Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SOVF 3.09%
2 PSL 2.19%
3 GRPM 1.39%
4 SAWS 1.38%
5 COWG 1.36%
6 PRAY 1.31%
7 XMHQ 1.26%
8 XMLV 1.20%
9 FXD 1.13%
10 DSMC 1.09%
11 HAPS 1.07%
12 JMID 1.03%
13 FSCS 1.02%
14 RNMC 1.02%
15 LSAF 1.01%
16 EWMC 0.95%
17 FLRG 0.90%
18 RFG 0.86%
19 LSEQ 0.75%
20 FNY 0.74%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.91M (10.66%) -19.35K
Decreased by -0.66%
Mar 31, 25
2 Vanguard Group Inc 2.84M (10.39%) -82.61K
Decreased by -2.91%
Mar 31, 25
3 FMR Inc 1.29M (4.74%) -218.64K
Decreased by -16.89%
Mar 31, 25
4 Riverbridge Partners LLC 1.27M (4.64%) -160.40K
Decreased by -12.64%
Mar 31, 25
5 Burgundy Asset Management Ltd 946.15K (3.46%) 61.03K
Increased by +6.45%
Mar 31, 25
6 State Street Corp 907.40K (3.32%) 3.96K
Increased by +0.44%
Mar 31, 25
7 State Street Corporation 899.06K (3.29%) 23.95K
Increased by +2.66%
Mar 31, 24
8 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 713.19K (2.61%) -9.63K
Decreased by -1.35%
Sep 30, 23
9 Morgan Stanley - Brokerage Accounts 671.25K (2.46%) 87.38K
Increased by +13.02%
Jun 30, 24
10 Goldman Sachs Group Inc 666.06K (2.44%) 503.98K
Increased by +75.67%
Dec 31, 23
11 Dimensional Fund Advisors, Inc. 659.81K (2.41%) -50.37K
Decreased by -7.63%
Mar 31, 25
12 GW&K Investment Management, LLC 641.44K (2.35%) -11.25K
Decreased by -1.75%
Mar 31, 25
13 Van Berkom and Associates Inc 577.70K (2.11%) -100.08K
Decreased by -17.32%
Mar 31, 25
14 AQR Capital Management LLC 577.08K (2.11%) 12.00K
Increased by +2.08%
Mar 31, 25
15 Geode Capital Management, LLC 549.69K (2.01%) 35.55K
Increased by +6.47%
Mar 31, 25
16 Capital Research Global Investors 500.49K (1.83%) 474.97K
Increased by +94.90%
Mar 31, 25
17 Amvescap Plc. 494.71K (1.81%) 39.14K
Increased by +7.91%
Dec 31, 24
18 William Blair Investment Management, LLC 424.86K (1.55%) -4.98K
Decreased by -1.17%
Dec 31, 23
19 Wasatch Advisors Inc. 423.34K (1.55%) -109.36K
Decreased by -25.83%
Dec 31, 23
20 Wasatch Advisors LP 418.17K (1.53%) -95.59K
Decreased by -22.86%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 944.38K (3.45%) 760.00
Increased by +0.08%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 933.35K (3.41%) 0.00
Increased by 0.00%
May 31, 25
3 Vanguard Total Stock Mkt Idx Inv 918.39K (3.36%) 24.00K
Increased by +2.61%
Apr 30, 25
4 Van Berkom Sm-Cap Eq 743.59K (2.72%) -344.13K
Decreased by -46.28%
Jun 30, 24
5 Vanguard Small Cap Index 721.13K (2.64%) 4.26K
Increased by +0.59%
Apr 30, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 444.02K (1.62%) 3.59K
Increased by +0.81%
Apr 30, 25
7 American Funds SMALLCAP World A 409.86K (1.50%) 409.86K
Increased by +100.00%
Mar 31, 25
8 Vanguard Small Cap Growth Index Inv 401.34K (1.47%) -565.00
Decreased by -0.14%
Apr 30, 25
9 Fidelity VIP Mid Cap Initial 382.30K (1.40%) 0.00
Increased by 0.00%
Apr 30, 25
10 Fidelity Small Cap America Sr B 350.38K (1.28%) 0.00
Increased by 0.00%
Mar 31, 25
11 Vanguard Explorer Inv 275.30K (1.01%) 8.09K
Increased by +2.94%
Sep 30, 23
12 VIP Mid Cap Initial 248.30K (0.91%) 0.00
Increased by 0.00%
Nov 30, 23
13 SPDR® S&P MIDCAP 400 ETF Trust 226.98K (0.83%) -2.52K
Decreased by -1.11%
Apr 30, 25
14 Fidelity® Small Cap Stock 224.61K (0.82%) -7.20K
Decreased by -3.21%
Oct 31, 23
15 T. Rowe Price Integrated US Sm Gr Eq 213.51K (0.78%) 0.00
Increased by 0.00%
Mar 31, 25
16 T. Rowe Price Integrated US SmCapGrEq 213.51K (0.78%) -213.51K
Decreased by -100.00%
Mar 31, 25
17 Fidelity Small Cap Growth 211.50K (0.77%) -200.00
Decreased by -0.09%
Mar 31, 25
18 FIAM Small Cap Core Composite 200.60K (0.73%) -3.20K
Decreased by -1.60%
Dec 31, 24
19 FIAM Small Cap Core CIT Cl B 196.00K (0.72%) 0.00
Increased by 0.00%
Mar 31, 25
20 Invesco S&P MidCap Quality ETF 190.46K (0.70%) 0.00
Increased by 0.00%
May 30, 25