Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCU 4.61%
2 PEJ 2.58%
3 VICE 2.43%
4 SAEF 1.30%
5 XSMO 1.20%
6 HSMV 1.17%
7 SIXS 1.02%
8 XSLV 0.91%
9 CAFG 0.83%
10 LSEQ 0.79%
11 FXD 0.79%
12 RZG 0.74%
13 SMMV 0.59%
14 FNY 0.57%
15 NIXT 0.56%
16 BTAL 0.51%
17 VIOG 0.51%
18 QLV 0.46%
19 IJT 0.46%
20 SLYG 0.45%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 1.98M (11.53%) -66.32K
Decreased by -3.36%
Mar 31, 25
2 SILVER LAKE GROUP, L.L.C. 1.90M (11.08%) 0.00
Increased by 0.00%
Mar 31, 25
3 Vanguard Group Inc 1.85M (10.81%) 123.57K
Increased by +6.67%
Jun 30, 25
4 Ariel Investments, LLC 838.94K (4.89%) -52.69K
Decreased by -6.28%
Mar 31, 25
5 Gamco Investors, Inc. Et Al 603.32K (3.52%) 14.67K
Increased by +2.43%
Mar 31, 25
6 Gates Bill & Melinda Foundation 592.41K (3.46%) 0.00
Increased by 0.00%
Jun 30, 25
7 State Street Corporation 550.63K (3.21%) 8.93K
Increased by +1.62%
Mar 31, 24
8 ClearBridge Advisors, LLC 550.03K (3.21%) -90.80K
Decreased by -16.51%
Mar 31, 25
9 State Street Corp 548.55K (3.20%) -15.69K
Decreased by -2.86%
Mar 31, 25
10 Greenhouse Funds LLLP 434.91K (2.54%) 26.58K
Increased by +6.11%
Jun 30, 25
11 Gabelli Funds LLC 405.41K (2.36%) -10.42K
Decreased by -2.57%
Mar 31, 25
12 Morgan Stanley - Brokerage Accounts 391.60K (2.28%) 6.20K
Increased by +1.58%
Mar 31, 25
13 Victory Capital Management Inc. 347.80K (2.03%) 291.99K
Increased by +83.95%
Mar 31, 25
14 Kohlberg Kravis Roberts & Co LP 305.07K (1.78%) 0.00
Increased by 0.00%
Mar 31, 25
15 Geode Capital Management, LLC 291.94K (1.70%) 20.05K
Increased by +6.87%
Mar 31, 25
16 Dimensional Fund Advisors, Inc. 267.60K (1.56%) 24.88K
Increased by +9.30%
Jun 30, 25
17 Manufacturers Life Insurance Co 234.66K (1.37%) 20.28K
Increased by +8.64%
Jun 30, 25
18 BAMCO Inc 225.00K (1.31%) 0.00
Increased by 0.00%
Mar 31, 25
19 T. Rowe Price Investment Management,Inc. 218.03K (1.27%) -310.52K
Decreased by -142.42%
Jun 30, 25
20 Shapiro Capital Management Co Inc 216.29K (1.26%) -8.82K
Decreased by -4.08%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.00M (5.84%) 146.00
Increased by +0.01%
Jul 31, 25
2 ClearBridge Aggressive Growth 665.07K (3.88%) -23.40K
Decreased by -3.52%
Mar 31, 24
3 ClearBridge Aggressive Growth A 665.07K (3.88%) -23.40K
Decreased by -3.52%
Mar 31, 24
4 Vanguard US Total Market Shares ETF 587.83K (3.43%) 449.00
Increased by +0.08%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 565.25K (3.30%) 66.24K
Increased by +11.72%
Jun 30, 25
6 ClearBridge Growth 484.07K (2.82%) 0.00
Increased by 0.00%
Jun 30, 25
7 ClearBridge Growth A 484.07K (2.82%) 0.00
Increased by 0.00%
Jun 30, 25
8 Vanguard Small Cap Index 428.67K (2.50%) 36.00K
Increased by +8.40%
Jun 30, 25
9 Victory Sycamore Small Company Opp R 300.00K (1.75%) 75.00K
Increased by +25.00%
Jun 30, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 258.37K (1.51%) -4.02K
Decreased by -1.56%
Jun 30, 25
11 Vanguard Small Cap Growth Index Inv 240.28K (1.40%) 23.35K
Increased by +9.72%
Jun 30, 25
12 Baron Opp. Small Cap Growth Strategy 225.00K (1.31%) 0.00
Increased by 0.00%
Jun 30, 25
13 Baron Small Cap Retail 225.00K (1.31%) 0.00
Increased by 0.00%
Jun 30, 25
14 Ariel Fund Investor 196.90K (1.15%) -61.30K
Decreased by -31.13%
Jun 30, 25
15 JHancock Small Cap Core NAV 188.71K (1.10%) -22.18K
Decreased by -11.75%
Jun 30, 25
16 1290 VT GAMCO Small Company Value IB 175.50K (1.02%) 0.00
Increased by 0.00%
Jun 30, 25
17 SPDR® Portfolio S&P 600 Sm Cap ETF 148.01K (0.86%) 0.00
Increased by 0.00%
Apr 30, 24
18 iShares S&P Small-Cap 600 Growth ETF 146.57K (0.85%) 0.00
Increased by 0.00%
Jul 31, 25
19 SPDR® Portfolio S&P 600™ Sm Cap ETF 145.58K (0.85%) 81.00
Increased by +0.06%
Jul 31, 25
20 T. Rowe Price Small-Cap Stock 133.42K (0.78%) -29.00
Decreased by -0.02%
Mar 31, 25