Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HTEC 1.38%
2 ROBO 1.27%
3 LSEQ 1.06%
4 LSAF 0.89%
5 PSCH 0.81%
6 NIXT 0.74%
7 BTEC 0.71%
8 QQQS 0.52%
9 SVAL 0.45%
10 MMSC 0.43%
11 SMDY 0.33%
12 USVM 0.28%
13 AVSC 0.24%
14 DFSV 0.23%
15 SLYG 0.21%
16 HELX 0.17%
17 SPSM 0.16%
18 RFLR 0.15%
19 DFAT 0.14%
20 STXK 0.12%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.90M (16.98%) -602.04K
Decreased by -8.72%
Sep 30, 25
2 Politan Capital Management LP 4.62M (11.36%) 0.00
Increased by 0.00%
Dec 31, 25
3 Vanguard Group Inc 4.54M (11.17%) 99.59K
Increased by +2.19%
Dec 31, 25
4 NORGES BANK 2.16M (5.32%) 645.75K
Increased by +29.86%
Dec 31, 23
5 Kayne Anderson Rudnick Investment Management LLC 2.13M (5.25%) -103.78K
Decreased by -4.86%
Mar 31, 25
6 Dimensional Fund Advisors, Inc. 2.10M (5.16%) -420.36K
Decreased by -20.02%
Dec 31, 25
7 Millennium Management LLC 1.87M (4.59%) 167.97K
Increased by +9.00%
Dec 31, 25
8 State Street Corporation 1.74M (4.27%) -43.60K
Decreased by -2.51%
Mar 31, 24
9 State Street Corp 1.71M (4.20%) -83.92K
Decreased by -4.91%
Sep 30, 25
10 GW&K Investment Management, LLC 1.55M (3.81%) 419.63K
Increased by +27.07%
Dec 31, 25
11 Schroder Investment Management Group 1.40M (3.44%) -8.46K
Decreased by -0.61%
Mar 31, 25
12 Allspring Global Investments Holdings, LLC 1.39M (3.41%) 99.90K
Increased by +7.20%
Dec 31, 25
13 Conestoga Capital Advisors, LLC 1.32M (3.24%) -151.59K
Decreased by -11.52%
Dec 31, 25
14 Congress Asset Management Company, LLP 1.29M (3.16%) 1.29M
Increased by +100.00%
Dec 31, 25
15 Massachusetts Financial Services Company 1.11M (2.72%) 1.11M
Increased by +100.00%
Dec 31, 25
16 Lord, Abbett & Co LLC 1.08M (2.67%) 76.94K
Increased by +7.10%
Jun 30, 25
17 Macquarie Group Ltd 1.08M (2.66%) 24.97K
Increased by +2.31%
Mar 31, 25
18 Stephens Inv Mgmt Group LLC 1.07M (2.64%) 106.18K
Increased by +9.90%
Dec 31, 25
19 Citadel Advisors Llc 1.06M (2.60%) 374.03K
Increased by +35.33%
Jun 30, 25
20 Geode Capital Management, LLC 1.02M (2.52%) 1.16K
Increased by +0.11%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.46M (6.05%) 1.07K
Increased by +0.04%
Mar 31, 26
2 Conestoga Small Cap Investors 2.12M (5.20%) 567.68K
Increased by +26.84%
Feb 28, 26
3 Virtus KAR Mid-Cap Core I 1.67M (4.10%) 86.55K
Increased by +5.19%
Jun 30, 24
4 iShares Core S&P Mid-Cap ETF 1.54M (3.79%) 832.00
Increased by +0.05%
Oct 31, 24
5 Vanguard US Total Market Shares ETF 1.49M (3.67%) -114.54K
Decreased by -7.69%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 1.30M (3.19%) 0.00
Increased by 0.00%
Feb 28, 26
7 iShares Russell 2000 ETF 991.55K (2.44%) -8.08K
Decreased by -0.82%
Mar 31, 26
8 Congress Small Cap Growth Institutional 950.00K (2.34%) 90.00K
Increased by +9.47%
Feb 28, 26
9 Vanguard Small Cap Index 936.70K (2.30%) 1.96K
Increased by +0.21%
Feb 28, 26
10 Delaware US Small Cap Core Equity (SMA) 768.53K (1.89%) -8.99K
Decreased by -1.17%
Mar 31, 24
11 Macquarie US Small Cap Core Equity 768.53K (1.89%) -8.99K
Decreased by -1.17%
Mar 31, 24
12 Macquarie Small Cap Core I 765.71K (1.88%) 21.76K
Increased by +2.84%
Mar 31, 25
13 Delaware Small Cap Core I 743.94K (1.83%) -4.61K
Decreased by -0.62%
Sep 30, 24
14 Stephens SMID Select Growth 737.70K (1.81%) 74.86K
Increased by +10.15%
Dec 31, 25
15 DFA US Small Cap Value I 727.00K (1.79%) 0.00
Increased by 0.00%
Feb 28, 26
16 Allspring Special Small Cap Value A 642.24K (1.58%) 79.50K
Increased by +12.38%
Feb 28, 26
17 MFS New Discovery I 632.61K (1.56%) 139.59K
Increased by +22.07%
Feb 28, 26
18 Vanguard Small Cap Value Index Inv 601.85K (1.48%) 1.60K
Increased by +0.27%
Feb 28, 26
19 Vanguard Explorer Inv 565.31K (1.39%) 57.47K
Increased by +10.17%
Dec 31, 25
20 JPM Small Cap Equity-MA 528.16K (1.30%) 0.00
Increased by 0.00%
Mar 31, 25