Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCC 3.48%
2 FXG 2.39%
3 PBJ 2.24%
4 XRT 1.36%
5 TSME 1.08%
6 RETL 0.80%
7 FYT 0.47%
8 RZV 0.43%
9 SVAL 0.42%
10 QLV 0.39%
11 ETHO 0.34%
12 RWJ 0.32%
13 QSML 0.27%
14 SIXL 0.26%
15 SSLY 0.26%
16 SLYV 0.25%
17 HSMV 0.24%
18 EQAL 0.22%
19 ISMD 0.21%
20 CSML 0.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 11.51M (12.30%) -428.68K
Decreased by -3.72%
Mar 31, 25
2 Vanguard Group Inc 10.72M (11.44%) 582.82K
Increased by +5.44%
Mar 31, 25
3 AllianceBernstein L.P. 5.51M (5.88%) 415.35K
Increased by +7.54%
Jun 30, 24
4 12 West Capital Management LP 5.45M (5.82%) 1.82M
Increased by +33.49%
Jun 30, 24
5 FPR Partners LLC 5.13M (5.47%) -864.65K
Decreased by -16.87%
Mar 31, 25
6 Mackenzie Investments 4.76M (5.08%) -4.83M
Decreased by -101.45%
Mar 31, 25
7 Marshall Wace Asset Management Ltd 4.52M (4.82%) 3.63M
Increased by +80.34%
Mar 31, 25
8 Dimensional Fund Advisors, Inc. 4.03M (4.31%) 199.94K
Increased by +4.96%
Mar 31, 25
9 Van Berkom and Associates Inc 3.95M (4.22%) -1.91K
Decreased by -0.05%
Mar 31, 25
10 FMR Inc 3.87M (4.13%) 3.87M
Increased by +99.92%
Mar 31, 25
11 Capital Research Global Investors 3.56M (3.80%) 0.00
Increased by 0.00%
Mar 31, 25
12 State Street Corp 3.38M (3.61%) -45.40K
Decreased by -1.34%
Mar 31, 25
13 Parnassus Investments, LLC 3.33M (3.56%) -1.15M
Decreased by -34.46%
Sep 30, 23
14 T. Rowe Price Investment Management,Inc. 3.26M (3.48%) 3.07M
Increased by +94.04%
Mar 31, 25
15 Bank of New York Mellon Corp 3.19M (3.40%) -230.91K
Decreased by -7.25%
Dec 31, 23
16 Wellington Management Company LLP 3.11M (3.32%) 3.11M
Increased by +100.00%
Mar 31, 25
17 State Street Corporation 3.10M (3.31%) 147.73K
Increased by +4.77%
Mar 31, 24
18 ClearBridge Advisors, LLC 3.03M (3.24%) -123.38K
Decreased by -4.07%
Mar 31, 25
19 Capital World Investors 2.97M (3.18%) -1.40M
Decreased by -47.24%
Dec 31, 24
20 Simcoe Capital Management, LLC 2.94M (3.14%) -468.39K
Decreased by -15.94%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.83M (6.23%) 0.00
Increased by 0.00%
May 31, 25
2 Capital Group AMCAP Composite 3.89M (4.16%) -5.09K
Decreased by -0.13%
Mar 31, 24
3 VA CollegeAmerica Amcap 529A 3.89M (4.16%) -5.09K
Decreased by -0.13%
Mar 31, 24
4 Canada Life US Small-Mid Cap Growth A 3.63M (3.87%) 0.00
Increased by 0.00%
Jan 31, 25
5 Canada Life US Small-Mid Cap Growth F 3.63M (3.87%) 0.00
Increased by 0.00%
Mar 31, 25
6 American Funds SMALLCAP World A 3.56M (3.80%) -2.97M
Decreased by -83.54%
Mar 31, 25
7 Van Berkom Sm-Cap Eq 3.44M (3.67%) 3.44M
Increased by +100.00%
Jun 30, 24
8 iShares Core S&P Mid-Cap ETF 3.08M (3.29%) -550.00
Decreased by -0.02%
Apr 30, 24
9 Parnassus Mid-Cap 3.05M (3.26%) -278.78K
Decreased by -9.13%
Nov 30, 23
10 Vanguard Total Stock Mkt Idx Inv 2.98M (3.18%) 0.00
Increased by 0.00%
May 31, 25
11 Vanguard US Total Market Shares ETF 2.83M (3.02%) 3.24K
Increased by +0.11%
Sep 30, 24
12 Fidelity Value 2.47M (2.64%) -186.70K
Decreased by -7.55%
Apr 30, 25
13 Vanguard Small Cap Index 2.33M (2.49%) 8.55K
Increased by +0.37%
May 31, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 1.53M (1.63%) 11.20K
Increased by +0.73%
May 31, 25
15 Jackson Square - Smid-Cap Growth-Focus 1.51M (1.62%) 1.11M
Increased by +73.31%
Feb 28, 25
16 Vanguard Small Cap Value Index Inv 1.50M (1.60%) -407.00
Decreased by -0.03%
May 31, 25
17 ClearBridge Small Cap Growth 1.49M (1.59%) 0.00
Increased by 0.00%
May 31, 25
18 ClearBridge Small Cap Growth A 1.49M (1.59%) 0.00
Increased by 0.00%
May 31, 25
19 BNY Mellon Sm/Md Cp Gr I 1.41M (1.50%) -18.09K
Decreased by -1.29%
Dec 31, 23
20 AB Small Cap Growth A 1.34M (1.43%) 34.04K
Increased by +2.54%
Aug 31, 24