Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FLFR 10.23%
2 KLXY 9.52%
3 EWQ 7.50%
4 LUXX 7.17%
5 LUX 5.19%
6 BOUT 4.88%
7 JRNY 4.63%
8 FLEH 4.00%
9 IHDG 3.99%
10 JOYY 3.95%
11 EUDG 3.93%
12 HEDJ 3.49%
13 FEZ 3.23%
14 FINE 3.11%
15 RXI 3.10%
16 BCIL 2.95%
17 BKCI 2.93%
18 CBLS 2.41%
19 CBSE 2.32%
20 OSEA 2.25%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.40M (11.43%) -10.19K
Decreased by -0.12%
Mar 31, 25
2 Vanguard Group Inc 8.31M (11.31%) 158.37K
Increased by +1.91%
Mar 31, 25
3 Kayne Anderson Rudnick Investment Management LLC 6.92M (9.42%) -177.14K
Decreased by -2.56%
Mar 31, 25
4 London Company of Virginia 3.54M (4.83%) -125.62K
Decreased by -3.55%
Mar 31, 25
5 Wasatch Advisors Inc. 3.26M (4.44%) -192.33K
Decreased by -5.90%
Dec 31, 23
6 Charles Schwab Investment Management Inc 2.94M (4.01%) 2.01M
Increased by +68.20%
Mar 31, 25
7 State Street Corp 2.77M (3.78%) -85.64K
Decreased by -3.09%
Mar 31, 25
8 Wasatch Advisors LP 2.73M (3.72%) 100.79K
Increased by +3.69%
Mar 31, 25
9 State Street Corporation 2.62M (3.57%) 63.11K
Increased by +2.41%
Mar 31, 24
10 Goldman Sachs Group Inc 2.36M (3.21%) 579.53K
Increased by +24.59%
Mar 31, 25
11 Ameriprise Financial Inc 2.26M (3.08%) 95.11K
Increased by +4.21%
Mar 31, 25
12 Geode Capital Management, LLC 1.63M (2.22%) 42.92K
Increased by +2.64%
Mar 31, 25
13 AllianceBernstein L.P. 1.42M (1.94%) -243.51K
Decreased by -17.13%
Jun 30, 24
14 Timucuan Asset Management Inc/FL 1.42M (1.93%) -581.45K
Decreased by -41.03%
Mar 31, 25
15 Citadel Advisors Llc 1.30M (1.78%) 198.70K
Increased by +15.23%
Dec 31, 24
16 JPMorgan Chase & Co 1.27M (1.73%) 119.75K
Increased by +9.41%
Mar 31, 25
17 Madison Asset Management, LLC 1.26M (1.72%) 99.31K
Increased by +7.86%
Mar 31, 25
18 Madison Investment Advisors, LLC 1.16M (1.59%) 1.16M
Increased by +100.00%
Dec 31, 24
19 Westwood Holdings Group Inc 1.11M (1.51%) -12.73K
Decreased by -1.15%
Mar 31, 24
20 Artisan Partners Limited Partnership 1.07M (1.46%) -7.55K
Decreased by -0.71%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.31M (5.87%) 0.00
Increased by 0.00%
Apr 30, 25
2 Touchstone Mid Cap Y 2.72M (3.70%) -127.94K
Decreased by -4.71%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 2.26M (3.08%) 20.41K
Increased by +0.90%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 2.25M (3.07%) 2.01K
Increased by +0.09%
Sep 30, 24
5 Schwab US Dividend Equity ETF™ 2.00M (2.73%) 342.00
Increased by +0.02%
Apr 30, 25
6 Vanguard Small Cap Index 1.77M (2.41%) 10.24K
Increased by +0.58%
Apr 30, 25
7 iShares Russell 2000 ETF 1.47M (2.00%) 0.00
Increased by 0.00%
Apr 30, 25
8 Virtus KAR Small-Cap Core I 1.25M (1.70%) 0.00
Increased by 0.00%
Dec 31, 24
9 CT (Lux) American Smaller Com 9U USD 1.13M (1.54%) 118.86K
Increased by +10.53%
Apr 30, 25
10 Wasatch Core Growth 1.11M (1.51%) 52.18K
Increased by +4.72%
Mar 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 1.09M (1.48%) 8.54K
Increased by +0.78%
Apr 30, 25
12 Vanguard Small Cap Growth Index Inv 986.88K (1.34%) -1.56K
Decreased by -0.16%
Apr 30, 25
13 American Funds SMALLCAP World A 719.00K (0.98%) 0.00
Increased by 0.00%
Mar 31, 25
14 Fidelity Small Cap Index 701.07K (0.95%) 3.08K
Increased by +0.44%
Feb 28, 25
15 CT American Smaller Coms(US) InstAccGBP 690.03K (0.94%) 59.55K
Increased by +8.63%
Apr 30, 25
16 Fidelity® Small Cap Index 644.27K (0.88%) 17.41K
Increased by +2.70%
Oct 31, 23
17 Madison Mid Cap Y 631.56K (0.86%) 0.00
Increased by 0.00%
Apr 30, 25
18 Virtus GF US Small Cap Focus I USD Acc 615.95K (0.84%) 73.91K
Increased by +12.00%
Sep 30, 23
19 SPDR® Portfolio S&P 600™ Sm Cap ETF 611.81K (0.83%) 0.00
Increased by 0.00%
Apr 30, 25
20 Vanguard Small Cap Value Index Inv 597.35K (0.81%) -52.00
Decreased by -0.01%
Aug 31, 24