Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PTH 1.24%
2 SGRW 1.22%
3 SMAP 1.15%
4 SMIZ 0.64%
5 AIMS 0.63%
6 RZG 0.51%
7 PSCH 0.48%
8 MMSC 0.44%
9 ETHO 0.42%
10 PZI 0.38%
11 FYC 0.35%
12 IWC 0.27%
13 BTEC 0.24%
14 SSLY 0.22%
15 AFSM 0.20%
16 FYX 0.12%
17 RFLR 0.09%
18 SLY 0.08%
19 SLYG 0.08%
20 QVMS 0.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Investment Management,Inc. 6.51M (15.24%) 1.05M
Increased by +16.12%
Mar 31, 26
2 BlackRock Inc 6.10M (14.30%) 190.15K
Increased by +3.12%
Mar 31, 26
3 Casdin Capital, LLC 5.96M (13.96%) 0.00
Increased by 0.00%
Mar 31, 26
4 Goldman Sachs Group Inc 4.80M (11.26%) 4.59M
Increased by +95.61%
Dec 31, 23
5 Vanguard Group Inc 3.09M (7.23%) 119.87K
Increased by +3.88%
Dec 31, 25
6 Amvescap Plc. 2.35M (5.50%) -1.58M
Decreased by -67.43%
Mar 31, 26
7 Park West Asset Management LLC 2.01M (4.72%) -66.13K
Decreased by -3.28%
Sep 30, 23
8 Vanguard Capital Management, LLC 1.92M (4.49%) 1.92M
Increased by +100.00%
Mar 31, 26
9 State Street Corp 1.58M (3.70%) 71.48K
Increased by +4.53%
Mar 31, 26
10 FMR Inc 1.47M (3.44%) -77.94K
Decreased by -5.30%
Mar 31, 26
11 State Street Corporation 1.30M (3.04%) 49.22K
Increased by +3.79%
Mar 31, 24
12 Massachusetts Financial Services Company 1.20M (2.81%) 193.09K
Increased by +16.13%
Mar 31, 26
13 Millennium Management LLC 1.15M (2.68%) 377.11K
Increased by +32.93%
Dec 31, 24
14 Fred Alger Management, LLC 1.08M (2.53%) -3.90K
Decreased by -0.36%
Mar 31, 26
15 Dimensional Fund Advisors, Inc. 1.04M (2.43%) 10.59K
Increased by +1.02%
Mar 31, 26
16 Portolan Capital Management, LLC 1.00M (2.35%) 132.69K
Increased by +13.21%
Jun 30, 24
17 Geode Capital Management, LLC 971.93K (2.28%) 18.80K
Increased by +1.93%
Mar 31, 26
18 William Blair Investment Management, LLC 946.62K (2.22%) 36.27K
Increased by +3.83%
Mar 31, 25
19 Bank of America Corp 904.10K (2.12%) 382.78K
Increased by +42.34%
Mar 31, 26
20 Ameriprise Financial Inc 901.14K (2.11%) -3.18K
Decreased by -0.35%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price US Small-Cap Core Equity 2.56M (6.00%) 381.26K
Increased by +14.88%
Mar 31, 26
2 T. Rowe Price Small-Cap Stock 2.56M (6.00%) -1.82K
Decreased by -0.07%
Apr 30, 26
3 iShares Core S&P Small-Cap ETF 2.37M (5.54%) 1.01K
Increased by +0.04%
May 29, 26
4 Vanguard Total Stock Mkt Idx Inv 1.44M (3.36%) 0.00
Increased by 0.00%
Apr 30, 26
5 T. Rowe Price Instl Small-Cap Stock 1.39M (3.25%) 0.00
Increased by 0.00%
Apr 30, 26
6 Vanguard US Total Market Shares ETF 1.38M (3.24%) 0.00
Increased by 0.00%
Sep 30, 24
7 T. Rowe Price U.S. SC Core Eq Tr-D 1.22M (2.86%) 214.69K
Increased by +17.62%
Mar 31, 26
8 Alger Small Cap Focus Composite 1.02M (2.40%) 0.00
Increased by 0.00%
Mar 31, 26
9 Alger Small Cap Focus I 1.02M (2.40%) 0.00
Increased by 0.00%
Mar 31, 26
10 iShares Russell 2000 ETF 995.00K (2.33%) 9.20K
Increased by +0.93%
May 29, 26
11 Invesco Main Street Small Cap R6 870.10K (2.04%) 2.04K
Increased by +0.23%
Apr 30, 26
12 Invesco Small Cap Core 868.06K (2.03%) -30.14K
Decreased by -3.47%
Mar 31, 26
13 MFS New Discovery I 844.90K (1.98%) 0.00
Increased by 0.00%
Apr 30, 26
14 Columbia Acorn Inst 696.46K (1.63%) 0.00
Increased by 0.00%
Apr 30, 26
15 Stephens Small Cap Growth 673.13K (1.58%) 66.24K
Increased by +9.84%
Mar 31, 26
16 Fidelity Small Cap Growth 582.89K (1.37%) 0.00
Increased by 0.00%
Mar 31, 26
17 JNL/Invesco Small Cap Growth A 554.86K (1.30%) -27.90K
Decreased by -5.03%
Dec 31, 25
18 Strategic Advisers Small-Mid Cap 519.69K (1.22%) 0.00
Increased by 0.00%
Jun 30, 24
19 Palisade Small Cap Core Equity 493.77K (1.16%) 6.69K
Increased by +1.35%
Mar 31, 26
20 Voya Small Cap Growth (Portland) 483.11K (1.13%) 220.93K
Increased by +45.73%
Sep 30, 24