Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LFSC 4.12%
2 RSMC 4.08%
3 PSCH 3.40%
4 SMCO 2.52%
5 HDGE 2.18%
6 RJMG 2.18%
7 XHS 2.10%
8 PTH 2.06%
9 QTUM 1.38%
10 SAWS 1.26%
11 NSCS 1.16%
12 MEDI 1.06%
13 PXSG 1.00%
14 XSMO 1.00%
15 EHLS 0.89%
16 IHF 0.84%
17 RZG 0.77%
18 IJT 0.73%
19 SLYG 0.73%
20 FYC 0.67%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.30M (13.43%) -689.18K
Decreased by -7.41%
Jun 30, 25
2 Vanguard Group Inc 7.39M (10.68%) 89.53K
Increased by +1.21%
Jun 30, 25
3 Beck, Mack & Oliver LLC 3.26M (4.72%) -17.31K
Decreased by -0.53%
Jun 30, 25
4 RTW INVESTMENTS, LLC 2.69M (3.89%) 372.76K
Increased by +13.86%
Jun 30, 25
5 State Street Corp 2.48M (3.59%) 2.71K
Increased by +0.11%
Jun 30, 25
6 State Street Corporation 2.33M (3.37%) 112.36K
Increased by +4.81%
Mar 31, 24
7 Allspring Global Investments Holdings, LLC 1.80M (2.60%) 112.28K
Increased by +6.23%
Jun 30, 25
8 Point72 Asset Management, L.P. 1.70M (2.46%) -362.48K
Decreased by -21.27%
Sep 30, 23
9 Geode Capital Management, LLC 1.64M (2.37%) 37.40K
Increased by +2.28%
Jun 30, 25
10 Amvescap Plc. 1.63M (2.36%) 108.86K
Increased by +6.68%
Jun 30, 25
11 Jb Capital Partners LP 1.47M (2.13%) 0.00
Increased by 0.00%
Jun 30, 25
12 Dimensional Fund Advisors, Inc. 1.41M (2.03%) 4.84K
Increased by +0.34%
Jun 30, 25
13 Ameriprise Financial Inc 1.39M (2.02%) 618.39K
Increased by +44.34%
Jun 30, 25
14 Hood River Capital Management LLC 1.38M (1.99%) 21.03K
Increased by +1.53%
Jun 30, 25
15 T. Rowe Price Investment Management,Inc. 1.34M (1.94%) -317.94K
Decreased by -23.73%
Jun 30, 25
16 American Century Companies Inc 1.32M (1.91%) 51.23K
Increased by +3.87%
Jun 30, 25
17 Marshall Wace Asset Management Ltd 1.22M (1.77%) 125.84K
Increased by +10.29%
Dec 31, 24
18 Principal Financial Group Inc 1.22M (1.77%) -109.04K
Decreased by -8.93%
Jun 30, 25
19 ClearBridge Advisors, LLC 1.21M (1.74%) 5.59K
Increased by +0.46%
Jun 30, 25
20 Rockefeller Capital Management L.P. 1.20M (1.73%) 200.16K
Increased by +16.74%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.03M (5.82%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard Total Stock Mkt Idx Inv 2.18M (3.15%) -7.09K
Decreased by -0.33%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 2.09M (3.01%) 1.67K
Increased by +0.08%
Sep 30, 24
4 Vanguard Small Cap Index 1.68M (2.43%) 30.62K
Increased by +1.82%
Jul 31, 25
5 iShares Russell 2000 ETF 1.65M (2.39%) 0.00
Increased by 0.00%
Aug 31, 25
6 UBS: US Equity Small Cap Growth 999.16K (1.44%) 0.00
Increased by 0.00%
Sep 30, 24
7 Vanguard Small Cap Growth Index Inv 947.49K (1.37%) 22.00K
Increased by +2.32%
Jul 31, 25
8 American Century Small Cap Growth Inv 893.10K (1.29%) 55.00K
Increased by +6.16%
Jun 30, 25
9 American Century U.S. Small Cap Growth 893.10K (1.29%) 55.00K
Increased by +6.16%
Jun 30, 25
10 Invesco OFI Small Cap Growth 880.79K (1.27%) 55.78K
Increased by +6.33%
Jun 30, 25
11 Jupiter Merian Glb Eq AbsRet I USD Acc 853.58K (1.23%) 48.56K
Increased by +5.69%
Jun 30, 25
12 Baron Opp. Small Cap Growth Strategy 750.00K (1.08%) 100.00K
Increased by +13.33%
Jun 30, 25
13 Baron Small Cap Retail 750.00K (1.08%) 100.00K
Increased by +13.33%
Jun 30, 25
14 Invesco Discovery A 744.61K (1.08%) -136.18K
Decreased by -18.29%
Jul 31, 25
15 Hood River Small-Cap Growth Instl 738.22K (1.07%) -16.43K
Decreased by -2.23%
Jun 30, 25
16 Vanguard Institutional Extnd Mkt Idx Tr 727.41K (1.05%) -291.39K
Decreased by -40.06%
Jul 31, 25
17 Fidelity Small Cap Index 666.99K (0.96%) -2.76K
Decreased by -0.41%
Jun 30, 25
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 598.54K (0.86%) 7.19K
Increased by +1.20%
Aug 29, 25
19 iShares S&P Small-Cap 600 Growth ETF 582.21K (0.84%) 0.00
Increased by 0.00%
Aug 31, 25
20 SPDR® Portfolio S&P 600 Sm Cap ETF 577.76K (0.83%) 0.00
Increased by 0.00%
Apr 30, 24