Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MRAD 2.25%
2 SGRW 2.21%
3 XSW 1.86%
4 CPAI 1.14%
5 PTF 1.03%
6 EVNT 1.00%
7 IWC 0.26%
8 DFE 0.23%
9 XITK 0.21%
10 PSCT 0.19%
11 JFWD 0.17%
12 GWX 0.17%
13 VFVA 0.14%
14 DMRM 0.11%
15 TXS 0.11%
16 ISCF 0.10%
17 VFMO 0.10%
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 (7.91%) 29.54K
Increased by +0.32%
Dec 31, 25
2 BlackRock Inc 8.65M (7.53%) -372.44K
Decreased by -4.30%
Mar 31, 26
3 Granahan Investment Management Inc.. 7.11M (6.18%) 762.89K
Increased by +10.73%
Mar 31, 26
4 AIGH Capital Management, LLC 4.90M (4.26%) 4.90M
Increased by +100.00%
Mar 31, 26
5 Vanguard Capital Management, LLC 4.67M (4.06%) 4.67M
Increased by +100.00%
Mar 31, 26
6 Vanguard Portfolio Management, LLC 3.99M (3.47%) 3.99M
Increased by +100.00%
Mar 31, 26
7 Bank of America Corp 3.62M (3.15%) 535.17K
Increased by +14.79%
Mar 31, 26
8 State Street Corp 2.94M (2.56%) 154.84K
Increased by +5.26%
Mar 31, 26
9 The Goldman Sachs Group Inc 2.78M (2.42%) 2.12M
Increased by +76.14%
Mar 31, 26
10 Geode Capital Management, LLC 2.60M (2.26%) 68.21K
Increased by +2.63%
Mar 31, 26
11 State Street Corporation 2.50M (2.17%) -1.69M
Decreased by -67.54%
Mar 31, 24
12 Marshall Wace Asset Management Ltd 2.46M (2.14%) -2.20M
Decreased by -89.33%
Jun 30, 25
13 Dimensional Fund Advisors, Inc. 2.35M (2.05%) 846.12K
Increased by +35.95%
Mar 31, 26
14 American Century Companies Inc 2.33M (2.03%) 869.00
Increased by +0.04%
Sep 30, 23
15 Rice Hall James & Associates, LLC 1.97M (1.71%) 77.19K
Increased by +3.92%
Sep 30, 24
16 Amvescap Plc. 1.83M (1.59%) 1.44M
Increased by +78.68%
Dec 31, 25
17 Driehaus Capital Management LLC 1.66M (1.45%) 1.66M
Increased by +100.00%
Jun 30, 25
18 Jane Street Group LLC 1.64M (1.43%) 679.33K
Increased by +41.45%
Mar 31, 26
19 Two Sigma Investments LLC 1.55M (1.35%) 306.25K
Increased by +19.72%
Mar 31, 26
20 Arrowstreet Capital Limited Partnership 1.46M (1.27%) -669.11K
Decreased by -45.82%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.22M (5.41%) 5.60K
Increased by +0.09%
Jan 31, 24
2 Vanguard Total Stock Mkt Idx Inv 3.57M (3.10%) 217.90K
Increased by +6.11%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 3.22M (2.80%) 0.00
Increased by 0.00%
Sep 30, 24
4 JNL Multi-Manager Small Cap Growth A 2.78M (2.42%) 315.20K
Increased by +11.32%
Mar 31, 26
5 iShares Russell 2000 ETF 2.64M (2.30%) 24.39K
Increased by +0.92%
May 29, 26
6 Vanguard Information Technology ETF 2.42M (2.10%) 12.02K
Increased by +0.50%
Apr 30, 26
7 American Century U.S. Small Cap Value 1.91M (1.66%) 0.00
Increased by 0.00%
Sep 30, 23
8 American Century Small Cap Value Inv 1.91M (1.66%) 0.00
Increased by 0.00%
Sep 30, 23
9 Invesco Dorsey Wright Technology MomtETF 1.85M (1.61%) 0.00
Increased by 0.00%
Mar 31, 26
10 Vanguard Small Cap Index 1.23M (1.07%) -735.00
Decreased by -0.06%
Apr 30, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 1.22M (1.06%) 6.86K
Increased by +0.56%
Apr 30, 26
12 Embark Small Cap Equity Retirement 1.13M (0.98%) 43.86K
Increased by +3.88%
Apr 30, 26
13 iShares S&P Small-Cap 600 Value ETF 1.12M (0.98%) -3.12K
Decreased by -0.28%
Jan 31, 24
14 Granahan Small Cap Select 1.07M (0.93%) 1.04M
Increased by +96.72%
Mar 31, 26
15 Fidelity Small Cap Index 1.07M (0.93%) 2.83K
Increased by +0.27%
Mar 31, 26
16 Victory Small Cap Stock 1.05M (0.91%) 155.43K
Increased by +14.84%
Mar 31, 26
17 Fidelity® Small Cap Index 923.27K (0.80%) 24.63K
Increased by +2.67%
Oct 31, 23
18 Jupiter Merian Glb Eq AbsRet I USD Acc 917.20K (0.80%) 851.71K
Increased by +92.86%
Jun 30, 23
19 Granahan Inv Mgt Sm-Cap Core Gr 900.26K (0.78%) 57.73K
Increased by +6.41%
Dec 31, 25
20 Counterpoint Quantitative Equity ETF 838.28K (0.73%) 0.00
Increased by 0.00%
Mar 31, 26