Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FRTY 2.27%
2 NSCS 2.00%
3 GSC 1.92%
4 KCE 1.83%
5 XSMO 1.54%
6 HAPS 1.53%
7 PSCF 1.43%
8 XSHQ 1.43%
9 DGRS 1.06%
10 OASC 0.97%
11 MMSC 0.85%
12 QSML 0.82%
13 IJT 0.76%
14 SLYG 0.75%
15 XSLV 0.69%
16 VIOG 0.66%
17 FNY 0.65%
18 VUSE 0.61%
19 ESIX 0.54%
20 IAI 0.52%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.70M (16.70%) 81.08K
Increased by +3.00%
Mar 31, 25
2 Vanguard Group Inc 2.06M (12.73%) -3.13K
Decreased by -0.15%
Mar 31, 25
3 State Street Corp 679.91K (4.20%) -19.01K
Decreased by -2.80%
Mar 31, 25
4 State Street Corporation 667.13K (4.12%) 14.65K
Increased by +2.20%
Mar 31, 24
5 Amvescap Plc. 632.50K (3.91%) -65.32K
Decreased by -10.33%
Mar 31, 25
6 FMR Inc 568.05K (3.51%) -43.08K
Decreased by -7.58%
Mar 31, 25
7 Dimensional Fund Advisors, Inc. 405.92K (2.51%) -48.68K
Decreased by -11.99%
Mar 31, 25
8 Geode Capital Management, LLC 391.01K (2.42%) 14.21K
Increased by +3.63%
Mar 31, 25
9 Westwood Holdings Group Inc 357.17K (2.21%) 92.53K
Increased by +25.91%
Mar 31, 25
10 AllianceBernstein L.P. 342.52K (2.12%) -17.71K
Decreased by -5.17%
Mar 31, 25
11 GW&K Investment Management, LLC 323.48K (2.00%) 2.62K
Increased by +0.81%
Mar 31, 25
12 JPMorgan Chase & Co 287.52K (1.78%) -37.69K
Decreased by -13.11%
Mar 31, 25
13 Franklin Resources Inc 281.01K (1.74%) -38.91K
Decreased by -13.85%
Jun 30, 24
14 HHG PLC 274.77K (1.70%) -25.75K
Decreased by -9.37%
Jun 30, 24
15 ING Investment Management LLC 266.20K (1.64%) 139.94K
Increased by +52.57%
Mar 31, 25
16 Stephens Inv Mgmt Group LLC 250.51K (1.55%) 35.95K
Increased by +14.35%
Mar 31, 25
17 Mairs & Power Inc 244.61K (1.51%) 2.98K
Increased by +1.22%
Mar 31, 25
18 NORGES BANK 229.02K (1.41%) 86.67K
Increased by +37.84%
Dec 31, 24
19 Lord, Abbett & Co LLC 224.49K (1.39%) -37.49K
Decreased by -16.70%
Mar 31, 25
20 Goldman Sachs Group Inc 208.15K (1.29%) 7.49K
Increased by +3.60%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 975.95K (6.03%) -2.76K
Decreased by -0.28%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 542.98K (3.35%) 386.00
Increased by +0.07%
May 31, 25
3 Vanguard US Total Market Shares ETF 539.19K (3.33%) 484.00
Increased by +0.09%
Sep 30, 24
4 iShares Russell 2000 ETF 441.99K (2.73%) 3.08K
Increased by +0.70%
Jun 30, 25
5 Vanguard Small Cap Index 426.12K (2.63%) 2.12K
Increased by +0.50%
May 31, 25
6 Vanguard Small Cap Value Index Inv 273.89K (1.69%) -228.00
Decreased by -0.08%
May 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 250.09K (1.55%) 1.68K
Increased by +0.67%
May 31, 25
8 Vanguard Explorer Inv 210.83K (1.30%) 35.11K
Increased by +16.65%
Mar 31, 25
9 Stephens SMID Select Growth 195.98K (1.21%) 17.47K
Increased by +8.91%
Jun 30, 25
10 Franklin Small Cap Value SMA Composite 177.52K (1.10%) 177.52K
Increased by +100.00%
Jun 30, 25
11 Franklin US Small Cap Value Equity 177.52K (1.10%) 177.52K
Increased by +100.00%
Jun 30, 25
12 Franklin Small Cap Value A 176.81K (1.09%) -19.34K
Decreased by -10.94%
Jun 30, 24
13 Fidelity Small Cap Index 174.99K (1.08%) 1.99K
Increased by +1.14%
Apr 30, 25
14 Mairs & Power Growth 168.00K (1.04%) 0.00
Increased by 0.00%
Jun 30, 25
15 Mairs & Power Multi Cap 168.00K (1.04%) 0.00
Increased by 0.00%
Jun 30, 25
16 Fidelity® Small Cap Index 167.35K (1.03%) 4.54K
Increased by +2.71%
Oct 31, 23
17 Stephens Small Cap Growth 159.91K (0.99%) -14.22K
Decreased by -8.89%
Mar 31, 24
18 Invesco OFI Small Cap Growth 157.49K (0.97%) 10.02K
Increased by +6.36%
Jun 30, 25
19 iShares Russell 2000 Growth ETF 153.43K (0.95%) -1.30K
Decreased by -0.85%
Jun 30, 25
20 AB Small Cap Growth A 153.38K (0.95%) 18.40K
Increased by +11.99%
May 31, 25