Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WISE 1.87%
2 PTF 1.20%
3 NSCS 0.83%
4 XSW 0.70%
5 PSCT 0.43%
6 SEIS 0.27%
7 IWC 0.22%
8 IVES 0.21%
9 QSML 0.21%
10 CSML 0.18%
11 HAPS 0.15%
12 VIOG 0.10%
13 AIBU 0.09%
14 IJT 0.07%
15 BBSC 0.07%
16 SMAX 0.06%
17 VIOO 0.06%
18 XJR 0.06%
19 IJR 0.06%
20 GSSC 0.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 10.08M (15.29%) 201.27K
Increased by +2.00%
Mar 31, 25
2 Wasatch Advisors Inc. 7.26M (11.01%) 197.06K
Increased by +2.72%
Dec 31, 23
3 Vanguard Group Inc 5.50M (8.34%) -35.71K
Decreased by -0.65%
Mar 31, 25
4 Wasatch Advisors LP 4.56M (6.91%) -910.85K
Decreased by -19.99%
Mar 31, 25
5 BAMCO Inc 3.00M (4.55%) 0.00
Increased by 0.00%
Mar 31, 25
6 Loomis, Sayles & Company LP 2.61M (3.97%) 135.21K
Increased by +5.17%
Mar 31, 25
7 Riverbridge Partners LLC 2.59M (3.94%) -259.93K
Decreased by -10.02%
Mar 31, 25
8 State Street Corp 2.46M (3.74%) -52.33K
Decreased by -2.12%
Mar 31, 25
9 Wellington Management Company LLP 1.88M (2.86%) -490.64K
Decreased by -26.07%
Mar 31, 25
10 Jennison Associates LLC 1.84M (2.79%) -376.12K
Decreased by -20.48%
Mar 31, 25
11 Next Century Growth Investors LLC 1.80M (2.73%) 175.84K
Increased by +9.78%
Mar 31, 25
12 Royal Bank of Canada 1.72M (2.61%) -68.69K
Decreased by -3.99%
Mar 31, 25
13 Dimensional Fund Advisors, Inc. 1.58M (2.40%) -231.77K
Decreased by -14.63%
Mar 31, 25
14 Geode Capital Management, LLC 1.53M (2.33%) 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 State Street Corporation 1.44M (2.18%) 39.84K
Increased by +2.77%
Mar 31, 24
17 William Blair Investment Management, LLC 1.39M (2.11%) 391.22K
Increased by +28.16%
Mar 31, 25
18 Morgan Stanley - Brokerage Accounts 1.31M (1.99%) 62.00K
Increased by +4.74%
Jun 30, 24
19 Nuveen Asset Management, LLC 1.28M (1.95%) -363.49K
Decreased by -28.35%
Dec 31, 24
20 Nuveen, LLC 1.28M (1.94%) 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 3.71M (5.63%) 0.00
Increased by 0.00%
May 31, 25
2 Baron Opp. Small Cap Growth Strategy 3.00M (4.55%) 0.00
Increased by 0.00%
Mar 31, 25
3 Baron Small Cap Retail 3.00M (4.55%) 0.00
Increased by 0.00%
Mar 31, 25
4 Vanguard Total Stock Mkt Idx Inv 1.96M (2.98%) 13.26K
Increased by +0.68%
May 31, 25
5 Wasatch Small Cap Growth Investor 1.84M (2.80%) -250.85K
Decreased by -13.60%
Mar 31, 25
6 Vanguard US Total Market Shares ETF 1.67M (2.54%) 0.00
Increased by 0.00%
Sep 30, 24
7 Vanguard Information Technology ETF 1.58M (2.40%) 218.06K
Increased by +13.77%
May 31, 25
8 iShares Russell 2000 ETF 1.58M (2.39%) 0.00
Increased by 0.00%
May 31, 25
9 Loomis Sayles Small Cap Growth Instl 1.48M (2.24%) -40.41K
Decreased by -2.73%
Apr 30, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 979.61K (1.49%) 7.58K
Increased by +0.77%
May 31, 25
11 CREF Stock R1 887.16K (1.35%) -3.58K
Decreased by -0.40%
Feb 28, 25
12 CREF Stock R3 887.16K (1.35%) 0.00
Increased by 0.00%
Apr 30, 25
13 JNL Multi-Manager Small Cap Growth A 795.77K (1.21%) -13.30K
Decreased by -1.67%
Sep 30, 23
14 Wasatch Micro Cap 782.35K (1.19%) -27.16K
Decreased by -3.47%
Mar 31, 25
15 American Century Small Cap Growth Inv 757.92K (1.15%) 285.25K
Increased by +37.64%
Mar 31, 25
16 American Century U.S. Small Cap Growth 757.92K (1.15%) 285.25K
Increased by +37.64%
Mar 31, 25
17 Fidelity Small Cap Index 619.54K (0.94%) 49.01K
Increased by +7.91%
Mar 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