Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCU 4.86%
2 PEJ 2.73%
3 VICE 2.43%
4 SAEF 1.27%
5 HSMV 1.25%
6 XSMO 1.20%
7 SIXS 1.12%
8 XSLV 1.07%
9 CAFG 0.83%
10 RZG 0.80%
11 LSEQ 0.79%
12 FXD 0.79%
13 SMMV 0.63%
14 NIXT 0.61%
15 FNY 0.57%
16 BTAL 0.51%
17 VIOG 0.51%
18 SLYG 0.49%
19 IJT 0.49%
20 QLV 0.46%

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 1.73M (10.09%) -215.74K
Decreased by -12.47%
Mar 31, 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%
Mar 31, 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 T. Rowe Price Investment Management,Inc. 528.54K (3.08%) 29.94K
Increased by +5.66%
Mar 31, 25
11 Greenhouse Funds LLLP 408.33K (2.38%) 13.71K
Increased by +3.36%
Mar 31, 25
12 Gabelli Funds LLC 405.41K (2.36%) -10.42K
Decreased by -2.57%
Mar 31, 25
13 Morgan Stanley - Brokerage Accounts 391.60K (2.28%) 6.20K
Increased by +1.58%
Mar 31, 25
14 Victory Capital Management Inc. 347.80K (2.03%) 291.99K
Increased by +83.95%
Mar 31, 25
15 Kohlberg Kravis Roberts & Co LP 305.07K (1.78%) 0.00
Increased by 0.00%
Mar 31, 25
16 Geode Capital Management, LLC 291.94K (1.70%) 20.05K
Increased by +6.87%
Mar 31, 25
17 Dimensional Fund Advisors, Inc. 242.72K (1.42%) 20.63K
Increased by +8.50%
Mar 31, 25
18 NORGES BANK 239.51K (1.40%) 24.94K
Increased by +10.41%
Dec 31, 24
19 Northern Trust Corp 226.99K (1.32%) 16.50K
Increased by +7.27%
Sep 30, 23
20 Shapiro Capital Management Co Inc 225.11K (1.31%) -5.17K
Decreased by -2.30%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.01M (5.87%) 0.00
Increased by 0.00%
May 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 499.00K (2.91%) 342.00
Increased by +0.07%
May 31, 25
6 ClearBridge Growth 484.07K (2.82%) -27.00K
Decreased by -5.58%
May 31, 25
7 ClearBridge Growth A 484.07K (2.82%) -27.00K
Decreased by -5.58%
May 31, 25
8 Vanguard Small Cap Index 392.67K (2.29%) 1.43K
Increased by +0.36%
May 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 262.39K (1.53%) 1.85K
Increased by +0.70%
May 31, 25
10 Ariel Fund Investor 258.20K (1.51%) -48.36K
Decreased by -18.73%
Mar 31, 25
11 Baron Opp. Small Cap Growth Strategy 225.00K (1.31%) 0.00
Increased by 0.00%
Mar 31, 25
12 Baron Small Cap Retail 225.00K (1.31%) 0.00
Increased by 0.00%
Mar 31, 25
13 Victory Sycamore Small Company Opp R 225.00K (1.31%) 225.00K
Increased by +100.00%
Mar 31, 25
14 JHancock Small Cap Core NAV 221.28K (1.29%) 29.25K
Increased by +13.22%
Apr 30, 25
15 Vanguard Small Cap Growth Index Inv 216.93K (1.27%) -1.17K
Decreased by -0.54%
May 31, 25
16 1290 VT GAMCO Small Company Value IB 175.50K (1.02%) 0.00
Increased by 0.00%
Apr 30, 25
17 iShares S&P Small-Cap 600 Growth ETF 149.78K (0.87%) 0.00
Increased by 0.00%
May 31, 25
18 SPDR® Portfolio S&P 600 Sm Cap ETF 148.01K (0.86%) 0.00
Increased by 0.00%
Apr 30, 24
19 SPDR® Portfolio S&P 600™ Sm Cap ETF 142.72K (0.83%) 0.00
Increased by 0.00%
May 30, 25
20 T. Rowe Price Small-Cap Stock 133.42K (0.78%) -29.00
Decreased by -0.02%
Mar 31, 25