Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BUYN 2.78%
2 PSI 1.57%
3 NSCS 1.00%
4 SEMI 0.54%
5 PSCT 0.34%
6 IWC 0.16%
7 SLYV 0.15%
8 JMEE 0.12%
9 SLY 0.11%
10 VIOV 0.10%
11 JPSE 0.10%
12 IJS 0.09%
13 QVMS 0.09%
14 SPSM 0.08%
15 FYX 0.07%
16 BBSC 0.07%
17 PSM 0.06%
18 RWJ 0.06%
19 DFSV 0.06%
20 DMRS 0.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.38M (15.97%) -211.97K
Decreased by -3.94%
Mar 31, 25
2 Vanguard Group Inc 3.19M (9.46%) 44.51K
Increased by +1.40%
Jun 30, 25
3 Macquarie Group Ltd 2.60M (7.72%) 768.99K
Increased by +29.54%
Mar 31, 25
4 Wellington Management Company LLP 1.83M (5.43%) 169.21K
Increased by +9.23%
Jun 30, 25
5 Dimensional Fund Advisors, Inc. 1.76M (5.22%) 25.69K
Increased by +1.46%
Jun 30, 25
6 Royce & Associates, LP 1.25M (3.70%) 315.01K
Increased by +25.24%
Jun 30, 25
7 State Street Corp 1.25M (3.69%) -35.48K
Decreased by -2.85%
Mar 31, 25
8 FMR Inc 1.23M (3.65%) -9.34K
Decreased by -0.76%
Mar 31, 25
9 Amvescap Plc. 1.17M (3.47%) 66.94K
Increased by +5.73%
Mar 31, 25
10 State Street Corporation 1.11M (3.30%) 15.03K
Increased by +1.35%
Mar 31, 24
11 Hood River Capital Management LLC 1.11M (3.29%) 150.93K
Increased by +13.62%
Jun 30, 24
12 American Century Companies Inc 1.02M (3.03%) -212.45K
Decreased by -20.81%
Jun 30, 25
13 Geode Capital Management, LLC 820.71K (2.43%) 30.14K
Increased by +3.67%
Mar 31, 25
14 Westfield Capital Management Company, L.P. 792.88K (2.35%) 212.06K
Increased by +26.75%
Dec 31, 24
15 Nuveen Asset Management, LLC 777.29K (2.31%) 122.28K
Increased by +15.73%
Dec 31, 24
16 Swedbank AB 752.60K (2.23%) -985.00K
Decreased by -130.88%
Jun 30, 24
17 D. E. Shaw & Co LP 625.89K (1.86%) 189.26K
Increased by +30.24%
Jun 30, 25
18 Kennedy Capital Management Inc 617.20K (1.83%) 66.44K
Increased by +10.76%
Jun 30, 25
19 Vaughan Nelson Scarbrgh & Mccullough LP 613.15K (1.82%) -267.60K
Decreased by -43.64%
Sep 30, 23
20 Nuveen, LLC 607.06K (1.80%) 607.06K
Increased by +100.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Macquarie Small Cap Core I 2.17M (6.43%) 0.00
Increased by 0.00%
Jun 30, 25
2 iShares Core S&P Small-Cap ETF 2.05M (6.07%) 366.00
Increased by +0.02%
Jul 31, 25
3 Fidelity® Small Cap Discovery 1.64M (4.86%) -16.20K
Decreased by -0.99%
Oct 31, 23
4 Delaware US Small Cap Core Equity (SMA) 1.24M (3.67%) 169.61K
Increased by +13.69%
Mar 31, 24
5 Macquarie US Small Cap Core Equity 1.24M (3.67%) 169.61K
Increased by +13.69%
Mar 31, 24
6 Delaware Small Cap Core I 1.20M (3.56%) -7.43K
Decreased by -0.62%
Sep 30, 24
7 Vanguard US Total Market Shares ETF 1.01M (2.98%) 0.00
Increased by 0.00%
Sep 30, 24
8 Vanguard Total Stock Mkt Idx Inv 985.83K (2.92%) -21.87K
Decreased by -2.22%
Jul 31, 25
9 Swedbank Robur Technology A 985.00K (2.92%) 85.00K
Increased by +8.63%
Mar 31, 24
10 Fidelity® Series Small Cap Discovery 850.00K (2.52%) 0.00
Increased by 0.00%
Oct 31, 23
11 Vanguard Information Technology ETF 814.05K (2.41%) 8.54K
Increased by +1.05%
Jul 31, 25
12 iShares Russell 2000 ETF 806.24K (2.39%) -15.33K
Decreased by -1.90%
Jul 31, 25
13 American Century Small Cap Growth Inv 762.11K (2.26%) 28.81K
Increased by +3.78%
Jun 30, 25
14 American Century U.S. Small Cap Growth 762.11K (2.26%) 28.81K
Increased by +3.78%
Jun 30, 25
15 FIAM Small Cap Core Composite 694.60K (2.06%) -16.50K
Decreased by -2.38%
Mar 31, 25
16 Hood River Small-Cap Growth Instl 655.26K (1.94%) 115.10K
Increased by +17.57%
Jun 30, 24
17 FIAM Small Cap Core CIT Cl B 637.50K (1.89%) -5.40K
Decreased by -0.85%
May 31, 25
18 Invesco Semiconductors ETF 615.21K (1.82%) 0.00
Increased by 0.00%
May 31, 25
19 Invesco Small Cap Value A 589.52K (1.75%) 242.32K
Increased by +41.10%
Jun 30, 25
20 CREF Stock R3 573.88K (1.70%) 110.71K
Increased by +19.29%
Apr 30, 25