Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LFSC 5.00%
2 PSCH 3.93%
3 PTH 3.09%
4 AFSC 2.86%
5 BOUT 2.30%
6 SAWS 1.98%
7 IMED 1.90%
8 NSCS 1.80%
9 XHE 1.72%
10 GSC 1.60%
11 SMAP 1.35%
12 XSMO 1.35%
13 CAFG 1.02%
14 SIXS 1.01%
15 SMCP 0.97%
16 VIOG 0.96%
17 SLYG 0.82%
18 IJT 0.82%
19 XSLV 0.81%
20 OASC 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 Fuller & Thaler Asset Management Inc 1.77M (3.06%) 133.47K
Increased by +7.55%
Mar 31, 25
8 Amvescap Plc. 1.54M (2.66%) 118.14K
Increased by +7.69%
Dec 31, 24
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 Greenhouse Funds LLLP 925.88K (1.60%) 65.03K
Increased by +7.02%
Jun 30, 24
18 Royal Bank of Canada 907.67K (1.57%) -30.54K
Decreased by -3.36%
Mar 31, 25
19 JPMorgan Chase & Co 892.46K (1.55%) 438.42K
Increased by +49.12%
Mar 31, 25
20 Channing Capital Management, LLC 857.86K (1.49%) 26.93K
Increased by +3.14%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.54M (6.13%) -3.02K
Decreased by -0.09%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 1.79M (3.11%) 38.33K
Increased by +2.14%
Apr 30, 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 1.42M (2.46%) 239.00
Increased by +0.02%
Apr 30, 25
5 Vanguard Small Cap Index 1.40M (2.43%) 8.28K
Increased by +0.59%
Apr 30, 25
6 Conestoga Small Cap Investors 1.26M (2.18%) -72.40K
Decreased by -5.75%
Mar 31, 25
7 FullerThaler Behavioral Sm-Cp Eq R6 1.10M (1.90%) 0.00
Increased by 0.00%
Dec 31, 24
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 900.72K (1.56%) 3.71K
Increased by +0.41%
Apr 30, 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 870.50K (1.51%) 24.74K
Increased by +2.84%
Mar 31, 25
16 Vanguard Small Cap Growth Index Inv 781.12K (1.35%) -560.00
Decreased by -0.07%
Apr 30, 25
17 Vanguard Explorer Inv 638.30K (1.11%) -96.36K
Decreased by -15.10%
Mar 31, 25
18 Putnam Small Cap Growth A 619.10K (1.07%) 0.00
Increased by 0.00%
Apr 30, 25
19 Putnam US Small Cap Growth Equity 619.10K (1.07%) 13.30K
Increased by +2.15%
Mar 31, 25
20 Putnam US Small Cap Growth Managed Acct 619.10K (1.07%) 13.30K
Increased by +2.15%
Mar 31, 25