Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XHS 0.68%
2 EHLS 0.57%
3 OLD 0.51%
4 DWAS 0.31%
5 SEIS 0.28%
6 IWC 0.23%
7 IHF 0.15%
8 JPSE 0.09%
9 AVSC 0.08%
10 VTWG 0.08%
11 RFLR 0.06%
12 IWO 0.06%
13 EES 0.05%
14 VFMO 0.05%
15 ESML 0.05%
16 GSSC 0.05%
17 PSC 0.04%
18 VTWO 0.04%
19 PRFZ 0.03%
20 JKK 0.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 4.07M (13.51%) 159.09K
Increased by +3.91%
Mar 31, 25
2 Van Berkom and Associates Inc 2.85M (9.47%) 651.35K
Increased by +22.86%
Mar 31, 25
3 BlackRock Inc 2.83M (9.39%) 203.31K
Increased by +7.19%
Mar 31, 25
4 Vanguard Group Inc 2.13M (7.07%) -134.68K
Decreased by -6.33%
Mar 31, 25
5 Wasatch Advisors Inc. 1.42M (4.72%) 75.63K
Increased by +5.33%
Sep 30, 23
6 Paradigm Capital Management, Inc. 955.00K (3.17%) 16.00K
Increased by +1.68%
Mar 31, 25
7 Riverbridge Partners LLC 928.61K (3.09%) -81.58K
Decreased by -8.79%
Mar 31, 25
8 Geode Capital Management, LLC 796.12K (2.65%) 28.50K
Increased by +3.58%
Mar 31, 25
9 Wasatch Advisors LP 783.91K (2.61%) -251.45K
Decreased by -32.08%
Mar 31, 25
10 Crewe Advisors LLC 742.96K (2.47%) 11.93K
Increased by +1.61%
Sep 30, 24
11 State Street Corp 735.85K (2.45%) 20.93K
Increased by +2.84%
Mar 31, 25
12 Dimensional Fund Advisors, Inc. 734.04K (2.44%) -83.82K
Decreased by -11.42%
Mar 31, 25
13 BOONE CAPITAL MANAGEMENT LLC 719.14K (2.39%) 77.88K
Increased by +10.83%
Mar 31, 25
14 State Street Corporation 660.07K (2.19%) 31.99K
Increased by +4.85%
Mar 31, 24
15 T. Rowe Price Investment Management,Inc. 650.70K (2.16%) -751.90K
Decreased by -115.55%
Dec 31, 24
16 Nuveen Asset Management, LLC 457.36K (1.52%) 104.70K
Increased by +22.89%
Dec 31, 24
17 Goldman Sachs Group Inc 436.24K (1.45%) -348.59K
Decreased by -79.91%
Mar 31, 25
18 Arnhold & S. Bleichroeder Advisers, LLC 431.35K (1.43%) 16.50K
Increased by +3.83%
Mar 31, 25
19 Kent Lake Capital LLC 425.00K (1.41%) -125.00K
Decreased by -29.41%
Jun 30, 24
20 Northern Trust Corp 424.84K (1.41%) -40.00
Decreased by -0.01%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Small Cap Value Fund 1.36M (4.54%) -297.94K
Decreased by -21.83%
Apr 30, 25
2 Fidelity Small Cap Growth 1.01M (3.35%) 0.00
Increased by 0.00%
Apr 30, 25
3 Vanguard Total Stock Mkt Idx Inv 992.24K (3.30%) 16.63K
Increased by +1.68%
May 31, 25
4 iShares Russell 2000 ETF 845.53K (2.81%) 5.86K
Increased by +0.69%
Jun 30, 25
5 Vanguard US Total Market Shares ETF 843.05K (2.80%) 0.00
Increased by 0.00%
Sep 30, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 524.05K (1.74%) 5.14K
Increased by +0.98%
May 31, 25
7 Wasatch Micro Cap 488.73K (1.62%) -128.98K
Decreased by -26.39%
Mar 31, 25
8 Fidelity Small Cap Growth K6 444.85K (1.48%) 0.00
Increased by 0.00%
Apr 30, 25
9 VT De Lisle America B USD 430.29K (1.43%) 0.00
Increased by 0.00%
Jun 30, 25
10 T. Rowe Price Small-Cap Stock 426.27K (1.42%) -249.25K
Decreased by -58.47%
Sep 30, 23
11 T. Rowe Price US Small-Cap Core Equity 426.27K (1.42%) -249.25K
Decreased by -58.47%
Sep 30, 23
12 T. Rowe Price Small-Cap Value 378.87K (1.26%) -169.70K
Decreased by -44.79%
Dec 31, 24
13 First Eagle Small Cap Opportunity I 374.71K (1.25%) 0.00
Increased by 0.00%
Apr 30, 25
14 First Eagle US Small Cap Strategy 374.71K (1.25%) 6.49K
Increased by +1.73%
Mar 31, 25
15 CREF Stock R1 345.83K (1.15%) 0.00
Increased by 0.00%
Feb 28, 25
16 Columbia Acorn Inst 341.32K (1.13%) 341.32K
Increased by +100.00%
May 31, 25
17 Fidelity Small Cap Index 329.55K (1.10%) 3.51K
Increased by +1.06%
Apr 30, 25
18 iShares Russell 2000 Growth ETF 297.58K (0.99%) 732.00
Increased by +0.25%
Jun 30, 25
19 T. Rowe Price U.S. SC Core Eq Tr-Z 292.62K (0.97%) -108.86K
Decreased by -37.20%
Sep 30, 23
20 Fidelity® Small Cap Index 274.83K (0.91%) 6.99K
Increased by +2.54%
Oct 31, 23