Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 3.26%
2 PEJ 3.19%
3 PSCD 3.08%
4 PBJ 3.06%
5 RJMG 2.70%
6 PEZ 2.37%
7 EATZ 2.33%
8 FRTY 2.15%
9 RZG 1.16%
10 NSCS 1.11%
11 HAPS 0.94%
12 XSMO 0.85%
13 ACTV 0.84%
14 SLYG 0.80%
15 IJT 0.79%
16 OASC 0.70%
17 ATFV 0.67%
18 RYJ 0.64%
19 ESIX 0.56%
20 VIOG 0.55%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.20M (16.17%) 79.07K
Increased by +1.27%
Mar 31, 25
2 Vanguard Group Inc 4.36M (11.38%) -61.75K
Decreased by -1.41%
Mar 31, 25
3 Wellington Management Company LLP 2.62M (6.83%) 1.38M
Increased by +52.82%
Mar 31, 25
4 12 West Capital Management LP 1.62M (4.22%) -145.52K
Decreased by -8.99%
Mar 31, 25
5 State Street Corp 1.45M (3.79%) -55.90K
Decreased by -3.84%
Mar 31, 25
6 Gilder Gagnon Howe & CO LLC 1.45M (3.78%) -15.02K
Decreased by -1.04%
Mar 31, 25
7 Engaged Capital LLC 1.37M (3.56%) 0.00
Increased by 0.00%
Dec 31, 23
8 State Street Corporation 1.36M (3.54%) 33.85K
Increased by +2.49%
Dec 31, 23
9 Amvescap Plc. 1.27M (3.31%) 24.78K
Increased by +1.95%
Mar 31, 25
10 Citadel Advisors Llc 1.05M (2.74%) 1.02M
Increased by +97.38%
Mar 31, 25
11 Holocene Advisors, LP 946.35K (2.47%) 384.13K
Increased by +40.59%
Sep 30, 24
12 Geode Capital Management, LLC 900.60K (2.35%) 25.54K
Increased by +2.84%
Mar 31, 25
13 Balyasny Asset Management LLC 894.29K (2.33%) 196.97K
Increased by +22.03%
Dec 31, 24
14 Squarepoint Ops LLC 878.70K (2.29%) 378.49K
Increased by +43.07%
Mar 31, 25
15 Lord, Abbett & Co LLC 841.25K (2.19%) -176.26K
Decreased by -20.95%
Sep 30, 23
16 Ameriprise Financial Inc 791.86K (2.06%) 467.75K
Increased by +59.07%
Mar 31, 25
17 Van Berkom and Associates Inc 785.59K (2.05%) 125.36K
Increased by +15.96%
Mar 31, 25
18 Goldman Sachs Group Inc 758.55K (1.98%) 160.19K
Increased by +21.12%
Mar 31, 25
19 Morgan Stanley - Brokerage Accounts 734.66K (1.91%) -8.82K
Decreased by -1.20%
Mar 31, 25
20 T. Rowe Price Investment Management,Inc. 728.65K (1.90%) -74.22K
Decreased by -10.19%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.41M (6.27%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.22M (3.18%) 19.40K
Increased by +1.59%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 1.19M (3.09%) 1.10K
Increased by +0.09%
Sep 30, 24
4 Vanguard Small Cap Index 955.90K (2.49%) 5.17K
Increased by +0.54%
Apr 30, 25
5 iShares Russell 2000 ETF 954.15K (2.49%) 0.00
Increased by 0.00%
May 31, 25
6 Vanguard Explorer Inv 927.79K (2.42%) 801.21K
Increased by +86.36%
Mar 31, 25
7 Van Berkom Sm-Cap Eq 712.05K (1.86%) 712.05K
Increased by +100.00%
Jun 30, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 617.57K (1.61%) 5.07K
Increased by +0.82%
Apr 30, 25
9 Vanguard Small Cap Growth Index Inv 532.84K (1.39%) -400.00
Decreased by -0.08%
Apr 30, 25
10 Invesco OFI Small Cap Growth 527.45K (1.37%) 19.27K
Increased by +3.65%
Mar 31, 25
11 UBS: US Equity Small Cap Growth 483.56K (1.26%) 0.00
Increased by 0.00%
Sep 30, 24
12 CT (Lux) American Smaller Com 9U USD 423.18K (1.10%) 16.17K
Increased by +3.82%
May 31, 25
13 Fidelity Small Cap Index 380.20K (0.99%) 2.31K
Increased by +0.61%
Mar 31, 25
14 Wasatch Small Cap Growth Investor 369.06K (0.96%) 37.93K
Increased by +10.28%
Mar 31, 25
15 Fidelity® Small Cap Index 363.44K (0.95%) 9.66K
Increased by +2.66%
Oct 31, 23
16 Invesco Discovery A 359.11K (0.94%) -168.34K
Decreased by -46.88%
Apr 30, 25
17 iShares S&P Small-Cap 600 Growth ETF 357.67K (0.93%) 0.00
Increased by 0.00%
May 31, 25
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 340.58K (0.89%) 0.00
Increased by 0.00%
May 30, 25
19 SPDR® Portfolio S&P 600 Sm Cap ETF 332.16K (0.87%) 340.00
Increased by +0.10%
Mar 28, 24
20 iShares Russell 2000 Growth ETF 330.08K (0.86%) 0.00
Increased by 0.00%
May 31, 25