Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WISE 2.81%
2 PTF 1.20%
3 NSCS 0.83%
4 XSW 0.79%
5 SEIS 0.27%
6 PSCT 0.25%
7 IVES 0.21%
8 QSML 0.21%
9 CSML 0.18%
10 HAPS 0.15%
11 IWC 0.13%
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 10.06M (15.23%) -17.86K
Decreased by -0.18%
Jun 30, 25
2 Wasatch Advisors Inc. 7.26M (10.98%) 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 4.67M (7.07%) 112.32K
Increased by +2.41%
Jun 30, 25
5 BAMCO Inc 3.00M (4.54%) 0.00
Increased by 0.00%
Jun 30, 25
6 Wellington Management Company LLP 2.90M (4.39%) 1.02M
Increased by +35.17%
Jun 30, 25
7 State Street Corp 2.60M (3.94%) 140.65K
Increased by +5.40%
Jun 30, 25
8 Loomis, Sayles & Company LP 2.55M (3.86%) -60.94K
Decreased by -2.39%
Jun 30, 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 AllianceBernstein L.P. 1.90M (2.87%) 1.05M
Increased by +55.34%
Jun 30, 25
12 Dimensional Fund Advisors, Inc. 1.88M (2.84%) 294.93K
Increased by +15.69%
Jun 30, 25
13 Next Century Growth Investors LLC 1.80M (2.72%) 175.84K
Increased by +9.78%
Mar 31, 25
14 Royal Bank of Canada 1.71M (2.59%) -8.85K
Decreased by -0.52%
Jun 30, 25
15 Geode Capital Management, LLC 1.64M (2.48%) 107.50K
Increased by +6.55%
Jun 30, 25
16 Fourth Sail Capital, LP 1.62M (2.46%) 599.29K
Increased by +36.91%
Jun 30, 25
17 William Blair Investment Management, LLC 1.46M (2.20%) 67.78K
Increased by +4.65%
Jun 30, 25
18 State Street Corporation 1.44M (2.18%) 39.84K
Increased by +2.77%
Mar 31, 24
19 Nuveen Asset Management, LLC 1.28M (1.94%) -363.49K
Decreased by -28.35%
Dec 31, 24
20 Alyeska Investment Group, L.P. 1.27M (1.93%) 670.33K
Increased by +52.63%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.72M (5.63%) 0.00
Increased by 0.00%
Aug 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 (2.75%) -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 iShares Russell 2000 ETF 1.62M (2.45%) 0.00
Increased by 0.00%
Aug 31, 25
8 Vanguard Information Technology ETF 1.60M (2.42%) 15.85K
Increased by +0.99%
Jul 31, 25
9 Loomis Sayles Small Cap Growth Instl 1.40M (2.12%) -32.42K
Decreased by -2.31%
Jul 31, 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%
Jul 31, 25
12 JNL Multi-Manager Small Cap Growth A 795.77K (1.20%) -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 664.24K (1.01%) 36.95K
Increased by +5.56%
Jun 30, 25
18 Oberweis Micro-Cap 648.40K (0.98%) 145.40K
Increased by +22.42%
Jun 30, 25
19 Oberweis Micro-Cap Growth 648.40K (0.98%) 145.40K
Increased by +22.42%
Jun 30, 25
20 Buffalo Small Cap 567.28K (0.86%) 0.00
Increased by 0.00%
Sep 30, 23