Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RSHO 4.41%
2 PSCI 2.84%
3 GSC 2.61%
4 XSMO 2.42%
5 SFLO 1.55%
6 IJT 1.31%
7 OASC 0.99%
8 XJR 0.72%
9 QVMS 0.68%
10 IWO 0.67%
11 IJR 0.66%
12 SMAX 0.66%
13 SPSM 0.56%
14 SLY 0.41%
15 SMLF 0.35%
16 IWM 0.34%
17 ISCG 0.34%
18 JKK 0.33%
19 SDD 0.30%
20 SBB 0.30%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.26M (15.87%) 23.47K
Increased by +0.32%
Mar 31, 25
2 Vanguard Group Inc 5.07M (11.07%) 52.47K
Increased by +1.04%
Jun 30, 25
3 State Street Corp 1.74M (3.79%) -64.54K
Decreased by -3.72%
Mar 31, 25
4 State Street Corporation 1.72M (3.75%) 30.14K
Increased by +1.75%
Mar 31, 24
5 Neuberger Berman Group LLC 1.45M (3.17%) -129.47K
Decreased by -8.92%
Mar 31, 25
6 Capital World Investors 1.36M (2.96%) 977.39K
Increased by +72.03%
Jun 30, 25
7 Geode Capital Management, LLC 1.07M (2.34%) 35.45K
Increased by +3.32%
Mar 31, 25
8 Earnest Partners LLC 1.01M (2.20%) -18.44K
Decreased by -1.83%
Mar 31, 25
9 Amvescap Plc. 946.50K (2.07%) -204.29K
Decreased by -21.58%
Mar 31, 25
10 Ameriprise Financial Inc 894.69K (1.95%) -46.04K
Decreased by -5.15%
Mar 31, 25
11 Dimensional Fund Advisors, Inc. 869.80K (1.90%) -23.45K
Decreased by -2.70%
Jun 30, 25
12 Conestoga Capital Advisors, LLC 795.19K (1.74%) -4.01K
Decreased by -0.50%
Jun 30, 25
13 FMR Inc 776.52K (1.70%) 58.22K
Increased by +7.50%
Mar 31, 25
14 HHG PLC 754.43K (1.65%) 52.23K
Increased by +6.92%
Jun 30, 25
15 Nuveen Asset Management, LLC 705.84K (1.54%) 11.77K
Increased by +1.67%
Dec 31, 24
16 AllianceBernstein L.P. 692.09K (1.51%) -49.06K
Decreased by -7.09%
Mar 31, 25
17 Nuveen, LLC 689.95K (1.51%) 689.95K
Increased by +100.00%
Mar 31, 25
18 JPMorgan Chase & Co 662.68K (1.45%) -22.76K
Decreased by -3.43%
Mar 31, 25
19 T. Rowe Price Investment Management,Inc. 661.98K (1.45%) -533.70K
Decreased by -80.62%
Mar 31, 25
20 Charles Schwab Investment Management Inc 650.80K (1.42%) 14.94K
Increased by +2.30%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.79M (6.09%) 392.00
Increased by +0.01%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 1.40M (3.07%) 1.19K
Increased by +0.08%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.39M (3.05%) -29.40K
Decreased by -2.11%
Jul 31, 25
4 American Funds SMALLCAP World A 1.36M (2.96%) 977.39K
Increased by +72.03%
Jun 30, 25
5 Vanguard Small Cap Index 1.08M (2.35%) -7.37K
Decreased by -0.68%
Jul 31, 25
6 iShares Russell 2000 ETF 1.08M (2.35%) -20.48K
Decreased by -1.90%
Jul 31, 25
7 Neuberger Berman Genesis Inv 820.15K (1.79%) -67.44K
Decreased by -8.22%
Jun 30, 25
8 Vanguard Small Cap Value Index Inv 784.70K (1.71%) 21.77K
Increased by +2.77%
Mar 31, 24
9 Fidelity® Series Small Cap Opps 639.14K (1.40%) 0.00
Increased by 0.00%
Oct 31, 23
10 Vanguard Small Cap Growth Index Inv 606.48K (1.32%) -1.44K
Decreased by -0.24%
Jul 31, 25
11 EARNEST Small Cap Value 597.30K (1.30%) 596.38K
Increased by +99.85%
Dec 31, 23
12 Vanguard Institutional Extnd Mkt Idx Tr 502.15K (1.10%) -218.40K
Decreased by -43.49%
Jul 31, 25
13 Invesco Discovery A 474.49K (1.04%) 14.74K
Increased by +3.11%
Jun 30, 25
14 Invesco OFI Small Cap Growth 474.49K (1.04%) -2.33K
Decreased by -0.49%
Jun 30, 25
15 Fidelity Small Cap Index 456.19K (1.00%) 1.29K
Increased by +0.28%
May 31, 25
16 T. Rowe Price US Small-Cap Core Equity 448.21K (0.98%) 11.29K
Increased by +2.52%
Dec 31, 24
17 Conestoga Small Cap Investors 440.79K (0.96%) 0.00
Increased by 0.00%
Jun 30, 25
18 Fidelity® Small Cap Index 425.34K (0.93%) 11.38K
Increased by +2.67%
Oct 31, 23
19 T. Rowe Price Small-Cap Stock 425.27K (0.93%) -22.93K
Decreased by -5.39%
Jan 31, 25
20 Artisan Small Cap Investor 424.65K (0.93%) -3.73K
Decreased by -0.88%
Mar 31, 24