Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 3.27%
2 SAMT 2.12%
3 CSMD 2.11%
4 XSHQ 1.94%
5 SMLV 1.84%
6 KCE 1.71%
7 PFI 1.69%
8 SURE 1.23%
9 FSGS 1.14%
10 RNSC 1.14%
11 XSMO 1.13%
12 PSCF 1.13%
13 HAPS 1.08%
14 FSCS 1.07%
15 RNMC 1.07%
16 DEEP 1.00%
17 XSLV 0.82%
18 PSC 0.78%
19 RZG 0.74%
20 FNY 0.65%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.12M (18.19%) 54.79K
Increased by +1.33%
Mar 31, 25
2 Vanguard Group Inc 2.51M (11.08%) -9.13K
Decreased by -0.36%
Mar 31, 25
3 State Street Corp 949.03K (4.19%) -66.50K
Decreased by -7.01%
Mar 31, 25
4 State Street Corporation 941.19K (4.16%) 36.32K
Increased by +3.86%
Mar 31, 24
5 Geode Capital Management, LLC 658.37K (2.91%) 23.10K
Increased by +3.51%
Mar 31, 25
6 FMR Inc 635.10K (2.81%) -2.70K
Decreased by -0.43%
Mar 31, 25
7 Morgan Stanley - Brokerage Accounts 620.61K (2.74%) 50.72K
Increased by +8.17%
Mar 31, 25
8 Champlain Investment Partners, LLC 533.38K (2.36%) -31.78K
Decreased by -5.96%
Mar 31, 25
9 Congress Asset Management Company, LLP 485.57K (2.15%) 79.89K
Increased by +16.45%
Mar 31, 25
10 AllianceBernstein L.P. 481.41K (2.13%) 6.70K
Increased by +1.39%
Mar 31, 25
11 ClearBridge Advisors, LLC 479.72K (2.12%) -155.13K
Decreased by -32.34%
Mar 31, 25
12 HSBC Holdings PLC 467.43K (2.07%) -42.66K
Decreased by -9.13%
Mar 31, 24
13 Eagle Asset Management, Inc. 457.37K (2.02%) -192.08K
Decreased by -42.00%
Sep 30, 24
14 Macquarie Group Ltd 427.22K (1.89%) -27.72K
Decreased by -6.49%
Dec 31, 24
15 Loomis, Sayles & Company LP 419.54K (1.85%) -8.82K
Decreased by -2.10%
Mar 31, 25
16 abrdn PLC 392.29K (1.73%) -82.52K
Decreased by -21.04%
Sep 30, 23
17 Goldman Sachs Group Inc 370.54K (1.64%) 19.81K
Increased by +5.35%
Mar 31, 25
18 Dimensional Fund Advisors, Inc. 350.76K (1.55%) -27.38K
Decreased by -7.81%
Mar 31, 25
19 TimesSquare Capital Management, LLC 333.10K (1.47%) -9.46K
Decreased by -2.84%
Sep 30, 23
20 Klingman And Associates, LLC 327.56K (1.45%) 0.00
Increased by 0.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.42M (6.29%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 722.91K (3.19%) 4.96K
Increased by +0.69%
May 31, 25
3 Vanguard US Total Market Shares ETF 660.20K (2.92%) -38.23K
Decreased by -5.79%
Sep 30, 24
4 iShares Russell 2000 ETF 594.19K (2.63%) 0.00
Increased by 0.00%
May 31, 25
5 Vanguard Small Cap Index 567.36K (2.51%) 2.09K
Increased by +0.37%
May 31, 25
6 Delaware US Small Cap Core Equity (SMA) 522.19K (2.31%) -91.53K
Decreased by -17.53%
Mar 31, 24
7 Macquarie US Small Cap Core Equity 522.19K (2.31%) -91.53K
Decreased by -17.53%
Mar 31, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 371.03K (1.64%) 2.56K
Increased by +0.69%
May 31, 25
9 Delaware Small Cap Core I 370.65K (1.64%) 0.00
Increased by 0.00%
Oct 31, 24
10 Champlain Small Company Fund, LLC 340.54K (1.50%) -14.15K
Decreased by -4.15%
May 31, 25
11 Vanguard Small Cap Growth Index Inv 313.15K (1.38%) -1.61K
Decreased by -0.51%
May 31, 25
12 ClearBridge Small Cap Growth 307.81K (1.36%) 0.00
Increased by 0.00%
May 31, 25
13 ClearBridge Small Cap Growth A 307.81K (1.36%) 0.00
Increased by 0.00%
May 31, 25
14 Fidelity Small Cap Index 232.21K (1.03%) 1.61K
Increased by +0.70%
Mar 31, 25
15 AB Discovery Growth A 231.49K (1.02%) -6.98K
Decreased by -3.02%
Apr 30, 25
16 Fidelity® Small Cap Index 228.80K (1.01%) 6.21K
Increased by +2.72%
Oct 31, 23
17 Macquarie Small Cap Core I 224.63K (0.99%) -123.22K
Decreased by -54.85%
Jan 31, 25
18 Congress Small Cap Growth Institutional 220.00K (0.97%) 5.00K
Increased by +2.27%
May 31, 25
19 iShares S&P Small-Cap 600 Growth ETF 211.47K (0.93%) 0.00
Increased by 0.00%
May 31, 25
20 iShares Russell 2000 Growth ETF 204.91K (0.91%) 0.00
Increased by 0.00%
May 31, 25