Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AWEG 3.63%
2 AZTD 3.50%
3 GRPZ 2.32%
4 CBSE 2.20%
5 XHS 2.09%
6 TSME 1.59%
7 PSCH 1.16%
8 BOUT 0.94%
9 FSGS 0.92%
10 RNSC 0.90%
11 CAFG 0.81%
12 NSCS 0.66%
13 SFLO 0.60%
14 EKG 0.58%
15 JSML 0.41%
16 JSMD 0.41%
17 AFSM 0.37%
18 RFG 0.36%
19 PSC 0.34%
20 RZG 0.33%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 12.77M (16.09%) -1.20M
Decreased by -9.40%
Mar 31, 25
2 Vanguard Group Inc 8.62M (10.86%) -74.17K
Decreased by -0.86%
Mar 31, 25
3 TPG GP A, LLC 6.88M (8.67%) 0.00
Increased by 0.00%
Dec 31, 24
4 KPCB XIII Associates LLC 5.07M (6.39%) 0.00
Increased by 0.00%
Sep 30, 23
5 FMR Inc 4.11M (5.18%) 3.98M
Increased by +96.81%
Mar 31, 25
6 Pacer Advisors, INC. 3.68M (4.63%) 1.18M
Increased by +32.20%
Dec 31, 24
7 T. Rowe Price Investment Management,Inc. 3.27M (4.11%) -164.73K
Decreased by -5.04%
Dec 31, 24
8 State Street Corp 2.91M (3.67%) -223.01K
Decreased by -7.65%
Mar 31, 25
9 State Street Corporation 2.90M (3.65%) 113.71K
Increased by +3.92%
Mar 31, 24
10 International Assets Investment Management, LLC 2.57M (3.23%) 2.41M
Increased by +94.03%
Sep 30, 24
11 Citadel Advisors Llc 2.29M (2.89%) 1.29M
Increased by +56.33%
Sep 30, 23
12 American Century Companies Inc 2.23M (2.81%) 873.55K
Increased by +39.23%
Mar 31, 24
13 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 2.21M (2.79%) 2.21M
Increased by +100.00%
Mar 31, 25
14 Geode Capital Management, LLC 1.80M (2.27%) -23.31K
Decreased by -1.29%
Mar 31, 25
15 Riverbridge Partners LLC 1.70M (2.15%) -135.02K
Decreased by -7.92%
Sep 30, 24
16 Invenomic Capital Management, LP 1.62M (2.04%) -138.58K
Decreased by -8.54%
Dec 31, 24
17 Owls Nest Partners IA, LLC 1.52M (1.92%) -339.24K
Decreased by -22.27%
Sep 30, 24
18 Marshall Wace Asset Management Ltd 1.48M (1.87%) 1.17M
Increased by +78.68%
Mar 31, 25
19 River Road Asset Management, LLC 1.48M (1.86%) 1.48M
Increased by +100.00%
Dec 31, 24
20 Ameriprise Financial Inc 1.45M (1.83%) 1.27M
Increased by +87.67%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.49M (5.66%) -4.26K
Decreased by -0.09%
Apr 30, 25
2 iShares Core S&P Mid-Cap ETF 2.62M (3.30%) 810.00
Increased by +0.03%
Aug 30, 24
3 Vanguard US Total Market Shares ETF 2.35M (2.96%) -196.33K
Decreased by -8.35%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 2.29M (2.89%) 116.50K
Increased by +5.08%
Apr 30, 25
5 Thrivent Mid Cap Stock A 2.09M (2.63%) 673.36K
Increased by +32.25%
Feb 28, 25
6 ClearBridge Small Cap Growth A 1.94M (2.45%) -81.10K
Decreased by -4.18%
Jun 30, 24
7 iShares Russell 2000 ETF 1.85M (2.33%) 312.00
Increased by +0.02%
Apr 30, 25
8 Vanguard Small Cap Index 1.82M (2.29%) 12.93K
Increased by +0.71%
Apr 30, 25
9 T. Rowe Price US Small-Cap Core Equity 1.46M (1.84%) -83.71K
Decreased by -5.72%
Dec 31, 24
10 Vanguard Explorer Inv 1.33M (1.68%) 1.29M
Increased by +96.64%
Mar 31, 25
11 Fort Washington Small Company Equity 1.23M (1.55%) -199.56K
Decreased by -16.25%
Mar 31, 25
12 Small Company Equity - FTWA 1.23M (1.55%) -199.56K
Decreased by -16.25%
Mar 31, 25
13 Thrivent Mid Cap Stock 1.21M (1.52%) 469.03K
Increased by +38.92%
Feb 28, 25
14 Thrivent Small Cap Stock A 1.19M (1.50%) 0.00
Increased by 0.00%
Feb 28, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 1.16M (1.46%) 1.40K
Increased by +0.12%
Apr 30, 25
16 Fidelity Small Cap Growth 1.15M (1.45%) 124.10K
Increased by +10.79%
Feb 28, 25
17 JPM Small Cap Equity-MA 1.04M (1.31%) 1.03M
Increased by +98.88%
Jun 30, 24
18 JPM US Small Cap Core-Composite 1.04M (1.31%) -51.66K
Decreased by -4.96%
Jun 30, 24
19 Touchstone Small Company A 1.03M (1.30%) -163.25K
Decreased by -15.87%
Mar 31, 25
20 Vanguard Small Cap Growth Index Inv 1.01M (1.27%) -761.00
Decreased by -0.08%
Apr 30, 25