Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GAST 3.93%
2 SVAL 0.49%
3 IWC 0.30%
4 IWN 0.08%
5 IWO 0.08%
6 IWMW 0.04%
7 IWM 0.04%
8 ISCG 0.02%
9 JKK 0.02%
10 ISCV 0.02%
11 JKL 0.02%
12 ISCB 0.02%
13 JKJ 0.02%
14 SMMD 0.02%
15 TECB 0.01%
16 WSML 0.01%
17 ITOT 0.00%
18 IWV 0.00%
19 ITDJ 0.00%
20 ITDI 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 2.06M (14.36%) -250.40K
Decreased by -12.14%
 Mar 31, 26
2 BlackRock Inc 1.18M (8.22%) 15.19K
Increased by +1.29%
 Mar 31, 26
3 Vanguard Group Inc 1.01M (7.04%) 26.44K
Increased by +2.61%
 Dec 31, 25
4 Juniper Investment Co, LLC 795.92K (5.54%) -73.23K
Decreased by -9.20%
 Mar 31, 26
5 Vanguard Capital Management, LLC 661.95K (4.61%) 661.95K
Increased by +100.00%
 Mar 31, 26
6 Dimensional Fund Advisors, Inc. 605.26K (4.21%) -97.50K
Decreased by -16.11%
 Mar 31, 26
7 Geode Capital Management, LLC 438.18K (3.05%) 69.70K
Increased by +15.91%
 Mar 31, 26
8 State Street Corp 402.44K (2.80%) 10.18K
Increased by +2.53%
 Mar 31, 26
9 Driehaus Capital Management LLC 373.96K (2.60%) -13.19K
Decreased by -3.53%
 Mar 31, 26
10 Jennison Associates LLC 353.43K (2.46%) 186.32K
Increased by +52.72%
 Mar 31, 26
11 Portolan Capital Management, LLC 323.45K (2.25%) 21.57K
Increased by +6.67%
 Mar 31, 26
12 Handelsbanken Fonder AB 257.32K (1.79%) 125.75K
Increased by +48.87%
 Dec 31, 25
13 Pinnacle Associates Inc 247.04K (1.72%) -38.91K
Decreased by -15.75%
 Mar 31, 26
14 Vanguard Portfolio Management, LLC 244.51K (1.70%) 244.51K
Increased by +100.00%
 Mar 31, 26
15 Allspring Global Investments Holdings, LLC 214.06K (1.49%) -92.27K
Decreased by -43.11%
 Mar 31, 26
16 Acadian Asset Management LLC 192.66K (1.34%) 162.32K
Increased by +84.25%
 Mar 31, 26
17 Gamco Investors, Inc. Et Al 175.11K (1.22%) 0.00
Increased by 0.00%
 Mar 31, 26
18 Millennium Management LLC 174.50K (1.21%) 36.97K
Increased by +21.19%
 Mar 31, 26
19 Gilder Gagnon Howe & CO LLC 171.86K (1.20%) 171.86K
Increased by +100.00%
 Mar 31, 26
20 Charles Schwab Investment Management Inc 166.22K (1.16%) -6.43K
Decreased by -3.87%
 Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Low-Priced Stock 688.79K (4.80%) 0.00
Increased by 0.00%
 Mar 31, 26
2 Vanguard Total Stock Mkt Idx Inv 479.10K (3.34%) 0.00
Increased by 0.00%
 Apr 30, 26
3 Fidelity Global Value Growth Eq MF 426.00K (2.97%) 93.40K
Increased by +21.92%
 Aug 20, 25
4 iShares Russell 2000 ETF 345.31K (2.40%) 3.17K
Increased by +0.92%
 May 29, 26
5 Strategic Advisers Fidelity US TtlStk 285.50K (1.99%) 0.00
Increased by 0.00%
 Apr 30, 26
6 Fidelity Series Intrinsic Opps 257.70K (1.79%) 0.00
Increased by 0.00%
 Mar 31, 26
7 Strategic Advisers U.S. Total Stock 187.50K (1.31%) -12.09K
Decreased by -6.45%
 Apr 30, 26
8 Allspring Common Stock A 175.31K (1.22%) 18.69K
Increased by +10.66%
 May 31, 26
9 1290 VT GAMCO Small Company Value IB 174.00K (1.21%) 0.00
Increased by 0.00%
 Apr 30, 26
10 Vanguard Institutional Extnd Mkt Idx Tr 168.22K (1.17%) 1.93K
Increased by +1.15%
 Apr 30, 26
11 Allspring Select SMID Cap Equity 156.62K (1.09%) -55.57K
Decreased by -35.48%
 Mar 31, 26
12 Heptagon Driehaus US Micro Cap Eq C$ Acc 151.66K (1.06%) 2.94K
Increased by +1.94%
 Apr 30, 26
13 Fidelity Small Cap Index 141.09K (0.98%) 481.00
Increased by +0.34%
 Mar 31, 26
14 Fidelity LowPriced Stock Commingled Pl A 134.90K (0.94%) 0.00
Increased by 0.00%
 Mar 31, 26
15 Fidelity Low-Priced Stock K6 127.01K (0.88%) 0.00
Increased by 0.00%
 Mar 31, 26
16 Fidelity Global Intrinsic Value Cl F5 118.34K (0.82%) -9.55K
Decreased by -8.07%
 Mar 31, 26
17 iShares Russell 2000 Value ETF 115.81K (0.81%) 0.00
Increased by 0.00%
 May 29, 26
18 PGIM Jennison Small Company A 98.23K (0.68%) 1.29K
Increased by +1.31%
 Apr 30, 26
19 Jennison SMid Cap Core Equity 96.94K (0.67%) 88.65K
Increased by +91.45%
 Mar 31, 26
20 DFA US Small Cap I 94.31K (0.66%) 0.00
Increased by 0.00%
 Apr 30, 26