Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 3.27%
2 CSMD 2.22%
3 SAMT 2.12%
4 XSHQ 2.10%
5 PFI 2.01%
6 SMLV 1.84%
7 KCE 1.73%
8 SURE 1.23%
9 PSCF 1.22%
10 XSMO 1.21%
11 HAPS 1.17%
12 GRPZ 1.05%
13 FSGS 1.00%
14 DEEP 1.00%
15 RNMC 0.99%
16 FSCS 0.99%
17 RNSC 0.98%
18 PSC 0.87%
19 RZG 0.83%
20 XSLV 0.82%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.12M (18.29%) 54.79K
Increased by +1.33%
Mar 31, 25
2 Vanguard Group Inc 2.51M (11.14%) -9.13K
Decreased by -0.36%
Mar 31, 25
3 State Street Corp 949.03K (4.22%) -66.50K
Decreased by -7.01%
Mar 31, 25
4 State Street Corporation 941.19K (4.18%) 36.32K
Increased by +3.86%
Mar 31, 24
5 Geode Capital Management, LLC 658.37K (2.93%) 23.10K
Increased by +3.51%
Mar 31, 25
6 FMR Inc 635.10K (2.82%) -2.70K
Decreased by -0.43%
Mar 31, 25
7 Morgan Stanley - Brokerage Accounts 620.61K (2.76%) 50.72K
Increased by +8.17%
Mar 31, 25
8 Champlain Investment Partners, LLC 533.38K (2.37%) -31.78K
Decreased by -5.96%
Mar 31, 25
9 Congress Asset Management Company, LLP 504.15K (2.24%) 18.57K
Increased by +3.68%
Jun 30, 25
10 AllianceBernstein L.P. 481.41K (2.14%) 6.70K
Increased by +1.39%
Mar 31, 25
11 ClearBridge Advisors, LLC 479.72K (2.13%) -155.13K
Decreased by -32.34%
Mar 31, 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 Macquarie Group Ltd 427.22K (1.90%) -27.72K
Decreased by -6.49%
Dec 31, 24
15 Loomis, Sayles & Company LP 419.54K (1.86%) -8.82K
Decreased by -2.10%
Mar 31, 25
16 abrdn PLC 392.29K (1.74%) -82.52K
Decreased by -21.04%
Sep 30, 23
17 Goldman Sachs Group Inc 370.54K (1.65%) 19.81K
Increased by +5.35%
Mar 31, 25
18 Dimensional Fund Advisors, Inc. 350.76K (1.56%) -27.38K
Decreased by -7.81%
Mar 31, 25
19 TimesSquare Capital Management, LLC 333.10K (1.48%) -9.46K
Decreased by -2.84%
Sep 30, 23
20 Klingman And Associates, LLC 327.56K (1.46%) 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 1.45M (6.45%) -4.08K
Decreased by -0.28%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 722.91K (3.21%) 4.96K
Increased by +0.69%
May 31, 25
3 Vanguard US Total Market Shares ETF 660.20K (2.93%) -38.23K
Decreased by -5.79%
Sep 30, 24
4 iShares Russell 2000 ETF 583.87K (2.59%) 4.06K
Increased by +0.70%
Jun 30, 25
5 Vanguard Small Cap Index 567.36K (2.52%) 2.09K
Increased by +0.37%
May 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 Vanguard Institutional Extnd Mkt Idx Tr 371.03K (1.65%) 2.56K
Increased by +0.69%
May 31, 25
9 Delaware Small Cap Core I 370.65K (1.65%) 0.00
Increased by 0.00%
Oct 31, 24
10 Champlain Small Company Fund, LLC 336.47K (1.50%) -4.08K
Decreased by -1.21%
Jun 30, 25
11 Vanguard Small Cap Growth Index Inv 313.15K (1.39%) -1.61K
Decreased by -0.51%
May 31, 25
12 ClearBridge Small Cap Growth 307.81K (1.37%) 0.00
Increased by 0.00%
Jun 30, 25
13 ClearBridge Small Cap Growth A 307.81K (1.37%) 0.00
Increased by 0.00%
Jun 30, 25
14 Invesco OFI Small Cap Growth 248.76K (1.11%) 248.76K
Increased by +100.00%
Jun 30, 25
15 AB Discovery Growth A 241.65K (1.07%) 10.17K
Increased by +4.21%
May 31, 25
16 Invesco Discovery A 241.04K (1.07%) 241.04K
Increased by +100.00%
May 31, 25
17 Fidelity Small Cap Index 234.82K (1.04%) 2.61K
Increased by +1.11%
Apr 30, 25
18 Fidelity® Small Cap Index 228.80K (1.02%) 6.21K
Increased by +2.72%
Oct 31, 23
19 Macquarie Small Cap Core I 224.63K (1.00%) -123.22K
Decreased by -54.85%
Jan 31, 25
20 Congress Small Cap Growth Institutional 220.00K (0.98%) 0.00
Increased by 0.00%
Jun 30, 25