Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AWEG 3.11%
2 PSP 1.86%
3 DGRS 1.66%
4 KCE 1.58%
5 NVIR 1.29%
6 BOUT 1.27%
7 LBO 1.16%
8 XSMO 1.13%
9 SURE 1.04%
10 PSCF 1.02%
11 HAPS 0.90%
12 FNY 0.57%
13 QSML 0.56%
14 FYC 0.50%
15 OMFS 0.45%
16 SEIS 0.44%
17 SSLY 0.42%
18 ESIX 0.38%
19 SLYV 0.37%
20 QVMS 0.34%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.90M (15.04%) -191.53K
Decreased by -1.93%
Mar 31, 25
2 Vanguard Group Inc 7.42M (11.27%) 481.38K
Increased by +6.49%
Mar 31, 25
3 T. Rowe Price Associates, Inc. 6.04M (9.17%) 438.79K
Increased by +7.27%
Mar 31, 25
4 Amvescap Plc. 4.01M (6.09%) 468.75K
Increased by +11.69%
Mar 31, 25
5 FMR Inc 3.80M (5.77%) -140.06K
Decreased by -3.68%
Mar 31, 25
6 Wellington Management Company LLP 3.58M (5.44%) 94.48K
Increased by +2.64%
Mar 31, 25
7 Millennium Management LLC 2.96M (4.50%) 2.16M
Increased by +72.96%
Mar 31, 25
8 Wasatch Advisors Inc. 2.90M (4.40%) 42.74K
Increased by +1.47%
Sep 30, 23
9 State Street Corp 2.58M (3.92%) -23.53K
Decreased by -0.91%
Mar 31, 25
10 Capital World Investors 2.57M (3.90%) 22.43K
Increased by +0.87%
Mar 31, 25
11 T. Rowe Price Investment Management,Inc. 1.98M (3.00%) 73.13K
Increased by +3.70%
Mar 31, 25
12 AllianceBernstein L.P. 1.77M (2.69%) -182.33K
Decreased by -10.30%
Dec 31, 24
13 JPMorgan Chase & Co 1.65M (2.50%) -66.78K
Decreased by -4.06%
Mar 31, 25
14 Geode Capital Management, LLC 1.62M (2.45%) 107.52K
Increased by +6.65%
Mar 31, 25
15 Fred Alger Management, LLC 1.56M (2.36%) -63.42K
Decreased by -4.08%
Mar 31, 25
16 Atlantic Trust Group, LLC 1.41M (2.14%) 297.99K
Increased by +21.15%
Dec 31, 24
17 Citadel Advisors Llc 1.35M (2.06%) 950.55K
Increased by +70.16%
Mar 31, 25
18 State Street Corporation 1.34M (2.03%) 55.11K
Increased by +4.12%
Mar 31, 24
19 Wasatch Advisors LP 1.09M (1.66%) -11.90K
Decreased by -1.09%
Mar 31, 25
20 Westfield Capital Management Company, LP 913.07K (1.39%) 41.22K
Increased by +4.51%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.97M (6.02%) 0.00
Increased by 0.00%
May 31, 25
2 American Funds SMALLCAP World A 3.27M (4.96%) 0.00
Increased by 0.00%
Mar 31, 25
3 T. Rowe Price New Horizons 2.32M (3.52%) -31.36K
Decreased by -1.35%
Mar 31, 25
4 US Small-Cap Growth II Equity Comp 2.32M (3.52%) 186.00K
Increased by +8.02%
Mar 31, 25
5 Vanguard Total Stock Mkt Idx Inv 2.07M (3.14%) 23.17K
Increased by +1.12%
Apr 30, 25
6 Vanguard US Total Market Shares ETF 1.83M (2.78%) -48.72K
Decreased by -2.67%
Sep 30, 24
7 Invesco Discovery A 1.76M (2.67%) 0.00
Increased by 0.00%
Apr 30, 25
8 Invesco OFI Small Cap Growth 1.76M (2.67%) 306.56K
Increased by +17.46%
Mar 31, 25
9 iShares Russell 2000 ETF 1.68M (2.55%) 0.00
Increased by 0.00%
May 31, 25
10 Vanguard Small Cap Index 1.62M (2.46%) 8.74K
Increased by +0.54%
Apr 30, 25
11 Vanguard Explorer Inv 1.56M (2.37%) 183.56K
Increased by +11.79%
Mar 31, 25
12 T. Rowe Price Mid-Cap Value 1.26M (1.92%) 105.53K
Increased by +8.35%
Mar 31, 25
13 T. Rowe Price US Mid-Cap Value Equity 1.26M (1.92%) 104.68K
Increased by +8.29%
Mar 31, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 1.02M (1.55%) 1.27K
Increased by +0.12%
Apr 30, 25
15 Fidelity Small Cap Growth 1.02M (1.55%) -640.00
Decreased by -0.06%
Mar 31, 25
16 Wasatch Small Cap Growth Investor 1.02M (1.55%) -790.72K
Decreased by -77.72%
Jun 30, 24
17 JPM Small Cap Equity-MA 954.56K (1.45%) 49.53K
Increased by +5.19%
Mar 31, 25
18 JPM US Small Cap Core-Composite 954.56K (1.45%) 49.53K
Increased by +5.19%
Mar 31, 25
19 JPMorgan Small Cap Equity A 924.39K (1.40%) -30.17K
Decreased by -3.26%
Apr 30, 25
20 AB Small Cap Growth A 795.38K (1.21%) -32.38K
Decreased by -4.07%
Feb 28, 25