Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RNSC 1.09%
2 SVAL 0.44%
3 IJT 0.26%
4 IWO 0.15%
5 XJR 0.15%
6 IJR 0.13%
7 SMAX 0.13%
8 IJS 0.12%
9 IGV 0.10%
10 SMLF 0.09%
11 IWM 0.09%
12 ESML 0.07%
13 ISCV 0.05%
14 JKL 0.05%
15 ISCB 0.05%
16 JKJ 0.05%
17 ISCG 0.04%
18 JKK 0.04%
19 IWN 0.02%
20 WSML 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 16.47M (15.52%) -116.29K
Decreased by -0.71%
Sep 30, 25
2 Ameriprise Financial Inc 14.42M (13.59%) -86.90K
Decreased by -0.60%
Sep 30, 25
3 Vanguard Group Inc 13.99M (13.18%) -68.52K
Decreased by -0.49%
Dec 31, 25
4 State Street Corporation 4.40M (4.14%) 80.87K
Increased by +1.84%
Mar 31, 24
5 State Street Corp 4.35M (4.10%) -56.40K
Decreased by -1.30%
Sep 30, 25
6 Rubric Capital Management LP 4.28M (4.04%) 0.00
Increased by 0.00%
Dec 31, 25
7 Neuberger Berman Group LLC 3.14M (2.96%) -71.92K
Decreased by -2.29%
Dec 31, 25
8 Systematic Financial Management LP 2.89M (2.72%) 630.04K
Increased by +21.79%
Dec 31, 25
9 Dimensional Fund Advisors, Inc. 2.82M (2.65%) -2.38K
Decreased by -0.08%
Dec 31, 25
10 Geode Capital Management, LLC 2.80M (2.64%) 19.60K
Increased by +0.70%
Dec 31, 25
11 LSV Asset Management 2.79M (2.63%) -93.67K
Decreased by -3.36%
Dec 31, 25
12 Harvey Partners LLC 2.62M (2.47%) 1.88K
Increased by +0.07%
Dec 31, 25
13 Manufacturers Life Insurance Co 2.44M (2.30%) 56.91K
Increased by +2.34%
Dec 31, 25
14 Boston Partners Global Investors, Inc 2.31M (2.17%) -173.00K
Decreased by -7.50%
Dec 31, 25
15 JPMorgan Chase & Co 2.10M (1.98%) 1.35M
Increased by +64.14%
Sep 30, 25
16 Wellington Management Company LLP 2.00M (1.88%) 783.87K
Increased by +39.22%
Dec 31, 25
17 Minot Capital, LLC 1.56M (1.47%) -17.82K
Decreased by -1.14%
Dec 31, 23
18 Northern Trust Corp 1.18M (1.11%) -25.86K
Decreased by -2.20%
Sep 30, 25
19 Bank of New York Mellon Corp 1.05M (0.99%) -19.45K
Decreased by -1.84%
Sep 30, 25
20 Nuveen, LLC 1.05M (0.99%) 90.53K
Increased by +8.61%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Columbia Seligman Technology Growth 8.44M (7.95%) 363.49K
Increased by +4.31%
Dec 31, 25
2 Columbia Seligman Tech & Info A 8.34M (7.85%) 1.60M
Increased by +19.14%
Jan 31, 26
3 Columbia Seligman Tech & Inf SMA Cmp 7.38M (6.95%) 7.38M
Increased by +100.00%
Dec 31, 23
4 iShares Core S&P Small-Cap ETF 6.62M (6.24%) -510.21K
Decreased by -7.71%
Feb 28, 26
5 Vanguard Total Stock Mkt Idx Inv 3.27M (3.08%) 9.74K
Increased by +0.30%
Jan 31, 26
6 Vanguard US Total Market Shares ETF 3.26M (3.07%) 0.00
Increased by 0.00%
Sep 30, 24
7 Vanguard Information Technology ETF 2.67M (2.52%) 11.43K
Increased by +0.43%
Jan 31, 26
8 iShares Russell 2000 ETF 2.67M (2.51%) 376.93K
Increased by +14.14%
Feb 28, 26
9 Harvey Partners Small-Cap Opportunity 2.40M (2.26%) 0.00
Increased by 0.00%
Dec 31, 25
10 Vanguard Small Cap Index 2.36M (2.22%) 575.00
Increased by +0.02%
Jan 31, 26
11 JHancock Small Cap Core NAV 1.67M (1.58%) -274.78K
Decreased by -16.42%
Jan 31, 26
12 Vanguard Small Cap Value Index Inv 1.51M (1.43%) -11.43K
Decreased by -0.76%
Jan 31, 26
13 Columbia Seligman Global Tech A 1.39M (1.31%) 178.61K
Increased by +12.85%
Jan 31, 26
14 Vanguard Institutional Extnd Mkt Idx Tr 1.18M (1.12%) 4.86K
Increased by +0.41%
Jan 31, 26
15 Fidelity Small Cap Index 1.07M (1.01%) -31.08K
Decreased by -2.91%
Dec 31, 25
16 Fidelity® Small Cap Index 1.03M (0.97%) 29.34K
Increased by +2.84%
Oct 31, 23
17 State Street SPDR Port S&P 600 Sm CpETF 1.02M (0.96%) 2.82K
Increased by +0.28%
Feb 27, 26
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 965.19K (0.91%) 11.48K
Increased by +1.19%
Aug 29, 25
19 Neuberger Berman Intrinsic Value I 962.67K (0.91%) 0.00
Increased by 0.00%
Jul 31, 25
20 SPDR® Portfolio S&P 600 Sm Cap ETF 943.46K (0.89%) 0.00
Increased by 0.00%
Apr 30, 24