Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AWEG 3.34%
2 PSP 2.24%
3 KCE 1.73%
4 DGRS 1.66%
5 NVIR 1.28%
6 BOUT 1.27%
7 XSMO 1.25%
8 PSCF 1.12%
9 SURE 1.04%
10 HAPS 0.97%
11 FNY 0.63%
12 QSML 0.56%
13 FYC 0.50%
14 SEIS 0.44%
15 SSLY 0.42%
16 ESIX 0.40%
17 SLYV 0.37%
18 QVMS 0.34%
19 JHSC 0.33%
20 FYX 0.32%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.90M (15.05%) -191.53K
Decreased by -1.93%
Mar 31, 25
2 Vanguard Group Inc 7.42M (11.28%) 481.38K
Increased by +6.49%
Mar 31, 25
3 T. Rowe Price Associates, Inc. 6.04M (9.18%) 438.79K
Increased by +7.27%
Mar 31, 25
4 FMR Inc 3.80M (5.78%) -140.06K
Decreased by -3.68%
Mar 31, 25
5 Wellington Management Company LLP 3.58M (5.44%) 94.48K
Increased by +2.64%
Mar 31, 25
6 Amvescap Plc. 3.54M (5.39%) 366.15K
Increased by +10.34%
Dec 31, 24
7 Wasatch Advisors Inc. 2.90M (4.41%) 42.74K
Increased by +1.47%
Sep 30, 23
8 State Street Corp 2.58M (3.92%) -23.53K
Decreased by -0.91%
Mar 31, 25
9 Capital World Investors 2.57M (3.91%) 22.43K
Increased by +0.87%
Mar 31, 25
10 T. Rowe Price Investment Management,Inc. 1.98M (3.00%) 73.13K
Increased by +3.70%
Mar 31, 25
11 AllianceBernstein L.P. 1.77M (2.69%) -182.33K
Decreased by -10.30%
Dec 31, 24
12 JPMorgan Chase & Co 1.65M (2.50%) -66.78K
Decreased by -4.06%
Mar 31, 25
13 Geode Capital Management, LLC 1.62M (2.46%) 107.52K
Increased by +6.65%
Mar 31, 25
14 Fred Alger Management, LLC 1.56M (2.37%) -63.42K
Decreased by -4.08%
Mar 31, 25
15 Atlantic Trust Group, LLC 1.41M (2.14%) 297.99K
Increased by +21.15%
Dec 31, 24
16 State Street Corporation 1.34M (2.03%) 55.11K
Increased by +4.12%
Mar 31, 24
17 Wasatch Advisors LP 1.09M (1.66%) -11.90K
Decreased by -1.09%
Mar 31, 25
18 Westfield Capital Management Company, LP 913.07K (1.39%) 41.22K
Increased by +4.51%
Sep 30, 23
19 Bank of New York Mellon Corp 907.41K (1.38%) -147.22K
Decreased by -16.22%
Dec 31, 24
20 Franklin Resources Inc 877.44K (1.33%) 5.72K
Increased by +0.65%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.00M (6.09%) -3.53K
Decreased by -0.09%
Apr 30, 25
2 American Funds SMALLCAP World A 3.27M (4.97%) 0.00
Increased by 0.00%
Mar 31, 25
3 T. Rowe Price New Horizons 2.32M (3.53%) -31.36K
Decreased by -1.35%
Mar 31, 25
4 US Small-Cap Growth II Equity Comp 2.32M (3.53%) 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%) 64.15K
Increased by +3.65%
Mar 31, 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 1.66M (2.52%) 280.00
Increased by +0.02%
Apr 30, 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%) 0.00
Increased by 0.00%
Feb 28, 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 954.56K (1.45%) 66.48K
Increased by +6.96%
Mar 31, 25
20 AB Small Cap Growth A 795.38K (1.21%) -32.38K
Decreased by -4.07%
Feb 28, 25