Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMMV 0.13%
2 IWN 0.06%
3 IWO 0.04%
4 SMLF 0.03%
5 JKL 0.03%
6 IWM 0.03%
7 ISCV 0.03%
8 ISCG 0.03%
9 JKK 0.03%
10 ISCB 0.01%
11 JKJ 0.01%
12 WSML 0.01%
13 ITOT 0.00%
14 IWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 JPMorgan Chase & Co 8.20M (11.90%) -135.39K
Decreased by -1.65%
Jun 30, 25
2 Vanguard Group Inc 7.94M (11.53%) 501.10K
Increased by +6.31%
Jun 30, 25
3 Ameriprise Financial Inc 6.09M (8.84%) 413.49K
Increased by +6.80%
Jun 30, 25
4 BlackRock Inc 5.60M (8.13%) 353.49K
Increased by +6.31%
Jun 30, 25
5 Millennium Management LLC 4.40M (6.39%) 3.39M
Increased by +77.09%
Jun 30, 25
6 Neuberger Berman Group LLC 4.18M (6.07%) 112.21K
Increased by +2.68%
Dec 31, 24
7 Champlain Investment Partners, LLC 3.78M (5.49%) -241.27K
Decreased by -6.39%
Jun 30, 25
8 BAMCO Inc 3.25M (4.72%) 0.00
Increased by 0.00%
Mar 31, 25
9 Balyasny Asset Management LLC 2.95M (4.28%) 875.85K
Increased by +29.72%
Jun 30, 25
10 Copeland Capital Management, LLC 2.83M (4.10%) -209.05K
Decreased by -7.39%
Jun 30, 25
11 Dimensional Fund Advisors, Inc. 2.01M (2.92%) 234.15K
Increased by +11.63%
Jun 30, 25
12 Jennison Associates LLC 2.00M (2.91%) 483.91K
Increased by +24.14%
Jun 30, 25
13 State Street Corp 1.75M (2.55%) 51.59K
Increased by +2.94%
Jun 30, 25
14 Geode Capital Management, LLC 1.73M (2.51%) 117.01K
Increased by +6.76%
Jun 30, 25
15 Citadel Advisors Llc 1.72M (2.49%) 927.27K
Increased by +54.02%
Jun 30, 25
16 State Street Corporation 1.59M (2.31%) 8.19K
Increased by +0.51%
Mar 31, 24
17 DF Dent & Co Inc 1.59M (2.31%) 466.42K
Increased by +29.31%
Jun 30, 25
18 GW&K Investment Management, LLC 1.59M (2.30%) 53.16K
Increased by +3.35%
Jun 30, 25
19 Victory Capital Management Inc. 1.51M (2.19%) 36.42K
Increased by +2.41%
Dec 31, 24
20 T. Rowe Price Investment Management,Inc. 1.42M (2.06%) -66.82K
Decreased by -4.70%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Baron Opp. Small Cap Growth Strategy 3.25M (4.72%) 0.00
Increased by 0.00%
Mar 31, 25
2 Baron Small Cap Retail 3.25M (4.72%) 0.00
Increased by 0.00%
Mar 31, 25
3 JPMorgan Small Cap Equity A 3.24M (4.71%) 57.65K
Increased by +1.78%
Jul 31, 25
4 JPM Small Cap Equity-MA 3.19M (4.63%) 60.34K
Increased by +1.89%
Jun 30, 25
5 JPM US Small Cap Core-Composite 3.19M (4.63%) 60.34K
Increased by +1.89%
Jun 30, 25
6 CT (Lux) American Smaller Com 9U USD 2.63M (3.82%) -15.92K
Decreased by -0.60%
Jul 31, 25
7 Neuberger Berman Genesis Inv 2.57M (3.73%) 0.00
Increased by 0.00%
Dec 31, 24
8 Vanguard US Total Market Shares ETF 2.19M (3.17%) 0.00
Increased by 0.00%
Sep 30, 24
9 Vanguard Total Stock Mkt Idx Inv 2.15M (3.12%) -47.59K
Decreased by -2.22%
Jul 31, 25
10 Champlain Small Company Fund, LLC 1.94M (2.82%) -6.10K
Decreased by -0.31%
Aug 31, 25
11 iShares Russell 2000 ETF 1.74M (2.52%) 0.00
Increased by 0.00%
Aug 31, 25
12 Vanguard Small Cap Index 1.67M (2.43%) -10.97K
Decreased by -0.66%
Jul 31, 25
13 T. Rowe Price US Small-Cap Core Equity 1.66M (2.42%) -41.13K
Decreased by -2.47%
Dec 31, 24
14 T. Rowe Price Small-Cap Stock 1.66M (2.42%) -1.25K
Decreased by -0.07%
Jan 31, 25
15 CT American Smaller Coms(US) InstAccGBP 1.59M (2.32%) 10.66K
Increased by +0.67%
Jul 31, 25
16 JPMorgan Small Cap Growth A 1.52M (2.21%) -16.40K
Decreased by -1.08%
Jul 31, 25
17 CT (Lux) Glb Smlr Coms IU 1.43M (2.07%) 371.58K
Increased by +26.01%
Apr 30, 25
18 DF Dent Mid Cap Growth 1.24M (1.80%) -15.44K
Decreased by -1.25%
Jun 30, 24
19 DF Dent Small Cap Growth 1.24M (1.79%) -5.28K
Decreased by -0.43%
Aug 31, 25
20 Champlain Small Company Adv 1.24M (1.79%) -160.00K
Decreased by -12.96%
Jun 30, 25