Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SAWS 2.31%
2 PRN 1.02%
3 JSML 0.57%
4 FYC 0.53%
5 HAPS 0.45%
6 SMMV 0.43%
7 SEIS 0.42%
8 DWAS 0.42%
9 FSCC 0.41%
10 QSML 0.40%
11 AFSM 0.39%
12 TPSC 0.38%
13 SMLF 0.32%
14 CSA 0.31%
15 AVSC 0.30%
16 USVM 0.30%
17 CSF 0.30%
18 FYX 0.29%
19 OMFS 0.28%
20 FESM 0.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 1.92M (12.30%) 3.26K
Increased by +0.17%
Mar 31, 25
2 BlackRock Inc 1.41M (9.00%) 31.28K
Increased by +2.22%
Mar 31, 25
3 UBS Asset Mgmt Americas Inc 1.20M (7.67%) 719.20K
Increased by +59.95%
Mar 31, 25
4 Boston Partners Global Investors, Inc 838.47K (5.36%) -1.96K
Decreased by -0.23%
Mar 31, 25
5 Dimensional Fund Advisors, Inc. 742.59K (4.75%) -199.98K
Decreased by -26.93%
Mar 31, 25
6 Morgan Stanley - Brokerage Accounts 555.11K (3.55%) -80.62K
Decreased by -14.52%
Mar 31, 25
7 Credit Suisse First Boston (CSFB) 515.46K (3.29%) -7.60K
Decreased by -1.47%
Mar 31, 24
8 Jennison Associates LLC 495.33K (3.17%) -106.01K
Decreased by -21.40%
Mar 31, 25
9 Franklin Resources Inc 479.29K (3.06%) 18.64K
Increased by +3.89%
Mar 31, 25
10 State Street Corporation 449.54K (2.87%) -8.28K
Decreased by -1.84%
Mar 31, 24
11 State Street Corp 422.57K (2.70%) -11.59K
Decreased by -2.74%
Mar 31, 25
12 Geode Capital Management, LLC 417.88K (2.67%) 19.55K
Increased by +4.68%
Mar 31, 25
13 Aristotle Capital Boston, LLC 417.33K (2.67%) -166.40K
Decreased by -39.87%
Mar 31, 25
14 Sunriver Management LLC 341.91K (2.19%) -144.69K
Decreased by -42.32%
Mar 31, 25
15 FMR Inc 334.62K (2.14%) 310.68K
Increased by +92.85%
Mar 31, 25
16 Principal Financial Group Inc 332.18K (2.12%) -18.83K
Decreased by -5.67%
Mar 31, 25
17 Loomis, Sayles & Company LP 310.01K (1.98%) -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 (1.72%) 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 (3.71%) 47.21K
Increased by +8.13%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 571.80K (3.65%) 2.08K
Increased by +0.36%
Apr 30, 25
3 Vanguard Small Cap Index 443.80K (2.84%) 3.16K
Increased by +0.71%
Apr 30, 25
4 iShares Russell 2000 ETF 440.69K (2.82%) 0.00
Increased by 0.00%
May 31, 25
5 Putnam US Small Cap Growth Equity 429.10K (2.74%) 6.00K
Increased by +1.40%
Mar 31, 25
6 Putnam US Small Cap Growth Managed Acct 429.10K (2.74%) 6.00K
Increased by +1.40%
Mar 31, 25
7 Putnam Small Cap Growth A 427.80K (2.73%) -1.30K
Decreased by -0.30%
Apr 30, 25
8 UBS (LUX) Sec Eq Fd CHF H P acc 420.00K (2.68%) -15.00K
Decreased by -3.57%
Feb 28, 25
9 UBS (Lux) Security Equity BH CHF 420.00K (2.68%) -15.00K
Decreased by -3.57%
Feb 28, 25
10 Robeco BP US Premium Equities IH € 312.89K (2.00%) 3.84K
Increased by +1.23%
Apr 30, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 254.34K (1.63%) 315.00
Increased by +0.12%
Apr 30, 25
12 Neumeier Poma Small Cap Value 214.65K (1.37%) 8.37K
Increased by +3.90%
Mar 31, 25
13 PGIM Jennison Small Company A 207.25K (1.32%) 22.14K
Increased by +10.68%
Apr 30, 25
14 Fidelity Small Cap Growth 195.65K (1.25%) 195.65K
Increased by +100.00%
Mar 31, 25
15 Jennison SMid Cap Core Equity 185.10K (1.18%) -65.97K
Decreased by -35.64%
Mar 31, 25
16 Fidelity® Small Cap Index 183.76K (1.17%) 4.98K
Increased by +2.71%
Oct 31, 23
17 Loomis Sayles Small Cap Growth Instl 175.45K (1.12%) -4.79K
Decreased by -2.73%
Apr 30, 25
18 Fidelity Small Cap Index 175.28K (1.12%) 1.60K
Increased by +0.91%
Mar 31, 25
19 DFA US Micro Cap I 170.27K (1.09%) 0.00
Increased by 0.00%
Apr 30, 25
20 DFA US Small Cap Value I 160.22K (1.02%) -12.41K
Decreased by -7.75%
May 31, 24