Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 6.06%
2 TADS 2.82%
3 EATV 1.88%
4 CSB 1.80%
5 DGRS 1.49%
6 PYZ 1.41%
7 HAPS 0.86%
8 XSLV 0.74%
9 SMLV 0.67%
10 FESM 0.66%
11 ANEW 0.61%
12 FVL 0.57%
13 FVD 0.55%
14 SBM 0.44%
15 SMN 0.44%
16 DES 0.43%
17 TFPN 0.43%
18 ESIX 0.42%
19 TPSC 0.37%
20 CSA 0.35%

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 First Trust Advisors L.P. 609.37K (1.46%) -4.69K
Decreased by -0.77%
Dec 31, 24
17 Charles Schwab Investment Management Inc 594.72K (1.42%) -6.31K
Decreased by -1.06%
Mar 31, 25
18 Marshall Wace Asset Management Ltd 579.33K (1.39%) 235.65K
Increased by +40.68%
Mar 31, 25
19 Northern Trust Corp 569.65K (1.36%) 52.65K
Increased by +9.24%
Dec 31, 24
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 2.57M (6.15%) -2.23K
Decreased by -0.09%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 1.37M (3.27%) 30.12K
Increased by +2.20%
Apr 30, 25
3 Janus Henderson US SMID Cap Growth 1.35M (3.22%) -27.67K
Decreased by -2.05%
Dec 31, 24
4 Janus Henderson US SMID Cap Growth MA 1.35M (3.22%) 1.35M
Increased by +100.00%
Dec 31, 24
5 Janus Henderson Triton D 1.33M (3.17%) -13.80K
Decreased by -1.04%
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 1.06M (2.55%) 5.55K
Increased by +0.52%
Apr 30, 25
8 iShares Russell 2000 ETF 1.03M (2.47%) 174.00
Increased by +0.02%
Apr 30, 25
9 Vanguard Small Cap Value Index Inv 688.01K (1.65%) 2.17K
Increased by +0.32%
Apr 30, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 658.16K (1.58%) 708.00
Increased by +0.11%
Apr 30, 25
11 Janus Henderson Venture D 606.59K (1.45%) 299.00
Increased by +0.05%
Mar 31, 25
12 Janus Henderson US Small Cap Growth 606.29K (1.45%) -1.20K
Decreased by -0.20%
Dec 31, 24
13 Janus Henderson US Small Cap Growth MA 606.29K (1.45%) 606.23K
Increased by +99.99%
Dec 31, 24
14 Champlain Small Company Fund, LLC 557.79K (1.33%) -98.47K
Decreased by -17.65%
Apr 30, 25
15 Nordea 1 - Global Climate & Envir BI EUR 548.13K (1.31%) -329.23K
Decreased by -60.06%
Dec 31, 24
16 First Trust Value Line® Dividend ETF 528.88K (1.27%) 0.00
Increased by 0.00%
Apr 30, 25
17 Fidelity Small Cap Index 417.14K (1.00%) 874.00
Increased by +0.21%
Feb 28, 25
18 Fidelity® Small Cap Index 394.14K (0.94%) 8.39K
Increased by +2.13%
Sep 30, 23
19 Congress Small Cap Growth Institutional 390.00K (0.93%) 0.00
Increased by 0.00%
Apr 30, 25
20 SPDR® Portfolio S&P 600 Sm Cap ETF 374.59K (0.90%) 0.00
Increased by 0.00%
Apr 30, 24