Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCC 6.55%
2 BFIT 1.85%
3 CSMD 1.29%
4 SMCP 1.05%
5 SIXS 1.02%
6 NBCC 0.93%
7 SMCO 0.90%
8 XSLV 0.75%
9 CAFG 0.65%
10 FFTY 0.48%
11 ANEW 0.48%
12 MMSC 0.47%
13 SIXL 0.43%
14 QSML 0.42%
15 JSML 0.42%
16 FTXG 0.40%
17 ESIX 0.34%
18 SLYG 0.33%
19 SLY 0.32%
20 SMMV 0.31%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 13.72M (14.88%) -406.74K
Decreased by -2.97%
Mar 31, 25
2 FMR Inc 10.83M (11.75%) 1.26M
Increased by +11.66%
Mar 31, 25
3 Vanguard Group Inc 10.43M (11.32%) 8.88K
Increased by +0.09%
Jun 30, 25
4 Wellington Management Company LLP 5.34M (5.80%) 1.15M
Increased by +21.45%
Jun 30, 25
5 T. Rowe Price Investment Management,Inc. 4.50M (4.88%) -698.28K
Decreased by -15.53%
Jun 30, 25
6 Dimensional Fund Advisors, Inc. 3.94M (4.28%) 177.64K
Increased by +4.51%
Jun 30, 25
7 State Street Corp 3.63M (3.94%) -151.32K
Decreased by -4.17%
Mar 31, 25
8 State Street Corporation 3.44M (3.73%) 47.56K
Increased by +1.38%
Mar 31, 24
9 BTIM Corp 3.03M (3.29%) 31.45K
Increased by +1.04%
Jun 30, 25
10 Fuller & Thaler Asset Management Inc 2.90M (3.15%) -2.26K
Decreased by -0.08%
Jun 30, 25
11 Capital World Investors 2.55M (2.77%) -1.71M
Decreased by -67.08%
Dec 31, 24
12 Champlain Investment Partners, LLC 2.54M (2.75%) -432.26K
Decreased by -17.05%
Jun 30, 25
13 Geode Capital Management, LLC 2.26M (2.45%) 114.14K
Increased by +5.06%
Mar 31, 25
14 Citadel Advisors Llc 2.17M (2.35%) 1.81M
Increased by +83.52%
Mar 31, 25
15 Silvercrest Asset Management Group LLC 1.89M (2.05%) -29.44K
Decreased by -1.56%
Mar 31, 25
16 Woodline Partners LP 1.66M (1.81%) 163.72K
Increased by +9.83%
Mar 31, 25
17 Loomis, Sayles & Company LP 1.62M (1.76%) -9.63K
Decreased by -0.59%
Jun 30, 24
18 Amvescap Plc. 1.58M (1.71%) -211.26K
Decreased by -13.39%
Jun 30, 24
19 HHG PLC 1.55M (1.68%) -353.27K
Decreased by -22.84%
Sep 30, 23
20 William Blair Investment Management, LLC 1.55M (1.68%) 1.55M
Increased by +100.00%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.49M (5.96%) 812.00
Increased by +0.01%
Jul 31, 25
2 Vanguard Total Stock Mkt Idx Inv 2.94M (3.19%) 12.89K
Increased by +0.44%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 2.82M (3.06%) 2.66K
Increased by +0.09%
Sep 30, 24
4 FullerThaler Behavioral Sm-Cp Eq R6 2.76M (2.99%) -870.62K
Decreased by -31.58%
Mar 31, 25
5 FullerThaler Behavioral Small-Cap Equity 2.76M (2.99%) -870.62K
Decreased by -31.58%
Mar 31, 25
6 American Funds SMALLCAP World A 2.55M (2.77%) -1.71M
Decreased by -67.08%
Dec 31, 24
7 Vanguard Explorer Inv 2.50M (2.72%) 0.00
Increased by 0.00%
Jun 30, 25
8 Vanguard Small Cap Index 2.22M (2.41%) -74.26K
Decreased by -3.34%
Jun 30, 25
9 iShares Russell 2000 ETF 2.20M (2.39%) -41.79K
Decreased by -1.90%
Jul 31, 25
10 Fuller & Thaler Behavioral Sm-Cp Eq R6 1.90M (2.06%) 0.00
Increased by 0.00%
Sep 30, 23
11 Fuller & Thaler Behavioral Small-Cap Eq 1.90M (2.06%) 0.00
Increased by 0.00%
Nov 30, 23
12 Champlain Small Company Fund, LLC 1.68M (1.82%) -19.04K
Decreased by -1.13%
Jul 31, 25
13 Strategic Advisers Fidelity US TtlStk 1.57M (1.70%) -126.20K
Decreased by -8.04%
Jun 30, 25
14 T. Rowe Price US Smlr Cm Eq A USD 1.52M (1.65%) -190.63K
Decreased by -12.57%
Apr 30, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 1.42M (1.54%) -10.75K
Decreased by -0.76%
Jun 30, 25
16 Fidelity Stock Selector Small Cap 1.40M (1.52%) 52.90K
Increased by +3.77%
May 31, 25
17 T. Rowe Price US Smlr Coms Eq A 1.36M (1.48%) -4.84K
Decreased by -0.36%
Jun 30, 25
18 Vanguard Small Cap Growth Index Inv 1.25M (1.35%) -17.04K
Decreased by -1.37%
Jun 30, 25
19 Principal Capital Appreciation A 1.19M (1.29%) -8.26K
Decreased by -0.70%
Dec 31, 23
20 Fidelity Series Small Cap Opps 1.17M (1.27%) 44.30K
Increased by +3.77%
May 31, 25