Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SAWS 2.81%
2 FORH 2.36%
3 JSML 1.51%
4 PRN 1.01%
5 DGLO 0.89%
6 SYZ 0.67%
7 HAPS 0.62%
8 SMMV 0.54%
9 FYC 0.43%
10 AFSM 0.42%
11 DWAS 0.42%
12 FLQS 0.41%
13 FSCC 0.41%
14 QSML 0.40%
15 SEIS 0.39%
16 SMLF 0.39%
17 TPSC 0.38%
18 AVSC 0.34%
19 CSA 0.31%
20 USVM 0.30%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 1.95M (12.43%) 22.79K
Increased by +1.17%
Jun 30, 25
2 BlackRock Inc 1.35M (8.64%) -54.90K
Decreased by -4.06%
Jun 30, 25
3 UBS Asset Mgmt Americas Inc 810.50K (5.18%) -389.07K
Decreased by -48.00%
Jun 30, 25
4 Boston Partners Global Investors, Inc 758.97K (4.85%) -79.50K
Decreased by -10.47%
Jun 30, 25
5 Dimensional Fund Advisors, Inc. 662.24K (4.23%) -80.36K
Decreased by -12.13%
Jun 30, 25
6 Franklin Resources Inc 610.91K (3.90%) 131.62K
Increased by +21.54%
Jun 30, 25
7 Jennison Associates LLC 581.40K (3.71%) 86.07K
Increased by +14.80%
Jun 30, 25
8 Morgan Stanley - Brokerage Accounts 518.47K (3.31%) -36.64K
Decreased by -7.07%
Jun 30, 25
9 FMR Inc 517.79K (3.31%) 183.17K
Increased by +35.38%
Jun 30, 25
10 Credit Suisse First Boston (CSFB) 515.46K (3.29%) -7.60K
Decreased by -1.47%
Mar 31, 24
11 State Street Corporation 449.54K (2.87%) -8.28K
Decreased by -1.84%
Mar 31, 24
12 Macquarie Group Ltd 422.85K (2.70%) 422.85K
Increased by +100.00%
Jun 30, 25
13 State Street Corp 422.37K (2.70%) -199.00
Decreased by -0.05%
Jun 30, 25
14 Geode Capital Management, LLC 413.30K (2.64%) -4.58K
Decreased by -1.11%
Jun 30, 25
15 Sunriver Management LLC 378.21K (2.42%) 36.30K
Increased by +9.60%
Jun 30, 25
16 Aristotle Capital Boston, LLC 373.17K (2.38%) -44.16K
Decreased by -11.83%
Jun 30, 25
17 Principal Financial Group Inc 325.30K (2.08%) -6.88K
Decreased by -2.12%
Jun 30, 25
18 UBS Group AG 325.20K (2.08%) 276.62K
Increased by +85.06%
Jun 30, 25
19 Wellington Management Company LLP 302.73K (1.93%) -240.51K
Decreased by -79.45%
Mar 31, 25
20 Loomis, Sayles & Company LP 302.71K (1.93%) -7.30K
Decreased by -2.41%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 580.48K (3.71%) 47.21K
Increased by +8.13%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 537.61K (3.43%) -11.36K
Decreased by -2.11%
Jul 31, 25
3 UBS (LUX) Sec Eq Fd CHF H P acc 420.00K (2.68%) -15.00K
Decreased by -3.57%
Feb 28, 25
4 UBS (Lux) Security Equity BH CHF 420.00K (2.68%) -15.00K
Decreased by -3.57%
Feb 28, 25
5 Putnam US Small Cap Growth Equity 418.70K (2.67%) -10.40K
Decreased by -2.48%
Jun 30, 25
6 Putnam US Small Cap Growth Managed Acct 418.70K (2.67%) -10.40K
Decreased by -2.48%
Jun 30, 25
7 Vanguard Small Cap Index 418.39K (2.67%) -2.76K
Decreased by -0.66%
Jul 31, 25
8 Putnam Small Cap Growth A 416.59K (2.66%) -2.11K
Decreased by -0.51%
Jul 31, 25
9 iShares Russell 2000 ETF 410.39K (2.62%) 0.00
Increased by 0.00%
Aug 31, 25
10 Fidelity Small Cap Growth 343.32K (2.19%) 0.00
Increased by 0.00%
Jun 30, 25
11 Robeco BP US Premium Equities IH € 304.19K (1.94%) -1.89K
Decreased by -0.62%
Jul 31, 25
12 Jennison SMid Cap Core Equity 245.59K (1.57%) 60.49K
Increased by +24.63%
Jun 30, 25
13 PGIM Jennison Small Company A 245.59K (1.57%) 703.00
Increased by +0.29%
Jul 31, 25
14 Neumeier Poma Small Cap Value 237.26K (1.52%) 22.62K
Increased by +9.53%
Jun 30, 25
15 Fidelity® Small Cap Index 183.76K (1.17%) 4.98K
Increased by +2.71%
Oct 31, 23
16 Macquarie Small Cap Value A 176.61K (1.13%) -21.74K
Decreased by -12.31%
Jul 31, 25
17 Fidelity Small Cap Growth K6 172.69K (1.10%) 0.00
Increased by 0.00%
Jun 30, 25
18 Vanguard Institutional Extnd Mkt Idx Tr 171.74K (1.10%) -75.99K
Decreased by -44.25%
Jul 31, 25
19 Fidelity Small Cap Index 170.89K (1.09%) -6.89K
Decreased by -4.03%
Jun 30, 25
20 Loomis Sayles Small Cap Growth Instl 166.44K (1.06%) -3.85K
Decreased by -2.31%
Jul 31, 25