 (6.62%) 6.12K
Increased by +0.17%
Jun 28, 24
2 Fuller & Thaler Behavrl Small-Cap Value 2.22M (4.03%) -19.86K
Decreased by -0.89%
Nov 30, 23
3 iShares Core S&P Mid-Cap ETF 1.86M (3.37%) 122.00
Increased by +0.01%
Jul 30, 25
4 Vanguard Total Stock Mkt Idx Inv 1.85M (3.35%) 6.17K
Increased by +0.33%
Jun 30, 25
5 Vanguard US Total Market Shares ETF 1.80M (3.26%) 1.31K
Increased by +0.07%
Sep 30, 24
6 American Funds SMALLCAP World A 1.75M (3.16%) 0.00
Increased by 0.00%
Jun 30, 25
7 Vanguard Small Cap Index 1.40M (2.54%) -44.37K
Decreased by -3.16%
Jun 30, 25
8 iShares Russell 2000 ETF 1.35M (2.44%) -21.75K
Decreased by -1.61%
Jul 30, 25
9 FullerThaler Behavioral Small-Cap Value 1.19M (2.15%) -9.57K
Decreased by -0.81%
May 31, 25
10 Undiscovered Managers Behavioral Val L 1.01M (1.84%) -124.95K
Decreased by -12.31%
Jun 30, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 880.04K (1.59%) -9.20K
Decreased by -1.05%
Jun 30, 25
12 Wasatch Core Growth 865.96K (1.57%) 77.72K
Increased by +8.98%
Jun 30, 25
13 Van Berkom Sm-Cap Eq 852.19K (1.54%) 852.19K
Increased by +100.00%
Jun 30, 24
14 Vanguard US Growth Investor 790.54K (1.43%) 277.40K
Increased by +35.09%
Jun 30, 25
15 Vanguard Small Cap Growth Index Inv 787.69K (1.43%) -10.74K
Decreased by -1.36%
Jun 30, 25
16 Fidelity Small Cap Index 562.44K (1.02%) 1.71K
Increased by +0.30%
May 31, 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 (0.98%) -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 T. Rowe Price Small-Cap Value 512.53K (0.93%) -275.00
Decreased by -0.05%
Nov 30, 24