Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LFSC 6.50%
2 PSCH 2.73%
3 XHS 2.38%
4 PTH 2.37%
5 RJMG 2.18%
6 SMCO 2.13%
7 SAWS 1.45%
8 NSCS 1.21%
9 QTUM 0.93%
10 EHLS 0.89%
11 XSMO 0.89%
12 RZG 0.77%
13 FYC 0.67%
14 IHF 0.66%
15 SLYG 0.57%
16 IJT 0.57%
17 OASC 0.52%
18 VIOG 0.51%
19 WMCR 0.51%
20 ESIX 0.49%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.99M (14.85%) 169.99K
Increased by +1.70%
Mar 31, 25
2 Vanguard Group Inc 7.30M (10.86%) -125.89K
Decreased by -1.72%
Mar 31, 25
3 Beck, Mack & Oliver LLC 3.28M (4.88%) 211.57K
Increased by +6.45%
Mar 31, 25
4 State Street Corp 2.48M (3.69%) -70.93K
Decreased by -2.86%
Mar 31, 25
5 State Street Corporation 2.33M (3.47%) 112.36K
Increased by +4.81%
Mar 31, 24
6 RTW INVESTMENTS, LLC 2.32M (3.45%) 339.00K
Increased by +14.63%
Mar 31, 25
7 Amvescap Plc. 1.73M (2.57%) 70.67K
Increased by +4.08%
Dec 31, 24
8 Point72 Asset Management, L.P. 1.70M (2.53%) -362.48K
Decreased by -21.27%
Sep 30, 23
9 Allspring Global Investments Holdings, LLC 1.69M (2.51%) 213.28K
Increased by +12.63%
Mar 31, 25
10 T. Rowe Price Investment Management,Inc. 1.66M (2.47%) 743.92K
Increased by +44.88%
Mar 31, 25
11 Geode Capital Management, LLC 1.60M (2.38%) 49.16K
Increased by +3.07%
Mar 31, 25
12 Jb Capital Partners LP 1.47M (2.19%) 0.00
Increased by 0.00%
Mar 31, 25
13 Dimensional Fund Advisors, Inc. 1.40M (2.09%) -128.57K
Decreased by -9.16%
Mar 31, 25
14 Hood River Capital Management LLC 1.36M (2.02%) 33.24K
Increased by +2.45%
Mar 31, 25
15 Principal Financial Group Inc 1.33M (1.98%) -110.87K
Decreased by -8.33%
Mar 31, 25
16 American Century Companies Inc 1.27M (1.89%) 1.06M
Increased by +83.55%
Mar 31, 25
17 Marshall Wace Asset Management Ltd 1.22M (1.82%) 125.84K
Increased by +10.29%
Dec 31, 24
18 Alyeska Investment Group, L.P. 1.21M (1.81%) 712.27K
Increased by +58.63%
Mar 31, 25
19 ClearBridge Advisors, LLC 1.20M (1.79%) 259.68K
Increased by +21.61%
Mar 31, 25
20 Goldman Sachs Group Inc 1.09M (1.61%) 446.12K
Increased by +41.09%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.98M (5.92%) 0.00
Increased by 0.00%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 2.13M (3.17%) 31.89K
Increased by +1.50%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 2.09M (3.10%) 1.67K
Increased by +0.08%
Sep 30, 24
4 Vanguard Small Cap Index 1.67M (2.49%) 8.91K
Increased by +0.53%
Apr 30, 25
5 iShares Russell 2000 ETF 1.63M (2.43%) 276.00
Increased by +0.02%
Apr 30, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 1.00M (1.49%) 7.51K
Increased by +0.75%
Apr 30, 25
7 UBS: US Equity Small Cap Growth 999.16K (1.49%) 0.00
Increased by 0.00%
Sep 30, 24
8 Vanguard Small Cap Growth Index Inv 931.28K (1.39%) -1.91K
Decreased by -0.21%
Apr 30, 25
9 American Century Small Cap Growth Inv 838.10K (1.25%) 838.10K
Increased by +100.00%
Mar 31, 25
10 American Century U.S. Small Cap Growth 838.10K (1.25%) 838.10K
Increased by +100.00%
Mar 31, 25
11 Invesco Discovery A 825.01K (1.23%) 30.14K
Increased by +3.65%
Mar 31, 25
12 Invesco OFI Small Cap Growth 825.01K (1.23%) 30.14K
Increased by +3.65%
Mar 31, 25
13 Hood River Small-Cap Growth Instl 754.65K (1.12%) 0.00
Increased by 0.00%
Mar 31, 25
14 T. Rowe Price Small-Cap Stock 698.89K (1.04%) 223.45K
Increased by +31.97%
Mar 31, 25
15 T. Rowe Price US Small-Cap Core Equity 698.89K (1.04%) 297.54K
Increased by +42.57%
Mar 31, 25
16 Fidelity Small Cap Index 655.30K (0.97%) 3.79K
Increased by +0.58%
Feb 28, 25
17 Baron Opp. Small Cap Growth Strategy 650.00K (0.97%) 650.00K
Increased by +100.00%
Mar 31, 25
18 Baron Small Cap Retail 650.00K (0.97%) 650.00K
Increased by +100.00%
Mar 31, 25
19 iShares Russell 2000 Growth ETF 587.70K (0.87%) 0.00
Increased by 0.00%
Apr 30, 25
20 iShares S&P Small-Cap 600 Growth ETF 581.84K (0.87%) 0.00
Increased by 0.00%
Apr 30, 25