Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 3.27%
2 RSMC 3.22%
3 AFSC 2.40%
4 CSMD 2.08%
5 XSHQ 2.00%
6 SMLV 1.84%
7 PFI 1.78%
8 SAMT 1.72%
9 KCE 1.68%
10 SURE 1.23%
11 JSMD 1.21%
12 PSCF 1.19%
13 HAPS 1.11%
14 PXSG 1.06%
15 XSMO 1.06%
16 FSGS 1.01%
17 RNSC 1.01%
18 FSCS 1.00%
19 RNMC 1.00%
20 DEEP 1.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.97M (17.65%) -143.99K
Decreased by -3.63%
Jun 30, 25
2 Vanguard Group Inc 2.56M (11.35%) 48.67K
Increased by +1.90%
Jun 30, 25
3 State Street Corporation 941.19K (4.18%) 36.32K
Increased by +3.86%
Mar 31, 24
4 State Street Corp 940.20K (4.18%) -8.83K
Decreased by -0.94%
Jun 30, 25
5 Geode Capital Management, LLC 674.96K (3.00%) 16.59K
Increased by +2.46%
Jun 30, 25
6 Morgan Stanley - Brokerage Accounts 665.52K (2.96%) 44.91K
Increased by +6.75%
Jun 30, 25
7 FMR Inc 601.59K (2.67%) -33.51K
Decreased by -5.57%
Jun 30, 25
8 AllianceBernstein L.P. 528.69K (2.35%) 47.28K
Increased by +8.94%
Jun 30, 25
9 Amvescap Plc. 520.06K (2.31%) 268.44K
Increased by +51.62%
Jun 30, 25
10 Congress Asset Management Company, LLP 504.15K (2.24%) 18.57K
Increased by +3.68%
Jun 30, 25
11 Champlain Investment Partners, LLC 502.39K (2.23%) -30.99K
Decreased by -6.17%
Jun 30, 25
12 HSBC Holdings PLC 467.43K (2.08%) -42.66K
Decreased by -9.13%
Mar 31, 24
13 Eagle Asset Management, Inc. 457.37K (2.03%) -192.08K
Decreased by -42.00%
Sep 30, 24
14 ClearBridge Advisors, LLC 437.98K (1.95%) -41.74K
Decreased by -9.53%
Jun 30, 25
15 Macquarie Group Ltd 427.22K (1.90%) -27.72K
Decreased by -6.49%
Dec 31, 24
16 T. Rowe Price Investment Management,Inc. 419.05K (1.86%) 419.05K
Increased by +100.00%
Jun 30, 25
17 abrdn PLC 392.29K (1.74%) -82.52K
Decreased by -21.04%
Sep 30, 23
18 Wellington Management Company LLP 391.06K (1.74%) 85.45K
Increased by +21.85%
Jun 30, 25
19 Dimensional Fund Advisors, Inc. 352.38K (1.57%) 1.62K
Increased by +0.46%
Jun 30, 25
20 Goldman Sachs Group Inc 343.60K (1.53%) -26.93K
Decreased by -7.84%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.45M (6.46%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard Total Stock Mkt Idx Inv 729.14K (3.24%) -19.46K
Decreased by -2.67%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 660.20K (2.93%) -38.23K
Decreased by -5.79%
Sep 30, 24
4 Vanguard Small Cap Index 563.82K (2.51%) -3.28K
Decreased by -0.58%
Jul 31, 25
5 iShares Russell 2000 ETF 562.34K (2.50%) 0.00
Increased by 0.00%
Aug 31, 25
6 Delaware US Small Cap Core Equity (SMA) 522.19K (2.32%) -91.53K
Decreased by -17.53%
Mar 31, 24
7 Macquarie US Small Cap Core Equity 522.19K (2.32%) -91.53K
Decreased by -17.53%
Mar 31, 24
8 Delaware Small Cap Core I 370.65K (1.65%) 0.00
Increased by 0.00%
Oct 31, 24
9 Vanguard Small Cap Growth Index Inv 317.25K (1.41%) -635.00
Decreased by -0.20%
Jul 31, 25
10 ClearBridge Small Cap Growth A 300.71K (1.34%) -7.10K
Decreased by -2.36%
Jul 31, 25
11 ClearBridge Small Cap Growth 297.41K (1.32%) -10.40K
Decreased by -3.50%
Jul 31, 25
12 Champlain Small Company Fund, LLC 279.56K (1.24%) -800.00
Decreased by -0.29%
Aug 31, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 261.95K (1.16%) -114.33K
Decreased by -43.64%
Jul 31, 25
14 Invesco Discovery A 248.76K (1.11%) 0.00
Increased by 0.00%
Jul 31, 25
15 Invesco OFI Small Cap Growth 248.76K (1.11%) 248.76K
Increased by +100.00%
Jun 30, 25
16 Fidelity Small Cap Index 229.97K (1.02%) -5.58K
Decreased by -2.43%
Jun 30, 25
17 Fidelity® Small Cap Index 228.80K (1.02%) 6.21K
Increased by +2.72%
Oct 31, 23
18 Macquarie Small Cap Core I 224.63K (1.00%) -123.22K
Decreased by -54.85%
Jan 31, 25
19 AB Discovery Growth A 220.18K (0.98%) -18.86K
Decreased by -8.57%
Jul 31, 25
20 Congress Small Cap Growth Institutional 220.00K (0.98%) 0.00
Increased by 0.00%
Jul 31, 25