Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RNSC 1.09%
2 SVAL 0.76%
3 IWO 0.15%
4 SQLT 0.13%
5 IJS 0.12%
6 IGV 0.11%
7 IWMW 0.09%
8 IWM 0.09%
9 ESML 0.08%
10 ISCV 0.05%
11 JKL 0.05%
12 JKJ 0.05%
13 ISCB 0.05%
14 ISCG 0.04%
15 JKK 0.04%
16 SMMD 0.04%
17 WSML 0.03%
18 IWN 0.02%
19 IGM 0.01%
20 ITOT 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 16.43M (15.19%) -44.89K
Decreased by -0.27%
Dec 31, 25
2 Ameriprise Financial Inc 14.99M (13.86%) 570.43K
Increased by +3.80%
Dec 31, 25
3 Vanguard Group Inc 13.99M (12.93%) -68.52K
Decreased by -0.49%
Dec 31, 25
4 State Street Corporation 4.40M (4.07%) 80.87K
Increased by +1.84%
Mar 31, 24
5 State Street Corp 4.29M (3.97%) -52.09K
Decreased by -1.21%
Dec 31, 25
6 Rubric Capital Management LP 4.28M (3.96%) 0.00
Increased by 0.00%
Mar 31, 26
7 Neuberger Berman Group LLC 3.23M (2.99%) 91.02K
Increased by +2.81%
Mar 31, 26
8 Systematic Financial Management LP 2.89M (2.67%) 630.04K
Increased by +21.79%
Dec 31, 25
9 Geode Capital Management, LLC 2.80M (2.59%) 19.60K
Increased by +0.70%
Dec 31, 25
10 Dimensional Fund Advisors, Inc. 2.77M (2.56%) -43.09K
Decreased by -1.55%
Mar 31, 26
11 Harvey Partners LLC 2.75M (2.55%) 138.12K
Increased by +5.01%
Mar 31, 26
12 LSV Asset Management 2.54M (2.34%) -254.59K
Decreased by -10.04%
Mar 31, 26
13 Manufacturers Life Insurance Co 2.44M (2.25%) 56.91K
Increased by +2.34%
Dec 31, 25
14 Boston Partners Global Investors, Inc 2.23M (2.06%) -72.69K
Decreased by -3.25%
Mar 31, 26
15 JPMorgan Chase & Co 2.10M (1.94%) 1.35M
Increased by +64.14%
Sep 30, 25
16 Wellington Management Company LLP 2.00M (1.85%) 783.87K
Increased by +39.22%
Dec 31, 25
17 Minot Capital, LLC 1.56M (1.44%) -17.82K
Decreased by -1.14%
Dec 31, 23
18 Loomis, Sayles & Company LP 1.33M (1.23%) 1.33M
Increased by +100.00%
Mar 31, 26
19 Northern Trust Corp 1.13M (1.05%) 30.83K
Increased by +2.72%
Mar 31, 26
20 Bank of New York Mellon Corp 1.06M (0.98%) 3.17K
Increased by +0.30%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Columbia Seligman Tech & Info A 8.34M (7.71%) 0.00
Increased by 0.00%
Mar 31, 26
2 Columbia Seligman Technology Growth 8.34M (7.71%) -101.00K
Decreased by -1.21%
Mar 31, 26
3 Columbia Seligman Tech & Inf SMA Cmp 7.38M (6.82%) 7.38M
Increased by +100.00%
Dec 31, 23
4 iShares Core S&P Small-Cap ETF 6.63M (6.13%) 0.00
Increased by 0.00%
Apr 30, 26
5 Vanguard Total Stock Mkt Idx Inv 3.30M (3.05%) 20.83K
Increased by +0.63%
Mar 31, 26
6 Vanguard US Total Market Shares ETF 3.26M (3.02%) 0.00
Increased by 0.00%
Sep 30, 24
7 Vanguard Information Technology ETF 2.67M (2.47%) -2.95K
Decreased by -0.11%
Mar 31, 26
8 iShares Russell 2000 ETF 2.57M (2.38%) 21.71K
Increased by +0.84%
Apr 30, 26
9 Harvey Partners Small-Cap Opportunity 2.40M (2.22%) 0.00
Increased by 0.00%
Dec 31, 25
10 Vanguard Small Cap Index 2.39M (2.21%) 30.33K
Increased by +1.27%
Mar 31, 26
11 Vanguard Small Cap Value Index Inv 1.52M (1.41%) 4.54K
Increased by +0.30%
Mar 31, 26
12 JHancock Small Cap Core NAV 1.47M (1.36%) -103.18K
Decreased by -7.04%
Mar 31, 26
13 Columbia Seligman Global Tech A 1.39M (1.29%) 0.00
Increased by 0.00%
Apr 30, 26
14 Vanguard Institutional Extnd Mkt Idx Tr 1.22M (1.13%) 30.31K
Increased by +2.48%
Mar 31, 26
15 Fidelity Small Cap Index 1.06M (0.98%) 12.33K
Increased by +1.16%
Feb 28, 26
16 Fidelity® Small Cap Index 1.03M (0.96%) 29.34K
Increased by +2.84%
Oct 31, 23
17 State Street SPDR Port S&P 600 Sm CpETF 1.00M (0.93%) 348.00
Increased by +0.03%
Apr 30, 26
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 965.19K (0.89%) 11.48K
Increased by +1.19%
Aug 29, 25
19 Neuberger Berman Intrinsic Value I 962.67K (0.89%) 0.00
Increased by 0.00%
Jul 31, 25
20 iShares S&P Small-Cap 600 Growth ETF 961.33K (0.89%) 0.00
Increased by 0.00%
Apr 30, 26