Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XHE 2.00%
2 CSMD 1.94%
3 PSCH 1.22%
4 GRPZ 1.17%
5 RZG 1.11%
6 PTH 0.91%
7 SAWS 0.82%
8 DWAS 0.80%
9 MGMT 0.69%
10 TFPN 0.64%
11 ROSC 0.58%
12 AFSM 0.52%
13 JSML 0.50%
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 QSML 0.31%

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 309.39K (4.17%) 28.07K
Increased by +9.07%
Mar 31, 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 214.15K (2.88%) 106.20K
Increased by +49.59%
Mar 31, 25
12 Geode Capital Management, LLC 180.17K (2.43%) 7.22K
Increased by +4.01%
Mar 31, 25
13 T. Rowe Price Associates, Inc. 174.98K (2.36%) -3.43K
Decreased by -1.96%
Mar 31, 25
14 Amvescap Plc. 174.86K (2.36%) -38.68K
Decreased by -22.12%
Dec 31, 24
15 Dimensional Fund Advisors, Inc. 168.82K (2.27%) -10.90K
Decreased by -6.46%
Mar 31, 25
16 Brown Capital Management, LLC 153.32K (2.07%) 76.85K
Increased by +50.13%
Mar 31, 25
17 AltraVue Capital, LLC 146.28K (1.97%) -14.84K
Decreased by -10.15%
Mar 31, 25
18 Morgan Stanley - Brokerage Accounts 138.93K (1.87%) -11.97K
Decreased by -8.62%
Mar 31, 25
19 Massachusetts Financial Services Company 132.57K (1.79%) 29.00K
Increased by +21.87%
Mar 31, 25
20 Franklin Resources Inc 131.56K (1.77%) -4.79K
Decreased by -3.64%
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 234.19K (3.15%) 3.80K
Increased by +1.62%
Apr 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 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 179.07K (2.41%) 30.00
Increased by +0.02%
Apr 30, 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%) 0.00
Increased by 0.00%
Apr 30, 25
10 T. Rowe Price Integrated US Sm Gr Eq 128.82K (1.74%) 0.00
Increased by 0.00%
Mar 31, 25
11 T. Rowe Price Integrated US SmCapGrEq 128.82K (1.74%) -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 Vanguard Institutional Extnd Mkt Idx Tr 114.04K (1.54%) 140.00
Increased by +0.12%
Apr 30, 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 Boston Trust Walden Small Cap 112.60K (1.52%) 17.88K
Increased by +15.88%
Apr 30, 25
18 Putnam Small Cap Growth A 107.50K (1.45%) -6.40K
Decreased by -5.95%
Apr 30, 25
19 Congress Asset Mgt Small Cap Growth 105.00K (1.41%) 104.73K
Increased by +99.74%
Jun 30, 24
20 Old Westbury Small & Mid Cap Strategies 85.88K (1.16%) 12.88K
Increased by +15.00%
Jan 31, 25