Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MUSQ 2.91%
2 PSCD 0.73%
3 QQQS 0.51%
4 SCDS 0.45%
5 HAPS 0.43%
6 QSML 0.25%
7 SLYV 0.24%
8 SLY 0.22%
9 AVSC 0.20%
10 VIOV 0.20%
11 IJS 0.20%
12 ESIX 0.19%
13 EES 0.18%
14 JMEE 0.17%
15 QVMS 0.15%
16 RWJ 0.13%
17 SSLY 0.13%
18 SPSM 0.12%
19 GSSC 0.12%
20 PBS 0.12%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 18.68M (18.15%) -1.16M
Decreased by -6.22%
Mar 31, 25
2 Vanguard Group Inc 12.65M (12.29%) -1.47M
Decreased by -11.64%
Mar 31, 25
3 Coliseum Capital Management LLC 11.78M (11.45%) 1.04M
Increased by +8.85%
Mar 31, 25
4 Trigran Investments Inc 5.25M (5.10%) 1.02M
Increased by +19.38%
Mar 31, 25
5 State Street Corporation 4.88M (4.74%) 56.17K
Increased by +1.15%
Mar 31, 24
6 State Street Corp 4.57M (4.44%) -265.34K
Decreased by -5.81%
Mar 31, 25
7 Pacer Advisors, INC. 3.52M (3.42%) 3.52M
Increased by +100.00%
Jun 30, 24
8 Jacobs Levy Equity Management, Inc. 3.28M (3.19%) 96.11K
Increased by +2.93%
Mar 31, 25
9 Schroder Investment Management Group 3.22M (3.13%) 192.81K
Increased by +5.99%
Mar 31, 25
10 JPMorgan Chase & Co 3.15M (3.06%) -1.04M
Decreased by -32.89%
Mar 31, 25
11 Cooper Creek Partners Management LLC 3.06M (2.98%) 3.06M
Increased by +100.00%
Mar 31, 25
12 Geode Capital Management, LLC 2.89M (2.81%) 102.57K
Increased by +3.55%
Mar 31, 25
13 American Century Companies Inc 2.69M (2.61%) 212.61K
Increased by +7.91%
Jun 30, 24
14 Dimensional Fund Advisors, Inc. 2.55M (2.48%) -133.03K
Decreased by -5.21%
Mar 31, 25
15 Goldman Sachs Group Inc 2.09M (2.03%) 1.24M
Increased by +59.29%
Dec 31, 24
16 Deroy & Devereaux Private Invmt Coun Inc 2.04M (1.98%) 368.28K
Increased by +18.06%
Jun 30, 25
17 Morgan Stanley - Brokerage Accounts 1.93M (1.87%) 396.22K
Increased by +20.54%
Mar 31, 25
18 Victory Capital Management Inc. 1.84M (1.79%) 331.29K
Increased by +17.98%
Jun 30, 24
19 Charles Schwab Investment Management Inc 1.74M (1.69%) 40.54K
Increased by +2.33%
Mar 31, 25
20 Millennium Management LLC 1.66M (1.62%) 1.47M
Increased by +88.65%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 7.17M (6.97%) 0.00
Increased by 0.00%
Jul 30, 25
2 Vanguard US Total Market Shares ETF 3.89M (3.78%) 4.15K
Increased by +0.11%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 3.63M (3.53%) 0.00
Increased by 0.00%
Jun 30, 25
4 Pacer US Small Cap Cash Cows 100 ETF 3.42M (3.32%) -851.00
Decreased by -0.02%
Aug 30, 24
5 Franklin Technology A Acc USD 2.99M (2.91%) 0.00
Increased by 0.00%
Nov 30, 23
6 iShares Russell 2000 ETF 2.83M (2.75%) -45.77K
Decreased by -1.62%
Jul 30, 25
7 Vanguard Small Cap Index 2.79M (2.71%) -63.74K
Decreased by -2.29%
Jun 30, 25
8 American Century Small Cap Growth Inv 2.08M (2.02%) 248.53K
Increased by +11.97%
Jun 30, 24
9 American Century U.S. Small Cap Growth 2.08M (2.02%) 248.53K
Increased by +11.97%
Jun 30, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 1.85M (1.80%) 6.75K
Increased by +0.37%
Jun 30, 25
11 JPMorgan Small Cap Growth A 1.70M (1.66%) 21.28K
Increased by +1.25%
Mar 31, 25
12 Vanguard Small Cap Growth Index Inv 1.57M (1.52%) -9.78K
Decreased by -0.62%
Jun 30, 25
13 Fidelity® Small Cap Index 1.22M (1.19%) 33.55K
Increased by +2.74%
Oct 31, 23
14 Fidelity Small Cap Index 1.22M (1.18%) 1.17K
Increased by +0.10%
May 31, 25
15 Franklin Small Cap Growth SMA 1.14M (1.11%) 1.14M
Increased by +99.99%
Mar 31, 24
16 iShares S&P Small-Cap 600 Value ETF 1.13M (1.10%) 0.00
Increased by 0.00%
Jul 30, 25
17 SPDR® Portfolio S&P 600 Sm Cap ETF 1.10M (1.07%) 0.00
Increased by 0.00%
Apr 30, 24
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.03M (1.00%) 579.00
Increased by +0.06%
Jul 31, 25
19 iShares Russell 2000 Growth ETF 957.29K (0.93%) -2.38K
Decreased by -0.25%
Jul 30, 25
20 Schroder US Smaller Companies Acc 847.60K (0.82%) 60.09K
Increased by +7.09%
Jun 30, 25