Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FRTY 2.27%
2 NSCS 1.87%
3 GSC 1.71%
4 KCE 1.52%
5 HAPS 1.28%
6 XSMO 1.27%
7 PSCF 1.18%
8 DGRS 1.06%
9 QSML 0.82%
10 OASC 0.81%
11 XSLV 0.69%
12 MMSC 0.67%
13 FNY 0.65%
14 VIOG 0.62%
15 SLYG 0.61%
16 IJT 0.61%
17 VUSE 0.61%
18 QMID 0.51%
19 SMIZ 0.51%
20 EHLS 0.49%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.70M (15.71%) 81.08K
Increased by +3.00%
Mar 31, 25
2 Vanguard Group Inc 2.06M (11.97%) -3.13K
Decreased by -0.15%
Mar 31, 25
3 Amvescap Plc. 697.82K (4.05%) 102.43K
Increased by +14.68%
Dec 31, 24
4 State Street Corp 679.91K (3.95%) -19.01K
Decreased by -2.80%
Mar 31, 25
5 State Street Corporation 667.13K (3.88%) 14.65K
Increased by +2.20%
Mar 31, 24
6 FMR Inc 568.05K (3.30%) -43.08K
Decreased by -7.58%
Mar 31, 25
7 Dimensional Fund Advisors, Inc. 405.92K (2.36%) -48.68K
Decreased by -11.99%
Mar 31, 25
8 Geode Capital Management, LLC 391.01K (2.27%) 14.21K
Increased by +3.63%
Mar 31, 25
9 AllianceBernstein L.P. 360.22K (2.09%) 8.07K
Increased by +2.24%
Dec 31, 24
10 Westwood Holdings Group Inc 357.17K (2.08%) 92.53K
Increased by +25.91%
Mar 31, 25
11 GW&K Investment Management, LLC 323.48K (1.88%) 2.62K
Increased by +0.81%
Mar 31, 25
12 JPMorgan Chase & Co 287.52K (1.67%) -37.69K
Decreased by -13.11%
Mar 31, 25
13 Franklin Resources Inc 281.01K (1.63%) -38.91K
Decreased by -13.85%
Jun 30, 24
14 HHG PLC 274.77K (1.60%) -25.75K
Decreased by -9.37%
Jun 30, 24
15 Stephens Inv Mgmt Group LLC 250.51K (1.46%) 35.95K
Increased by +14.35%
Mar 31, 25
16 Mairs & Power Inc 244.61K (1.42%) 2.98K
Increased by +1.22%
Mar 31, 25
17 NORGES BANK 229.02K (1.33%) 86.67K
Increased by +37.84%
Dec 31, 24
18 Lord, Abbett & Co LLC 224.49K (1.30%) -37.49K
Decreased by -16.70%
Mar 31, 25
19 Goldman Sachs Group Inc 208.15K (1.21%) 7.49K
Increased by +3.60%
Dec 31, 24
20 Charles Schwab Investment Management Inc 201.07K (1.17%) -3.86K
Decreased by -1.92%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 973.63K (5.66%) -840.00
Decreased by -0.09%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 542.60K (3.15%) 6.33K
Increased by +1.17%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 539.19K (3.13%) 484.00
Increased by +0.09%
Sep 30, 24
4 iShares Russell 2000 ETF 435.20K (2.53%) 74.00
Increased by +0.02%
Apr 30, 25
5 Vanguard Small Cap Index 424.01K (2.46%) 2.47K
Increased by +0.58%
Apr 30, 25
6 Vanguard Small Cap Value Index Inv 274.12K (1.59%) 868.00
Increased by +0.32%
Apr 30, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 248.41K (1.44%) 1.70K
Increased by +0.69%
Apr 30, 25
8 Franklin Small Cap Value SMA Composite 217.20K (1.26%) 0.00
Increased by 0.00%
Mar 31, 24
9 Vanguard Explorer Inv 210.83K (1.23%) 35.11K
Increased by +16.65%
Mar 31, 25
10 Stephens SMID Select Growth 178.51K (1.04%) 29.47K
Increased by +16.51%
Mar 31, 25
11 Franklin Small Cap Value A 176.81K (1.03%) -19.34K
Decreased by -10.94%
Jun 30, 24
12 Franklin US Small Cap Value Equity 176.81K (1.03%) -40.39K
Decreased by -22.85%
Jun 30, 24
13 AB Small Cap Growth A 174.23K (1.01%) -5.43K
Decreased by -3.12%
Mar 31, 25
14 Fidelity Small Cap Index 171.58K (1.00%) 337.00
Increased by +0.20%
Feb 28, 25
15 Mairs & Power Growth 168.00K (0.98%) 0.00
Increased by 0.00%
Mar 31, 25
16 Mairs & Power Multi Cap 168.00K (0.98%) 0.00
Increased by 0.00%
Mar 31, 25
17 Fidelity® Small Cap Index 167.35K (0.97%) 4.54K
Increased by +2.71%
Oct 31, 23
18 Stephens Small Cap Growth 159.91K (0.93%) -14.22K
Decreased by -8.89%
Mar 31, 24
19 iShares Russell 2000 Growth ETF 156.59K (0.91%) 0.00
Increased by 0.00%
Apr 30, 25
20 Invesco Discovery A 147.48K (0.86%) -23.82K
Decreased by -16.16%
Mar 31, 25