Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XHB 2.67%
2 CBLS 2.19%
3 PSCD 1.97%
4 PKB 1.56%
5 PEZ 1.52%
6 ITB 1.30%
7 TSME 1.05%
8 SMCP 1.00%
9 NAIL 0.92%
10 HAPS 0.81%
11 HOMZ 0.61%
12 DSMC 0.60%
13 SQLV 0.54%
14 QMID 0.53%
15 IJT 0.52%
16 SLYG 0.51%
17 OASC 0.50%
18 QSML 0.49%
19 VIOG 0.48%
20 MMSC 0.44%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.53M (15.31%) -182.98K
Decreased by -2.14%
Mar 31, 25
2 Vanguard Group Inc 5.85M (10.50%) -89.39K
Decreased by -1.53%
Mar 31, 25
3 Wellington Management Company LLP 4.25M (7.62%) -1.05M
Decreased by -24.68%
Mar 31, 25
4 Capital World Investors 2.82M (5.05%) 178.07K
Increased by +6.32%
Mar 31, 25
5 Mak Capital One LLC 2.50M (4.48%) 0.00
Increased by 0.00%
Mar 31, 25
6 State Street Corp 2.48M (4.45%) -73.01K
Decreased by -2.94%
Mar 31, 25
7 FMR Inc 1.81M (3.25%) 330.17K
Increased by +18.23%
Mar 31, 25
8 AllianceBernstein L.P. 1.72M (3.08%) 689.26K
Increased by +40.16%
Mar 31, 25
9 Capital Research Global Investors 1.67M (2.99%) 543.22K
Increased by +32.59%
Mar 31, 25
10 Wasatch Advisors Inc. 1.54M (2.77%) -84.56K
Decreased by -5.48%
Sep 30, 23
11 State Street Corporation 1.44M (2.58%) 7.94K
Increased by +0.55%
Mar 31, 24
12 American Century Companies Inc 1.29M (2.31%) -121.84K
Decreased by -9.45%
Mar 31, 25
13 T. Rowe Price Investment Management,Inc. 1.28M (2.29%) -147.39K
Decreased by -11.54%
Mar 31, 25
14 Thrivent Financial For Lutherans 1.27M (2.29%) -981.08K
Decreased by -77.00%
Mar 31, 25
15 Dimensional Fund Advisors, Inc. 1.25M (2.24%) -1.19K
Decreased by -0.10%
Mar 31, 25
16 Geode Capital Management, LLC 1.24M (2.22%) 30.61K
Increased by +2.47%
Mar 31, 25
17 Ameriprise Financial Inc 1.18M (2.12%) -466.14K
Decreased by -39.49%
Mar 31, 25
18 ING Investment Management LLC 1.13M (2.03%) 584.23K
Increased by +51.69%
Mar 31, 25
19 Wasatch Advisors LP 1.04M (1.86%) -56.72K
Decreased by -5.47%
Mar 31, 25
20 Goldman Sachs Group Inc 1.01M (1.81%) 392.16K
Increased by +38.92%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.15M (5.64%) 0.00
Increased by 0.00%
Jul 30, 25
2 American Funds SMALLCAP World A 2.36M (4.23%) -1.95M
Decreased by -82.69%
Jun 30, 25
3 Vanguard Total Stock Mkt Idx Inv 1.85M (3.31%) 102.17K
Increased by +5.54%
Jun 30, 25
4 Vanguard US Total Market Shares ETF 1.65M (2.95%) 1.41K
Increased by +0.09%
Sep 30, 24
5 Vanguard Small Cap Index 1.40M (2.51%) 27.37K
Increased by +1.95%
Jun 30, 25
6 iShares Russell 2000 ETF 1.30M (2.32%) -20.93K
Decreased by -1.62%
Jul 30, 25
7 American Funds Growth Fund of Amer A 1.06M (1.89%) -411.11K
Decreased by -38.92%
Jun 30, 24
8 Capital Group Growth Fnd of Amer Comp 1.06M (1.89%) -411.11K
Decreased by -38.92%
Jun 30, 24
9 Vanguard Explorer Inv 945.72K (1.70%) 0.00
Increased by 0.00%
Jun 30, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 814.70K (1.46%) -5.27K
Decreased by -0.65%
Jun 30, 25
11 Vanguard Small Cap Growth Index Inv 784.77K (1.41%) 29.76K
Increased by +3.79%
Jun 30, 25
12 CT (Lux) American Smaller Com 9U USD 744.77K (1.34%) 0.00
Increased by 0.00%
Jun 30, 25
13 American Century Small Cap Value Inv 740.00K (1.33%) 245.00K
Increased by +33.11%
Jun 30, 25
14 American Century U.S. Small Cap Value 740.00K (1.33%) 245.00K
Increased by +33.11%
Jun 30, 25
15 Thrivent Mid Cap Stock A 705.38K (1.27%) 0.00
Increased by 0.00%
May 31, 25
16 American Century Small Cap Growth Inv 642.52K (1.15%) 252.18K
Increased by +39.25%
Jun 30, 25
17 American Century U.S. Small Cap Growth 642.52K (1.15%) 252.18K
Increased by +39.25%
Jun 30, 25
18 SPDR® S&P Homebuilders ETF 624.04K (1.12%) -4.26K
Decreased by -0.68%
Jul 31, 25
19 T. Rowe Price Small-Cap Stock 591.26K (1.06%) -40.30K
Decreased by -6.82%
Sep 30, 24
20 T. Rowe Price US Small-Cap Core Equity 591.26K (1.06%) -42.75K
Decreased by -7.23%
Sep 30, 24