Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PJP 3.64%
2 AFSC 2.70%
3 BBP 2.24%
4 XPH 2.21%
5 PSCH 2.09%
6 HELX 2.03%
7 PILL 1.46%
8 IHE 1.40%
9 PTH 1.04%
10 MMSC 0.92%
11 CAFG 0.89%
12 FYC 0.66%
13 SQLV 0.66%
14 QQQS 0.63%
15 PINK 0.62%
16 RUSC 0.55%
17 OASC 0.52%
18 PXSG 0.51%
19 XSMO 0.51%
20 TMAT 0.48%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.92M (15.24%) -25.85K
Decreased by -0.89%
Mar 31, 25
2 Vanguard Group Inc 2.09M (10.90%) 33.64K
Increased by +1.61%
Jun 30, 25
3 HHG PLC 1.06M (5.53%) 33.19K
Increased by +3.13%
Jun 30, 25
4 Macquarie Group Ltd 906.23K (4.73%) 21.85K
Increased by +2.41%
Mar 31, 25
5 State Street Corp 727.13K (3.79%) -16.51K
Decreased by -2.27%
Mar 31, 25
6 Dimensional Fund Advisors, Inc. 704.52K (3.68%) -40.41K
Decreased by -5.74%
Jun 30, 25
7 State Street Corporation 671.28K (3.50%) 3.00K
Increased by +0.45%
Mar 31, 24
8 Congress Asset Management Company, LLP 647.94K (3.38%) 5.23K
Increased by +0.81%
Jun 30, 25
9 Stephens Inv Mgmt Group LLC 604.81K (3.16%) -2.41K
Decreased by -0.40%
Jun 30, 25
10 Chicago Capital LLC 571.83K (2.98%) 17.31K
Increased by +3.03%
Jun 30, 25
11 Cardinal Capital Management Llc 559.24K (2.92%) 337.31K
Increased by +60.32%
Mar 31, 24
12 Chicago Capital, LLC 551.59K (2.88%) 5.77K
Increased by +1.05%
Dec 31, 24
13 Geode Capital Management, LLC 464.45K (2.42%) 26.01K
Increased by +5.60%
Mar 31, 25
14 Loomis, Sayles & Company LP 410.90K (2.14%) -9.94K
Decreased by -2.42%
Jun 30, 25
15 UBS Asset Mgmt Americas Inc 391.79K (2.04%) 336.46K
Increased by +85.88%
Jun 30, 25
16 Massachusetts Financial Services Company 339.74K (1.77%) 61.95K
Increased by +18.23%
Jun 30, 25
17 Rice Hall James & Associates, LLC 337.35K (1.76%) 40.13K
Increased by +11.89%
Jun 30, 25
18 Pacer Advisors, INC. 325.73K (1.70%) 121.05K
Increased by +37.16%
Dec 31, 23
19 Ashford Capital Management Inc 298.04K (1.56%) -12.63K
Decreased by -4.24%
Mar 31, 25
20 Northern Trust Corp 293.81K (1.53%) 10.85K
Increased by +3.69%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.15M (6.01%) 170.00
Increased by +0.01%
Jul 31, 25
2 Delaware US Small Cap Core Equity (SMA) 732.34K (3.82%) -8.57K
Decreased by -1.17%
Mar 31, 24
3 Macquarie US Small Cap Core Equity 732.34K (3.82%) -8.57K
Decreased by -1.17%
Mar 31, 24
4 Macquarie Small Cap Core I 684.55K (3.57%) 0.00
Increased by 0.00%
Jun 30, 25
5 Delaware Small Cap Core I 655.86K (3.42%) -57.44K
Decreased by -8.76%
Sep 30, 24
6 Janus Henderson Triton D 596.82K (3.11%) -7.04K
Decreased by -1.18%
Jun 30, 25
7 Janus Henderson US SMID Cap Growth 596.82K (3.11%) -7.04K
Decreased by -1.18%
Jun 30, 25
8 Janus Henderson US SMID Cap Growth MA 596.82K (3.11%) 596.78K
Increased by +99.99%
Jun 30, 25
9 Vanguard Total Stock Mkt Idx Inv 574.56K (3.00%) -12.07K
Decreased by -2.10%
Jul 31, 25
10 Vanguard US Total Market Shares ETF 529.85K (2.76%) 0.00
Increased by 0.00%
Sep 30, 24
11 iShares Russell 2000 ETF 451.45K (2.36%) -8.61K
Decreased by -1.91%
Jul 31, 25
12 Vanguard Small Cap Index 444.90K (2.32%) -2.72K
Decreased by -0.61%
Jul 31, 25
13 Stephens SMID Select Growth 410.38K (2.14%) -3.24K
Decreased by -0.79%
Jun 30, 25
14 Pacer US Small Cap Cash Cows 100 ETF 380.55K (1.99%) 5.22K
Increased by +1.37%
Jan 31, 24
15 Cardinal Capital SMID Cap Value Equity 354.19K (1.85%) 354.19K
Increased by +100.00%
Mar 31, 24
16 Congress Asset Mgt Small Cap Growth 350.00K (1.83%) 350.00K
Increased by +100.00%
Jun 30, 24
17 Congress Small Cap Growth Institutional 350.00K (1.83%) 0.00
Increased by 0.00%
Jul 31, 25
18 Vanguard Explorer Inv 314.15K (1.64%) -3.70K
Decreased by -1.18%
Jun 30, 25
19 Vanguard Institutional Extnd Mkt Idx Tr 298.98K (1.56%) 7.00K
Increased by +2.34%
Jun 30, 25
20 Vanguard Small Cap Value Index Inv 286.67K (1.50%) 890.00
Increased by +0.31%
Jul 31, 25