Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CBSE 3.02%
2 FIXT 2.31%
3 FEMA 1.90%
4 AMID 1.81%
5 NSCS 0.94%
6 CNTR 0.80%
7 SMCP 0.74%
8 SMCO 0.59%
9 SMIZ 0.58%
10 MMSC 0.34%
11 DWAS 0.29%
12 FYC 0.26%
13 NVQ 0.24%
14 NVQ_old 0.24%
15 DGRS 0.24%
16 AVSC 0.24%
17 ROGS 0.22%
18 ISMD 0.21%
19 RNSC 0.21%
20 FSGS 0.21%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wasatch Advisors LP 2.23M (12.28%) 224.18K
Increased by +10.07%
Mar 31, 25
2 BlackRock Inc 1.88M (10.39%) 248.87K
Increased by +13.21%
Mar 31, 25
3 Capital Research Global Investors 1.29M (7.13%) 54.22K
Increased by +4.19%
Mar 31, 25
4 Vanguard Group Inc 1.20M (6.60%) 119.65K
Increased by +10.00%
Mar 31, 25
5 Dimensional Fund Advisors, Inc. 877.60K (4.84%) -75.65K
Decreased by -8.62%
Mar 31, 25
6 Silvercrest Asset Management Group LLC 572.84K (3.16%) 46.95K
Increased by +8.20%
Mar 31, 25
7 State Street Corp 454.94K (2.51%) -6.94K
Decreased by -1.53%
Mar 31, 25
8 Geode Capital Management, LLC 451.67K (2.49%) 8.67K
Increased by +1.92%
Mar 31, 25
9 State Street Corporation 429.26K (2.37%) 1.73K
Increased by +0.40%
Mar 31, 24
10 Principal Financial Group Inc 400.56K (2.21%) -5.55K
Decreased by -1.39%
Mar 31, 24
11 Goldman Sachs Group Inc 367.06K (2.02%) -21.33K
Decreased by -5.81%
Dec 31, 24
12 Congress Asset Management Company, LLP 353.82K (1.95%) 34.30K
Increased by +9.69%
Sep 30, 24
13 Ameriprise Financial Inc 349.12K (1.93%) -40.09K
Decreased by -11.48%
Dec 31, 24
14 FMR Inc 343.99K (1.90%) -556.57K
Decreased by -161.80%
Sep 30, 24
15 AllianceBernstein L.P. 333.42K (1.84%) 44.14K
Increased by +13.24%
Sep 30, 23
16 Premier Fund Managers Limited 329.12K (1.82%) 76.05K
Increased by +23.11%
Mar 31, 25
17 Victory Capital Management Inc. 321.89K (1.78%) -76.55K
Decreased by -23.78%
Mar 31, 25
18 Franklin Resources Inc 296.27K (1.63%) -62.04K
Decreased by -20.94%
Dec 31, 24
19 Morgan Stanley - Brokerage Accounts 284.19K (1.57%) -24.12K
Decreased by -8.49%
Mar 31, 25
20 Neumeier Investment Counsel LLC 280.10K (1.54%) -20.50K
Decreased by -7.32%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 1.37M (7.53%) 82.06K
Increased by +6.01%
Mar 31, 25
2 Wasatch Core Growth 827.55K (4.56%) 67.10K
Increased by +8.11%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 604.76K (3.34%) 11.28K
Increased by +1.86%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 594.61K (3.28%) 485.00
Increased by +0.08%
Sep 30, 24
5 iShares Russell 2000 ETF 460.70K (2.54%) 78.00
Increased by +0.02%
Apr 30, 25
6 Premier Miton US Opportunities B Acc 320.00K (1.76%) 70.00K
Increased by +21.88%
Jan 31, 25
7 Victory Small Cap Value CIT (Net 75) 295.00K (1.63%) 0.00
Increased by 0.00%
Dec 31, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 292.56K (1.61%) 404.00
Increased by +0.14%
Apr 30, 25
9 Wasatch Small Cap Value 276.94K (1.53%) 0.00
Increased by 0.00%
Mar 31, 25
10 Putnam US Small Cap Growth Equity 259.81K (1.43%) -26.20K
Decreased by -10.08%
Dec 31, 24
11 Putnam US Small Cap Growth Managed Acct 259.81K (1.43%) -26.20K
Decreased by -10.08%
Dec 31, 24
12 Putnam Small Cap Growth A 237.56K (1.31%) -25.95K
Decreased by -10.92%
Jan 31, 25
13 CT (Lux) American Smaller Com 9U USD 211.08K (1.16%) 12.81K
Increased by +6.07%
Jan 31, 25
14 Congress Small Cap Growth Institutional 200.00K (1.10%) 0.00
Increased by 0.00%
Nov 30, 24
15 Strategic Advisers Fidelity US TtlStk 196.59K (1.08%) 58.46K
Increased by +29.74%
Oct 31, 24
16 Strategic Advisers® Fidelity US TtlStk 191.51K (1.06%) 82.00K
Increased by +42.82%
Nov 30, 23
17 Fidelity Small Cap Growth 187.22K (1.03%) 0.00
Increased by 0.00%
Jun 30, 24
18 Fidelity Small Cap Index 186.23K (1.03%) 2.08K
Increased by +1.12%
Feb 28, 25
19 Fidelity® Small Cap Growth 183.81K (1.01%) -223.00
Decreased by -0.12%
Oct 31, 23
20 Fidelity® Small Cap Index 180.35K (0.99%) 4.85K
Increased by +2.69%
Oct 31, 23