Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 5.75%
2 BEEZ 3.72%
3 AIRR 2.63%
4 PSCI 2.29%
5 GSC 1.99%
6 RSHO 1.94%
7 JSML 1.79%
8 XSMO 1.69%
9 CARU 1.27%
10 CARD 1.27%
11 PFUT 1.24%
12 SMCP 1.03%
13 PXSG 1.01%
14 AMID 0.97%
15 SAWS 0.91%
16 GRPZ 0.88%
17 IJT 0.83%
18 SLYG 0.83%
19 VIOG 0.70%
20 XSLV 0.69%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.73M (16.38%) 283.33K
Increased by +2.91%
Dec 31, 24
2 Vanguard Group Inc 7.25M (12.20%) 93.60K
Increased by +1.29%
Dec 31, 24
3 State Street Corp 2.38M (4.00%) 83.32K
Increased by +3.51%
Dec 31, 24
4 State Street Corporation 2.26M (3.81%) 35.27K
Increased by +1.56%
Mar 31, 24
5 Amvescap Plc. 2.20M (3.70%) 242.84K
Increased by +11.04%
Dec 31, 24
6 Macquarie Group Ltd 1.98M (3.34%) -246.80K
Decreased by -12.46%
Dec 31, 24
7 Geode Capital Management, LLC 1.63M (2.75%) 29.20K
Increased by +1.79%
Dec 31, 24
8 FMR Inc 1.47M (2.47%) 238.61K
Increased by +16.24%
Dec 31, 24
9 Dimensional Fund Advisors, Inc. 1.46M (2.46%) -119.05K
Decreased by -8.16%
Dec 31, 24
10 Neuberger Berman Group LLC 1.42M (2.40%) 187.76K
Increased by +13.18%
Dec 31, 24
11 Conestoga Capital Advisors, LLC 1.38M (2.32%) -1.16K
Decreased by -0.08%
Mar 31, 25
12 T. Rowe Price Investment Management,Inc. 1.12M (1.89%) 1.71K
Increased by +0.15%
Dec 31, 24
13 Goldman Sachs Group Inc 1.03M (1.73%) 133.52K
Increased by +12.96%
Dec 31, 24
14 Van Berkom and Associates Inc 1.02M (1.73%) -147.96K
Decreased by -14.44%
Dec 31, 24
15 First Trust Advisors L.P. 894.14K (1.51%) 322.68K
Increased by +36.09%
Dec 31, 24
16 Capital World Investors 863.84K (1.45%) 863.84K
Increased by +100.00%
Dec 31, 24
17 NORGES BANK 846.33K (1.42%) -1.55K
Decreased by -0.18%
Dec 31, 24
18 Driehaus Capital Management LLC 846.07K (1.42%) -66.32K
Decreased by -7.84%
Sep 30, 24
19 Westwood Holdings Group Inc 837.12K (1.41%) -148.86K
Decreased by -17.78%
Dec 31, 23
20 Brown Advisory Holdings Inc 820.59K (1.38%) -87.57K
Decreased by -10.67%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.78M (6.36%) 2.18K
Increased by +0.06%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 1.95M (3.28%) 1.77K
Increased by +0.09%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.94M (3.27%) 5.92K
Increased by +0.30%
Mar 31, 25
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 iShares Russell 2000 ETF 1.58M (2.66%) -13.70K
Decreased by -0.87%
Mar 31, 25
7 Vanguard Small Cap Index 1.52M (2.57%) -35.36K
Decreased by -2.32%
Mar 31, 25
8 American Funds SMALLCAP World A 1.52M (2.56%) 463.19K
Increased by +30.42%
Mar 31, 25
9 Delaware Small Cap Core I 1.21M (2.05%) 0.00
Increased by 0.00%
Oct 31, 24
10 Macquarie Small Cap Core I 1.21M (2.05%) 0.00
Increased by 0.00%
Feb 28, 25
11 Van Berkom Sm-Cap Eq 1.17M (1.97%) 1.17M
Increased by +100.00%
Jun 30, 24
12 Conestoga Small Cap Investors 992.75K (1.67%) 0.00
Increased by 0.00%
Feb 28, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 937.00K (1.58%) 8.61K
Increased by +0.92%
Mar 31, 25
14 Neuberger Berman Genesis Inv 914.26K (1.54%) -9.12K
Decreased by -1.00%
Mar 31, 25
15 Vanguard Small Cap Growth Index Inv 855.36K (1.44%) -21.14K
Decreased by -2.47%
Mar 31, 25
16 Fidelity® Series Small Cap Opps 778.53K (1.31%) 0.00
Increased by 0.00%
Oct 31, 23
17 Fidelity Small Cap Index 593.62K (1.00%) -11.12K
Decreased by -1.87%
Jan 31, 25
18 Fidelity® Small Cap Index 576.99K (0.97%) 15.51K
Increased by +2.69%
Oct 31, 23
19 Fidelity Small Cap Growth 571.03K (0.96%) -689.00
Decreased by -0.12%
Jan 31, 24
20 Fidelity Series Small Cap Opps 567.93K (0.96%) -10.70K
Decreased by -1.88%
Apr 30, 24