Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TINY 2.78%
2 PSI 2.36%
3 PTF 1.48%
4 FSCC 1.04%
5 PSCT 0.73%
6 SMIZ 0.61%
7 ETHO 0.60%
8 RZG 0.56%
9 QQQS 0.50%
10 XSMO 0.29%
11 VIOG 0.28%
12 OASC 0.28%
13 CLMA 0.26%
14 DWAS 0.25%
15 SLYG 0.23%
16 ISMD 0.20%
17 USVM 0.20%
18 CSML 0.20%
19 VIOV 0.19%
20 IJS 0.18%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.16M (15.59%) -90.29K
Decreased by -0.99%
Mar 31, 25
2 Vanguard Group Inc 7.45M (12.70%) -22.44K
Decreased by -0.30%
Mar 31, 25
3 Neuberger Berman Group LLC 3.30M (5.61%) -155.45K
Decreased by -4.72%
Mar 31, 25
4 Wasatch Advisors LP 3.24M (5.52%) 445.98K
Increased by +13.77%
Mar 31, 25
5 Manufacturers Life Insurance Co 2.93M (4.99%) 182.14K
Increased by +6.22%
Mar 31, 25
6 Wasatch Advisors Inc. 2.59M (4.41%) -282.26K
Decreased by -10.89%
Sep 30, 23
7 Paradigm Capital Management, Inc. 2.38M (4.05%) 397.20K
Increased by +16.69%
Mar 31, 25
8 Dimensional Fund Advisors, Inc. 2.37M (4.03%) 125.52K
Increased by +5.30%
Mar 31, 25
9 State Street Corp 2.17M (3.69%) -42.49K
Decreased by -1.96%
Mar 31, 25
10 Amvescap Plc. 2.04M (3.47%) 178.98K
Increased by +8.78%
Jun 30, 24
11 State Street Corporation 2.02M (3.45%) 34.04K
Increased by +1.68%
Mar 31, 24
12 Channing Capital Management, LLC 1.87M (3.18%) -38.77K
Decreased by -2.07%
Dec 31, 24
13 Driehaus Capital Management LLC 1.46M (2.48%) 793.43K
Increased by +54.41%
Jun 30, 24
14 Geode Capital Management, LLC 1.37M (2.33%) 29.75K
Increased by +2.17%
Mar 31, 25
15 Westfield Capital Management Company, LP 1.18M (2.00%) 319.45K
Increased by +27.17%
Sep 30, 24
16 FMR Inc 1.17M (1.99%) -377.64K
Decreased by -32.24%
Dec 31, 24
17 Wealthfront Advisers LLC 1.11M (1.89%) 1.11M
Increased by +100.00%
Dec 31, 24
18 Fisher Asset Management, LLC 1.08M (1.83%) -30.28K
Decreased by -2.81%
Mar 31, 25
19 Westfield Capital Management Company, L.P. 1.06M (1.80%) -520.74K
Decreased by -49.15%
Mar 31, 25
20 Morgan Stanley - Brokerage Accounts 852.77K (1.45%) 121.42K
Increased by +14.24%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.58M (6.09%) 0.00
Increased by 0.00%
Jul 30, 25
2 Invesco Global Multi Cap Growth 2.67M (4.54%) -333.42K
Decreased by -12.50%
Dec 31, 23
3 Invesco Global Opportunities A 2.67M (4.54%) 0.00
Increased by 0.00%
Dec 31, 23
4 Vanguard Total Stock Mkt Idx Inv 1.87M (3.19%) 0.00
Increased by 0.00%
Jun 30, 25
5 Vanguard US Total Market Shares ETF 1.79M (3.05%) 1.78K
Increased by +0.10%
Sep 30, 24
6 Vanguard Small Cap Index 1.42M (2.42%) -36.16K
Decreased by -2.54%
Jun 30, 25
7 Vanguard Information Technology ETF 1.37M (2.33%) 100.00
Increased by +0.01%
Jun 30, 25
8 iShares Russell 2000 ETF 1.36M (2.31%) -21.93K
Decreased by -1.62%
Jul 30, 25
9 JHancock Small Cap Core NAV 1.27M (2.16%) 0.00
Increased by 0.00%
May 31, 25
10 Neuberger Berman Intrinsic Value I 974.74K (1.66%) 0.00
Increased by 0.00%
Jun 30, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 930.37K (1.58%) 27.22K
Increased by +2.93%
Jun 30, 25
12 Fidelity Small Cap Growth 809.00K (1.38%) 0.00
Increased by 0.00%
Jan 31, 25
13 Vanguard Small Cap Growth Index Inv 804.46K (1.37%) -2.37K
Decreased by -0.29%
Jun 30, 25
14 Wasatch Small Cap Value 801.51K (1.37%) -76.36K
Decreased by -9.53%
Jun 30, 25
15 Westwood Mgt SmallCap Value 731.09K (1.25%) 98.19K
Increased by +13.43%
Jun 30, 25
16 Westwood Quality SmallCap Fund Inst 731.09K (1.25%) 98.19K
Increased by +13.43%
Jun 30, 25
17 T. Rowe Price Integrated US SmCapGrEq 682.30K (1.16%) 341.15K
Increased by +50.00%
Dec 31, 24
18 Neumeier Poma Small Cap Value 625.08K (1.06%) -419.09K
Decreased by -67.05%
Sep 30, 24
19 Federated Hermes MDT SCC Institutional 586.48K (1.00%) 450.13K
Increased by +76.75%
Jun 30, 25
20 Federated Hermes MDT Small Cap Core IS 586.48K (1.00%) 450.13K
Increased by +76.75%
Jun 30, 25