Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SAWS 2.65%
2 JSML 1.38%
3 PRN 1.24%
4 FYC 0.66%
5 HAPS 0.55%
6 FSCC 0.47%
7 DWAS 0.43%
8 AFSM 0.40%
9 TPSC 0.38%
10 SMLF 0.36%
11 AVSC 0.36%
12 FYX 0.34%
13 CSA 0.31%
14 USVM 0.30%
15 CSF 0.30%
16 QSML 0.29%
17 IWO 0.22%
18 VTWG 0.21%
19 FESM 0.20%
20 CSML 0.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 1.92M (11.95%) -12.50K
Decreased by -0.65%
Dec 31, 24
2 BlackRock Inc 1.38M (8.57%) 24.34K
Increased by +1.77%
Dec 31, 24
3 Dimensional Fund Advisors, Inc. 942.57K (5.87%) -89.88K
Decreased by -9.54%
Dec 31, 24
4 Boston Partners Global Investors, Inc 840.43K (5.23%) -2.79K
Decreased by -0.33%
Dec 31, 24
5 Morgan Stanley - Brokerage Accounts 635.73K (3.96%) -41.39K
Decreased by -6.51%
Dec 31, 24
6 Jennison Associates LLC 601.34K (3.74%) 27.33K
Increased by +4.54%
Dec 31, 24
7 Aristotle Capital Boston, LLC 583.73K (3.63%) -54.53K
Decreased by -9.34%
Dec 31, 24
8 Wellington Management Company LLP 543.24K (3.38%) 4.95K
Increased by +0.91%
Dec 31, 24
9 Credit Suisse First Boston (CSFB) 515.46K (3.21%) -7.60K
Decreased by -1.47%
Mar 31, 24
10 Sunriver Management LLC 486.60K (3.03%) 46.97K
Increased by +9.65%
Dec 31, 24
11 UBS Asset Mgmt Americas Inc 480.38K (2.99%) -9.28K
Decreased by -1.93%
Dec 31, 24
12 Franklin Resources Inc 460.65K (2.87%) 64.86K
Increased by +14.08%
Dec 31, 24
13 State Street Corporation 449.54K (2.80%) -8.28K
Decreased by -1.84%
Mar 31, 24
14 State Street Corp 434.16K (2.70%) -11.54K
Decreased by -2.66%
Dec 31, 24
15 Geode Capital Management, LLC 398.32K (2.48%) -2.26K
Decreased by -0.57%
Dec 31, 24
16 Principal Financial Group Inc 351.01K (2.18%) -29.01K
Decreased by -8.27%
Dec 31, 24
17 Loomis, Sayles & Company LP 316.52K (1.97%) -9.25K
Decreased by -2.92%
Dec 31, 24
18 Amvescap Plc. 261.34K (1.63%) -5.85K
Decreased by -2.24%
Dec 31, 24
19 William Blair Investment Management, LLC 256.97K (1.60%) 6.34K
Increased by +2.47%
Dec 31, 24
20 Northern Trust Corp 256.89K (1.60%) 23.39K
Increased by +9.11%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 567.28K (3.53%) 539.00
Increased by +0.10%
Feb 28, 25
2 iShares Russell 2000 ETF 462.01K (2.87%) -4.01K
Decreased by -0.87%
Mar 31, 25
3 Vanguard Small Cap Index 452.98K (2.82%) 378.00
Increased by +0.08%
Feb 28, 25
4 Putnam Small Cap Growth A 430.00K (2.68%) -4.30K
Decreased by -1.00%
Feb 28, 25
5 Putnam US Small Cap Growth Equity 423.10K (2.63%) 51.20K
Increased by +12.10%
Dec 31, 24
6 Putnam US Small Cap Growth Managed Acct 423.10K (2.63%) 51.20K
Increased by +12.10%
Dec 31, 24
7 UBS (Lux) Security Equity BH CHF 420.00K (2.61%) -15.00K
Decreased by -3.57%
Feb 28, 25
8 Robeco BP US Premium Equities IH € 309.83K (1.93%) 12.47K
Increased by +4.02%
Feb 28, 25
9 Vanguard Small Cap Value Index Inv 298.21K (1.86%) -1.12K
Decreased by -0.37%
Feb 28, 25
10 Jennison SMid Cap Core Equity 251.08K (1.56%) 14.94K
Increased by +5.95%
Dec 31, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 248.09K (1.54%) 369.00
Increased by +0.15%
Feb 28, 25
12 Neumeier Poma Small Cap Value 206.28K (1.28%) -10.04K
Decreased by -4.86%
Dec 31, 24
13 PGIM Jennison Small Company A 185.10K (1.15%) -65.97K
Decreased by -35.64%
Feb 28, 25
14 Fidelity® Small Cap Index 183.76K (1.14%) 4.98K
Increased by +2.71%
Oct 31, 23
15 Loomis Sayles Small Cap Growth Instl 180.24K (1.12%) -4.54K
Decreased by -2.52%
Feb 28, 25
16 Fidelity Small Cap Index 172.59K (1.07%) -3.23K
Decreased by -1.87%
Jan 31, 25
17 DFA US Micro Cap I 170.27K (1.06%) 0.00
Increased by 0.00%
Feb 28, 25
18 DFA US Small Cap Value I 160.22K (1.00%) -12.41K
Decreased by -7.75%
May 31, 24
19 iShares Russell 2000 Growth ETF 154.84K (0.96%) -736.00
Decreased by -0.48%
Mar 31, 25
20 T. Rowe Price US Smlr Cm Eq A USD 152.41K (0.95%) -12.85K
Decreased by -8.43%
Mar 31, 24