Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LFSC 5.84%
2 PSCH 2.78%
3 PTH 2.62%
4 RJMG 2.18%
5 XHS 2.03%
6 SMCO 1.92%
7 QTUM 1.19%
8 NSCS 1.16%
9 SAWS 0.96%
10 EHLS 0.89%
11 XSMO 0.82%
12 RZG 0.77%
13 IHF 0.69%
14 FYC 0.67%
15 SLYG 0.54%
16 IJT 0.54%
17 VIOG 0.54%
18 WMCR 0.51%
19 ESIX 0.49%
20 OASC 0.48%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.99M (14.81%) 169.99K
Increased by +1.70%
Mar 31, 25
2 Vanguard Group Inc 7.30M (10.82%) -125.89K
Decreased by -1.72%
Mar 31, 25
3 Beck, Mack & Oliver LLC 3.28M (4.86%) 211.57K
Increased by +6.45%
Mar 31, 25
4 State Street Corp 2.48M (3.68%) -70.93K
Decreased by -2.86%
Mar 31, 25
5 State Street Corporation 2.33M (3.46%) 112.36K
Increased by +4.81%
Mar 31, 24
6 RTW INVESTMENTS, LLC 2.32M (3.44%) 339.00K
Increased by +14.63%
Mar 31, 25
7 Point72 Asset Management, L.P. 1.70M (2.53%) -362.48K
Decreased by -21.27%
Sep 30, 23
8 Allspring Global Investments Holdings, LLC 1.69M (2.51%) 213.28K
Increased by +12.63%
Mar 31, 25
9 T. Rowe Price Investment Management,Inc. 1.66M (2.46%) 743.92K
Increased by +44.88%
Mar 31, 25
10 Geode Capital Management, LLC 1.60M (2.38%) 49.16K
Increased by +3.07%
Mar 31, 25
11 Amvescap Plc. 1.52M (2.26%) -210.24K
Decreased by -13.82%
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 (2.08%) -128.57K
Decreased by -9.16%
Mar 31, 25
14 Hood River Capital Management LLC 1.36M (2.01%) 33.24K
Increased by +2.45%
Mar 31, 25
15 Principal Financial Group Inc 1.33M (1.97%) -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 (1.81%) 125.84K
Increased by +10.29%
Dec 31, 24
18 Alyeska Investment Group, L.P. 1.21M (1.80%) 712.27K
Increased by +58.63%
Mar 31, 25
19 ClearBridge Advisors, LLC 1.20M (1.78%) 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 4.04M (6.00%) 0.00
Increased by 0.00%
Jul 30, 25
2 Vanguard Total Stock Mkt Idx Inv 2.18M (3.24%) 53.07K
Increased by +2.43%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 2.09M (3.09%) 1.67K
Increased by +0.08%
Sep 30, 24
4 Vanguard Small Cap Index 1.65M (2.45%) -31.10K
Decreased by -1.88%
Jun 30, 25
5 iShares Russell 2000 ETF 1.64M (2.43%) -26.48K
Decreased by -1.62%
Jul 30, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 1.02M (1.51%) 7.46K
Increased by +0.73%
Jun 30, 25
7 UBS: US Equity Small Cap Growth 999.16K (1.48%) 0.00
Increased by 0.00%
Sep 30, 24
8 Vanguard Small Cap Growth Index Inv 925.49K (1.37%) 1.49K
Increased by +0.16%
Jun 30, 25
9 American Century Small Cap Growth Inv 893.10K (1.32%) 55.00K
Increased by +6.16%
Jun 30, 25
10 American Century U.S. Small Cap Growth 893.10K (1.32%) 55.00K
Increased by +6.16%
Jun 30, 25
11 Invesco Discovery A 880.79K (1.31%) 27.36K
Increased by +3.11%
Jun 30, 25
12 Invesco OFI Small Cap Growth 880.79K (1.31%) 55.78K
Increased by +6.33%
Jun 30, 25
13 Jupiter Merian Glb Eq AbsRet I USD Acc 853.58K (1.27%) 853.58K
Increased by +100.00%
Jun 30, 25
14 Hood River Small-Cap Growth Instl 754.65K (1.12%) 0.00
Increased by 0.00%
Mar 31, 25
15 Baron Opp. Small Cap Growth Strategy 750.00K (1.11%) 100.00K
Increased by +13.33%
Jun 30, 25
16 Baron Small Cap Retail 750.00K (1.11%) 100.00K
Increased by +13.33%
Jun 30, 25
17 Fidelity Small Cap Index 669.75K (0.99%) 1.50K
Increased by +0.22%
May 31, 25
18 iShares S&P Small-Cap 600 Growth ETF 591.57K (0.88%) -658.00
Decreased by -0.11%
Jul 30, 25
19 SPDR® Portfolio S&P 600™ Sm Cap ETF 586.12K (0.87%) 327.00
Increased by +0.06%
Jul 31, 25
20 SPDR® Portfolio S&P 600 Sm Cap ETF 577.76K (0.86%) 0.00
Increased by 0.00%
Apr 30, 24