Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GUNZ 5.19%
2 SIMS 2.54%
3 SPIT 2.47%
4 ABLS 2.04%
5 PTEC 1.93%
6 SPAM 1.04%
7 BSMC 0.98%
8 XITK 0.93%
9 SGRW 0.74%
10 PSWD 0.74%
11 PSCT 0.62%
12 RZG 0.46%
13 FYC 0.45%
14 SNSR 0.43%
15 HAPS 0.38%
16 XSMO 0.38%
17 DWAS 0.34%
18 XSHQ 0.33%
19 KOMP 0.32%
20 IWC 0.31%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 17.04M (16.17%) 240.18K
Increased by +1.41%
Mar 31, 26
2 Vanguard Group Inc 10.69M (10.15%) 32.77K
Increased by +0.31%
Dec 31, 25
3 Brandes Investment Partners & Co 10.22M (9.70%) 2.02M
Increased by +19.77%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 5.43M (5.15%) 5.43M
Increased by +100.00%
Mar 31, 26
5 Wasatch Advisors LP 5.43M (5.15%) 103.78K
Increased by +1.91%
Mar 31, 26
6 Vanguard Capital Management, LLC 4.45M (4.22%) 4.45M
Increased by +100.00%
Mar 31, 26
7 State Street Corp 4.32M (4.10%) 104.18K
Increased by +2.41%
Mar 31, 26
8 Rice Hall James & Associates, LLC 3.66M (3.47%) 83.28K
Increased by +2.28%
Mar 31, 26
9 State Street Corporation 3.47M (3.29%) 83.00K
Increased by +2.39%
Mar 31, 24
10 Geode Capital Management, LLC 2.48M (2.35%) 86.48K
Increased by +3.49%
Mar 31, 26
11 PRIMECAP Management Company 2.32M (2.20%) -460.23K
Decreased by -19.85%
Mar 31, 26
12 Marshall Wace Asset Management Ltd 2.20M (2.09%) -352.86K
Decreased by -16.03%
Dec 31, 25
13 Renaissance Technologies Corp 2.05M (1.94%) -240.34K
Decreased by -11.73%
Mar 31, 26
14 Emerald Advisers, LLC 2.02M (1.92%) -40.94K
Decreased by -2.03%
Mar 31, 26
15 Driehaus Capital Management LLC 1.95M (1.85%) -533.61K
Decreased by -27.34%
Dec 31, 25
16 D. E. Shaw & Co LP 1.80M (1.71%) 44.75K
Increased by +2.48%
Mar 31, 26
17 Arrowstreet Capital Limited Partnership 1.76M (1.67%) -12.70K
Decreased by -0.72%
Mar 31, 26
18 Needham Investment Management, LLC 1.76M (1.67%) 220.00K
Increased by +12.50%
Mar 31, 26
19 HHG PLC 1.62M (1.53%) 687.13K
Increased by +42.53%
Mar 31, 26
20 Goldman Sachs Group Inc 1.60M (1.52%) 45.78K
Increased by +2.86%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.42M (6.10%) 2.57K
Increased by +0.04%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 3.16M (3.00%) 0.00
Increased by 0.00%
Apr 30, 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 2.56M (2.43%) 13.57K
Increased by +0.53%
Apr 30, 26
5 iShares Russell 2000 ETF 2.43M (2.31%) 22.46K
Increased by +0.92%
May 29, 26
6 PRIMECAP Odyssey Aggressive Growth 1.85M (1.76%) -178.19K
Decreased by -9.63%
Mar 31, 26
7 Brandes Global Small Cap Equity Cl F 1.80M (1.71%) 0.00
Increased by 0.00%
May 31, 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 Janus Henderson Venture D 1.29M (1.23%) 448.87K
Increased by +34.68%
Mar 31, 26
12 Brandes Small Cap Value R6 1.22M (1.16%) 0.00
Increased by 0.00%
Mar 31, 26
13 Vanguard Institutional Extnd Mkt Idx Tr 1.20M (1.13%) 10.90K
Increased by +0.91%
Apr 30, 26
14 Herald Ord 1.13M (1.07%) 30.00K
Increased by +2.65%
Dec 31, 25
15 Fidelity Small Cap Index 995.56K (0.94%) 23.42K
Increased by +2.35%
Mar 31, 26
16 State Street SPDR Port S&P 600 Sm CpETF 968.78K (0.92%) 0.00
Increased by 0.00%
May 29, 26
17 Swedbank Robur Small Cap USA A 950.00K (0.90%) 0.00
Increased by 0.00%
Apr 30, 26
18 Oberweis Micro-Cap 942.80K (0.89%) 942.80K
Increased by +100.00%
Mar 31, 26
19 Oberweis Micro-Cap Growth 942.80K (0.89%) 942.80K
Increased by +100.00%
Mar 31, 26
20 iShares S&P Small-Cap 600 Growth ETF 939.14K (0.89%) 0.00
Increased by 0.00%
May 29, 26