Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SAWS 2.41%
2 FORH 1.97%
3 PRN 1.01%
4 JSML 0.57%
5 FYC 0.47%
6 SMMV 0.47%
7 HAPS 0.45%
8 DWAS 0.42%
9 QSML 0.40%
10 SEIS 0.39%
11 FSCC 0.38%
12 TPSC 0.38%
13 AFSM 0.37%
14 FLQS 0.35%
15 SMLF 0.33%
16 CSA 0.31%
17 AVSC 0.30%
18 USVM 0.30%
19 CSF 0.30%
20 OMFS 0.28%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 1.95M (12.39%) 22.79K
Increased by +1.17%
Jun 30, 25
2 BlackRock Inc 1.35M (8.61%) -54.90K
Decreased by -4.06%
Jun 30, 25
3 UBS Asset Mgmt Americas Inc 810.50K (5.16%) -389.07K
Decreased by -48.00%
Jun 30, 25
4 Boston Partners Global Investors, Inc 758.97K (4.83%) -79.50K
Decreased by -10.47%
Jun 30, 25
5 Dimensional Fund Advisors, Inc. 662.24K (4.21%) -80.36K
Decreased by -12.13%
Jun 30, 25
6 Franklin Resources Inc 610.91K (3.89%) 131.62K
Increased by +21.54%
Jun 30, 25
7 Jennison Associates LLC 581.40K (3.70%) 86.07K
Increased by +14.80%
Jun 30, 25
8 Morgan Stanley - Brokerage Accounts 518.47K (3.30%) -36.64K
Decreased by -7.07%
Jun 30, 25
9 FMR Inc 517.79K (3.30%) 183.17K
Increased by +35.38%
Jun 30, 25
10 Credit Suisse First Boston (CSFB) 515.46K (3.28%) -7.60K
Decreased by -1.47%
Mar 31, 24
11 State Street Corporation 449.54K (2.86%) -8.28K
Decreased by -1.84%
Mar 31, 24
12 Macquarie Group Ltd 422.85K (2.69%) 422.85K
Increased by +100.00%
Jun 30, 25
13 State Street Corp 422.37K (2.69%) -199.00
Decreased by -0.05%
Jun 30, 25
14 Geode Capital Management, LLC 413.30K (2.63%) -4.58K
Decreased by -1.11%
Jun 30, 25
15 Sunriver Management LLC 378.21K (2.41%) 36.30K
Increased by +9.60%
Jun 30, 25
16 Aristotle Capital Boston, LLC 373.17K (2.37%) -44.16K
Decreased by -11.83%
Jun 30, 25
17 Principal Financial Group Inc 325.30K (2.07%) -6.88K
Decreased by -2.12%
Jun 30, 25
18 UBS Group AG 325.20K (2.07%) 276.62K
Increased by +85.06%
Jun 30, 25
19 Wellington Management Company LLP 302.73K (1.93%) -240.51K
Decreased by -79.45%
Mar 31, 25
20 Loomis, Sayles & Company LP 302.71K (1.93%) -7.30K
Decreased by -2.41%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 580.48K (3.69%) 47.21K
Increased by +8.13%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 537.61K (3.42%) -11.36K
Decreased by -2.11%
Jul 31, 25
3 UBS (LUX) Sec Eq Fd CHF H P acc 420.00K (2.67%) -15.00K
Decreased by -3.57%
Feb 28, 25
4 UBS (Lux) Security Equity BH CHF 420.00K (2.67%) -15.00K
Decreased by -3.57%
Feb 28, 25
5 Putnam US Small Cap Growth Equity 418.70K (2.66%) -10.40K
Decreased by -2.48%
Jun 30, 25
6 Putnam US Small Cap Growth Managed Acct 418.70K (2.66%) -10.40K
Decreased by -2.48%
Jun 30, 25
7 Vanguard Small Cap Index 418.39K (2.66%) -2.76K
Decreased by -0.66%
Jul 31, 25
8 Putnam Small Cap Growth A 416.59K (2.65%) -2.11K
Decreased by -0.51%
Jul 31, 25
9 iShares Russell 2000 ETF 410.39K (2.61%) 0.00
Increased by 0.00%
Aug 31, 25
10 Fidelity Small Cap Growth 343.32K (2.18%) 0.00
Increased by 0.00%
Jun 30, 25
11 Robeco BP US Premium Equities IH € 304.19K (1.94%) -1.89K
Decreased by -0.62%
Jul 31, 25
12 Jennison SMid Cap Core Equity 245.59K (1.56%) 60.49K
Increased by +24.63%
Jun 30, 25
13 PGIM Jennison Small Company A 245.59K (1.56%) 703.00
Increased by +0.29%
Jul 31, 25
14 Neumeier Poma Small Cap Value 237.26K (1.51%) 22.62K
Increased by +9.53%
Jun 30, 25
15 Fidelity® Small Cap Index 183.76K (1.17%) 4.98K
Increased by +2.71%
Oct 31, 23
16 Macquarie Small Cap Value A 176.61K (1.12%) -21.74K
Decreased by -12.31%
Jul 31, 25
17 Fidelity Small Cap Growth K6 172.69K (1.10%) 0.00
Increased by 0.00%
Jun 30, 25
18 Vanguard Institutional Extnd Mkt Idx Tr 171.74K (1.09%) -75.99K
Decreased by -44.25%
Jul 31, 25
19 Fidelity Small Cap Index 170.89K (1.09%) -6.89K
Decreased by -4.03%
Jun 30, 25
20 Loomis Sayles Small Cap Growth Instl 166.44K (1.06%) -3.85K
Decreased by -2.31%
Jul 31, 25