Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MRAD 2.25%
2 SGRW 1.99%
3 CPAI 1.14%
4 PTF 1.03%
5 EVNT 1.00%
6 XSW 0.83%
7 DFE 0.23%
8 XITK 0.21%
9 PSCT 0.19%
10 JFWD 0.17%
11 GWX 0.17%
12 VFVA 0.14%
13 DMRM 0.11%
14 TXS 0.11%
15 ISCF 0.10%
16 VFMO 0.10%
17 IWC 0.09%
18 EUSC 0.09%
19 SLY 0.09%
20 IPKW 0.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.10M (8.36%) 29.54K
Increased by +0.32%
Dec 31, 25
2 BlackRock Inc 9.03M (8.29%) 311.24K
Increased by +3.45%
Dec 31, 25
3 Granahan Investment Management Inc.. 6.35M (5.83%) 635.53K
Increased by +10.01%
Dec 31, 25
4 AIGH Capital Management, LLC 4.90M (4.50%) 4.90M
Increased by +100.00%
Mar 31, 26
5 Bank of America Corp 3.08M (2.83%) 396.62K
Increased by +12.86%
Dec 31, 25
6 State Street Corp 2.94M (2.70%) 154.84K
Increased by +5.26%
Mar 31, 26
7 The Goldman Sachs Group Inc 2.78M (2.55%) 2.12M
Increased by +76.14%
Mar 31, 26
8 Geode Capital Management, LLC 2.60M (2.38%) 68.21K
Increased by +2.63%
Mar 31, 26
9 State Street Corporation 2.50M (2.30%) -1.69M
Decreased by -67.54%
Mar 31, 24
10 Marshall Wace Asset Management Ltd 2.46M (2.26%) -2.20M
Decreased by -89.33%
Jun 30, 25
11 Dimensional Fund Advisors, Inc. 2.35M (2.16%) 846.12K
Increased by +35.95%
Mar 31, 26
12 American Century Companies Inc 2.33M (2.14%) 869.00
Increased by +0.04%
Sep 30, 23
13 Harbor Capital Advisors Inc 2.04M (1.87%) 2.04M
Increased by +100.00%
Jun 30, 25
14 Manatuck Hill Partners LLC 2.00M (1.84%) 1.40M
Increased by +70.00%
Dec 31, 25
15 Rice Hall James & Associates, LLC 1.97M (1.81%) 77.19K
Increased by +3.92%
Sep 30, 24
16 Amvescap Plc. 1.83M (1.68%) 1.44M
Increased by +78.68%
Dec 31, 25
17 Driehaus Capital Management LLC 1.66M (1.53%) 1.66M
Increased by +100.00%
Jun 30, 25
18 Two Sigma Investments LLC 1.55M (1.43%) 306.25K
Increased by +19.72%
Mar 31, 26
19 Arrowstreet Capital Limited Partnership 1.46M (1.34%) -669.11K
Decreased by -45.82%
Mar 31, 26
20 Morgan Stanley - Brokerage Accounts 1.43M (1.31%) -201.24K
Decreased by -14.10%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.22M (5.71%) 5.60K
Increased by +0.09%
Jan 31, 24
2 Vanguard Total Stock Mkt Idx Inv 3.57M (3.27%) 217.90K
Increased by +6.11%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 3.22M (2.95%) 0.00
Increased by 0.00%
Sep 30, 24
4 JNL Multi-Manager Small Cap Growth A 2.78M (2.56%) 315.20K
Increased by +11.32%
Mar 31, 26
5 iShares Russell 2000 ETF 2.55M (2.34%) 21.48K
Increased by +0.84%
Apr 30, 26
6 Vanguard Information Technology ETF 2.42M (2.22%) 12.02K
Increased by +0.50%
Apr 30, 26
7 American Century Small Cap Value Inv 1.91M (1.75%) 0.00
Increased by 0.00%
Sep 30, 23
8 American Century U.S. Small Cap Value 1.91M (1.75%) 0.00
Increased by 0.00%
Sep 30, 23
9 Invesco Dorsey Wright Technology MomtETF 1.85M (1.70%) 0.00
Increased by 0.00%
Mar 31, 26
10 Vanguard Small Cap Index 1.23M (1.13%) -735.00
Decreased by -0.06%
Apr 30, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 1.22M (1.12%) 6.86K
Increased by +0.56%
Apr 30, 26
12 Embark Small Cap Equity Retirement 1.13M (1.04%) 43.86K
Increased by +3.88%
Apr 30, 26
13 iShares S&P Small-Cap 600 Value ETF 1.12M (1.03%) -3.12K
Decreased by -0.28%
Jan 31, 24
14 Granahan Small Cap Select 1.07M (0.99%) 1.04M
Increased by +96.72%
Mar 31, 26
15 Fidelity Small Cap Index 1.06M (0.98%) 12.33K
Increased by +1.16%
Feb 28, 26
16 Victory Small Cap Stock 1.05M (0.96%) 155.43K
Increased by +14.84%
Mar 31, 26
17 Fidelity® Small Cap Index 923.27K (0.85%) 24.63K
Increased by +2.67%
Oct 31, 23
18 Jupiter Merian Glb Eq AbsRet I USD Acc 917.20K (0.84%) 851.71K
Increased by +92.86%
Jun 30, 23
19 Granahan Inv Mgt Sm-Cap Core Gr 900.26K (0.83%) 57.73K
Increased by +6.41%
Dec 31, 25
20 Counterpoint Quantitative Equity ETF 838.28K (0.77%) 0.00
Increased by 0.00%
Mar 31, 26