Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 5.75%
2 BEEZ 4.54%
3 AIRR 2.80%
4 PSCI 2.45%
5 GSC 2.09%
6 RSHO 1.94%
7 JSML 1.84%
8 TSME 1.72%
9 XSMO 1.69%
10 XSHQ 1.56%
11 PFUT 1.50%
12 JSMD 1.17%
13 AMID 1.13%
14 SAWS 1.09%
15 GRPZ 1.06%
16 CARU 1.06%
17 CARD 1.06%
18 SMCP 1.03%
19 PXSG 1.01%
20 IJT 0.94%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.32M (15.70%) -407.91K
Decreased by -4.38%
Mar 31, 25
2 Vanguard Group Inc 7.16M (12.06%) -86.06K
Decreased by -1.20%
Mar 31, 25
3 State Street Corporation 2.26M (3.81%) 35.27K
Increased by +1.56%
Mar 31, 24
4 State Street Corp 2.26M (3.80%) -118.56K
Decreased by -5.25%
Mar 31, 25
5 Amvescap Plc. 1.95M (3.28%) -251.34K
Decreased by -12.90%
Mar 31, 25
6 Macquarie Group Ltd 1.83M (3.07%) -156.12K
Decreased by -8.55%
Mar 31, 25
7 Geode Capital Management, LLC 1.69M (2.85%) 60.90K
Increased by +3.60%
Mar 31, 25
8 Neuberger Berman Group LLC 1.42M (2.39%) -7.67K
Decreased by -0.54%
Mar 31, 25
9 Conestoga Capital Advisors, LLC 1.38M (2.32%) -1.16K
Decreased by -0.08%
Mar 31, 25
10 Dimensional Fund Advisors, Inc. 1.31M (2.21%) -146.19K
Decreased by -11.14%
Mar 31, 25
11 Capital World Investors 1.29M (2.18%) 430.81K
Increased by +33.28%
Mar 31, 25
12 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 1.16M (1.95%) 637.47K
Increased by +55.15%
Mar 31, 25
13 T. Rowe Price Investment Management,Inc. 1.09M (1.83%) -37.29K
Decreased by -3.43%
Mar 31, 25
14 FMR Inc 1.06M (1.78%) -413.39K
Decreased by -39.14%
Mar 31, 25
15 Van Berkom and Associates Inc 1.05M (1.76%) 20.77K
Increased by +1.99%
Mar 31, 25
16 First Trust Advisors L.P. 1.00M (1.69%) 109.64K
Increased by +10.92%
Mar 31, 25
17 Goldman Sachs Group Inc 880.48K (1.48%) -149.89K
Decreased by -17.02%
Mar 31, 25
18 NORGES BANK 846.33K (1.42%) -1.55K
Decreased by -0.18%
Dec 31, 24
19 Driehaus Capital Management LLC 846.07K (1.42%) -66.32K
Decreased by -7.84%
Sep 30, 24
20 Westwood Holdings Group Inc 837.12K (1.41%) -148.86K
Decreased by -17.78%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.67M (6.18%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.96M (3.30%) 1.28K
Increased by +0.07%
May 31, 25
3 Vanguard US Total Market Shares ETF 1.95M (3.28%) 1.77K
Increased by +0.09%
Sep 30, 24
4 Delaware US Small Cap Core Equity (SMA) 1.74M (2.94%) -20.41K
Decreased by -1.17%
Mar 31, 24
5 Macquarie US Small Cap Core Equity 1.74M (2.94%) -20.41K
Decreased by -1.17%
Mar 31, 24
6 Vanguard Small Cap Index 1.54M (2.60%) 7.43K
Increased by +0.48%
May 31, 25
7 American Funds SMALLCAP World A 1.52M (2.56%) 463.19K
Increased by +30.42%
Mar 31, 25
8 iShares Russell 2000 ETF 1.51M (2.54%) 0.00
Increased by 0.00%
May 31, 25
9 Macquarie Small Cap Core I 1.27M (2.14%) 17.61K
Increased by +1.39%
Apr 30, 25
10 Delaware Small Cap Core I 1.21M (2.05%) 0.00
Increased by 0.00%
Oct 31, 24
11 Van Berkom Sm-Cap Eq 1.17M (1.97%) 1.17M
Increased by +100.00%
Jun 30, 24
12 First Trust RBA Amer Indl RenaisTM ETF 1.03M (1.73%) 4.40K
Increased by +0.43%
May 29, 25
13 Conestoga Small Cap Investors 962.48K (1.62%) -19.70K
Decreased by -2.05%
Apr 30, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 951.81K (1.60%) 6.48K
Increased by +0.68%
May 31, 25
15 Neuberger Berman Genesis Inv 914.26K (1.54%) -9.12K
Decreased by -1.00%
Mar 31, 25
16 Vanguard Small Cap Growth Index Inv 849.05K (1.43%) -4.89K
Decreased by -0.58%
May 31, 25
17 Vanguard Explorer Inv 779.21K (1.31%) 298.97K
Increased by +38.37%
Mar 31, 25
18 Fidelity® Series Small Cap Opps 778.53K (1.31%) 0.00
Increased by 0.00%
Oct 31, 23
19 Fidelity Small Cap Index 600.56K (1.01%) 5.03K
Increased by +0.84%
Mar 31, 25
20 Fidelity® Small Cap Index 576.99K (0.97%) 15.51K
Increased by +2.69%
Oct 31, 23