Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCC 3.32%
2 FXG 2.54%
3 PBJ 2.24%
4 XRT 1.41%
5 TSME 1.08%
6 RETL 0.88%
7 RZV 0.48%
8 FYT 0.47%
9 QLV 0.39%
10 RWJ 0.36%
11 ETHO 0.34%
12 VIOV 0.27%
13 QSML 0.27%
14 SIXL 0.26%
15 SSLY 0.26%
16 SLYV 0.25%
17 HSMV 0.24%
18 IJS 0.22%
19 ISMD 0.22%
20 EQAL 0.22%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 11.51M (12.98%) -428.68K
Decreased by -3.72%
Mar 31, 25
2 Vanguard Group Inc 10.72M (12.08%) 582.82K
Increased by +5.44%
Mar 31, 25
3 AllianceBernstein L.P. 5.51M (6.21%) 415.35K
Increased by +7.54%
Jun 30, 24
4 12 West Capital Management LP 5.45M (6.14%) 1.82M
Increased by +33.49%
Jun 30, 24
5 FPR Partners LLC 5.13M (5.78%) -864.65K
Decreased by -16.87%
Mar 31, 25
6 Mackenzie Investments 4.76M (5.37%) -4.83M
Decreased by -101.45%
Mar 31, 25
7 Marshall Wace Asset Management Ltd 4.52M (5.09%) 3.63M
Increased by +80.34%
Mar 31, 25
8 Dimensional Fund Advisors, Inc. 4.03M (4.55%) 199.94K
Increased by +4.96%
Mar 31, 25
9 Van Berkom and Associates Inc 3.95M (4.45%) -1.91K
Decreased by -0.05%
Mar 31, 25
10 FMR Inc 3.87M (4.36%) 3.87M
Increased by +99.92%
Mar 31, 25
11 Capital Research Global Investors 3.56M (4.01%) 0.00
Increased by 0.00%
Mar 31, 25
12 State Street Corp 3.38M (3.81%) -45.40K
Decreased by -1.34%
Mar 31, 25
13 Parnassus Investments, LLC 3.33M (3.76%) -1.15M
Decreased by -34.46%
Sep 30, 23
14 T. Rowe Price Investment Management,Inc. 3.26M (3.68%) 3.07M
Increased by +94.04%
Mar 31, 25
15 Bank of New York Mellon Corp 3.19M (3.59%) -230.91K
Decreased by -7.25%
Dec 31, 23
16 Wellington Management Company LLP 3.11M (3.51%) 3.11M
Increased by +100.00%
Mar 31, 25
17 State Street Corporation 3.10M (3.49%) 147.73K
Increased by +4.77%
Mar 31, 24
18 ClearBridge Advisors, LLC 3.03M (3.42%) -123.38K
Decreased by -4.07%
Mar 31, 25
19 Capital World Investors 2.97M (3.35%) -1.40M
Decreased by -47.24%
Dec 31, 24
20 Simcoe Capital Management, LLC 2.94M (3.31%) -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 5.89M (6.64%) -5.59K
Decreased by -0.09%
Apr 30, 25
2 Capital Group AMCAP Composite 3.89M (4.39%) -5.09K
Decreased by -0.13%
Mar 31, 24
3 VA CollegeAmerica Amcap 529A 3.89M (4.39%) -5.09K
Decreased by -0.13%
Mar 31, 24
4 Canada Life US Small-Mid Cap Growth A 3.63M (4.09%) 0.00
Increased by 0.00%
Jan 31, 25
5 Canada Life US Small-Mid Cap Growth F 3.63M (4.09%) 0.00
Increased by 0.00%
Feb 28, 25
6 American Funds SMALLCAP World A 3.56M (4.01%) -2.97M
Decreased by -83.54%
Mar 31, 25
7 Van Berkom Sm-Cap Eq 3.44M (3.87%) 3.44M
Increased by +100.00%
Jun 30, 24
8 iShares Core S&P Mid-Cap ETF 3.08M (3.47%) -550.00
Decreased by -0.02%
Apr 30, 24
9 Parnassus Mid-Cap 3.05M (3.44%) -278.78K
Decreased by -9.13%
Nov 30, 23
10 Vanguard Total Stock Mkt Idx Inv 2.98M (3.36%) 101.60K
Increased by +3.41%
Apr 30, 25
11 Vanguard US Total Market Shares ETF 2.83M (3.19%) 3.24K
Increased by +0.11%
Sep 30, 24
12 Fidelity Value 2.66M (3.00%) 573.20K
Increased by +21.56%
Mar 31, 25
13 Vanguard Small Cap Index 2.32M (2.62%) 16.39K
Increased by +0.71%
Apr 30, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 1.52M (1.71%) 2.06K
Increased by +0.14%
Apr 30, 25
15 Jackson Square - Smid-Cap Growth-Focus 1.51M (1.71%) 1.11M
Increased by +73.31%
Feb 28, 25
16 Vanguard Small Cap Value Index Inv 1.50M (1.69%) 4.66K
Increased by +0.31%
Apr 30, 25
17 ClearBridge Small Cap Growth 1.49M (1.68%) 0.00
Increased by 0.00%
Apr 30, 25
18 ClearBridge Small Cap Growth A 1.49M (1.68%) 0.00
Increased by 0.00%
Apr 30, 25
19 BNY Mellon Sm/Md Cp Gr I 1.41M (1.58%) -18.09K
Decreased by -1.29%
Dec 31, 23
20 AB Small Cap Growth A 1.34M (1.51%) 34.04K
Increased by +2.54%
Aug 31, 24