Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HTEC 1.71%
2 XHE 1.69%
3 SAWS 1.44%
4 NANC 1.43%
5 RZG 0.84%
6 PSCH 0.79%
7 PTH 0.66%
8 FYC 0.46%
9 DWAS 0.41%
10 XSMO 0.30%
11 PXSG 0.30%
12 RUSC 0.25%
13 EHLS 0.24%
14 VIOG 0.20%
15 FYX 0.19%
16 IWC 0.16%
17 FESM 0.14%
18 IHI 0.13%
19 ESIX 0.13%
20 AVSC 0.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.47M (14.08%) 106.73K
Increased by +1.65%
Mar 31, 26
2 Vanguard Group Inc 3.17M (6.90%) 141.03K
Increased by +4.45%
Dec 31, 25
3 FMR Inc 2.58M (5.62%) 41.56K
Increased by +1.61%
Mar 31, 26
4 Macquarie Group Ltd 2.48M (5.40%) -472.72K
Decreased by -19.03%
Sep 30, 25
5 Delaware Management Holdings Inc 2.46M (5.34%) -157.32K
Decreased by -6.41%
Mar 31, 26
6 Morgan Stanley - Brokerage Accounts 2.27M (4.94%) 12.55K
Increased by +0.55%
Mar 31, 26
7 Vanguard Capital Management, LLC 1.95M (4.25%) 1.95M
Increased by +100.00%
Mar 31, 26
8 State Street Corp 1.68M (3.66%) 97.35K
Increased by +5.79%
Mar 31, 26
9 Perceptive Advisors LLC 1.64M (3.56%) -85.00K
Decreased by -5.19%
Mar 31, 26
10 State Street Corporation 1.59M (3.46%) 26.57K
Increased by +1.67%
Mar 31, 24
11 Fred Alger Management, LLC 1.21M (2.63%) -164.20K
Decreased by -13.59%
Mar 31, 26
12 Juniper Investment Co, LLC 1.19M (2.59%) 0.00
Increased by 0.00%
Mar 31, 26
13 Conestoga Capital Advisors, LLC 1.18M (2.56%) 1.18M
Increased by +100.00%
Mar 31, 26
14 Wellington Management Company LLP 1.16M (2.52%) -248.72K
Decreased by -21.50%
Mar 31, 26
15 Geode Capital Management, LLC 1.13M (2.46%) 134.18K
Increased by +11.85%
Mar 31, 26
16 Amvescap Plc. 1.10M (2.40%) 748.12K
Increased by +67.93%
Dec 31, 25
17 Vanguard Portfolio Management, LLC 1.04M (2.26%) 1.04M
Increased by +100.00%
Mar 31, 26
18 Dimensional Fund Advisors, Inc. 1.03M (2.24%) 46.74K
Increased by +4.55%
Mar 31, 26
19 Next Century Growth Investors LLC 1.02M (2.23%) -20.69K
Decreased by -2.02%
Mar 31, 26
20 Loomis, Sayles & Company LP 980.44K (2.13%) 140.38K
Increased by +14.32%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.56M (5.58%) 1.10K
Increased by +0.04%
May 29, 26
2 Delaware US Small Cap Core Equity (SMA) 2.33M (5.07%) -27.29K
Decreased by -1.17%
Mar 31, 24
3 Macquarie US Small Cap Core Equity 2.33M (5.07%) -27.29K
Decreased by -1.17%
Mar 31, 24
4 Delaware Small Cap Core I 2.26M (4.91%) -13.99K
Decreased by -0.62%
Sep 30, 24
5 Macquarie Small Cap Core I 2.16M (4.70%) -194.70K
Decreased by -9.01%
Jul 31, 25
6 Nomura US Small Cap Core Equity 1.49M (3.24%) 52.92K
Increased by +3.56%
Mar 31, 26
7 Nomura Small Cap Core I 1.45M (3.16%) -35.34K
Decreased by -2.43%
Apr 30, 26
8 Vanguard Total Stock Mkt Idx Inv 1.44M (3.13%) 6.20K
Increased by +0.43%
Apr 30, 26
9 Vanguard US Total Market Shares ETF 1.25M (2.73%) 0.00
Increased by 0.00%
Sep 30, 24
10 iShares Russell 2000 ETF 1.05M (2.29%) 9.72K
Increased by +0.93%
May 29, 26
11 Conestoga Small Cap Investors 727.62K (1.58%) 0.00
Increased by 0.00%
Apr 30, 26
12 UBS: US Equity Small Cap Growth 710.76K (1.55%) 0.00
Increased by 0.00%
Sep 30, 24
13 Loomis Sayles Small Cap Growth Instl 534.50K (1.16%) -14.10K
Decreased by -2.64%
Apr 30, 26
14 Fidelity Small Cap Growth 532.58K (1.16%) 0.00
Increased by 0.00%
Mar 31, 26
15 Vanguard Institutional Extnd Mkt Idx Tr 475.25K (1.03%) 3.63K
Increased by +0.76%
Apr 30, 26
16 Wasatch Micro Cap 445.38K (0.97%) 32.06K
Increased by +7.20%
Dec 31, 24
17 Wasatch Ultra Growth 430.83K (0.94%) -113.55K
Decreased by -26.36%
Mar 31, 25
18 Fidelity Small Cap Index 427.45K (0.93%) 16.36K
Increased by +3.83%
Mar 31, 26
19 State Street SPDR Port S&P 600 Sm CpETF 388.94K (0.85%) 0.00
Increased by 0.00%
May 29, 26
20 Fidelity® Small Cap Index 377.12K (0.82%) 10.50K
Increased by +2.78%
Oct 31, 23