Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMLL 2.54%
2 PSCI 2.09%
3 GVIP 1.80%
4 NETZ 1.11%
5 FTXR 0.61%
6 OASC 0.57%
7 JSMD 0.57%
8 QMID 0.57%
9 WTV 0.54%
10 OCEN 0.50%
11 VIOG 0.50%
12 IJT 0.48%
13 VNMC 0.48%
14 SLYG 0.46%
15 PDP 0.45%
16 FXR 0.44%
17 TMSL 0.44%
18 IJR 0.40%
19 SPSM 0.39%
20 VIOO 0.38%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 21.89M (12.35%) 13.61M
Increased by +62.17%
Mar 31, 25
2 Vanguard Group Inc 18.34M (10.35%) 1.92M
Increased by +10.50%
Mar 31, 25
3 Franklin Resources Inc 10.76M (6.07%) 446.36K
Increased by +4.15%
Mar 31, 25
4 JPMorgan Chase & Co 8.47M (4.78%) 403.05K
Increased by +4.76%
Mar 31, 25
5 Boston Partners Global Investors, Inc 8.18M (4.61%) 2.36M
Increased by +28.85%
Sep 30, 24
6 ClearBridge Advisors, LLC 7.66M (4.32%) 273.63K
Increased by +3.57%
Mar 31, 25
7 State Street Corp 5.94M (3.35%) 2.64M
Increased by +44.40%
Mar 31, 25
8 Capital Research & Mgmt Co - Division 3 5.31M (3.00%) 6.17K
Increased by +0.12%
Mar 31, 25
9 William Blair Investment Management, LLC 5.28M (2.98%) -273.32K
Decreased by -5.17%
Mar 31, 25
10 Baillie Gifford & Co Limited. 5.23M (2.95%) 5.23M
Increased by +100.00%
Mar 31, 25
11 FMR Inc 5.12M (2.89%) -431.43K
Decreased by -8.42%
Mar 31, 25
12 Citadel Advisors Llc 4.76M (2.69%) 3.54M
Increased by +74.27%
Sep 30, 23
13 Ameriprise Financial Inc 4.25M (2.39%) -586.91K
Decreased by -13.82%
Mar 31, 25
14 Turtle Creek Asset Management Inc. 4.16M (2.35%) 562.59K
Increased by +13.53%
Mar 31, 25
15 Cooperman Leon G 4.03M (2.27%) 0.00
Increased by 0.00%
Mar 31, 25
16 Capital Research Global Investors 3.91M (2.20%) 2.06M
Increased by +52.84%
Mar 31, 24
17 Bessemer Group Inc 3.69M (2.08%) -926.74K
Decreased by -25.14%
Dec 31, 24
18 Dimensional Fund Advisors, Inc. 3.36M (1.89%) 436.22K
Increased by +13.00%
Mar 31, 25
19 Swedbank AB 3.32M (1.88%) 98.00K
Increased by +2.95%
Dec 31, 24
20 Capital World Investors 3.29M (1.86%) -553.93K
Decreased by -16.83%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 11.21M (6.32%) -9.67K
Decreased by -0.09%
Apr 30, 25
2 T. Rowe Price New Horizons 6.24M (3.52%) -19.65K
Decreased by -0.32%
Sep 30, 24
3 US Small-Cap Growth II Equity Comp 6.24M (3.52%) 91.33K
Increased by +1.46%
Sep 30, 24
4 Vanguard US Total Market Shares ETF 5.74M (3.24%) 4.42K
Increased by +0.08%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 5.60M (3.16%) 44.70K
Increased by +0.80%
Apr 30, 25
6 Vanguard Small Cap Index 4.38M (2.47%) 25.25K
Increased by +0.58%
Apr 30, 25
7 Franklin Small Cap Value A 3.33M (1.88%) 154.09K
Increased by +4.62%
Apr 30, 25
8 American Funds Growth Fund of Amer A 3.03M (1.71%) -5.06K
Decreased by -0.17%
Mar 31, 25
9 Capital Group Growth Fnd of Amer Comp 3.03M (1.71%) -5.06K
Decreased by -0.17%
Mar 31, 25
10 Franklin Small Cap Value SMA Composite 2.98M (1.68%) 1.45M
Increased by +48.52%
Dec 31, 24
11 Franklin US Small Cap Value Equity 2.98M (1.68%) 1.45M
Increased by +48.52%
Dec 31, 24
12 Franklin Mutual Shares Z 2.93M (1.65%) 0.00
Increased by 0.00%
Mar 31, 25
13 JHancock Disciplined Value I 2.92M (1.65%) 0.00
Increased by 0.00%
Oct 31, 24
14 Vanguard Institutional Extnd Mkt Idx Tr 2.85M (1.61%) 15.04K
Increased by +0.53%
Apr 30, 25
15 JPM Small Cap Equity-MA 2.80M (1.58%) -38.66K
Decreased by -1.38%
Mar 31, 25
16 JPM US Small Cap Core-Composite 2.80M (1.58%) -38.66K
Decreased by -1.38%
Mar 31, 25
17 JPMorgan Small Cap Equity A 2.80M (1.58%) 0.00
Increased by 0.00%
Mar 31, 25
18 T. Rowe Price US Mid-Cap Value Equity 2.72M (1.53%) 622.70K
Increased by +22.92%
Dec 31, 24
19 Swedbank Robur Globalfond A 2.55M (1.44%) 0.00
Increased by 0.00%
Feb 28, 25
20 Vanguard Small Cap Growth Index Inv 2.44M (1.38%) -1.84K
Decreased by -0.08%
Apr 30, 25