Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PTF 1.20%
2 WISE 1.17%
3 NSCS 0.83%
4 XSW 0.68%
5 PSCT 0.28%
6 SEIS 0.27%
7 IVES 0.21%
8 QSML 0.21%
9 CSML 0.18%
10 HAPS 0.15%
11 IWC 0.14%
12 VIOG 0.07%
13 BBSC 0.07%
14 AIBU 0.06%
15 GSSC 0.06%
16 IJT 0.05%
17 EES 0.04%
18 RFLR 0.04%
19 PSC 0.04%
20 VIOO 0.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 10.08M (15.27%) 201.27K
Increased by +2.00%
Mar 31, 25
2 Wasatch Advisors Inc. 7.26M (10.99%) 197.06K
Increased by +2.72%
Dec 31, 23
3 Vanguard Group Inc 5.82M (8.81%) 319.73K
Increased by +5.49%
Jun 30, 25
4 Wasatch Advisors LP 4.56M (6.90%) -910.85K
Decreased by -19.99%
Mar 31, 25
5 BAMCO Inc 3.00M (4.54%) 0.00
Increased by 0.00%
Mar 31, 25
6 Wellington Management Company LLP 2.90M (4.40%) 1.02M
Increased by +35.17%
Jun 30, 25
7 Loomis, Sayles & Company LP 2.55M (3.87%) -60.94K
Decreased by -2.39%
Jun 30, 25
8 State Street Corp 2.46M (3.73%) -52.33K
Decreased by -2.12%
Mar 31, 25
9 Riverbridge Partners LLC 2.26M (3.42%) -334.16K
Decreased by -14.79%
Jun 30, 25
10 Jennison Associates LLC 1.97M (2.98%) 129.96K
Increased by +6.61%
Jun 30, 25
11 Dimensional Fund Advisors, Inc. 1.88M (2.85%) 294.93K
Increased by +15.69%
Jun 30, 25
12 Next Century Growth Investors LLC 1.80M (2.72%) 175.84K
Increased by +9.78%
Mar 31, 25
13 Royal Bank of Canada 1.72M (2.61%) -68.69K
Decreased by -3.99%
Mar 31, 25
14 Geode Capital Management, LLC 1.53M (2.32%) 98.72K
Increased by +6.44%
Mar 31, 25
15 AllianceBernstein L.P. 1.46M (2.22%) -182.23K
Decreased by -12.44%
Dec 31, 24
16 William Blair Investment Management, LLC 1.46M (2.21%) 67.78K
Increased by +4.65%
Jun 30, 25
17 State Street Corporation 1.44M (2.18%) 39.84K
Increased by +2.77%
Mar 31, 24
18 Morgan Stanley - Brokerage Accounts 1.31M (1.98%) 62.00K
Increased by +4.74%
Jun 30, 24
19 Nuveen Asset Management, LLC 1.28M (1.94%) -363.49K
Decreased by -28.35%
Dec 31, 24
20 Nuveen, LLC 1.28M (1.93%) 1.28M
Increased by +100.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.75M (5.68%) 668.00
Increased by +0.02%
Jul 31, 25
2 Baron Opp. Small Cap Growth Strategy 3.00M (4.54%) 0.00
Increased by 0.00%
Jun 30, 25
3 Baron Small Cap Retail 3.00M (4.54%) 0.00
Increased by 0.00%
Jun 30, 25
4 Vanguard Total Stock Mkt Idx Inv 1.92M (2.91%) -42.60K
Decreased by -2.22%
Jul 31, 25
5 Wasatch Small Cap Growth Investor 1.82M (2.76%) -25.11K
Decreased by -1.38%
Jun 30, 25
6 Vanguard US Total Market Shares ETF 1.67M (2.53%) 0.00
Increased by 0.00%
Sep 30, 24
7 Vanguard Information Technology ETF 1.60M (2.42%) 15.85K
Increased by +0.99%
Jul 31, 25
8 iShares Russell 2000 ETF 1.59M (2.40%) -30.14K
Decreased by -1.90%
Jul 31, 25
9 Loomis Sayles Small Cap Growth Instl 1.44M (2.17%) -25.27K
Decreased by -1.76%
Jun 30, 25
10 CREF Stock R1 887.16K (1.34%) -3.58K
Decreased by -0.40%
Feb 28, 25
11 CREF Stock R3 887.16K (1.34%) 0.00
Increased by 0.00%
Jun 30, 25
12 JNL Multi-Manager Small Cap Growth A 795.77K (1.21%) -13.30K
Decreased by -1.67%
Sep 30, 23
13 American Century Small Cap Growth Inv 787.69K (1.19%) 29.77K
Increased by +3.78%
Jun 30, 25
14 American Century U.S. Small Cap Growth 787.69K (1.19%) 29.77K
Increased by +3.78%
Jun 30, 25
15 Wasatch Micro Cap 768.76K (1.16%) -13.59K
Decreased by -1.77%
Jun 30, 25
16 Vanguard Institutional Extnd Mkt Idx Tr 678.39K (1.03%) -296.58K
Decreased by -43.72%
Jul 31, 25
17 Fidelity Small Cap Index 627.29K (0.95%) -57.00
Decreased by -0.01%
May 31, 25
18 Buffalo Small Cap 567.28K (0.86%) 0.00
Increased by 0.00%
Sep 30, 23
19 Kornitzer Small Cap Equity 567.28K (0.86%) 0.00
Increased by 0.00%
Sep 30, 23
20 Fidelity® Small Cap Index 538.39K (0.82%) 16.93K
Increased by +3.14%
Oct 31, 23