Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 4.99%
2 TADS 2.82%
3 PYZ 2.53%
4 CSB 2.07%
5 EATV 1.88%
6 DGRS 1.71%
7 XSHD 1.33%
8 XSLV 0.89%
9 HAPS 0.86%
10 SMLV 0.80%
11 FLQS 0.73%
12 FESM 0.71%
13 ANEW 0.71%
14 SEIS 0.62%
15 FVL 0.57%
16 DES 0.51%
17 ESIX 0.50%
18 FVD 0.44%
19 SBM 0.44%
20 SMN 0.44%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.42M (15.45%) -159.49K
Decreased by -2.48%
Mar 31, 25
2 Freemont Capital Pte Ltd 6.30M (15.17%) 0.00
Increased by 0.00%
Mar 31, 25
3 Winder Investment Pte Ltd 6.30M (15.17%) 0.00
Increased by 0.00%
Jun 30, 23
4 Winder Pte Ltd 6.30M (15.17%) 0.00
Increased by 0.00%
Sep 30, 24
5 Vanguard Group Inc 5.03M (12.09%) -39.21K
Decreased by -0.78%
Mar 31, 25
6 HHG PLC 2.30M (5.53%) 42.72K
Increased by +1.86%
Mar 31, 25
7 State Street Corp 1.69M (4.06%) -66.99K
Decreased by -3.97%
Mar 31, 25
8 State Street Corporation 1.63M (3.91%) 17.63K
Increased by +1.08%
Mar 31, 24
9 Dimensional Fund Advisors, Inc. 1.26M (3.04%) 38.25K
Increased by +3.03%
Mar 31, 25
10 Geode Capital Management, LLC 991.40K (2.38%) 31.51K
Increased by +3.18%
Mar 31, 25
11 Champlain Investment Partners, LLC 952.13K (2.29%) -23.64K
Decreased by -2.48%
Mar 31, 25
12 Snyder Capital Management LP 719.25K (1.73%) 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 686.74K (1.65%) 15.18K
Increased by +2.21%
Jun 30, 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 (1.43%) -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 2.52M (6.07%) -7.08K
Decreased by -0.28%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 1.37M (3.29%) 1.02K
Increased by +0.07%
May 31, 25
3 Janus Henderson US SMID Cap Growth MA 1.35M (3.24%) 1.35M
Increased by +100.00%
Dec 31, 24
4 Janus Henderson Triton D 1.33M (3.19%) 0.00
Increased by 0.00%
Apr 30, 25
5 Janus Henderson US SMID Cap Growth 1.33M (3.19%) -21.11K
Decreased by -1.59%
Mar 31, 25
6 Vanguard US Total Market Shares ETF 1.32M (3.17%) 1.42K
Increased by +0.11%
Sep 30, 24
7 Vanguard Small Cap Index 1.07M (2.57%) 5.50K
Increased by +0.51%
May 31, 25
8 iShares Russell 2000 ETF 1.06M (2.54%) 7.34K
Increased by +0.69%
Jun 30, 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 (1.46%) 299.00
Increased by +0.05%
Mar 31, 25
12 Janus Henderson Venture D 606.59K (1.46%) 0.00
Increased by 0.00%
Apr 30, 25
13 Janus Henderson US Small Cap Growth MA 606.29K (1.46%) 606.23K
Increased by +99.99%
Dec 31, 24
14 Nordea 1 - Global Climate & Envir BI EUR 548.13K (1.32%) -329.23K
Decreased by -60.06%
Dec 31, 24
15 Victory Sycamore Small Company Opp R 454.00K (1.09%) 454.00K
Increased by +100.00%
Jun 30, 25
16 Fidelity Small Cap Index 425.79K (1.02%) 4.89K
Increased by +1.15%
Apr 30, 25
17 American Century Small Cap Growth Inv 409.46K (0.98%) 409.46K
Increased by +100.00%
Jun 30, 25
18 American Century U.S. Small Cap Growth 409.46K (0.98%) 409.46K
Increased by +100.00%
Jun 30, 25
19 Fidelity® Small Cap Index 394.14K (0.95%) 8.39K
Increased by +2.13%
Sep 30, 23
20 Congress Small Cap Growth Institutional 390.00K (0.94%) 0.00
Increased by 0.00%
Jun 30, 25