Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PXSG 1.83%
2 XHS 1.21%
3 LFSC 0.71%
4 PSCH 0.66%
5 XSMO 0.49%
6 SBB 0.43%
7 SDD 0.43%
8 EKG 0.36%
9 CRIT 0.34%
10 SLYG 0.33%
11 OASC 0.32%
12 RZG 0.31%
13 FYC 0.28%
14 SOVF 0.25%
15 ISMD 0.23%
16 SLY 0.22%
17 DFE 0.19%
18 QVMS 0.18%
19 IHF 0.17%
20 SPSM 0.16%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 19.86M (16.49%) -379.24K
Decreased by -1.91%
Mar 31, 25
2 Vanguard Group Inc 14.26M (11.84%) 17.23K
Increased by +0.12%
Mar 31, 25
3 HHG PLC 5.74M (4.77%) -424.04K
Decreased by -7.39%
Mar 31, 25
4 State Street Corp 5.09M (4.23%) -109.12K
Decreased by -2.14%
Mar 31, 25
5 State Street Corporation 4.90M (4.07%) 52.82K
Increased by +1.08%
Mar 31, 24
6 Greenhouse Funds LLLP 4.71M (3.91%) 6.43K
Increased by +0.14%
Mar 31, 25
7 Macquarie Group Ltd 4.68M (3.88%) 864.39K
Increased by +18.48%
Mar 31, 25
8 Schroder Investment Management Group 4.31M (3.58%) 509.99K
Increased by +11.83%
Mar 31, 25
9 Brown Advisory Holdings Inc 3.87M (3.21%) -2.28M
Decreased by -58.99%
Mar 31, 25
10 Dimensional Fund Advisors, Inc. 3.85M (3.19%) 408.27K
Increased by +10.62%
Mar 31, 25
11 American Century Companies Inc 3.32M (2.76%) 426.34K
Increased by +12.84%
Mar 31, 25
12 T. Rowe Price Investment Management,Inc. 3.32M (2.75%) -3.21M
Decreased by -96.80%
Mar 31, 25
13 First Light Asset Management, LLC 3.17M (2.63%) 91.03K
Increased by +2.87%
Dec 31, 24
14 Geode Capital Management, LLC 3.13M (2.60%) 97.72K
Increased by +3.12%
Mar 31, 25
15 Segall Bryant & Hamill 2.35M (1.95%) 236.92K
Increased by +10.08%
Mar 31, 25
16 Point72 Asset Management, L.P. 2.20M (1.82%) 1.75M
Increased by +79.61%
Mar 31, 24
17 Franklin Resources Inc 2.04M (1.70%) 39.74K
Increased by +1.94%
Sep 30, 24
18 Loomis, Sayles & Company LP 1.75M (1.46%) -39.11K
Decreased by -2.23%
Mar 31, 25
19 Goldman Sachs Group Inc 1.72M (1.43%) -574.29K
Decreased by -33.45%
Mar 31, 25
20 Amvescap Plc. 1.69M (1.41%) -64.68K
Decreased by -3.82%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 7.80M (6.47%) -8.24K
Decreased by -0.11%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 4.12M (3.42%) 85.40K
Increased by +2.07%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 3.99M (3.32%) 4.14K
Increased by +0.10%
Sep 30, 24
4 Macquarie Small Cap Core I 3.83M (3.18%) 108.78K
Increased by +2.84%
Mar 31, 25
5 Vanguard Small Cap Index 3.22M (2.68%) 22.63K
Increased by +0.70%
Apr 30, 25
6 iShares Russell 2000 ETF 3.14M (2.61%) 531.00
Increased by +0.02%
Apr 30, 25
7 Delaware Small Cap Core I 3.12M (2.59%) 0.00
Increased by 0.00%
Oct 31, 24
8 American Century Small Cap Growth Inv 2.60M (2.16%) 335.77K
Increased by +12.91%
Mar 31, 25
9 American Century U.S. Small Cap Growth 2.60M (2.16%) 335.77K
Increased by +12.91%
Mar 31, 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 2.03M (1.69%) -351.41K
Decreased by -17.30%
Dec 31, 24
13 Janus Henderson US SMID Cap Growth MA 2.03M (1.69%) 2.03M
Increased by +99.99%
Dec 31, 24
14 Janus Henderson Triton D 2.00M (1.66%) -20.82K
Decreased by -1.04%
Mar 31, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 2.00M (1.66%) 2.62K
Increased by +0.13%
Apr 30, 25
16 Vanguard Small Cap Growth Index Inv 1.80M (1.49%) 3.24K
Increased by +0.18%
Apr 30, 25
17 Brown Advisory Small-Cap Growth Inv 1.54M (1.28%) -33.77K
Decreased by -2.20%
Dec 31, 24
18 T. Rowe Price Instl Small-Cap Stock 1.48M (1.23%) -6.54K
Decreased by -0.44%
Dec 31, 24
19 Bellevue Healthcare Ord 1.41M (1.17%) 1.41M
Increased by +100.00%
Jul 31, 24
20 Principal SmallCap Growth I Instl 1.37M (1.13%) -171.84K
Decreased by -12.59%
Jul 31, 24