Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MRAD 4.52%
2 CBLS 2.83%
3 CBSE 2.74%
4 FDCF 2.67%
5 FDTX 2.29%
6 NSCS 1.91%
7 SMCO 1.90%
8 AOTG 1.66%
9 XITK 1.49%
10 PEZ 1.34%
11 QWST 1.33%
12 MMSC 1.29%
13 SMCF 1.04%
14 SFLO 0.79%
15 BOUT 0.71%
16 FYC 0.59%
17 CALF 0.42%
18 AVSC 0.40%
19 TPSC 0.30%
20 FYX 0.30%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.74M (9.87%) 138.42K
Increased by +1.01%
Mar 31, 25
2 Capital Research Global Investors 12.92M (9.28%) 5.19M
Increased by +40.21%
Mar 31, 25
3 BlackRock Inc 9.79M (7.03%) -379.40K
Decreased by -3.88%
Mar 31, 25
4 FMR Inc 9.68M (6.95%) 8.07M
Increased by +83.33%
Mar 31, 25
5 Wellington Management Company LLP 5.90M (4.24%) -1.13M
Decreased by -19.09%
Mar 31, 25
6 Dimensional Fund Advisors, Inc. 5.28M (3.79%) -242.99K
Decreased by -4.60%
Mar 31, 25
7 Boston Partners Global Investors, Inc 5.28M (3.79%) 520.03K
Increased by +9.86%
Mar 31, 25
8 Edenbrook Capital LLC 4.02M (2.88%) 913.13K
Increased by +22.73%
Mar 31, 25
9 Rubric Capital Management LP 4.00M (2.87%) 1.79M
Increased by +44.65%
Sep 30, 23
10 Nuveen Asset Management, LLC 3.94M (2.83%) -173.08K
Decreased by -4.39%
Dec 31, 24
11 Marshall Wace Asset Management Ltd 3.64M (2.62%) 2.08M
Increased by +57.21%
Sep 30, 24
12 Nuveen, LLC 3.60M (2.58%) 3.60M
Increased by +100.00%
Mar 31, 25
13 State Street Corporation 3.04M (2.19%) 78.94K
Increased by +2.59%
Mar 31, 24
14 Geode Capital Management, LLC 3.03M (2.18%) 75.85K
Increased by +2.50%
Mar 31, 25
15 American Century Companies Inc 2.96M (2.13%) 2.65M
Increased by +89.53%
Mar 31, 25
16 State Street Corp 2.90M (2.08%) -39.07K
Decreased by -1.35%
Mar 31, 25
17 Nine Ten Capital Management LLC 2.73M (1.96%) -381.02K
Decreased by -13.93%
Mar 31, 25
18 Granahan Investment Management Inc.. 2.65M (1.90%) -963.09K
Decreased by -36.34%
Mar 31, 25
19 Burgundy Asset Management Ltd 2.46M (1.76%) 25.92K
Increased by +1.05%
Mar 31, 24
20 Driehaus Capital Management LLC 2.41M (1.73%) -909.05K
Decreased by -37.73%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 11.39M (8.18%) 0.00
Increased by 0.00%
Jun 30, 25
2 Fidelity Advisor® Growth Opps M 5.29M (3.80%) 668.80K
Increased by +12.65%
Nov 30, 23
3 Vanguard Total Stock Mkt Idx Inv 4.40M (3.16%) 3.54K
Increased by +0.08%
May 31, 25
4 Vanguard US Total Market Shares ETF 4.16M (2.98%) 4.24K
Increased by +0.10%
Sep 30, 24
5 iShares Russell 2000 ETF 3.50M (2.51%) 24.27K
Increased by +0.69%
Jun 30, 25
6 Vanguard Small Cap Index 3.42M (2.46%) 12.55K
Increased by +0.37%
May 31, 25
7 Fidelity Balanced 3.08M (2.21%) 559.20K
Increased by +18.18%
Apr 30, 25
8 American Century Small Cap Growth Inv 3.01M (2.16%) 946.69K
Increased by +31.47%
Jun 30, 25
9 American Century U.S. Small Cap Growth 3.01M (2.16%) 946.69K
Increased by +31.47%
Jun 30, 25
10 Fidelity Advisor Growth Opps M 2.89M (2.07%) -675.14K
Decreased by -23.39%
Sep 30, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 1.96M (1.41%) 13.59K
Increased by +0.69%
May 31, 25
12 Vanguard Small Cap Growth Index Inv 1.88M (1.35%) -13.70K
Decreased by -0.73%
May 31, 25
13 Strategic Advisers Fidelity US TtlStk 1.85M (1.33%) 1.18M
Increased by +63.92%
May 31, 25
14 Fidelity Select Communication Services 1.79M (1.28%) 38.54K
Increased by +2.16%
May 31, 25
15 American Funds IS® Global Small Cap 1 1.53M (1.10%) 0.00
Increased by 0.00%
Jun 30, 25
16 CREF Stock R1 1.45M (1.04%) -136.73K
Decreased by -9.41%
Feb 28, 25
17 CREF Stock R3 1.42M (1.02%) 0.00
Increased by 0.00%
May 31, 25
18 Stephens Small Cap Growth 1.35M (0.97%) 396.30K
Increased by +29.42%
Jun 30, 25
19 UBS: US Equity Small Cap Growth 1.31M (0.94%) 0.00
Increased by 0.00%
Sep 30, 23
20 Fidelity® Small Cap Index 1.29M (0.93%) 34.46K
Increased by +2.67%
Oct 31, 23