Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ALIL 2.63%
2 TXSS 2.31%
3 AMID 1.75%
4 XHS 1.61%
5 SIXS 1.13%
6 OLD 0.91%
7 PSCH 0.91%
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 2.81M (15.82%) 67.64K
Increased by +2.41%
Dec 31, 25
2 Capital Research Global Investors 1.47M (8.28%) 268.19K
Increased by +18.25%
Dec 31, 25
3 Vanguard Group Inc 1.31M (7.37%) 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 Silvercrest Asset Management Group LLC 794.70K (4.48%) -62.71K
Decreased by -7.89%
Dec 31, 25
6 Dimensional Fund Advisors, Inc. 744.13K (4.19%) 78.42K
Increased by +10.54%
Mar 31, 26
7 Morgan Stanley - Brokerage Accounts 707.03K (3.98%) -51.74K
Decreased by -7.32%
Dec 31, 25
8 State Street Corp 702.23K (3.96%) 6.56K
Increased by +0.93%
Dec 31, 25
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 466.01K (2.63%) 4.06K
Increased by +0.87%
Dec 31, 25
12 Principal Financial Group Inc 434.47K (2.45%) -7.89K
Decreased by -1.82%
Mar 31, 26
13 Millennium Management LLC 422.08K (2.38%) 67.43K
Increased by +15.97%
Sep 30, 25
14 Amvescap Plc. 416.86K (2.35%) 27.68K
Increased by +6.64%
Dec 31, 25
15 Westwood Holdings Group Inc 375.17K (2.11%) 375.17K
Increased by +100.00%
Dec 31, 25
16 JPMorgan Chase & Co 366.40K (2.06%) 33.99K
Increased by +9.28%
Sep 30, 24
17 Wellington Management Company LLP 362.68K (2.04%) -44.66K
Decreased by -12.31%
Dec 31, 25
18 FMR Inc 348.26K (1.96%) 43.99K
Increased by +12.63%
Dec 31, 25
19 Polar Capital Holdings PLC 336.18K (1.89%) -2.96K
Decreased by -0.88%
Dec 31, 23
20 TimesSquare Capital Management, LLC 325.65K (1.83%) -29.69K
Decreased by -9.12%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 1.40M (7.89%) 57.19K
Increased by +4.08%
Mar 31, 26
2 iShares Core S&P Small-Cap ETF 1.11M (6.27%) 261.00
Increased by +0.02%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 564.87K (3.18%) 627.00
Increased by +0.11%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 562.45K (3.17%) -24.66K
Decreased by -4.38%
Mar 31, 26
5 iShares Russell 2000 ETF 424.26K (2.39%) 3.57K
Increased by +0.84%
Apr 30, 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 203.34K (1.15%) 4.20K
Increased by +2.07%
Mar 31, 26
10 Bridge Builder Small/Mid Cap Value 181.56K (1.02%) 15.40K
Increased by +8.48%
Apr 30, 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 177.91K (1.00%) 2.02K
Increased by +1.13%
Feb 28, 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 165.87K (0.93%) 58.00
Increased by +0.03%
Apr 30, 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