Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XHB 2.37%
2 CBSE 2.09%
3 CBLS 2.08%
4 PSCD 1.94%
5 TSME 1.73%
6 PEZ 1.61%
7 PKB 1.56%
8 NAIL 1.05%
9 SMCP 1.00%
10 QSML 0.82%
11 HAPS 0.81%
12 VIOG 0.78%
13 SHRT 0.67%
14 DSMC 0.65%
15 HOMZ 0.61%
16 SQLV 0.54%
17 QMID 0.53%
18 IJT 0.51%
19 OASC 0.50%
20 SLYG 0.50%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.53M (15.21%) -182.98K
Decreased by -2.14%
Mar 31, 25
2 Vanguard Group Inc 5.85M (10.43%) -89.39K
Decreased by -1.53%
Mar 31, 25
3 Wellington Management Company LLP 4.25M (7.57%) -1.05M
Decreased by -24.68%
Mar 31, 25
4 Capital World Investors 2.82M (5.02%) 178.07K
Increased by +6.32%
Mar 31, 25
5 Mak Capital One LLC 2.50M (4.46%) 0.00
Increased by 0.00%
Mar 31, 25
6 State Street Corp 2.48M (4.42%) -73.01K
Decreased by -2.94%
Mar 31, 25
7 Thrivent Financial For Lutherans 2.26M (4.02%) -53.74K
Decreased by -2.38%
Dec 31, 24
8 FMR Inc 1.81M (3.23%) 330.17K
Increased by +18.23%
Mar 31, 25
9 Capital Research Global Investors 1.67M (2.97%) 543.22K
Increased by +32.59%
Mar 31, 25
10 Wasatch Advisors Inc. 1.54M (2.75%) -84.56K
Decreased by -5.48%
Sep 30, 23
11 State Street Corporation 1.44M (2.56%) 7.94K
Increased by +0.55%
Mar 31, 24
12 American Century Companies Inc 1.29M (2.30%) -121.84K
Decreased by -9.45%
Mar 31, 25
13 T. Rowe Price Investment Management,Inc. 1.28M (2.28%) -147.39K
Decreased by -11.54%
Mar 31, 25
14 Dimensional Fund Advisors, Inc. 1.25M (2.22%) -1.19K
Decreased by -0.10%
Mar 31, 25
15 Geode Capital Management, LLC 1.24M (2.21%) 30.61K
Increased by +2.47%
Mar 31, 25
16 Ameriprise Financial Inc 1.18M (2.10%) -466.14K
Decreased by -39.49%
Mar 31, 25
17 Wasatch Advisors LP 1.04M (1.85%) -56.72K
Decreased by -5.47%
Mar 31, 25
18 AllianceBernstein L.P. 1.03M (1.83%) 41.92K
Increased by +4.08%
Dec 31, 24
19 Goldman Sachs Group Inc 1.01M (1.80%) 392.16K
Increased by +38.92%
Mar 31, 25
20 Burgundy Asset Management Ltd 812.20K (1.45%) 51.85K
Increased by +6.38%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 4.31M (7.69%) 672.86K
Increased by +15.60%
Mar 31, 25
2 iShares Core S&P Small-Cap ETF 3.20M (5.70%) -2.76K
Decreased by -0.09%
Apr 30, 25
3 Vanguard Total Stock Mkt Idx Inv 1.74M (3.11%) 24.41K
Increased by +1.40%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 1.65M (2.94%) 1.41K
Increased by +0.09%
Sep 30, 24
5 Vanguard Small Cap Index 1.37M (2.43%) 7.93K
Increased by +0.58%
Apr 30, 25
6 iShares Russell 2000 ETF 1.32M (2.35%) 223.00
Increased by +0.02%
Apr 30, 25
7 American Funds Growth Fund of Amer A 1.06M (1.88%) -411.11K
Decreased by -38.92%
Jun 30, 24
8 Capital Group Growth Fnd of Amer Comp 1.06M (1.88%) -411.11K
Decreased by -38.92%
Jun 30, 24
9 Vanguard Explorer Inv 945.72K (1.69%) 13.06K
Increased by +1.38%
Mar 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 814.23K (1.45%) 3.30K
Increased by +0.41%
Apr 30, 25
11 Vanguard Small Cap Growth Index Inv 760.44K (1.36%) -1.10K
Decreased by -0.14%
Apr 30, 25
12 Thrivent Mid Cap Stock A 705.38K (1.26%) -149.14K
Decreased by -21.14%
Feb 28, 25
13 CT (Lux) American Smaller Com 9U USD 674.62K (1.20%) 18.21K
Increased by +2.70%
Apr 30, 25
14 T. Rowe Price Small-Cap Stock 591.26K (1.05%) -40.30K
Decreased by -6.82%
Sep 30, 24
15 T. Rowe Price US Small-Cap Core Equity 591.26K (1.05%) -42.75K
Decreased by -7.23%
Sep 30, 24
16 Columbia Acorn Inst 589.07K (1.05%) 0.00
Increased by 0.00%
Dec 31, 24
17 Wellington SMID Cap Research Equity 577.03K (1.03%) 90.32K
Increased by +15.65%
Jun 30, 24
18 Vanguard Global Equity Inv 551.25K (0.98%) -18.48K
Decreased by -3.35%
Mar 31, 24
19 iShares US Home Construction ETF 544.85K (0.97%) 3.86K
Increased by +0.71%
Apr 30, 25
20 Fidelity® Series Small Cap Opps 543.50K (0.97%) 0.00
Increased by 0.00%
Oct 31, 23