Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCU 1.27%
2 PTF 1.25%
3 FDLS 1.05%
4 XWEB 0.80%
5 HLGE 0.46%
6 RZG 0.45%
7 FYC 0.44%
8 DWAS 0.41%
9 XSMO 0.36%
10 SEIS 0.30%
11 MMSC 0.24%
12 IWC 0.21%
13 CSML 0.21%
14 VIOV 0.17%
15 SLYV 0.16%
16 PXSG 0.16%
17 ESIX 0.13%
18 VIOG 0.13%
19 IJT 0.13%
20 SSLY 0.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 10.25M (18.65%) 297.35K
Increased by +2.90%
Mar 31, 25
2 Private Capital Management, LLC 4.15M (7.56%) 70.38K
Increased by +1.69%
Jun 30, 25
3 Vanguard Group Inc 4.09M (7.44%) 59.19K
Increased by +1.45%
Jun 30, 25
4 Driehaus Capital Management LLC 3.17M (5.76%) 377.95K
Increased by +11.94%
Mar 31, 25
5 NewEdge Wealth, LLC 2.56M (4.65%) -90.37K
Decreased by -3.54%
Sep 30, 24
6 FMR Inc 2.28M (4.15%) 45.06K
Increased by +1.98%
Dec 31, 24
7 NewEdge Investment Solutions 2.21M (4.03%) -257.36K
Decreased by -11.62%
Mar 31, 25
8 State Street Corp 2.02M (3.68%) -45.68K
Decreased by -2.26%
Mar 31, 25
9 State Street Corporation 2.00M (3.63%) 47.28K
Increased by +2.37%
Mar 31, 24
10 William Blair Investment Management, LLC 1.53M (2.79%) 12.06K
Increased by +0.79%
Mar 31, 24
11 American Century Companies Inc 1.38M (2.51%) -868.54K
Decreased by -62.94%
Jun 30, 25
12 Geode Capital Management, LLC 1.33M (2.42%) 34.31K
Increased by +2.58%
Mar 31, 25
13 Royce & Associates, LP 1.31M (2.38%) 820.00
Increased by +0.06%
Jun 30, 25
14 Dimensional Fund Advisors, Inc. 1.16M (2.11%) -54.99K
Decreased by -4.74%
Jun 30, 25
15 Impax Asset Management Group PLC 960.39K (1.75%) -350.00K
Decreased by -36.44%
Dec 31, 23
16 Amvescap Plc. 946.11K (1.72%) 605.50K
Increased by +64.00%
Dec 31, 24
17 Marshall Wace Asset Management Ltd 882.02K (1.61%) 280.94K
Increased by +31.85%
Jun 30, 25
18 Qube Research & Technologies 832.87K (1.52%) 268.51K
Increased by +32.24%
Jun 30, 25
19 Next Century Growth Investors LLC 819.63K (1.49%) 59.57K
Increased by +7.27%
Dec 31, 24
20 Morgan Stanley - Brokerage Accounts 785.04K (1.43%) 74.94K
Increased by +9.55%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.40M (6.18%) 576.00
Increased by +0.02%
Jul 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.68M (3.05%) -37.18K
Decreased by -2.22%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 1.66M (3.02%) 0.00
Increased by 0.00%
Sep 30, 24
4 FIAM Small Cap Core Composite 1.34M (2.44%) -22.00K
Decreased by -1.64%
Dec 31, 24
5 iShares Russell 2000 ETF 1.29M (2.34%) -24.46K
Decreased by -1.90%
Jul 31, 25
6 American Century Small Cap Growth Inv 1.09M (1.98%) -662.42K
Decreased by -60.83%
Jun 30, 25
7 American Century U.S. Small Cap Growth 1.09M (1.98%) -662.42K
Decreased by -60.83%
Jun 30, 25
8 Impax Small Cap Institutional 960.39K (1.75%) 0.00
Increased by 0.00%
Jan 31, 24
9 Impax US Small Cap Strategy Composite 960.39K (1.75%) -350.00K
Decreased by -36.44%
Dec 31, 23
10 Private Capital Management Value Focus 759.96K (1.38%) 0.00
Increased by 0.00%
Mar 31, 25
11 First Eagle US Small Cap Strategy 633.13K (1.15%) 9.68K
Increased by +1.53%
Jun 30, 25
12 BlackRock Advantage Small Cap Core Instl 621.93K (1.13%) 109.07K
Increased by +17.54%
Jul 31, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 615.59K (1.12%) -269.87K
Decreased by -43.84%
Jul 31, 25
14 Heptagon Driehaus US Micro Cap Eq C$ Acc 573.69K (1.04%) -7.86K
Decreased by -1.37%
Apr 30, 25
15 iShares S&P Small-Cap 600 Value ETF 565.02K (1.03%) -2.23K
Decreased by -0.40%
Nov 27, 24
16 Fidelity Small Cap Index 546.31K (0.99%) 985.00
Increased by +0.18%
May 31, 25
17 Fidelity® Small Cap Index 500.99K (0.91%) 13.33K
Increased by +2.66%
Oct 31, 23
18 iShares S&P Small-Cap 600 Growth ETF 498.90K (0.91%) 0.00
Increased by 0.00%
Jul 31, 25
19 First Eagle Small Cap Opportunity I 489.12K (0.89%) -144.01K
Decreased by -29.44%
Jul 31, 25
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 487.15K (0.89%) 276.00
Increased by +0.06%
Jul 31, 25