Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LFSC 4.60%
2 PSCH 3.94%
3 PTH 2.95%
4 AFSC 2.86%
5 BOUT 2.30%
6 IMED 1.90%
7 XHE 1.88%
8 MDEV 1.87%
9 NSCS 1.73%
10 GSC 1.60%
11 SAWS 1.54%
12 SMAP 1.28%
13 XSMO 1.28%
14 TSME 1.13%
15 SIXS 0.98%
16 SMCP 0.97%
17 VIOG 0.96%
18 CAFG 0.93%
19 IJT 0.80%
20 SLYG 0.78%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.18M (15.90%) -90.64K
Decreased by -0.99%
Mar 31, 25
2 Vanguard Group Inc 6.57M (11.39%) -77.00K
Decreased by -1.17%
Mar 31, 25
3 FMR Inc 2.57M (4.45%) 492.82K
Increased by +19.18%
Mar 31, 25
4 Conestoga Capital Advisors, LLC 2.27M (3.93%) -24.73K
Decreased by -1.09%
Mar 31, 25
5 State Street Corporation 2.24M (3.89%) 17.51K
Increased by +0.78%
Mar 31, 24
6 State Street Corp 2.19M (3.80%) -99.26K
Decreased by -4.52%
Mar 31, 25
7 Amvescap Plc. 1.79M (3.10%) 251.82K
Increased by +14.09%
Mar 31, 25
8 Fuller & Thaler Asset Management Inc 1.77M (3.06%) 133.47K
Increased by +7.55%
Mar 31, 25
9 Macquarie Group Ltd 1.45M (2.52%) 2.73K
Increased by +0.19%
Mar 31, 25
10 William Blair Investment Management, LLC 1.44M (2.49%) -1.61M
Decreased by -112.26%
Sep 30, 24
11 Geode Capital Management, LLC 1.40M (2.42%) 40.56K
Increased by +2.90%
Mar 31, 25
12 Maverick Capital Ltd 1.27M (2.21%) 1.27M
Increased by +100.00%
Mar 31, 25
13 Dimensional Fund Advisors, Inc. 1.15M (1.99%) -32.87K
Decreased by -2.86%
Mar 31, 25
14 Loomis, Sayles & Company LP 1.04M (1.81%) -22.65K
Decreased by -2.17%
Mar 31, 25
15 Morgan Stanley - Brokerage Accounts 1.02M (1.77%) -59.53K
Decreased by -5.83%
Mar 31, 25
16 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 991.28K (1.72%) -281.02K
Decreased by -28.35%
Mar 31, 25
17 Citadel Advisors Llc 951.05K (1.65%) 252.46K
Increased by +26.55%
Mar 31, 25
18 Greenhouse Funds LLLP 925.88K (1.60%) 65.03K
Increased by +7.02%
Jun 30, 24
19 Royal Bank of Canada 907.67K (1.57%) -30.54K
Decreased by -3.36%
Mar 31, 25
20 JPMorgan Chase & Co 892.46K (1.55%) 438.42K
Increased by +49.12%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.50M (6.07%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.79M (3.11%) 1.10K
Increased by +0.06%
May 31, 25
3 Vanguard US Total Market Shares ETF 1.75M (3.03%) 1.33K
Increased by +0.08%
Sep 30, 24
4 iShares Russell 2000 ETF 1.44M (2.50%) 0.00
Increased by 0.00%
May 31, 25
5 Vanguard Small Cap Index 1.41M (2.44%) 6.79K
Increased by +0.48%
May 31, 25
6 Conestoga Small Cap Investors 1.23M (2.14%) -24.48K
Decreased by -1.98%
Apr 30, 25
7 FullerThaler Behavioral Sm-Cp Eq R6 1.10M (1.90%) 0.00
Increased by 0.00%
Mar 31, 25
8 FullerThaler Behavioral Small-Cap Equity 1.10M (1.90%) 0.00
Increased by 0.00%
Dec 31, 24
9 Fuller & Thaler Behavioral Sm-Cp Eq R6 1.04M (1.81%) 0.00
Increased by 0.00%
Sep 30, 23
10 Fuller & Thaler Behavioral Small-Cap Eq 1.04M (1.81%) 0.00
Increased by 0.00%
Nov 30, 23
11 Delaware US Small Cap Core Equity (SMA) 1.04M (1.80%) -12.16K
Decreased by -1.17%
Mar 31, 24
12 Macquarie US Small Cap Core Equity 1.04M (1.80%) -12.16K
Decreased by -1.17%
Mar 31, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 909.31K (1.58%) 8.59K
Increased by +0.94%
May 31, 25
14 Delaware Small Cap Core I 889.12K (1.54%) 0.00
Increased by 0.00%
Oct 31, 24
15 Macquarie Small Cap Core I 856.49K (1.48%) -14.01K
Decreased by -1.64%
Apr 30, 25
16 Vanguard Small Cap Growth Index Inv 776.43K (1.35%) -4.69K
Decreased by -0.60%
May 31, 25
17 Vanguard Explorer Inv 638.30K (1.11%) -96.36K
Decreased by -15.10%
Mar 31, 25
18 Putnam US Small Cap Growth Equity 619.10K (1.07%) 13.30K
Increased by +2.15%
Mar 31, 25
19 Putnam US Small Cap Growth Managed Acct 619.10K (1.07%) 13.30K
Increased by +2.15%
Mar 31, 25
20 Putnam Small Cap Growth A 613.00K (1.06%) -6.10K
Decreased by -1.00%
May 31, 25