Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RSHO 4.41%
2 PSCI 2.84%
3 XSMO 2.42%
4 GSC 1.79%
5 SFLO 1.55%
6 IJT 1.09%
7 OASC 0.99%
8 QVMS 0.68%
9 IJR 0.57%
10 SPSM 0.56%
11 IWO 0.54%
12 SLY 0.41%
13 JKK 0.32%
14 ISCG 0.32%
15 SMLF 0.31%
16 SDD 0.30%
17 SBB 0.30%
18 IWM 0.28%
19 MADE 0.24%
20 JKJ 0.16%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.26M (15.91%) 23.47K
Increased by +0.32%
Mar 31, 25
2 Vanguard Group Inc 5.01M (10.98%) -17.73K
Decreased by -0.35%
Mar 31, 25
3 State Street Corp 1.74M (3.80%) -64.54K
Decreased by -3.72%
Mar 31, 25
4 State Street Corporation 1.72M (3.76%) 30.14K
Increased by +1.75%
Mar 31, 24
5 Neuberger Berman Group LLC 1.45M (3.18%) -129.47K
Decreased by -8.92%
Mar 31, 25
6 Amvescap Plc. 1.15M (2.52%) 37.47K
Increased by +3.26%
Dec 31, 24
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 Ameriprise Financial Inc 894.69K (1.96%) -46.04K
Decreased by -5.15%
Mar 31, 25
10 Dimensional Fund Advisors, Inc. 893.25K (1.96%) -36.78K
Decreased by -4.12%
Mar 31, 25
11 Conestoga Capital Advisors, LLC 799.20K (1.75%) 11.40K
Increased by +1.43%
Mar 31, 25
12 FMR Inc 776.52K (1.70%) 58.22K
Increased by +7.50%
Mar 31, 25
13 AllianceBernstein L.P. 741.14K (1.62%) -129.66K
Decreased by -17.49%
Dec 31, 24
14 Nuveen Asset Management, LLC 705.84K (1.55%) 11.77K
Increased by +1.67%
Dec 31, 24
15 HHG PLC 702.20K (1.54%) -21.51K
Decreased by -3.06%
Mar 31, 25
16 JPMorgan Chase & Co 662.68K (1.45%) -22.76K
Decreased by -3.43%
Mar 31, 25
17 T. Rowe Price Investment Management,Inc. 661.98K (1.45%) -533.70K
Decreased by -80.62%
Mar 31, 25
18 NORGES BANK 639.35K (1.40%) 83.57K
Increased by +13.07%
Dec 31, 24
19 Goldman Sachs Group Inc 637.79K (1.40%) -17.92K
Decreased by -2.81%
Mar 31, 25
20 Charles Schwab Investment Management Inc 635.86K (1.39%) 10.50K
Increased by +1.65%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.81M (6.16%) -2.39K
Decreased by -0.08%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 1.42M (3.10%) 19.08K
Increased by +1.35%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 1.40M (3.07%) 1.19K
Increased by +0.08%
Sep 30, 24
4 iShares Russell 2000 ETF 1.11M (2.43%) 188.00
Increased by +0.02%
Apr 30, 25
5 Vanguard Small Cap Index 1.11M (2.42%) 6.53K
Increased by +0.59%
Apr 30, 25
6 Neuberger Berman Genesis Inv 887.59K (1.94%) -92.12K
Decreased by -10.38%
Mar 31, 25
7 Vanguard Small Cap Value Index Inv 784.70K (1.72%) 21.77K
Increased by +2.77%
Mar 31, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 717.11K (1.57%) 2.98K
Increased by +0.42%
Apr 30, 25
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 615.82K (1.35%) -956.00
Decreased by -0.16%
Apr 30, 25
11 EARNEST Small Cap Value 597.30K (1.31%) 596.38K
Increased by +99.85%
Dec 31, 23
12 Invesco Discovery A 476.82K (1.04%) -6.24K
Decreased by -1.31%
Mar 31, 25
13 Invesco OFI Small Cap Growth 476.82K (1.04%) -6.24K
Decreased by -1.31%
Mar 31, 25
14 T. Rowe Price US Small-Cap Core Equity 448.21K (0.98%) 11.29K
Increased by +2.52%
Dec 31, 24
15 Conestoga Small Cap Investors 446.31K (0.98%) -4.80K
Decreased by -1.08%
Mar 31, 25
16 Fidelity Small Cap Index 446.07K (0.98%) 1.92K
Increased by +0.43%
Feb 28, 25
17 Fidelity® Small Cap Index 425.34K (0.93%) 11.38K
Increased by +2.67%
Oct 31, 23
18 T. Rowe Price Small-Cap Stock 425.27K (0.93%) -22.93K
Decreased by -5.39%
Jan 31, 25
19 Artisan Small Cap Investor 424.65K (0.93%) -3.73K
Decreased by -0.88%
Mar 31, 24
20 Artisan U.S. Small-Cap Growth 424.65K (0.93%) -3.73K
Decreased by -0.88%
Mar 31, 24