Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NEWZ 3.15%
2 BAI 2.38%
3 XSMO 2.29%
4 CAFG 1.93%
5 FFTY 1.79%
6 GRPM 1.76%
7 JSML 1.72%
8 TMFG 1.62%
9 VIOG 1.46%
10 IJT 1.37%
11 SLYG 1.30%
12 PXSG 1.26%
13 PEXL 1.16%
14 BUL 1.16%
15 SMCP 1.06%
16 FFSM 1.03%
17 PSC 0.98%
18 QMID 0.97%
19 SCDS 0.96%
20 ESIX 0.96%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.07M (14.21%) -82.87K
Decreased by -1.63%
Mar 31, 25
2 Vanguard Group Inc 4.10M (11.48%) -41.78K
Decreased by -1.02%
Mar 31, 25
3 FMR Inc 1.74M (4.87%) -476.22K
Decreased by -27.41%
Mar 31, 25
4 State Street Corporation 1.36M (3.82%) 29.26K
Increased by +2.15%
Mar 31, 24
5 State Street Corp 1.34M (3.75%) -2.89K
Decreased by -0.22%
Mar 31, 25
6 Whale Rock Capital Management LLC 1.29M (3.61%) 448.37K
Increased by +34.81%
Mar 31, 25
7 Wasatch Advisors LP 1.23M (3.44%) 93.83K
Increased by +7.65%
Mar 31, 25
8 Wasatch Advisors Inc. 1.22M (3.41%) -51.63K
Decreased by -4.24%
Sep 30, 23
9 Capital Research Global Investors 1.20M (3.35%) 779.60K
Increased by +65.15%
Mar 31, 25
10 Capital Research & Mgmt Co - Division 3 1.08M (3.02%) -182.98K
Decreased by -17.00%
Mar 31, 25
11 Geode Capital Management, LLC 1.05M (2.93%) 39.14K
Increased by +3.74%
Mar 31, 25
12 AllianceBernstein L.P. 766.85K (2.15%) -217.61K
Decreased by -28.38%
Dec 31, 24
13 Victory Capital Management Inc. 719.91K (2.02%) -91.84K
Decreased by -12.76%
Sep 30, 23
14 JPMorgan Chase & Co 674.29K (1.89%) 4.83K
Increased by +0.72%
Mar 31, 25
15 Dimensional Fund Advisors, Inc. 654.15K (1.83%) -29.97K
Decreased by -4.58%
Mar 31, 25
16 Amvescap Plc. 650.16K (1.82%) 263.74K
Increased by +40.57%
Jun 30, 24
17 Baillie Gifford & Co Limited. 644.56K (1.81%) 91.52K
Increased by +14.20%
Mar 31, 25
18 Point72 Asset Management, L.P. 628.33K (1.76%) 628.33K
Increased by +100.00%
Mar 31, 24
19 Citadel Advisors Llc 538.34K (1.51%) 477.44K
Increased by +88.69%
Mar 31, 25
20 Paradigm Capital Management, Inc. 531.50K (1.49%) -400.00
Decreased by -0.08%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.42M (6.78%) 0.00
Increased by 0.00%
Aug 30, 24
2 American Funds SMALLCAP World A 1.34M (3.76%) 56.85K
Increased by +4.23%
Mar 31, 25
3 iShares Core S&P Mid-Cap ETF 1.17M (3.27%) 0.00
Increased by 0.00%
May 31, 25
4 Vanguard Total Stock Mkt Idx Inv 1.15M (3.24%) 760.00
Increased by +0.07%
May 31, 25
5 Vanguard US Total Market Shares ETF 1.15M (3.21%) 979.00
Increased by +0.09%
Sep 30, 24
6 iShares Russell 2000 ETF 915.16K (2.56%) 0.00
Increased by 0.00%
May 31, 25
7 Vanguard Small Cap Index 907.76K (2.54%) 4.24K
Increased by +0.47%
May 31, 25
8 American Funds Growth Fund of Amer A 682.43K (1.91%) 430.90K
Increased by +63.14%
Mar 31, 25
9 Capital Group Growth Fnd of Amer Comp 682.43K (1.91%) 430.90K
Increased by +63.14%
Mar 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 560.83K (1.57%) 3.84K
Increased by +0.68%
May 31, 25
11 Vanguard Explorer Inv 510.25K (1.43%) -1.26K
Decreased by -0.25%
Mar 31, 25
12 Vanguard Small Cap Growth Index Inv 499.77K (1.40%) -3.27K
Decreased by -0.65%
May 31, 25
13 Wasatch Core Growth 491.75K (1.38%) 43.82K
Increased by +8.91%
Mar 31, 25
14 Vanguard Information Technology ETF 449.33K (1.26%) 1.29K
Increased by +0.29%
May 31, 25
15 Victory Small Cap Value CIT (Net 75) 395.00K (1.11%) -163.05K
Decreased by -41.28%
Sep 30, 23
16 Victory Sycamore Small Company Opp R 395.00K (1.11%) -163.05K
Decreased by -41.28%
Sep 30, 23
17 Fidelity® Series Small Cap Opps 389.16K (1.09%) 0.00
Increased by 0.00%
Oct 31, 23
18 VA CollegeAmerica Amcap 529A 377.11K (1.06%) 0.00
Increased by 0.00%
Dec 31, 24
19 Fidelity® Mid-Cap Stock 376.58K (1.06%) 0.00
Increased by 0.00%
Nov 30, 23
20 iShares S&P Small-Cap 600 Growth ETF 366.34K (1.03%) 0.00
Increased by 0.00%
Aug 30, 24