Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 4.61%
2 TADS 2.82%
3 EATV 1.88%
4 CSB 1.83%
5 DGRS 1.52%
6 PYZ 1.41%
7 XSHD 1.16%
8 HAPS 0.86%
9 XSLV 0.76%
10 SMLV 0.69%
11 FESM 0.66%
12 ANEW 0.62%
13 FLQS 0.59%
14 FVL 0.57%
15 SEIS 0.54%
16 FVD 0.46%
17 DES 0.45%
18 SBM 0.44%
19 SMN 0.44%
20 ESIX 0.43%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.42M (15.37%) -159.49K
Decreased by -2.48%
Mar 31, 25
2 Freemont Capital Pte Ltd 6.30M (15.09%) 0.00
Increased by 0.00%
Mar 31, 25
3 Winder Investment Pte Ltd 6.30M (15.09%) 0.00
Increased by 0.00%
Jun 30, 23
4 Winder Pte Ltd 6.30M (15.09%) 0.00
Increased by 0.00%
Sep 30, 24
5 Vanguard Group Inc 5.03M (12.03%) -39.21K
Decreased by -0.78%
Mar 31, 25
6 HHG PLC 2.30M (5.50%) 42.72K
Increased by +1.86%
Mar 31, 25
7 State Street Corp 1.69M (4.04%) -66.99K
Decreased by -3.97%
Mar 31, 25
8 State Street Corporation 1.63M (3.89%) 17.63K
Increased by +1.08%
Mar 31, 24
9 Dimensional Fund Advisors, Inc. 1.26M (3.02%) 38.25K
Increased by +3.03%
Mar 31, 25
10 Geode Capital Management, LLC 991.40K (2.37%) 31.51K
Increased by +3.18%
Mar 31, 25
11 Champlain Investment Partners, LLC 952.13K (2.28%) -23.64K
Decreased by -2.48%
Mar 31, 25
12 Snyder Capital Management LP 719.25K (1.72%) 52.08K
Increased by +7.24%
Mar 31, 25
13 Nordea Investment Mgmt Bank Demark A/s 708.35K (1.70%) -747.34K
Decreased by -105.50%
Dec 31, 24
14 Congress Asset Management Company, LLP 671.56K (1.61%) 671.56K
Increased by +100.00%
Mar 31, 25
15 NORGES BANK 642.12K (1.54%) 38.33K
Increased by +5.97%
Dec 31, 24
16 Charles Schwab Investment Management Inc 594.72K (1.42%) -6.31K
Decreased by -1.06%
Mar 31, 25
17 Marshall Wace Asset Management Ltd 579.33K (1.39%) 235.65K
Increased by +40.68%
Mar 31, 25
18 First Trust Advisors L.P. 575.69K (1.38%) -33.69K
Decreased by -5.85%
Mar 31, 25
19 Northern Trust Corp 558.72K (1.34%) -10.93K
Decreased by -1.96%
Mar 31, 25
20 Armistice Capital, LLC 549.83K (1.32%) 199.83K
Increased by +36.34%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.55M (6.09%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.37M (3.28%) 1.02K
Increased by +0.07%
May 31, 25
3 Janus Henderson US SMID Cap Growth MA 1.35M (3.22%) 1.35M
Increased by +100.00%
Dec 31, 24
4 Janus Henderson Triton D 1.33M (3.17%) 0.00
Increased by 0.00%
Apr 30, 25
5 Janus Henderson US SMID Cap Growth 1.33M (3.17%) -21.11K
Decreased by -1.59%
Mar 31, 25
6 Vanguard US Total Market Shares ETF 1.32M (3.16%) 1.42K
Increased by +0.11%
Sep 30, 24
7 Vanguard Small Cap Index 1.07M (2.56%) 5.50K
Increased by +0.51%
May 31, 25
8 iShares Russell 2000 ETF 1.06M (2.53%) 0.00
Increased by 0.00%
May 31, 25
9 Vanguard Small Cap Value Index Inv 687.42K (1.65%) -588.00
Decreased by -0.09%
May 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 662.64K (1.59%) 4.48K
Increased by +0.68%
May 31, 25
11 Janus Henderson US Small Cap Growth 606.59K (1.45%) 299.00
Increased by +0.05%
Mar 31, 25
12 Janus Henderson Venture D 606.59K (1.45%) 0.00
Increased by 0.00%
Apr 30, 25
13 Janus Henderson US Small Cap Growth MA 606.29K (1.45%) 606.23K
Increased by +99.99%
Dec 31, 24
14 Nordea 1 - Global Climate & Envir BI EUR 548.13K (1.31%) -329.23K
Decreased by -60.06%
Dec 31, 24
15 First Trust Value Line® Dividend ETF 424.93K (1.02%) -102.06K
Decreased by -24.02%
May 29, 25
16 Fidelity Small Cap Index 420.90K (1.01%) 3.75K
Increased by +0.89%
Mar 31, 25
17 Fidelity® Small Cap Index 394.14K (0.94%) 8.39K
Increased by +2.13%
Sep 30, 23
18 Congress Small Cap Growth Institutional 390.00K (0.93%) 0.00
Increased by 0.00%
May 31, 25
19 SPDR® Portfolio S&P 600 Sm Cap ETF 374.59K (0.90%) 0.00
Increased by 0.00%
Apr 30, 24
20 Champlain Small Company Fund, LLC 374.16K (0.90%) -183.63K
Decreased by -49.08%
May 31, 25