Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TINY 3.04%
2 PSI 2.36%
3 PTF 1.48%
4 FSCC 0.99%
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 IJS 0.19%
20 VIOV 0.18%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.16M (16.10%) -90.29K
Decreased by -0.99%
Mar 31, 25
2 Vanguard Group Inc 7.45M (13.11%) -22.44K
Decreased by -0.30%
Mar 31, 25
3 Neuberger Berman Group LLC 3.30M (5.79%) -155.45K
Decreased by -4.72%
Mar 31, 25
4 Wasatch Advisors LP 3.24M (5.69%) 445.98K
Increased by +13.77%
Mar 31, 25
5 Manufacturers Life Insurance Co 2.93M (5.15%) 182.14K
Increased by +6.22%
Mar 31, 25
6 Wasatch Advisors Inc. 2.59M (4.56%) -282.26K
Decreased by -10.89%
Sep 30, 23
7 Paradigm Capital Management, Inc. 2.38M (4.18%) 397.20K
Increased by +16.69%
Mar 31, 25
8 Dimensional Fund Advisors, Inc. 2.37M (4.16%) 125.52K
Increased by +5.30%
Mar 31, 25
9 State Street Corp 2.17M (3.81%) -42.49K
Decreased by -1.96%
Mar 31, 25
10 Amvescap Plc. 2.04M (3.58%) 178.98K
Increased by +8.78%
Jun 30, 24
11 State Street Corporation 2.02M (3.56%) 34.04K
Increased by +1.68%
Mar 31, 24
12 Channing Capital Management, LLC 1.87M (3.29%) -38.77K
Decreased by -2.07%
Dec 31, 24
13 Driehaus Capital Management LLC 1.46M (2.56%) 793.43K
Increased by +54.41%
Jun 30, 24
14 Geode Capital Management, LLC 1.37M (2.41%) 29.75K
Increased by +2.17%
Mar 31, 25
15 Westfield Capital Management Company, LP 1.18M (2.07%) 319.45K
Increased by +27.17%
Sep 30, 24
16 FMR Inc 1.17M (2.06%) -377.64K
Decreased by -32.24%
Dec 31, 24
17 Wealthfront Advisers LLC 1.11M (1.95%) 1.11M
Increased by +100.00%
Dec 31, 24
18 Fisher Asset Management, LLC 1.08M (1.89%) -30.28K
Decreased by -2.81%
Mar 31, 25
19 Westfield Capital Management Company, L.P. 1.06M (1.86%) -520.74K
Decreased by -49.15%
Mar 31, 25
20 Morgan Stanley - Brokerage Accounts 852.77K (1.50%) 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 3.51M (6.17%) -3.58K
Decreased by -0.10%
Apr 30, 25
2 Invesco Global Multi Cap Growth 2.67M (4.69%) -333.42K
Decreased by -12.50%
Dec 31, 23
3 Invesco Global Opportunities A 2.67M (4.69%) 0.00
Increased by 0.00%
Dec 31, 23
4 Vanguard Total Stock Mkt Idx Inv 1.87M (3.29%) 97.18K
Increased by +5.19%
Apr 30, 25
5 Vanguard US Total Market Shares ETF 1.79M (3.15%) 1.78K
Increased by +0.10%
Sep 30, 24
6 Vanguard Small Cap Index 1.45M (2.56%) 10.34K
Increased by +0.71%
Apr 30, 25
7 iShares Russell 2000 ETF 1.36M (2.39%) 230.00
Increased by +0.02%
Apr 30, 25
8 Vanguard Information Technology ETF 1.35M (2.38%) 8.92K
Increased by +0.66%
Apr 30, 25
9 JHancock Small Cap Core NAV 1.15M (2.03%) 73.84K
Increased by +6.40%
Mar 31, 25
10 Neuberger Berman Intrinsic Value I 975.78K (1.72%) -50.20K
Decreased by -5.14%
Apr 30, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 883.65K (1.55%) 1.06K
Increased by +0.12%
Apr 30, 25
12 Wasatch Small Cap Value 877.87K (1.54%) 137.81K
Increased by +15.70%
Mar 31, 25
13 Fidelity Small Cap Growth 809.00K (1.42%) 0.00
Increased by 0.00%
Jan 31, 25
14 Vanguard Small Cap Growth Index Inv 807.89K (1.42%) -608.00
Decreased by -0.08%
Apr 30, 25
15 T. Rowe Price Integrated US SmCapGrEq 682.30K (1.20%) 341.15K
Increased by +50.00%
Dec 31, 24
16 Westwood Mgt SmallCap Value 632.90K (1.11%) 0.00
Increased by 0.00%
Mar 31, 25
17 Westwood Quality SmallCap Fund Inst 632.90K (1.11%) 0.00
Increased by 0.00%
Mar 31, 25
18 Neumeier Poma Small Cap Value 625.08K (1.10%) -419.09K
Decreased by -67.05%
Sep 30, 24
19 Invesco Semiconductors ETF 570.65K (1.00%) 0.00
Increased by 0.00%
Aug 31, 24
20 iShares S&P Small-Cap 600 Value ETF 570.30K (1.00%) 534.00
Increased by +0.09%
Apr 30, 25