Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AWEG 3.29%
2 PSP 1.89%
3 DGRS 1.66%
4 KCE 1.53%
5 NVIR 1.41%
6 BOUT 1.27%
7 XSMO 1.21%
8 LBO 1.18%
9 PSCF 1.05%
10 SURE 1.04%
11 HAPS 0.95%
12 QSML 0.56%
13 FYC 0.50%
14 TFNS 0.49%
15 FNY 0.46%
16 OMFS 0.45%
17 SEIS 0.44%
18 SSLY 0.42%
19 ESIX 0.40%
20 SLYV 0.37%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.90M (14.82%) -191.53K
Decreased by -1.93%
Mar 31, 25
2 Vanguard Group Inc 7.42M (11.10%) 481.38K
Increased by +6.49%
Mar 31, 25
3 T. Rowe Price Associates, Inc. 6.04M (9.04%) 438.79K
Increased by +7.27%
Mar 31, 25
4 Amvescap Plc. 4.01M (6.00%) 468.75K
Increased by +11.69%
Mar 31, 25
5 FMR Inc 3.80M (5.69%) -140.06K
Decreased by -3.68%
Mar 31, 25
6 Wellington Management Company LLP 3.58M (5.36%) 94.48K
Increased by +2.64%
Mar 31, 25
7 Millennium Management LLC 2.96M (4.43%) 2.16M
Increased by +72.96%
Mar 31, 25
8 Wasatch Advisors Inc. 2.90M (4.34%) 42.74K
Increased by +1.47%
Sep 30, 23
9 State Street Corp 2.58M (3.86%) -23.53K
Decreased by -0.91%
Mar 31, 25
10 Capital World Investors 2.57M (3.85%) 22.43K
Increased by +0.87%
Mar 31, 25
11 T. Rowe Price Investment Management,Inc. 1.98M (2.96%) 73.13K
Increased by +3.70%
Mar 31, 25
12 JPMorgan Chase & Co 1.65M (2.46%) -66.78K
Decreased by -4.06%
Mar 31, 25
13 Geode Capital Management, LLC 1.62M (2.42%) 107.52K
Increased by +6.65%
Mar 31, 25
14 Fred Alger Management, LLC 1.56M (2.33%) -63.42K
Decreased by -4.08%
Mar 31, 25
15 AllianceBernstein L.P. 1.46M (2.19%) -308.81K
Decreased by -21.13%
Mar 31, 25
16 Atlantic Trust Group, LLC 1.41M (2.11%) 297.99K
Increased by +21.15%
Dec 31, 24
17 Citadel Advisors Llc 1.35M (2.03%) 950.55K
Increased by +70.16%
Mar 31, 25
18 State Street Corporation 1.34M (2.00%) 55.11K
Increased by +4.12%
Mar 31, 24
19 Wasatch Advisors LP 1.09M (1.64%) -11.90K
Decreased by -1.09%
Mar 31, 25
20 Westfield Capital Management Company, LP 913.07K (1.37%) 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 3.94M (5.90%) 0.00
Increased by 0.00%
Jul 30, 25
2 American Funds SMALLCAP World A 3.56M (5.33%) 294.14K
Increased by +8.26%
Jun 30, 25
3 T. Rowe Price New Horizons 2.28M (3.41%) -11.33K
Decreased by -0.50%
Jun 30, 25
4 US Small-Cap Growth II Equity Comp 2.28M (3.41%) -41.62K
Decreased by -1.83%
Jun 30, 25
5 Vanguard Total Stock Mkt Idx Inv 2.08M (3.11%) 10.94K
Increased by +0.53%
Jun 30, 25
6 Invesco Discovery A 1.85M (2.77%) 57.45K
Increased by +3.11%
Jun 30, 25
7 Invesco OFI Small Cap Growth 1.85M (2.77%) 93.57K
Increased by +5.06%
Jun 30, 25
8 Vanguard US Total Market Shares ETF 1.83M (2.73%) -48.72K
Decreased by -2.67%
Sep 30, 24
9 Vanguard Small Cap Index 1.59M (2.39%) -32.21K
Decreased by -2.02%
Jun 30, 25
10 iShares Russell 2000 ETF 1.52M (2.27%) -24.57K
Decreased by -1.62%
Jul 30, 25
11 Vanguard Explorer Inv 1.42M (2.13%) -134.74K
Decreased by -9.47%
Jun 30, 25
12 T. Rowe Price Mid-Cap Value 1.26M (1.89%) -1.61K
Decreased by -0.13%
Jun 30, 25
13 T. Rowe Price US Mid-Cap Value Equity 1.26M (1.89%) -1.85K
Decreased by -0.15%
Jun 30, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 1.02M (1.53%) -3.88K
Decreased by -0.38%
Jun 30, 25
15 Wasatch Small Cap Growth Investor 1.02M (1.52%) -790.72K
Decreased by -77.72%
Jun 30, 24
16 Fidelity Small Cap Growth 885.35K (1.33%) -56.33K
Decreased by -6.36%
May 31, 25
17 JPM Small Cap Equity-MA 854.64K (1.28%) -99.92K
Decreased by -11.69%
Jun 30, 25
18 JPM US Small Cap Core-Composite 854.64K (1.28%) -99.92K
Decreased by -11.69%
Jun 30, 25
19 JPMorgan Small Cap Equity A 854.64K (1.28%) 27.46K
Increased by +3.21%
Jun 30, 25
20 AB Small Cap Growth A 795.38K (1.19%) -32.38K
Decreased by -4.07%
Feb 28, 25