Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TMFS 2.95%
2 MRAD 2.25%
3 SIXS 1.29%
4 EVNT 1.22%
5 EQWM 1.07%
6 FCLD 0.91%
7 HACK 0.82%
8 PSCT 0.80%
9 XSW 0.71%
10 XITK 0.68%
11 NIXT 0.59%
12 CAFG 0.58%
13 RZG 0.55%
14 SFLO 0.54%
15 SMIZ 0.51%
16 FYC 0.50%
17 FSCC 0.50%
18 FESM 0.49%
19 SIXL 0.48%
20 PXMG 0.45%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 11.28M (17.84%) -230.34K
Decreased by -2.04%
Jun 30, 25
2 Vanguard Group Inc 9.07M (14.35%) -59.97K
Decreased by -0.66%
Jun 30, 25
3 Schroder Investment Management Group 2.63M (4.16%) -22.10K
Decreased by -0.84%
Jun 30, 25
4 State Street Corporation 2.60M (4.11%) 84.29K
Increased by +3.24%
Mar 31, 24
5 State Street Corp 2.57M (4.07%) -20.22K
Decreased by -0.79%
Jun 30, 25
6 Dimensional Fund Advisors, Inc. 2.51M (3.97%) -140.25K
Decreased by -5.58%
Jun 30, 25
7 American Capital Management Inc 1.99M (3.15%) -382.20K
Decreased by -19.20%
Jun 30, 25
8 HHG PLC 1.86M (2.94%) 58.82K
Increased by +3.17%
Mar 31, 25
9 Geode Capital Management, LLC 1.51M (2.39%) 1.48K
Increased by +0.10%
Jun 30, 25
10 Franklin Resources Inc 1.41M (2.23%) -29.08K
Decreased by -2.06%
Jun 30, 25
11 Arrowstreet Capital Limited Partnership 1.25M (1.98%) -41.71K
Decreased by -3.34%
Jun 30, 25
12 Jennison Associates LLC 1.25M (1.97%) -161.34K
Decreased by -12.95%
Jun 30, 24
13 Baillie Gifford & Co Limited. 1.04M (1.64%) -274.76K
Decreased by -26.49%
Jun 30, 25
14 Fort Washington Investment Advisors Inc 971.58K (1.54%) -25.83K
Decreased by -2.66%
Jun 30, 25
15 Charles Schwab Investment Management Inc 970.42K (1.54%) -34.08K
Decreased by -3.51%
Jun 30, 25
16 Morgan Stanley - Brokerage Accounts 873.42K (1.38%) -143.85K
Decreased by -16.47%
Jun 30, 25
17 D. E. Shaw & Co LP 865.00K (1.37%) -332.34K
Decreased by -38.42%
Sep 30, 23
18 Fuller & Thaler Asset Management Inc 864.81K (1.37%) 179.98K
Increased by +20.81%
Jun 30, 24
19 Boston Partners Global Investors, Inc 810.53K (1.28%) 15.02K
Increased by +1.85%
Jun 30, 25
20 Federated Hermes Inc 760.24K (1.20%) -98.35K
Decreased by -12.94%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.91M (6.19%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard US Total Market Shares ETF 1.98M (3.13%) 1.98K
Increased by +0.10%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.94M (3.07%) -53.88K
Decreased by -2.77%
Jul 31, 25
4 Vanguard Information Technology ETF 1.57M (2.48%) 15.99K
Increased by +1.02%
Jul 31, 25
5 iShares Russell 2000 ETF 1.56M (2.46%) 0.00
Increased by 0.00%
Aug 31, 25
6 Vanguard Small Cap Index 1.50M (2.37%) -10.04K
Decreased by -0.67%
Jul 31, 25
7 Franklin Small Cap Growth SMA 1.25M (1.98%) 1.25M
Increased by +99.99%
Jun 30, 25
8 Franklin US Small Cap Growth Equity 1.25M (1.98%) 70.71K
Increased by +5.66%
Jun 30, 25
9 Franklin Small Cap Growth Adv 1.15M (1.82%) -5.20K
Decreased by -0.45%
Jul 31, 25
10 Janus Henderson US SMID Cap Growth MA 1.12M (1.78%) 1.12M
Increased by +99.99%
Dec 31, 24
11 Janus Henderson Triton D 1.11M (1.75%) -11.52K
Decreased by -1.04%
Mar 31, 25
12 Janus Henderson US SMID Cap Growth 1.11M (1.75%) -17.61K
Decreased by -1.59%
Mar 31, 25
13 Small Company Equity - FTWA 972.19K (1.54%) 198.18K
Increased by +20.38%
Mar 31, 25
14 Fort Washington Small Company Equity 944.90K (1.49%) -27.29K
Decreased by -2.89%
Jun 30, 25
15 Vanguard Small Cap Growth Index Inv 846.00K (1.34%) -323.00
Decreased by -0.04%
Jul 31, 25
16 Touchstone Small Company A 792.87K (1.25%) -22.05K
Decreased by -2.78%
Jun 30, 25
17 Vanguard Institutional Extnd Mkt Idx Tr 706.50K (1.12%) -306.50K
Decreased by -43.38%
Jul 31, 25
18 iShares S&P Small-Cap 600 Growth ETF 654.49K (1.04%) 0.00
Increased by 0.00%
Nov 27, 24
19 Fidelity Small Cap Index 648.91K (1.03%) -2.47K
Decreased by -0.38%
Jun 30, 25
20 Fidelity® Small Cap Index 634.58K (1.00%) 17.06K
Increased by +2.69%
Oct 31, 23