Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SAWS 2.16%
2 PRN 1.01%
3 JSML 0.57%
4 FYC 0.49%
5 HAPS 0.43%
6 DWAS 0.42%
7 SMMV 0.40%
8 SEIS 0.40%
9 QSML 0.40%
10 TPSC 0.38%
11 AFSM 0.37%
12 FSCC 0.37%
13 CSA 0.31%
14 SMLF 0.30%
15 USVM 0.30%
16 CSF 0.30%
17 OMFS 0.28%
18 FYX 0.28%
19 AVSC 0.28%
20 FESM 0.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 1.92M (12.25%) 3.26K
Increased by +0.17%
Mar 31, 25
2 BlackRock Inc 1.41M (8.97%) 31.28K
Increased by +2.22%
Mar 31, 25
3 UBS Asset Mgmt Americas Inc 1.20M (7.64%) 719.20K
Increased by +59.95%
Mar 31, 25
4 Boston Partners Global Investors, Inc 838.47K (5.34%) -1.96K
Decreased by -0.23%
Mar 31, 25
5 Dimensional Fund Advisors, Inc. 742.59K (4.73%) -199.98K
Decreased by -26.93%
Mar 31, 25
6 Morgan Stanley - Brokerage Accounts 555.11K (3.53%) -80.62K
Decreased by -14.52%
Mar 31, 25
7 Credit Suisse First Boston (CSFB) 515.46K (3.28%) -7.60K
Decreased by -1.47%
Mar 31, 24
8 Jennison Associates LLC 495.33K (3.15%) -106.01K
Decreased by -21.40%
Mar 31, 25
9 Franklin Resources Inc 479.29K (3.05%) 18.64K
Increased by +3.89%
Mar 31, 25
10 State Street Corporation 449.54K (2.86%) -8.28K
Decreased by -1.84%
Mar 31, 24
11 State Street Corp 422.57K (2.69%) -11.59K
Decreased by -2.74%
Mar 31, 25
12 Geode Capital Management, LLC 417.88K (2.66%) 19.55K
Increased by +4.68%
Mar 31, 25
13 Aristotle Capital Boston, LLC 417.33K (2.66%) -166.40K
Decreased by -39.87%
Mar 31, 25
14 Sunriver Management LLC 341.91K (2.18%) -144.69K
Decreased by -42.32%
Mar 31, 25
15 FMR Inc 334.62K (2.13%) 310.68K
Increased by +92.85%
Mar 31, 25
16 Principal Financial Group Inc 332.18K (2.11%) -18.83K
Decreased by -5.67%
Mar 31, 25
17 Loomis, Sayles & Company LP 310.01K (1.97%) -6.51K
Decreased by -2.10%
Mar 31, 25
18 Wellington Management Company LLP 302.73K (1.93%) -240.51K
Decreased by -79.45%
Mar 31, 25
19 Amvescap Plc. 282.02K (1.80%) 20.68K
Increased by +7.33%
Mar 31, 25
20 Nuveen, LLC 268.46K (1.71%) 268.46K
Increased by +100.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 580.48K (3.70%) 47.21K
Increased by +8.13%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 548.98K (3.50%) -23.31K
Decreased by -4.25%
Jun 30, 25
3 Vanguard Small Cap Index 421.15K (2.68%) -24.27K
Decreased by -5.76%
Jun 30, 25
4 UBS (LUX) Sec Eq Fd CHF H P acc 420.00K (2.67%) -15.00K
Decreased by -3.57%
Feb 28, 25
5 UBS (Lux) Security Equity BH CHF 420.00K (2.67%) -15.00K
Decreased by -3.57%
Feb 28, 25
6 Putnam Small Cap Growth A 418.70K (2.67%) -6.50K
Decreased by -1.55%
Jun 30, 25
7 Putnam US Small Cap Growth Equity 418.70K (2.67%) -10.40K
Decreased by -2.48%
Jun 30, 25
8 Putnam US Small Cap Growth Managed Acct 418.70K (2.67%) -10.40K
Decreased by -2.48%
Jun 30, 25
9 iShares Russell 2000 ETF 409.22K (2.61%) -6.64K
Decreased by -1.62%
Jul 30, 25
10 Fidelity Small Cap Growth 343.32K (2.19%) 84.02K
Increased by +24.47%
May 31, 25
11 Robeco BP US Premium Equities IH € 306.08K (1.95%) -4.85K
Decreased by -1.58%
Jun 30, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 247.73K (1.58%) -8.37K
Decreased by -3.38%
Jun 30, 25
13 Jennison SMid Cap Core Equity 245.59K (1.56%) 60.49K
Increased by +24.63%
Jun 30, 25
14 PGIM Jennison Small Company A 244.88K (1.56%) 37.64K
Increased by +15.37%
Jun 30, 25
15 Neumeier Poma Small Cap Value 237.26K (1.51%) 22.62K
Increased by +9.53%
Jun 30, 25
16 Macquarie Small Cap Value A 198.35K (1.26%) 0.00
Increased by 0.00%
Jun 30, 25
17 Fidelity® Small Cap Index 183.76K (1.17%) 4.98K
Increased by +2.71%
Oct 31, 23
18 Fidelity Small Cap Index 177.78K (1.13%) 928.00
Increased by +0.52%
May 31, 25
19 Fidelity Small Cap Growth K6 172.69K (1.10%) 44.99K
Increased by +26.05%
May 31, 25
20 Loomis Sayles Small Cap Growth Instl 170.28K (1.08%) -3.00K
Decreased by -1.76%
Jun 30, 25