Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 6.07%
2 BCUS 2.79%
3 AMID 2.26%
4 ALIL 2.08%
5 CCFE 1.75%
6 JSML 1.72%
7 PRN 1.68%
8 SAWS 1.12%
9 DWAS 0.86%
10 FYC 0.54%
11 OMFS 0.41%
12 QSML 0.39%
13 PSC 0.33%
14 SMLV 0.32%
15 AFSM 0.31%
16 JSMD 0.30%
17 BBSC 0.24%
18 TPSC 0.23%
19 ISMD 0.21%
20 CSML 0.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.08M (11.28%) 429.23K
Increased by +8.45%
Jun 30, 25
2 BlackRock Inc 3.79M (8.41%) 220.66K
Increased by +5.82%
Jun 30, 25
3 Morgan Stanley - Brokerage Accounts 3.25M (7.21%) 129.67K
Increased by +3.99%
Jun 30, 25
4 Capital Research Global Investors 2.99M (6.63%) 279.86K
Increased by +9.37%
Jun 30, 25
5 Burgundy Asset Management Ltd 2.32M (5.15%) 100.93K
Increased by +4.35%
Jun 30, 25
6 FMR Inc 1.86M (4.13%) 824.93K
Increased by +44.33%
Jun 30, 25
7 P2 Capital Partners, LLC 1.81M (4.01%) -110.75K
Decreased by -6.13%
Jun 30, 25
8 Capital World Investors 1.61M (3.57%) 367.02K
Increased by +22.82%
Jun 30, 25
9 Geode Capital Management, LLC 1.22M (2.72%) 96.50K
Increased by +7.88%
Jun 30, 25
10 State Street Corp 1.21M (2.69%) 53.10K
Increased by +4.39%
Jun 30, 25
11 Select Equity Group LP 1.13M (2.51%) -131.10K
Decreased by -11.60%
Jun 30, 24
12 BloombergSan Investment Partners 1.12M (2.48%) 96.98K
Increased by +8.66%
Jun 30, 25
13 State Street Corporation 1.08M (2.39%) 4.20K
Increased by +0.39%
Mar 31, 24
14 Fidelity International Ltd 1.06M (2.36%) -814.30K
Decreased by -76.57%
Sep 30, 23
15 Goldman Sachs Group Inc 1.02M (2.25%) 562.40K
Increased by +55.37%
Dec 31, 23
16 JPMorgan Chase & Co 985.96K (2.19%) 232.44K
Increased by +23.57%
Jun 30, 25
17 Macquarie Group Ltd 968.43K (2.15%) -15.73K
Decreased by -1.62%
Dec 31, 23
18 Northern Trust Corp 897.40K (1.99%) -34.47K
Decreased by -3.84%
Jun 30, 25
19 Silvercrest Asset Management Group LLC 876.01K (1.94%) 168.89K
Increased by +19.28%
Jun 30, 25
20 Premier Fund Managers Limited 818.51K (1.82%) 7.51K
Increased by +0.92%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 4.23M (9.39%) 840.74K
Increased by +19.87%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 1.63M (3.63%) -44.24K
Decreased by -2.71%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 1.50M (3.34%) 1.29K
Increased by +0.09%
Sep 30, 24
4 iShares Russell 2000 ETF 1.26M (2.79%) 0.00
Increased by 0.00%
Aug 31, 25
5 Vanguard Small Cap Index 1.26M (2.79%) -7.18K
Decreased by -0.57%
Jul 31, 25
6 Calvert US Small-Cap Strategy 1.01M (2.25%) 0.00
Increased by 0.00%
Jun 30, 25
7 Calvert Small-Cap A 926.44K (2.06%) -87.26K
Decreased by -9.42%
Jul 31, 25
8 Premier Miton US Opportunities B Acc 800.00K (1.78%) 0.00
Increased by 0.00%
May 31, 25
9 Handelsbanken Amerika Små Tema (A10 EUR) 720.00K (1.60%) 80.00K
Increased by +11.11%
Aug 31, 25
10 Vanguard Small Cap Growth Index Inv 705.59K (1.57%) -2.68K
Decreased by -0.38%
Jul 31, 25
11 Fidelity Small Cap America Sr B 677.78K (1.50%) 0.00
Increased by 0.00%
Mar 31, 24
12 Artemis US Smaller Companies I Acc GBP 622.51K (1.38%) 91.08K
Increased by +14.63%
May 31, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 574.34K (1.27%) -251.94K
Decreased by -43.87%
Jul 31, 25
14 Fidelity Small Cap Index 525.68K (1.17%) 40.02K
Increased by +7.61%
Jun 30, 25
15 JPMorgan Small Cap Growth A 512.87K (1.14%) 19.16K
Increased by +3.74%
Jul 31, 25
16 Delaware Ivy Small Cap Growth C 494.82K (1.10%) -20.59K
Decreased by -4.16%
Feb 29, 24
17 Fidelity® Small Cap Index 460.71K (1.02%) 12.07K
Increased by +2.62%
Oct 31, 23
18 iShares Russell 2000 Growth ETF 460.49K (1.02%) 0.00
Increased by 0.00%
Aug 31, 25
19 Neuberger Berman Genesis Inv 450.90K (1.00%) -227.58K
Decreased by -50.47%
Sep 30, 24
20 Allspring Special Small Cap Value A 440.16K (0.98%) 108.20K
Increased by +24.58%
Jul 31, 25