Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AWEG 3.30%
2 GRPZ 3.03%
3 KIE 2.46%
4 RZG 2.29%
5 AZTD 2.22%
6 FFTY 2.14%
7 SAWS 2.12%
8 PFI 2.06%
9 JSML 1.92%
10 MMSC 1.72%
11 JSMD 1.64%
12 PSCF 1.36%
13 HAPS 1.36%
14 XSMO 1.27%
15 FSCC 0.83%
16 FYC 0.76%
17 SLYG 0.71%
18 IJT 0.69%
19 PSC 0.66%
20 QSML 0.63%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.16M (15.95%) -150.93K
Decreased by -3.63%
Mar 31, 25
2 Vanguard Group Inc 2.54M (9.75%) -31.40K
Decreased by -1.23%
Mar 31, 25
3 State Street Corp 1.10M (4.23%) -62.80K
Decreased by -5.69%
Mar 31, 25
4 State Street Corporation 985.52K (3.78%) 34.31K
Increased by +3.48%
Mar 31, 24
5 Nordea Investment Mgmt Bank Demark A/s 868.32K (3.33%) -271.10K
Decreased by -31.22%
Dec 31, 23
6 Sumitomo Mitsui Trust Holdings Inc 851.34K (3.26%) -75.93K
Decreased by -8.92%
Jun 30, 24
7 American Century Companies Inc 829.12K (3.18%) 43.70K
Increased by +5.27%
Mar 31, 25
8 Stephens Inv Mgmt Group LLC 673.52K (2.58%) -6.12K
Decreased by -0.91%
Mar 31, 25
9 Geode Capital Management, LLC 643.73K (2.47%) 24.89K
Increased by +3.87%
Mar 31, 25
10 Westfield Capital Management Company, L.P. 618.60K (2.37%) 25.14K
Increased by +4.06%
Mar 31, 25
11 Champlain Investment Partners, LLC 603.88K (2.31%) -217.65K
Decreased by -36.04%
Mar 31, 25
12 Dimensional Fund Advisors, Inc. 578.31K (2.22%) 16.57K
Increased by +2.86%
Mar 31, 25
13 Driehaus Capital Management LLC 559.16K (2.14%) 17.01K
Increased by +3.04%
Mar 31, 25
14 Artemis Investment Management LLP 532.55K (2.04%) 77.47K
Increased by +14.55%
Mar 31, 25
15 Sumitomo Mitsui Trust Group Inc 500.23K (1.92%) -38.00K
Decreased by -7.60%
Mar 31, 25
16 T. Rowe Price Associates, Inc. 425.64K (1.63%) -6.42K
Decreased by -1.51%
Mar 31, 25
17 Westfield Capital Management Company, LP 394.41K (1.51%) 77.55K
Increased by +19.66%
Sep 30, 24
18 Emerald Advisers, LLC 376.70K (1.44%) -58.35K
Decreased by -15.49%
Mar 31, 25
19 Federated Hermes Inc 370.77K (1.42%) -3.75K
Decreased by -1.01%
Mar 31, 25
20 Point72 Asset Management, L.P. 361.01K (1.38%) 246.54K
Increased by +68.29%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.61M (6.17%) -1.40K
Decreased by -0.09%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 816.13K (3.13%) 21.98K
Increased by +2.69%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 789.15K (3.02%) 780.00
Increased by +0.10%
Sep 30, 24
4 Nordea 1 - Global Climate & Envir BI EUR 697.18K (2.67%) -172.55K
Decreased by -24.75%
Dec 31, 23
5 iShares Russell 2000 ETF 642.96K (2.46%) 109.00
Increased by +0.02%
Apr 30, 25
6 Vanguard Explorer Inv 512.07K (1.96%) 0.00
Increased by 0.00%
Mar 31, 25
7 Stephens SMID Select Growth 461.52K (1.77%) 0.00
Increased by 0.00%
Mar 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 409.38K (1.57%) 2.87K
Increased by +0.70%
Apr 30, 25
9 Artemis US Smaller Companies I Acc GBP 376.57K (1.44%) -29.97K
Decreased by -7.96%
Apr 30, 25
10 Vanguard Small Cap Index 318.07K (1.22%) 2.22K
Increased by +0.70%
Apr 30, 25
11 American Century Small Cap Growth Inv 314.53K (1.21%) 0.00
Increased by 0.00%
Mar 31, 25
12 American Century U.S. Small Cap Growth 314.53K (1.21%) 0.00
Increased by 0.00%
Mar 31, 25
13 Avantis US Small Cap Value ETF 311.87K (1.19%) 0.00
Increased by 0.00%
Apr 30, 25
14 T. Rowe Price Integrated US Sm Gr Eq 300.80K (1.15%) 0.00
Increased by 0.00%
Mar 31, 25
15 T. Rowe Price Integrated US SmCapGrEq 300.80K (1.15%) -300.80K
Decreased by -100.00%
Mar 31, 25
16 Harbor Small Cap Growth Instl 298.96K (1.15%) -32.09K
Decreased by -10.73%
Mar 31, 25
17 Westfield Capital Mgt Co Sm-Cap Gr Eq 298.96K (1.15%) 9.88K
Increased by +3.30%
Mar 31, 25
18 Champlain Small Company Adv 290.00K (1.11%) -150.00K
Decreased by -51.72%
Dec 31, 24
19 Champlain Small Company Fund, LLC 281.23K (1.08%) -135.72K
Decreased by -48.26%
Apr 30, 25
20 Stephens Small Cap Growth 266.44K (1.02%) -71.19K
Decreased by -26.72%
Sep 30, 24