Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AWEG 3.86%
2 AZTD 3.50%
3 CAFG 2.58%
4 XHS 2.22%
5 CBSE 2.20%
6 TSME 1.59%
7 GRPZ 1.35%
8 PSCH 1.25%
9 FSGS 1.02%
10 RNSC 1.02%
11 BOUT 0.94%
12 NSCS 0.66%
13 XSHQ 0.62%
14 AFSM 0.60%
15 SFLO 0.59%
16 EKG 0.59%
17 JSML 0.42%
18 JSMD 0.41%
19 RFG 0.36%
20 PSC 0.34%

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 Thrivent Financial For Lutherans 3.40M (4.28%) 3.34M
Increased by +98.32%
Mar 31, 25
8 T. Rowe Price Investment Management,Inc. 3.27M (4.11%) -164.73K
Decreased by -5.04%
Dec 31, 24
9 State Street Corp 2.91M (3.67%) -223.01K
Decreased by -7.65%
Mar 31, 25
10 State Street Corporation 2.90M (3.65%) 113.71K
Increased by +3.92%
Mar 31, 24
11 International Assets Investment Management, LLC 2.57M (3.23%) 2.41M
Increased by +94.03%
Sep 30, 24
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 D. E. Shaw & Co LP 1.56M (1.97%) 909.48K
Increased by +58.21%
Mar 31, 25
18 Owls Nest Partners IA, LLC 1.52M (1.92%) -339.24K
Decreased by -22.27%
Sep 30, 24
19 Marshall Wace Asset Management Ltd 1.48M (1.87%) 1.17M
Increased by +78.68%
Mar 31, 25
20 River Road Asset Management, LLC 1.48M (1.87%) 1.48M
Increased by +100.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.43M (5.58%) -12.23K
Decreased by -0.28%
Jun 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 2.31M (2.91%) 17.01K
Increased by +0.74%
May 31, 25
5 Thrivent Mid Cap Stock A 2.09M (2.63%) 0.00
Increased by 0.00%
Apr 30, 25
6 ClearBridge Small Cap Growth A 1.94M (2.45%) -81.10K
Decreased by -4.18%
Jun 30, 24
7 Vanguard Small Cap Index 1.82M (2.30%) 6.75K
Increased by +0.37%
May 31, 25
8 iShares Russell 2000 ETF 1.71M (2.16%) 11.89K
Increased by +0.69%
Jun 30, 25
9 Fidelity Small Cap Growth 1.57M (1.98%) 0.00
Increased by 0.00%
Apr 30, 25
10 T. Rowe Price US Small-Cap Core Equity 1.46M (1.84%) -83.71K
Decreased by -5.72%
Dec 31, 24
11 Vanguard Explorer Inv 1.33M (1.68%) 1.29M
Increased by +96.64%
Mar 31, 25
12 Thrivent Mid Cap Stock 1.24M (1.56%) 23.35K
Increased by +1.88%
Apr 30, 25
13 Fort Washington Small Company Equity 1.23M (1.55%) -199.56K
Decreased by -16.25%
Mar 31, 25
14 Small Company Equity - FTWA 1.23M (1.55%) -199.56K
Decreased by -16.25%
Mar 31, 25
15 Thrivent Small Cap Stock A 1.19M (1.51%) 654.00
Increased by +0.05%
Apr 30, 25
16 Vanguard Institutional Extnd Mkt Idx Tr 1.17M (1.48%) 8.08K
Increased by +0.69%
May 31, 25
17 CT (Lux) American Smaller Com 9U USD 1.09M (1.37%) 277.46K
Increased by +25.49%
May 31, 25
18 JPM Small Cap Equity-MA 1.04M (1.31%) 1.03M
Increased by +98.88%
Jun 30, 24
19 JPM US Small Cap Core-Composite 1.04M (1.31%) -51.66K
Decreased by -4.96%
Jun 30, 24
20 Touchstone Small Company A 1.01M (1.27%) -18.65K
Decreased by -1.85%
Jun 30, 25