Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 3.26%
2 PEJ 3.19%
3 PBJ 3.06%
4 RJMG 2.70%
5 FRTY 2.15%
6 EATZ 2.14%
7 PSCD 2.12%
8 PEZ 2.07%
9 NSCS 1.11%
10 XSMO 0.85%
11 ACTV 0.84%
12 VIOG 0.82%
13 RZG 0.81%
14 HAPS 0.76%
15 ATFV 0.67%
16 RYJ 0.64%
17 SLYG 0.58%
18 IJT 0.57%
19 QVMS 0.55%
20 OASC 0.52%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.20M (16.13%) 79.07K
Increased by +1.27%
Mar 31, 25
2 Vanguard Group Inc 4.33M (11.27%) -31.82K
Decreased by -0.73%
Jun 30, 25
3 Wellington Management Company LLP 1.95M (5.08%) -668.87K
Decreased by -34.27%
Jun 30, 25
4 12 West Capital Management LP 1.62M (4.21%) -145.52K
Decreased by -8.99%
Mar 31, 25
5 State Street Corp 1.45M (3.78%) -55.90K
Decreased by -3.84%
Mar 31, 25
6 Gilder Gagnon Howe & CO LLC 1.45M (3.77%) -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 (3.30%) 24.78K
Increased by +1.95%
Mar 31, 25
10 D. E. Shaw & Co LP 1.25M (3.26%) 1.24M
Increased by +98.60%
Jun 30, 25
11 Citadel Advisors Llc 1.05M (2.73%) 1.02M
Increased by +97.38%
Mar 31, 25
12 Holocene Advisors, LP 946.35K (2.46%) 384.13K
Increased by +40.59%
Sep 30, 24
13 Geode Capital Management, LLC 900.60K (2.34%) 25.54K
Increased by +2.84%
Mar 31, 25
14 Balyasny Asset Management LLC 894.29K (2.33%) 196.97K
Increased by +22.03%
Dec 31, 24
15 Squarepoint Ops LLC 878.70K (2.29%) 378.49K
Increased by +43.07%
Mar 31, 25
16 Lord, Abbett & Co LLC 841.25K (2.19%) -176.26K
Decreased by -20.95%
Sep 30, 23
17 Goldman Sachs Group Inc 804.67K (2.09%) 46.12K
Increased by +5.73%
Jun 30, 25
18 Ameriprise Financial Inc 791.86K (2.06%) 467.75K
Increased by +59.07%
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 2.40M (6.25%) 342.00
Increased by +0.01%
Jul 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.22M (3.19%) 4.42K
Increased by +0.36%
Jun 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 933.86K (2.43%) -27.15K
Decreased by -2.91%
Jun 30, 25
5 iShares Russell 2000 ETF 916.36K (2.38%) -17.43K
Decreased by -1.90%
Jul 31, 25
6 Van Berkom Sm-Cap Eq 712.05K (1.85%) 712.05K
Increased by +100.00%
Jun 30, 24
7 Vanguard Explorer Inv 707.12K (1.84%) -220.67K
Decreased by -31.21%
Jun 30, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 620.33K (1.61%) -1.48K
Decreased by -0.24%
Jun 30, 25
9 Vanguard Small Cap Growth Index Inv 523.58K (1.36%) -5.39K
Decreased by -1.03%
Jun 30, 25
10 Invesco Discovery A 487.60K (1.27%) 15.14K
Increased by +3.11%
Jun 30, 25
11 Invesco OFI Small Cap Growth 487.60K (1.27%) -39.85K
Decreased by -8.17%
Jun 30, 25
12 UBS: US Equity Small Cap Growth 483.56K (1.26%) 0.00
Increased by 0.00%
Sep 30, 24
13 Fidelity Small Cap Index 385.42K (1.00%) 243.00
Increased by +0.06%
May 31, 25
14 Fidelity® Small Cap Index 363.44K (0.95%) 9.66K
Increased by +2.66%
Oct 31, 23
15 iShares S&P Small-Cap 600 Growth ETF 351.54K (0.91%) 0.00
Increased by 0.00%
Jul 31, 25
16 CT (Lux) American Smaller Com 9U USD 348.81K (0.91%) -74.36K
Decreased by -21.32%
Jun 30, 25
17 SPDR® Portfolio S&P 600™ Sm Cap ETF 348.50K (0.91%) 195.00
Increased by +0.06%
Jul 31, 25
18 iShares Russell 2000 Growth ETF 342.07K (0.89%) 0.00
Increased by 0.00%
Jul 31, 25
19 SPDR® Portfolio S&P 600 Sm Cap ETF 332.16K (0.86%) 340.00
Increased by +0.10%
Mar 28, 24
20 T. Rowe Price US Small-Cap Core Equity 322.80K (0.84%) -39.34K
Decreased by -12.19%
Dec 31, 24