Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AWEG 3.08%
2 AZTD 2.12%
3 KIE 1.87%
4 CPAI 1.40%
5 PFI 1.31%
6 RZG 1.30%
7 JSML 1.14%
8 XSHQ 1.06%
9 JSMD 1.05%
10 GRPZ 0.99%
11 PXSG 0.93%
12 FFTY 0.90%
13 XSMO 0.87%
14 PSCF 0.83%
15 HAPS 0.77%
16 SAWS 0.67%
17 SPIT 0.67%
18 MMSC 0.66%
19 PSC 0.62%
20 VUSE 0.61%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.09M (15.78%) -77.53K
Decreased by -1.90%
Jun 30, 25
2 Vanguard Group Inc 2.55M (9.87%) 10.20K
Increased by +0.40%
Jun 30, 25
3 State Street Corp 1.08M (4.17%) -25.32K
Decreased by -2.35%
Jun 30, 25
4 State Street Corporation 985.52K (3.81%) 34.31K
Increased by +3.48%
Mar 31, 24
5 Nordea Investment Mgmt Bank Demark A/s 868.32K (3.35%) -271.10K
Decreased by -31.22%
Dec 31, 23
6 Sumitomo Mitsui Trust Holdings Inc 851.34K (3.29%) -75.93K
Decreased by -8.92%
Jun 30, 24
7 American Century Companies Inc 846.31K (3.27%) 17.19K
Increased by +2.03%
Jun 30, 25
8 Amvescap Plc. 798.36K (3.08%) 559.38K
Increased by +70.07%
Jun 30, 25
9 Geode Capital Management, LLC 657.53K (2.54%) 13.80K
Increased by +2.10%
Jun 30, 25
10 Dimensional Fund Advisors, Inc. 586.32K (2.27%) 8.01K
Increased by +1.37%
Jun 30, 25
11 Stephens Inv Mgmt Group LLC 559.55K (2.16%) -113.97K
Decreased by -20.37%
Jun 30, 25
12 AllianceBernstein L.P. 497.08K (1.92%) 369.70K
Increased by +74.37%
Jun 30, 25
13 Driehaus Capital Management LLC 474.92K (1.83%) -84.23K
Decreased by -17.74%
Jun 30, 25
14 Sumitomo Mitsui Trust Group Inc 410.51K (1.59%) -89.73K
Decreased by -21.86%
Jun 30, 25
15 Westfield Capital Management Company, L.P. 407.94K (1.58%) -210.66K
Decreased by -51.64%
Jun 30, 25
16 Westfield Capital Management Company, LP 394.41K (1.52%) 77.55K
Increased by +19.66%
Sep 30, 24
17 Point72 Asset Management, L.P. 361.01K (1.39%) 246.54K
Increased by +68.29%
Sep 30, 23
18 T. Rowe Price Associates, Inc. 346.58K (1.34%) -79.07K
Decreased by -22.81%
Jun 30, 25
19 Champlain Investment Partners, LLC 332.69K (1.29%) -271.19K
Decreased by -81.51%
Jun 30, 25
20 Macquarie Group Ltd 330.37K (1.28%) -23.12K
Decreased by -7.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.59M (6.14%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard Total Stock Mkt Idx Inv 803.49K (3.10%) -16.75K
Decreased by -2.09%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 789.15K (3.05%) 780.00
Increased by +0.10%
Sep 30, 24
4 Nordea 1 - Global Climate & Envir BI EUR 697.18K (2.69%) -172.55K
Decreased by -24.75%
Dec 31, 23
5 iShares Russell 2000 ETF 634.61K (2.45%) 0.00
Increased by 0.00%
Aug 31, 25
6 Vanguard Explorer Inv 435.83K (1.68%) -76.24K
Decreased by -17.49%
Jun 30, 25
7 Stephens SMID Select Growth 380.04K (1.47%) -81.48K
Decreased by -21.44%
Jun 30, 25
8 Invesco Discovery A 310.38K (1.20%) 0.00
Increased by 0.00%
Jul 31, 25
9 Invesco OFI Small Cap Growth 310.38K (1.20%) 310.38K
Increased by +100.00%
Jun 30, 25
10 Vanguard Small Cap Index 307.97K (1.19%) -2.20K
Decreased by -0.71%
Jul 31, 25
11 Artemis US Smaller Companies I Acc GBP 302.64K (1.17%) -73.93K
Decreased by -24.43%
May 31, 25
12 Handelsbanken Amerika Små Tema (A10 EUR) 300.00K (1.16%) 50.00K
Increased by +16.67%
Aug 31, 25
13 Harbor Small Cap Growth Instl 298.96K (1.16%) -32.09K
Decreased by -10.73%
Mar 31, 25
14 Westfield Capital Mgt Co Sm-Cap Gr Eq 298.96K (1.16%) 9.88K
Increased by +3.30%
Mar 31, 25
15 Avantis US Small Cap Value ETF 298.73K (1.15%) 0.00
Increased by 0.00%
Aug 30, 25
16 American Century Small Cap Growth Inv 293.41K (1.13%) -21.12K
Decreased by -7.20%
Jun 30, 25
17 American Century U.S. Small Cap Growth 293.41K (1.13%) -21.12K
Decreased by -7.20%
Jun 30, 25
18 Champlain Small Company Adv 290.00K (1.12%) -150.00K
Decreased by -51.72%
Dec 31, 24
19 Vanguard Institutional Extnd Mkt Idx Tr 287.29K (1.11%) -126.38K
Decreased by -43.99%
Jul 31, 25
20 Champlain Small Company Fund, LLC 273.39K (1.06%) 24.50K
Increased by +8.96%
Aug 31, 25