Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TMFS 2.89%
2 CSMD 2.07%
3 XHE 1.78%
4 GRPZ 1.23%
5 PSCH 0.95%
6 PTH 0.91%
7 ALIL 0.89%
8 RZG 0.82%
9 SAWS 0.82%
10 DWAS 0.80%
11 MGMT 0.69%
12 TFPN 0.64%
13 ROSC 0.58%
14 CAFG 0.55%
15 AFSM 0.52%
16 JSML 0.50%
17 IWC 0.48%
18 SIXL 0.45%
19 FYC 0.44%
20 EHLS 0.42%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 1.07M (14.44%) -14.16K
Decreased by -1.32%
Jun 30, 25
2 Wasatch Advisors LP 650.96K (8.76%) 8.77K
Increased by +1.35%
Jun 30, 25
3 Vanguard Group Inc 524.04K (7.06%) 1.89K
Increased by +0.36%
Jun 30, 25
4 Neuberger Berman Group LLC 335.93K (4.52%) -9.31K
Decreased by -2.77%
Jun 30, 25
5 Congress Asset Management Company, LLP 327.43K (4.41%) 18.04K
Increased by +5.51%
Jun 30, 25
6 American Century Companies Inc 325.05K (4.38%) 37.46K
Increased by +11.52%
Jun 30, 25
7 Wasatch Advisors Inc. 295.51K (3.98%) 5.22K
Increased by +1.77%
Sep 30, 23
8 State Street Corporation 287.01K (3.86%) -3.55K
Decreased by -1.24%
Mar 31, 24
9 State Street Corp 283.32K (3.81%) -69.00
Decreased by -0.02%
Jun 30, 25
10 BTIM Corp 255.38K (3.44%) 41.23K
Increased by +16.14%
Jun 30, 25
11 Renaissance Technologies Corp 233.26K (3.14%) -26.40K
Decreased by -11.32%
Jun 30, 25
12 Geode Capital Management, LLC 186.09K (2.51%) 5.92K
Increased by +3.18%
Jun 30, 25
13 T. Rowe Price Associates, Inc. 176.98K (2.38%) 2.00K
Increased by +1.13%
Jun 30, 25
14 Amvescap Plc. 175.92K (2.37%) -2.25K
Decreased by -1.28%
Jun 30, 25
15 Brown Capital Management, LLC 170.81K (2.30%) 17.49K
Increased by +10.24%
Jun 30, 25
16 Franklin Resources Inc 169.88K (2.29%) 38.32K
Increased by +22.56%
Jun 30, 25
17 Dimensional Fund Advisors, Inc. 168.81K (2.27%) -13.00
Decreased by -0.01%
Jun 30, 25
18 Massachusetts Financial Services Company 161.75K (2.18%) 29.18K
Increased by +18.04%
Jun 30, 25
19 Swedbank AB 160.00K (2.15%) 25.00K
Increased by +15.63%
Jun 30, 25
20 AltraVue Capital, LLC 150.68K (2.03%) 4.40K
Increased by +2.92%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 436.51K (5.88%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard Total Stock Mkt Idx Inv 230.24K (3.10%) -4.92K
Decreased by -2.14%
Jul 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 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 180.58K (2.43%) 0.00
Increased by 0.00%
Aug 31, 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%
Jul 31, 25
10 Congress Small Cap Growth Institutional 140.00K (1.88%) 0.00
Increased by 0.00%
Jul 31, 25
11 T. Rowe Price Integrated US Sm Gr Eq 128.82K (1.73%) 0.00
Increased by 0.00%
Jul 31, 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 Boston Trust Walden Small Cap 111.40K (1.50%) -250.00
Decreased by -0.22%
Jul 31, 25
15 MFS New Discovery I 106.08K (1.43%) 0.00
Increased by 0.00%
Jul 31, 25
16 Putnam US Small Cap Growth Equity 105.24K (1.42%) -8.66K
Decreased by -8.23%
Jun 30, 25
17 Putnam US Small Cap Growth Managed Acct 105.24K (1.42%) -8.66K
Decreased by -8.23%
Jun 30, 25
18 Congress Asset Mgt Small Cap Growth 105.00K (1.41%) 104.73K
Increased by +99.74%
Jun 30, 24
19 Putnam Small Cap Growth A 103.64K (1.40%) -1.60K
Decreased by -1.54%
Jul 31, 25
20 Old Westbury Small & Mid Cap Strategies 85.88K (1.16%) 12.88K
Increased by +15.00%
Jan 31, 25