Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TMFS 3.24%
2 XHE 1.83%
3 CSMD 1.77%
4 GRPZ 1.55%
5 PSCH 1.22%
6 RZG 1.09%
7 PTH 0.91%
8 SAWS 0.82%
9 DWAS 0.80%
10 MGMT 0.69%
11 TFPN 0.64%
12 ROSC 0.58%
13 AFSM 0.52%
14 JSML 0.50%
15 IWC 0.48%
16 FYC 0.47%
17 SIXL 0.45%
18 EHLS 0.42%
19 JSMD 0.42%
20 CSML 0.33%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 1.09M (14.64%) -25.03K
Decreased by -2.30%
Mar 31, 25
2 Wasatch Advisors LP 642.19K (8.65%) 65.50K
Increased by +10.20%
Mar 31, 25
3 Vanguard Group Inc 522.15K (7.03%) -35.33K
Decreased by -6.77%
Mar 31, 25
4 Neuberger Berman Group LLC 345.24K (4.65%) -97.69K
Decreased by -28.30%
Mar 31, 25
5 Congress Asset Management Company, LLP 327.43K (4.41%) 18.04K
Increased by +5.51%
Jun 30, 25
6 Wasatch Advisors Inc. 295.51K (3.98%) 5.22K
Increased by +1.77%
Sep 30, 23
7 American Century Companies Inc 287.59K (3.87%) 272.90K
Increased by +94.89%
Mar 31, 25
8 State Street Corporation 287.01K (3.87%) -3.55K
Decreased by -1.24%
Mar 31, 24
9 State Street Corp 283.39K (3.82%) -12.91K
Decreased by -4.55%
Mar 31, 25
10 Renaissance Technologies Corp 259.66K (3.50%) -19.50K
Decreased by -7.51%
Mar 31, 25
11 BTIM Corp 255.38K (3.44%) 41.23K
Increased by +16.14%
Jun 30, 25
12 Geode Capital Management, LLC 180.17K (2.43%) 7.22K
Increased by +4.01%
Mar 31, 25
13 Amvescap Plc. 178.17K (2.40%) 3.31K
Increased by +1.86%
Mar 31, 25
14 T. Rowe Price Associates, Inc. 174.98K (2.36%) -3.43K
Decreased by -1.96%
Mar 31, 25
15 Dimensional Fund Advisors, Inc. 168.82K (2.27%) -10.90K
Decreased by -6.46%
Mar 31, 25
16 Swedbank AB 160.00K (2.15%) 25.00K
Increased by +15.63%
Jun 30, 25
17 Brown Capital Management, LLC 153.32K (2.06%) 76.85K
Increased by +50.13%
Mar 31, 25
18 AltraVue Capital, LLC 146.28K (1.97%) -14.84K
Decreased by -10.15%
Mar 31, 25
19 Morgan Stanley - Brokerage Accounts 138.93K (1.87%) -11.97K
Decreased by -8.62%
Mar 31, 25
20 Massachusetts Financial Services Company 132.57K (1.79%) 29.00K
Increased by +21.87%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 438.15K (5.90%) 0.00
Increased by 0.00%
Jul 30, 25
2 Vanguard Total Stock Mkt Idx Inv 235.16K (3.17%) 960.00
Increased by +0.41%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 229.47K (3.09%) 220.00
Increased by +0.10%
Sep 30, 24
4 Neuberger Berman Genesis Inv 215.28K (2.90%) -8.24K
Decreased by -3.83%
Jun 30, 25
5 American Century Small Cap Growth Inv 204.70K (2.76%) 20.39K
Increased by +9.96%
Jun 30, 25
6 American Century U.S. Small Cap Growth 204.70K (2.76%) 20.39K
Increased by +9.96%
Jun 30, 25
7 iShares Russell 2000 ETF 180.07K (2.43%) -2.91K
Decreased by -1.62%
Jul 30, 25
8 Wasatch Small Cap Growth Investor 173.48K (2.34%) -2.39K
Decreased by -1.38%
Jun 30, 25
9 Swedbank Robur Small Cap USA A 150.00K (2.02%) 0.00
Increased by 0.00%
Jun 30, 25
10 Congress Small Cap Growth Institutional 140.00K (1.89%) 0.00
Increased by 0.00%
Jun 30, 25
11 T. Rowe Price Integrated US Sm Gr Eq 128.82K (1.73%) 0.00
Increased by 0.00%
Jun 30, 25
12 T. Rowe Price Integrated US SmCapGrEq 128.82K (1.73%) 0.00
Increased by 0.00%
Jun 30, 25
13 Wasatch Small Cap Value 120.41K (1.62%) 0.00
Increased by 0.00%
Jun 30, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 113.08K (1.52%) -1.76K
Decreased by -1.55%
Jun 30, 25
15 Boston Trust Walden Small Cap 111.65K (1.50%) 140.00
Increased by +0.13%
Jun 30, 25
16 MFS New Discovery I 106.08K (1.43%) 4.27K
Increased by +4.03%
Jun 30, 25
17 Putnam Small Cap Growth A 105.24K (1.42%) 1.04K
Increased by +0.99%
Jun 30, 25
18 Putnam US Small Cap Growth Equity 105.24K (1.42%) -8.66K
Decreased by -8.23%
Jun 30, 25
19 Putnam US Small Cap Growth Managed Acct 105.24K (1.42%) -8.66K
Decreased by -8.23%
Jun 30, 25
20 Congress Asset Mgt Small Cap Growth 105.00K (1.41%) 104.73K
Increased by +99.74%
Jun 30, 24