Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GUNZ 5.19%
2 SPIT 2.78%
3 ABLS 2.66%
4 SIMS 2.61%
5 PTEC 1.93%
6 SPAM 1.24%
7 BSMC 0.98%
8 XITK 0.93%
9 PSWD 0.77%
10 SGRW 0.74%
11 PSCT 0.62%
12 SNSR 0.47%
13 RZG 0.46%
14 FYC 0.45%
15 HAPS 0.38%
16 XSMO 0.38%
17 DWAS 0.34%
18 XSHQ 0.33%
19 KOMP 0.32%
20 FESM 0.31%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 16.80M (15.93%) 432.76K
Increased by +2.58%
Dec 31, 25
2 Vanguard Group Inc 10.69M (10.14%) 32.77K
Increased by +0.31%
Dec 31, 25
3 Brandes Investment Partners & Co 8.20M (7.77%) 1.77M
Increased by +21.61%
Dec 31, 25
4 Wasatch Advisors LP 5.43M (5.15%) 103.78K
Increased by +1.91%
Mar 31, 26
5 State Street Corp 4.21M (4.00%) -75.94K
Decreased by -1.80%
Dec 31, 25
6 Rice Hall James & Associates, LLC 3.66M (3.47%) 83.28K
Increased by +2.28%
Mar 31, 26
7 State Street Corporation 3.47M (3.29%) 83.00K
Increased by +2.39%
Mar 31, 24
8 Geode Capital Management, LLC 2.39M (2.27%) 28.86K
Increased by +1.21%
Dec 31, 25
9 PRIMECAP Management Company 2.32M (2.20%) -460.23K
Decreased by -19.85%
Mar 31, 26
10 Marshall Wace Asset Management Ltd 2.20M (2.09%) -352.86K
Decreased by -16.03%
Dec 31, 25
11 Renaissance Technologies Corp 2.05M (1.94%) -240.34K
Decreased by -11.73%
Mar 31, 26
12 Emerald Advisers, LLC 2.02M (1.91%) -40.94K
Decreased by -2.03%
Mar 31, 26
13 Driehaus Capital Management LLC 1.95M (1.85%) -533.61K
Decreased by -27.34%
Dec 31, 25
14 Arrowstreet Capital Limited Partnership 1.77M (1.68%) -111.28K
Decreased by -6.28%
Dec 31, 25
15 D. E. Shaw & Co LP 1.76M (1.67%) 185.05K
Increased by +10.54%
Dec 31, 25
16 Goldman Sachs Group Inc 1.60M (1.52%) 45.78K
Increased by +2.86%
Jun 30, 25
17 Needham Investment Management, LLC 1.54M (1.46%) 232.50K
Increased by +15.10%
Dec 31, 25
18 Dimensional Fund Advisors, Inc. 1.54M (1.46%) -2.63K
Decreased by -0.17%
Sep 30, 23
19 Westwood Holdings Group Inc 1.47M (1.40%) 409.49K
Increased by +27.77%
Dec 31, 24
20 Cannell Capital LLC 1.41M (1.34%) -217.54K
Decreased by -15.39%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.46M (6.13%) 1.56K
Increased by +0.02%
Apr 30, 26
2 Vanguard Total Stock Mkt Idx Inv 3.16M (3.00%) 0.00
Increased by 0.00%
Mar 31, 26
3 Vanguard US Total Market Shares ETF 2.95M (2.80%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Information Technology ETF 2.54M (2.41%) -2.92K
Decreased by -0.11%
Mar 31, 26
5 iShares Russell 2000 ETF 2.37M (2.25%) 20.02K
Increased by +0.84%
Apr 30, 26
6 PRIMECAP Odyssey Aggressive Growth 1.85M (1.75%) -178.19K
Decreased by -9.63%
Mar 31, 26
7 Brandes Global Small Cap Equity Cl F 1.80M (1.71%) 128.10K
Increased by +7.12%
Apr 30, 26
8 Wasatch Small Cap Value 1.66M (1.57%) 41.07K
Increased by +2.48%
Mar 31, 26
9 Needham Aggressive Growth Retail 1.63M (1.55%) 155.00K
Increased by +9.51%
Mar 31, 26
10 Janus Henderson US Small Cap Growth 1.29M (1.23%) 439.45K
Increased by +33.96%
Mar 31, 26
11 Brandes Small Cap Value R6 1.22M (1.16%) 0.00
Increased by 0.00%
Mar 31, 26
12 Vanguard Institutional Extnd Mkt Idx Tr 1.18M (1.12%) 21.85K
Increased by +1.84%
Mar 31, 26
13 Herald Ord 1.13M (1.07%) 30.00K
Increased by +2.65%
Dec 31, 25
14 Fidelity Small Cap Index 972.14K (0.92%) 11.25K
Increased by +1.16%
Feb 28, 26
15 State Street SPDR Port S&P 600 Sm CpETF 959.71K (0.91%) 338.00
Increased by +0.04%
Apr 30, 26
16 Swedbank Robur Small Cap USA A 950.00K (0.90%) -50.00K
Decreased by -5.26%
Mar 31, 26
17 Oberweis Micro-Cap Growth 942.80K (0.89%) 942.80K
Increased by +100.00%
Mar 31, 26
18 iShares S&P Small-Cap 600 Growth ETF 930.45K (0.88%) 0.00
Increased by 0.00%
Apr 30, 26
19 SPDR® Portfolio S&P 600™ Sm Cap ETF 913.42K (0.87%) 10.96K
Increased by +1.20%
Aug 29, 25
20 Janus Henderson US Small Cap Growth MA 884.62K (0.84%) 884.62K
Increased by +100.00%
Sep 30, 25