Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XHS 2.36%
2 PXSG 1.83%
3 PSCH 0.83%
4 LFSC 0.71%
5 WDNA 0.65%
6 EKG 0.50%
7 XSMO 0.49%
8 SDD 0.43%
9 SBB 0.43%
10 SOVF 0.37%
11 CRIT 0.34%
12 SLYG 0.33%
13 OASC 0.32%
14 RZG 0.31%
15 FYC 0.28%
16 ISMD 0.28%
17 SLY 0.22%
18 IHF 0.21%
19 DFE 0.19%
20 QVMS 0.18%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 19.42M (16.19%) -439.84K
Decreased by -2.26%
Jun 30, 25
2 Vanguard Group Inc 14.13M (11.78%) -126.36K
Decreased by -0.89%
Jun 30, 25
3 Greenhouse Funds LLLP 7.43M (6.19%) 2.72M
Increased by +36.64%
Jun 30, 25
4 First Light Asset Management, LLC 6.85M (5.71%) 803.61K
Increased by +11.74%
Jun 30, 25
5 State Street Corp 5.11M (4.26%) 21.77K
Increased by +0.43%
Jun 30, 25
6 State Street Corporation 4.90M (4.08%) 52.82K
Increased by +1.08%
Mar 31, 24
7 Macquarie Group Ltd 4.81M (4.01%) 130.73K
Increased by +2.72%
Jun 30, 25
8 Dimensional Fund Advisors, Inc. 4.29M (3.58%) 448.53K
Increased by +10.45%
Jun 30, 25
9 Brown Advisory Holdings Inc 3.87M (3.23%) -2.28M
Decreased by -58.99%
Mar 31, 25
10 Schroder Investment Management Group 3.72M (3.10%) -587.33K
Decreased by -15.78%
Jun 30, 25
11 American Century Companies Inc 3.52M (2.93%) 197.88K
Increased by +5.63%
Jun 30, 25
12 Millennium Management LLC 3.32M (2.76%) -3.40M
Decreased by -102.55%
Jun 30, 25
13 T. Rowe Price Investment Management,Inc. 3.26M (2.72%) -55.95K
Decreased by -1.72%
Jun 30, 25
14 Geode Capital Management, LLC 3.16M (2.63%) 26.22K
Increased by +0.83%
Jun 30, 25
15 Morgan Stanley - Brokerage Accounts 2.49M (2.07%) 942.23K
Increased by +37.86%
Jun 30, 25
16 GW&K Investment Management, LLC 2.47M (2.06%) 2.25M
Increased by +90.72%
Jun 30, 25
17 Segall Bryant & Hamill 2.36M (1.97%) 11.30K
Increased by +0.48%
Jun 30, 25
18 Point72 Asset Management, L.P. 2.20M (1.83%) 1.75M
Increased by +79.61%
Mar 31, 24
19 Deerfield Management Co 2.15M (1.79%) 2.15M
Increased by +100.00%
Jun 30, 25
20 Franklin Resources Inc 2.04M (1.70%) 39.74K
Increased by +1.94%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 7.66M (6.38%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard Total Stock Mkt Idx Inv 4.03M (3.36%) -89.48K
Decreased by -2.22%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 3.99M (3.33%) 4.14K
Increased by +0.10%
Sep 30, 24
4 Macquarie Small Cap Core I 3.61M (3.01%) -271.16K
Decreased by -7.51%
Jul 31, 25
5 Delaware Small Cap Core I 3.12M (2.60%) 0.00
Increased by 0.00%
Oct 31, 24
6 Vanguard Small Cap Index 3.12M (2.60%) -23.01K
Decreased by -0.74%
Jul 31, 25
7 iShares Russell 2000 ETF 3.09M (2.58%) 0.00
Increased by 0.00%
Aug 31, 25
8 American Century Small Cap Growth Inv 2.75M (2.29%) 150.02K
Increased by +5.45%
Jun 30, 25
9 American Century U.S. Small Cap Growth 2.75M (2.29%) 150.02K
Increased by +5.45%
Jun 30, 25
10 Delaware US Small Cap Core Equity (SMA) 2.44M (2.03%) -28.56K
Decreased by -1.17%
Mar 31, 24
11 Macquarie US Small Cap Core Equity 2.44M (2.03%) -28.56K
Decreased by -1.17%
Mar 31, 24
12 Janus Henderson US SMID Cap Growth MA 2.03M (1.69%) 2.03M
Increased by +99.99%
Dec 31, 24
13 Janus Henderson Triton D 2.00M (1.67%) 0.00
Increased by 0.00%
May 31, 25
14 Janus Henderson US SMID Cap Growth 2.00M (1.67%) -31.83K
Decreased by -1.59%
Mar 31, 25
15 Vanguard Small Cap Growth Index Inv 1.75M (1.46%) -665.00
Decreased by -0.04%
Jul 31, 25
16 Brown Advisory Small-Cap Growth Inv 1.54M (1.28%) -33.77K
Decreased by -2.20%
Dec 31, 24
17 T. Rowe Price Instl Small-Cap Stock 1.48M (1.24%) -6.54K
Decreased by -0.44%
Dec 31, 24
18 Bellevue Healthcare Ord 1.41M (1.18%) 1.41M
Increased by +100.00%
Jul 31, 24
19 Vanguard Institutional Extnd Mkt Idx Tr 1.38M (1.15%) -625.02K
Decreased by -45.33%
Jul 31, 25
20 Principal SmallCap Growth I Instl 1.37M (1.14%) -171.84K
Decreased by -12.59%
Jul 31, 24