Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COPJ 2.63%
2 SOVF 1.47%
3 KCE 0.85%
4 LBO 0.83%
5 BOUT 0.31%
6 PSP 0.26%
7 COPP 0.24%
8 CSML 0.20%
9 EES 0.13%
10 TXSS 0.08%
11 TXS 0.06%
12 VFMO 0.06%
13 JSML 0.06%
14 IWO 0.04%
15 SETM 0.04%
16 JSMD 0.03%
17 VTWG 0.03%
18 JKK 0.02%
19 ISCG 0.02%
20 VTWO 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 6.28M (11.02%) 6.65K
Increased by +0.11%
Mar 31, 25
2 Vanguard Group Inc 4.86M (8.53%) 322.74K
Increased by +6.63%
Mar 31, 25
3 River Road Asset Management, LLC 4.73M (8.29%) -129.69K
Decreased by -2.74%
Mar 31, 25
4 Massachusetts Financial Services Company 4.51M (7.91%) 352.35K
Increased by +7.81%
Mar 31, 25
5 T. Rowe Price Investment Management,Inc. 3.67M (6.44%) -1.82M
Decreased by -49.56%
Mar 31, 24
6 Macquarie Group Ltd 2.94M (5.15%) 64.96K
Increased by +2.21%
Mar 31, 25
7 BlackRock Inc 2.59M (4.55%) 92.71K
Increased by +3.58%
Mar 31, 25
8 AllianceBernstein L.P. 2.44M (4.28%) -115.02K
Decreased by -4.71%
Dec 31, 23
9 Artemis Investment Management LLP 2.26M (3.97%) 600.10K
Increased by +26.50%
Mar 31, 25
10 Loomis, Sayles & Company LP 2.09M (3.67%) 2.09M
Increased by +100.00%
Mar 31, 25
11 State Street Corp 1.43M (2.51%) 266.53K
Increased by +18.63%
Mar 31, 25
12 Conversant Capital LLC 1.30M (2.27%) -1.16M
Decreased by -89.91%
Dec 31, 23
13 State Street Corporation 1.27M (2.23%) 313.53K
Increased by +24.71%
Mar 31, 24
14 Grandeur Peak Global Advisors, LLC 1.25M (2.20%) -13.27K
Decreased by -1.06%
Mar 31, 25
15 Geode Capital Management, LLC 1.08M (1.90%) 129.88K
Increased by +12.01%
Mar 31, 25
16 Driehaus Capital Management LLC 1.05M (1.84%) -3.87K
Decreased by -0.37%
Mar 31, 25
17 Federated Hermes Inc 985.71K (1.73%) -1.61M
Decreased by -163.77%
Jun 30, 24
18 Amvescap Plc. 868.54K (1.52%) 710.50K
Increased by +81.80%
Sep 30, 23
19 Schroder Investment Management Group 862.10K (1.51%) 53.82K
Increased by +6.24%
Mar 31, 25
20 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 808.49K (1.42%) 0.00
Increased by 0.00%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Macquarie Small Cap Value A 2.08M (3.64%) 0.00
Increased by 0.00%
Apr 30, 25
2 Fidelity Small Cap Growth 2.03M (3.56%) 0.00
Increased by 0.00%
Mar 31, 25
3 MFS New Discovery Value I 1.86M (3.26%) 1.86M
Increased by +100.00%
Apr 30, 25
4 FIAM Small Cap Core CIT Cl B 1.72M (3.01%) 0.00
Increased by 0.00%
Mar 31, 25
5 FIAM Small Cap Core Composite 1.71M (3.01%) 92.22K
Increased by +5.38%
Dec 31, 24
6 Artemis US Smaller Companies I Acc GBP 1.67M (2.92%) 440.38K
Increased by +26.41%
Feb 28, 25
7 T. Rowe Price Small-Cap Stock 1.63M (2.86%) -924.20K
Decreased by -56.67%
Mar 31, 24
8 T. Rowe Price US Small-Cap Core Equity 1.63M (2.86%) -924.20K
Decreased by -56.67%
Mar 31, 24
9 Vanguard Total Stock Mkt Idx Inv 1.59M (2.79%) 25.00K
Increased by +1.57%
May 31, 25
10 Delaware Small Cap Value A 1.54M (2.71%) 161.80K
Increased by +10.49%
Sep 30, 24
11 AB Small Cap Growth A 1.41M (2.48%) -21.82K
Decreased by -1.55%
Dec 31, 23
12 Vanguard Small Cap Index 1.28M (2.25%) 4.65K
Increased by +0.36%
May 31, 25
13 Loomis Sayles Small Cap Growth Instl 1.18M (2.08%) -32.28K
Decreased by -2.73%
Apr 30, 25
14 Strategic Advisers Small-Mid Cap 1.10M (1.92%) -399.07K
Decreased by -36.40%
Jul 31, 24
15 iShares Russell 2000 ETF 1.01M (1.78%) 0.00
Increased by 0.00%
May 31, 25
16 AMG River Road Small Cap Value N 995.55K (1.75%) 0.00
Increased by 0.00%
May 31, 25
17 Federated Hermes Kaufmann Small Cap A 985.71K (1.73%) -1.61M
Decreased by -163.77%
Jun 30, 24
18 Federated Hermes Kaufmann Small Cap Grow 985.71K (1.73%) -1.61M
Decreased by -163.77%
Jun 30, 24
19 Fidelity Small Cap Growth K6 906.52K (1.59%) 2.76K
Increased by +0.30%
Mar 31, 25
20 T. Rowe Price U.S. SC Core Eq Tr-Z 878.64K (1.54%) -361.40K
Decreased by -41.13%
Mar 31, 24