Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CSMD 2.03%
2 XHE 2.02%
3 PSCH 1.27%
4 GRPZ 1.22%
5 RZG 1.17%
6 JSML 1.14%
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 IWC 0.48%
15 SIXL 0.45%
16 FYC 0.43%
17 EHLS 0.42%
18 JSMD 0.42%
19 CSML 0.33%
20 XSMO 0.32%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 1.11M (14.97%) 19.91K
Increased by +1.79%
Dec 31, 24
2 Wasatch Advisors LP 576.69K (7.77%) 156.14K
Increased by +27.08%
Dec 31, 24
3 Vanguard Group Inc 557.48K (7.51%) 17.36K
Increased by +3.11%
Dec 31, 24
4 Neuberger Berman Group LLC 442.93K (5.97%) -102.08K
Decreased by -23.05%
Dec 31, 24
5 Congress Asset Management Company, LLP 309.39K (4.17%) 28.07K
Increased by +9.07%
Mar 31, 25
6 State Street Corp 296.30K (3.99%) 12.84K
Increased by +4.33%
Dec 31, 24
7 Wasatch Advisors Inc. 295.51K (3.98%) 5.22K
Increased by +1.77%
Sep 30, 23
8 State Street Corporation 287.01K (3.87%) -3.55K
Decreased by -1.24%
Mar 31, 24
9 Renaissance Technologies Corp 279.16K (3.76%) -261.00
Decreased by -0.09%
Dec 31, 24
10 BTIM Corp 214.15K (2.88%) 106.20K
Increased by +49.59%
Mar 31, 25
11 Dimensional Fund Advisors, Inc. 179.72K (2.42%) -2.09K
Decreased by -1.16%
Dec 31, 24
12 T. Rowe Price Associates, Inc. 178.41K (2.40%) 63.90K
Increased by +35.82%
Dec 31, 24
13 Amvescap Plc. 174.86K (2.35%) -38.68K
Decreased by -22.12%
Dec 31, 24
14 Geode Capital Management, LLC 172.96K (2.33%) -41.00
Decreased by -0.02%
Dec 31, 24
15 AltraVue Capital, LLC 161.12K (2.17%) 0.00
Increased by 0.00%
Dec 31, 24
16 Morgan Stanley - Brokerage Accounts 150.89K (2.03%) 11.47K
Increased by +7.60%
Dec 31, 24
17 Franklin Resources Inc 136.34K (1.84%) 44.29K
Increased by +32.49%
Dec 31, 24
18 Massachusetts Financial Services Company 132.57K (1.79%) 29.00K
Increased by +21.87%
Mar 31, 25
19 Bessemer Group Inc 129.21K (1.74%) 23.38K
Increased by +18.09%
Dec 31, 24
20 Annex Advisory Services, LLC 105.29K (1.42%) 43.48K
Increased by +41.30%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 442.92K (5.97%) -420.00
Decreased by -0.09%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 230.39K (3.10%) 783.00
Increased by +0.34%
Mar 31, 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 223.52K (3.01%) -64.55K
Decreased by -28.88%
Mar 31, 25
5 American Century Small Cap Growth Inv 184.30K (2.48%) 184.30K
Increased by +100.00%
Mar 31, 25
6 American Century U.S. Small Cap Growth 184.30K (2.48%) 184.30K
Increased by +100.00%
Mar 31, 25
7 iShares Russell 2000 ETF 179.04K (2.41%) -1.44K
Decreased by -0.80%
Apr 29, 25
8 Wasatch Small Cap Growth Investor 175.88K (2.37%) 20.14K
Increased by +11.45%
Mar 31, 25
9 Congress Small Cap Growth Institutional 140.00K (1.89%) 10.00K
Increased by +7.14%
Mar 31, 25
10 T. Rowe Price Integrated US Sm Gr Eq 128.82K (1.73%) 0.00
Increased by 0.00%
Mar 31, 25
11 T. Rowe Price Integrated US SmCapGrEq 128.82K (1.73%) -128.82K
Decreased by -100.00%
Mar 31, 25
12 Swedbank Robur Small Cap USA A 125.00K (1.68%) 45.00K
Increased by +36.00%
Mar 31, 25
13 Wasatch Small Cap Value 120.41K (1.62%) 11.17K
Increased by +9.28%
Mar 31, 25
14 Putnam Small Cap Growth A 113.90K (1.53%) -10.00K
Decreased by -8.78%
Mar 31, 25
15 Putnam US Small Cap Growth Equity 113.90K (1.53%) -8.00K
Decreased by -7.02%
Mar 31, 25
16 Putnam US Small Cap Growth Managed Acct 113.90K (1.53%) -8.00K
Decreased by -7.02%
Mar 31, 25
17 Vanguard Institutional Extnd Mkt Idx Tr 113.90K (1.53%) 2.70K
Increased by +2.37%
Mar 31, 25
18 Congress Asset Mgt Small Cap Growth 105.00K (1.41%) 104.73K
Increased by +99.74%
Jun 30, 24
19 Boston Trust Walden Small Cap 94.71K (1.28%) 21.21K
Increased by +22.39%
Mar 31, 25
20 Old Westbury Small & Mid Cap Strategies 85.88K (1.16%) 12.88K
Increased by +15.00%
Jan 31, 25