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 0.40%
6 SLYV 0.15%
7 IWC 0.13%
8 JMEE 0.12%
9 SLY 0.11%
10 VIOV 0.10%
11 JPSE 0.10%
12 QVMS 0.09%
13 SPSM 0.08%
14 FYX 0.07%
15 IJS 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 (16.02%) -211.97K
Decreased by -3.94%
Mar 31, 25
2 Vanguard Group Inc 3.14M (9.35%) -37.90K
Decreased by -1.21%
Mar 31, 25
3 Macquarie Group Ltd 2.60M (7.74%) 768.99K
Increased by +29.54%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 1.73M (5.16%) 10.04K
Increased by +0.58%
Mar 31, 25
5 Wellington Management Company LLP 1.66M (4.95%) 496.87K
Increased by +29.88%
Mar 31, 25
6 State Street Corp 1.25M (3.70%) -35.48K
Decreased by -2.85%
Mar 31, 25
7 American Century Companies Inc 1.23M (3.67%) 1.22M
Increased by +99.04%
Mar 31, 25
8 FMR Inc 1.23M (3.66%) -9.34K
Decreased by -0.76%
Mar 31, 25
9 Amvescap Plc. 1.17M (3.48%) 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 (3.30%) 150.93K
Increased by +13.62%
Jun 30, 24
12 Royce & Associates, LP 932.92K (2.77%) 68.68K
Increased by +7.36%
Mar 31, 25
13 Geode Capital Management, LLC 820.71K (2.44%) 30.14K
Increased by +3.67%
Mar 31, 25
14 Westfield Capital Management Company, L.P. 792.88K (2.36%) 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 (2.24%) -985.00K
Decreased by -130.88%
Jun 30, 24
17 Vaughan Nelson Scarbrgh & Mccullough LP 613.15K (1.82%) -267.60K
Decreased by -43.64%
Sep 30, 23
18 Nuveen, LLC 607.06K (1.81%) 607.06K
Increased by +100.00%
Mar 31, 25
19 Westfield Capital Management Company, LP 580.82K (1.73%) 24.89K
Increased by +4.29%
Sep 30, 24
20 Bank of America Corp 562.74K (1.67%) 144.17K
Increased by +25.62%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Macquarie Small Cap Core I 2.17M (6.44%) 0.00
Increased by 0.00%
Jun 30, 25
2 iShares Core S&P Small-Cap ETF 2.04M (6.08%) 0.00
Increased by 0.00%
Jul 30, 25
3 Fidelity® Small Cap Discovery 1.64M (4.88%) -16.20K
Decreased by -0.99%
Oct 31, 23
4 Delaware US Small Cap Core Equity (SMA) 1.24M (3.68%) 169.61K
Increased by +13.69%
Mar 31, 24
5 Macquarie US Small Cap Core Equity 1.24M (3.68%) 169.61K
Increased by +13.69%
Mar 31, 24
6 Delaware Small Cap Core I 1.20M (3.57%) -7.43K
Decreased by -0.62%
Sep 30, 24
7 Vanguard Total Stock Mkt Idx Inv 1.01M (3.00%) 0.00
Increased by 0.00%
Jun 30, 25
8 Vanguard US Total Market Shares ETF 1.01M (2.99%) 0.00
Increased by 0.00%
Sep 30, 24
9 Swedbank Robur Technology A 985.00K (2.93%) 85.00K
Increased by +8.63%
Mar 31, 24
10 Fidelity® Series Small Cap Discovery 850.00K (2.53%) 0.00
Increased by 0.00%
Oct 31, 23
11 iShares Russell 2000 ETF 821.57K (2.44%) -13.29K
Decreased by -1.62%
Jul 30, 25
12 Vanguard Information Technology ETF 805.51K (2.40%) -139.00
Decreased by -0.02%
Jun 30, 25
13 American Century Small Cap Growth Inv 762.11K (2.27%) 28.81K
Increased by +3.78%
Jun 30, 25
14 American Century U.S. Small Cap Growth 762.11K (2.27%) 28.81K
Increased by +3.78%
Jun 30, 25
15 FIAM Small Cap Core Composite 694.60K (2.07%) -16.50K
Decreased by -2.38%
Mar 31, 25
16 Hood River Small-Cap Growth Instl 655.26K (1.95%) 115.10K
Increased by +17.57%
Jun 30, 24
17 FIAM Small Cap Core CIT Cl B 637.50K (1.90%) -5.40K
Decreased by -0.85%
May 31, 25
18 Invesco Semiconductors ETF 615.21K (1.83%) 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 (1.71%) 110.71K
Increased by +19.29%
Apr 30, 25