Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 2.24%
2 DEEP 1.46%
3 DVP 1.46%
4 QABA 1.40%
5 GRPZ 1.27%
6 KBE 1.10%
7 XSHQ 0.97%
8 MYLD 0.93%
9 KRE 0.87%
10 SMCF 0.83%
11 RZG 0.82%
12 PSCF 0.75%
13 PFI 0.72%
14 PSC 0.63%
15 FYC 0.61%
16 DPST 0.60%
17 AFSM 0.59%
18 CLSE 0.59%
19 SEIS 0.56%
20 XSMO 0.52%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.95M (15.69%) -71.47K
Decreased by -1.03%
Mar 31, 25
2 FMR Inc 4.08M (9.21%) -225.43K
Decreased by -5.52%
Mar 31, 25
3 Vanguard Group Inc 3.25M (7.33%) -54.20K
Decreased by -1.67%
Mar 31, 25
4 State Street Corporation 3.03M (6.84%) 407.36K
Increased by +13.43%
Mar 31, 24
5 State Street Corp 2.73M (6.15%) -704.09K
Decreased by -25.83%
Mar 31, 25
6 Amvescap Plc. 2.71M (6.12%) 466.14K
Increased by +17.18%
Mar 31, 25
7 American Century Companies Inc 2.63M (5.93%) 235.30K
Increased by +8.95%
Mar 31, 25
8 Wellington Management Company LLP 1.82M (4.11%) 93.59K
Increased by +5.14%
Mar 31, 25
9 Castle Creek Capital Partners VI LP 1.66M (3.75%) 0.00
Increased by 0.00%
Sep 30, 24
10 Dimensional Fund Advisors, Inc. 1.59M (3.60%) -171.32K
Decreased by -10.75%
Mar 31, 25
11 Brown Advisory Holdings Inc 1.53M (3.44%) -143.25K
Decreased by -9.38%
Mar 31, 25
12 Geode Capital Management, LLC 1.37M (3.08%) 36.47K
Increased by +2.67%
Mar 31, 25
13 Owls Nest Partners IA, LLC 1.19M (2.68%) 257.62K
Increased by +21.65%
Mar 31, 25
14 Ameriprise Financial Inc 1.11M (2.49%) -71.16K
Decreased by -6.44%
Sep 30, 23
15 HHG PLC 1.01M (2.29%) 29.21K
Increased by +2.88%
Mar 31, 25
16 Franklin Resources Inc 997.97K (2.25%) 45.69K
Increased by +4.58%
Mar 31, 25
17 Deutsche Bank AG 887.07K (2.00%) -2.48K
Decreased by -0.28%
Mar 31, 25
18 Frontier Capital Management CO Inc 848.17K (1.91%) -21.21K
Decreased by -2.50%
Jun 30, 24
19 T. Rowe Price Associates, Inc. 831.76K (1.88%) -1.69K
Decreased by -0.20%
Mar 31, 25
20 Nantahala Capital Management, LLC 828.50K (1.87%) -145.95K
Decreased by -17.62%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.88M (6.51%) 0.00
Increased by 0.00%
May 31, 25
2 VIP Mid Cap Initial 1.54M (3.47%) 0.00
Increased by 0.00%
Nov 30, 23
3 Vanguard Total Stock Mkt Idx Inv 1.46M (3.29%) 1.10K
Increased by +0.08%
May 31, 25
4 Vanguard US Total Market Shares ETF 1.43M (3.24%) -95.26K
Decreased by -6.64%
Sep 30, 24
5 T. Rowe Price Integrated US SmCapGrEq 1.25M (2.81%) 622.63K
Increased by +50.00%
Dec 31, 24
6 iShares Russell 2000 ETF 1.18M (2.66%) 0.00
Increased by 0.00%
May 31, 25
7 Strategic Advisers® Fidelity US TtlStk 1.16M (2.61%) 273.00
Increased by +0.02%
Nov 30, 23
8 Avantis US Small Cap Value ETF 1.10M (2.49%) 1.26K
Increased by +0.11%
May 31, 25
9 Fidelity VIP Mid Cap Initial 1.06M (2.39%) 0.00
Increased by 0.00%
Apr 30, 25
10 Strategic Advisers Fidelity US TtlStk 950.63K (2.14%) -96.65K
Decreased by -10.17%
Apr 30, 25
11 Fidelity Advisor® Stock Selec Mid Cp I 904.81K (2.04%) 0.00
Increased by 0.00%
Nov 30, 23
12 Janus Henderson US Small Cap Growth 865.74K (1.95%) 426.00
Increased by +0.05%
Mar 31, 25
13 Janus Henderson Venture D 865.74K (1.95%) 0.00
Increased by 0.00%
Apr 30, 25
14 Janus Henderson US Small Cap Growth MA 865.32K (1.95%) 865.23K
Increased by +99.99%
Dec 31, 24
15 SPDR® S&P Regional Banking ETF 828.27K (1.87%) -16.47K
Decreased by -1.99%
Feb 28, 25
16 Invesco Discovery A 814.65K (1.84%) 10.94K
Increased by +1.34%
Apr 30, 25
17 Invesco OFI Small Cap Growth 803.71K (1.81%) 310.81K
Increased by +38.67%
Mar 31, 25
18 Putnam US Small Cap Growth Equity 781.26K (1.76%) 17.50K
Increased by +2.24%
Mar 31, 25
19 Putnam US Small Cap Growth Managed Acct 781.26K (1.76%) 17.50K
Increased by +2.24%
Mar 31, 25
20 Putnam Small Cap Growth A 768.46K (1.73%) 0.00
Increased by 0.00%
May 31, 25