Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PINK 3.01%
2 PEZ 2.04%
3 RZV 1.92%
4 XRT 1.72%
5 RETL 1.23%
6 PSCD 1.13%
7 FSCC 0.80%
8 PXSG 0.64%
9 XSMO 0.63%
10 FYC 0.61%
11 QIDX 0.46%
12 SVAL 0.39%
13 IJS 0.31%
14 SLYV 0.31%
15 VEGN 0.31%
16 AVSC 0.29%
17 RUSC 0.28%
18 VIOV 0.25%
19 PRFZ 0.23%
20 ISMD 0.23%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 11.84M (15.29%) -1.13M
Decreased by -9.54%
Jun 30, 25
2 Vanguard Group Inc 10.96M (14.15%) 390.90K
Increased by +3.57%
Jun 30, 25
3 ClearBridge Advisors, LLC 4.42M (5.71%) -89.22K
Decreased by -2.02%
Jun 30, 24
4 Engine Capital Management LP 3.88M (5.01%) 1.35M
Increased by +34.77%
Mar 31, 25
5 William Blair Investment Management, LLC 3.56M (4.60%) 3.56M
Increased by +100.00%
Jun 30, 25
6 American Century Companies Inc 3.50M (4.51%) 3.33M
Increased by +95.31%
Jun 30, 25
7 State Street Corporation 3.31M (4.27%) 57.58K
Increased by +1.74%
Mar 31, 24
8 Macquarie Group Ltd 3.12M (4.03%) -317.00K
Decreased by -10.16%
Dec 31, 24
9 State Street Corp 3.11M (4.01%) -193.63K
Decreased by -6.23%
Jun 30, 25
10 Dimensional Fund Advisors, Inc. 2.92M (3.77%) -731.83K
Decreased by -25.07%
Jun 30, 25
11 Arrowstreet Capital Limited Partnership 2.86M (3.69%) 301.58K
Increased by +10.55%
Jun 30, 25
12 Burgundy Asset Management Ltd 2.51M (3.24%) -2.49M
Decreased by -99.37%
Jun 30, 25
13 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 2.40M (3.10%) -413.35K
Decreased by -17.19%
Jun 30, 24
14 Hawk Ridge Management LLC 2.13M (2.75%) -1.67M
Decreased by -78.31%
Dec 31, 24
15 D. E. Shaw & Co LP 2.05M (2.64%) -725.79K
Decreased by -35.44%
Jun 30, 25
16 Bank of America Corp 1.97M (2.54%) 1.10M
Increased by +56.12%
Jun 30, 25
17 Geode Capital Management, LLC 1.93M (2.49%) -18.04K
Decreased by -0.94%
Jun 30, 25
18 Charles Schwab Investment Management Inc 1.70M (2.20%) -75.43K
Decreased by -4.43%
Jun 30, 25
19 Emerald Advisers, LLC 1.62M (2.09%) 278.60K
Increased by +17.18%
Jun 30, 25
20 Wolf Hill Capital Management, LP 1.60M (2.06%) 368.75K
Increased by +23.11%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.70M (6.07%) 0.00
Increased by 0.00%
Aug 31, 25
2 ClearBridge Small Cap Growth A 2.56M (3.31%) -107.00K
Decreased by -4.17%
Jun 30, 24
3 Vanguard Total Stock Mkt Idx Inv 2.50M (3.23%) -53.38K
Decreased by -2.14%
Jul 31, 25
4 Vanguard US Total Market Shares ETF 2.49M (3.21%) 0.00
Increased by 0.00%
Sep 30, 24
5 Delaware Ivy Mid Cap Growth A 2.48M (3.20%) 0.00
Increased by 0.00%
Sep 30, 24
6 Macquarie Mid Cap Growth A 2.23M (2.88%) -246.89K
Decreased by -11.07%
Dec 31, 24
7 Vanguard Explorer Inv 2.12M (2.74%) 124.71K
Increased by +5.88%
Jun 30, 24
8 American Century Small Cap Growth Inv 2.02M (2.61%) 2.02M
Increased by +100.00%
Jun 30, 25
9 American Century U.S. Small Cap Growth 2.02M (2.61%) 2.02M
Increased by +100.00%
Jun 30, 25
10 Vanguard Small Cap Index 1.92M (2.48%) -12.93K
Decreased by -0.67%
Jul 31, 25
11 iShares Russell 2000 ETF 1.89M (2.44%) 0.00
Increased by 0.00%
Aug 31, 25
12 ClearBridge Small Cap Growth 1.52M (1.97%) -1.04M
Decreased by -68.21%
Aug 31, 24
13 Vanguard Small Cap Value Index Inv 1.24M (1.60%) 3.52K
Increased by +0.28%
Jul 31, 25
14 William Blair Small-Mid Cap Growth CIT 1.18M (1.52%) 0.00
Increased by 0.00%
Jul 31, 24
15 Vanguard Strategic Equity Inv 1.10M (1.42%) 313.00K
Increased by +28.38%
Jun 30, 25
16 William Blair Small-Mid Cap Growth I 951.48K (1.23%) -11.70K
Decreased by -1.23%
Jul 31, 24
17 Vanguard Institutional Extnd Mkt Idx Tr 849.55K (1.10%) -374.77K
Decreased by -44.11%
Jul 31, 25
18 William Blair SMID Growth CIT 1 816.16K (1.05%) 235.78K
Increased by +28.89%
Jul 31, 25
19 William Blair SMID Growth CIT 5 816.16K (1.05%) 235.78K
Increased by +28.89%
Jul 31, 25
20 Fidelity Small Cap Index 781.31K (1.01%) -8.09K
Decreased by -1.04%
Jun 30, 25