Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ALIL 2.63%
2 TXSS 2.31%
3 AMID 1.75%
4 XHS 1.51%
5 SIXS 1.13%
6 OLD 0.91%
7 PSCH 0.85%
8 BKWO 0.83%
9 JSML 0.80%
10 XSLV 0.74%
11 PTH 0.74%
12 WMCR 0.72%
13 ROGS 0.54%
14 HEFT 0.50%
15 FTKI 0.49%
16 SMIZ 0.48%
17 JSMD 0.44%
18 SIXL 0.42%
19 USVM 0.40%
20 SQLV 0.40%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.09M (17.42%) 281.20K
Increased by +9.10%
 Mar 31, 26
2 Capital Research Global Investors 1.54M (8.65%) 65.57K
Increased by +4.27%
 Mar 31, 26
3 Vanguard Group Inc 1.31M (7.38%) 10.50K
Increased by +0.80%
 Dec 31, 25
4 Wasatch Advisors LP 867.83K (4.89%) -39.68K
Decreased by -4.57%
 Mar 31, 26
5 Vanguard Capital Management, LLC 784.41K (4.42%) 784.41K
Increased by +100.00%
 Mar 31, 26
6 Dimensional Fund Advisors, Inc. 744.13K (4.19%) 78.42K
Increased by +10.54%
 Mar 31, 26
7 Silvercrest Asset Management Group LLC 729.20K (4.11%) -65.50K
Decreased by -8.98%
 Mar 31, 26
8 State Street Corp 721.25K (4.07%) 19.02K
Increased by +2.64%
 Mar 31, 26
9 State Street Corporation 617.48K (3.48%) 10.66K
Increased by +1.73%
 Mar 31, 24
10 Point72 Asset Management, L.P. 533.00K (3.00%) 231.08K
Increased by +43.35%
 Jun 30, 25
11 Geode Capital Management, LLC 481.53K (2.71%) 15.52K
Increased by +3.22%
 Mar 31, 26
12 Morgan Stanley - Brokerage Accounts 448.91K (2.53%) -258.12K
Decreased by -57.50%
 Mar 31, 26
13 Principal Financial Group Inc 434.47K (2.45%) -7.89K
Decreased by -1.82%
 Mar 31, 26
14 Millennium Management LLC 422.08K (2.38%) 67.43K
Increased by +15.97%
 Sep 30, 25
15 Amvescap Plc. 415.15K (2.34%) -1.70K
Decreased by -0.41%
 Mar 31, 26
16 Wellington Management Company LLP 382.35K (2.16%) 19.67K
Increased by +5.15%
 Mar 31, 26
17 Westwood Holdings Group Inc 373.72K (2.11%) -1.45K
Decreased by -0.39%
 Mar 31, 26
18 Vanguard Portfolio Management, LLC 368.99K (2.08%) 368.99K
Increased by +100.00%
 Mar 31, 26
19 JPMorgan Chase & Co 366.40K (2.07%) 33.99K
Increased by +9.28%
 Sep 30, 24
20 FMR Inc 349.26K (1.97%) 999.00
Increased by +0.29%
 Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 1.40M (7.90%) 57.19K
Increased by +4.08%
 Mar 31, 26
2 iShares Core S&P Small-Cap ETF 1.11M (6.23%) 430.00
Increased by +0.04%
 May 29, 26
3 Vanguard Total Stock Mkt Idx Inv 565.07K (3.19%) 2.62K
Increased by +0.46%
 Apr 30, 26
4 Vanguard US Total Market Shares ETF 564.87K (3.18%) 627.00
Increased by +0.11%
 Sep 30, 24
5 iShares Russell 2000 ETF 430.93K (2.43%) 4.00K
Increased by +0.93%
 May 29, 26
6 Wasatch Small Cap Growth Investor 375.90K (2.12%) -5.87K
Decreased by -1.56%
 Mar 31, 26
7 Calvert US Small-Cap SMA 307.19K (1.73%) 306.98K
Increased by +99.93%
 Dec 31, 25
8 Polar Capital Healthcare Opports Inc 301.51K (1.70%) 0.00
Increased by 0.00%
 Dec 31, 23
9 Vanguard Institutional Extnd Mkt Idx Tr 205.58K (1.16%) 2.24K
Increased by +1.09%
 Apr 30, 26
10 Bridge Builder Small/Mid Cap Value 197.61K (1.11%) 16.05K
Increased by +8.12%
 May 31, 26
11 American Century Small Cap Value Inv 181.22K (1.02%) 181.22K
Increased by +100.00%
 Mar 31, 26
12 American Century U.S. Small Cap Value 181.22K (1.02%) 181.22K
Increased by +100.00%
 Mar 31, 26
13 Fidelity Small Cap Index 178.05K (1.00%) 142.00
Increased by +0.08%
 Mar 31, 26
14 Wasatch Micro Cap 176.22K (0.99%) 17.49K
Increased by +9.92%
 Mar 31, 25
15 JNL Multi-Manager Small Cap Value I 170.81K (0.96%) -25.59K
Decreased by -14.98%
 Dec 31, 25
16 T. Rowe Price Integrated US Sm Gr Eq 167.76K (0.95%) 0.00
Increased by 0.00%
 Jan 31, 26
17 T. Rowe Price Integrated US SmCapGrEq 167.76K (0.95%) 0.00
Increased by 0.00%
 Dec 31, 25
18 State Street SPDR Port S&P 600 Sm CpETF 167.44K (0.94%) 0.00
Increased by 0.00%
 May 29, 26
19 SPDR® Portfolio S&P 600™ Sm Cap ETF 161.55K (0.91%) 1.91K
Increased by +1.18%
 Aug 29, 25
20 Small Cap Growth / TimesSquare Fund SP 160.50K (0.90%) 21.00K
Increased by +13.08%
 Jun 30, 25