Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NEWZ 2.86%
2 AFSC 2.37%
3 PSCD 2.25%
4 CSMD 2.20%
5 EHLS 1.80%
6 NSCS 1.71%
7 GSC 1.52%
8 PEZ 1.45%
9 XRT 1.37%
10 DBSC 1.06%
11 XSMO 1.00%
12 PXSG 1.00%
13 GRPZ 0.97%
14 HAPS 0.94%
15 BOUT 0.90%
16 RETL 0.80%
17 SGRW 0.72%
18 MMSC 0.71%
19 BRNY 0.68%
20 FNY 0.65%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.75M (15.73%) 85.87K
Increased by +1.81%
Mar 31, 26
2 Vanguard Group Inc 3.26M (10.81%) -31.88K
Decreased by -0.98%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 1.66M (5.51%) 1.66M
Increased by +100.00%
Mar 31, 26
4 Wasatch Advisors Inc. 1.51M (5.00%) -3.28K
Decreased by -0.22%
Sep 30, 23
5 FMR Inc 1.44M (4.77%) -224.10K
Decreased by -15.57%
Mar 31, 26
6 Wasatch Advisors LP 1.37M (4.54%) -533.19K
Decreased by -38.94%
Sep 30, 24
7 Vanguard Capital Management, LLC 1.35M (4.48%) 1.35M
Increased by +100.00%
Mar 31, 26
8 Capital World Investors 1.33M (4.41%) -265.62K
Decreased by -19.99%
Sep 30, 24
9 State Street Corp 1.22M (4.04%) 41.83K
Increased by +3.43%
Mar 31, 26
10 State Street Corporation 1.19M (3.95%) 45.85K
Increased by +3.85%
Mar 31, 24
11 Amvescap Plc. 979.00K (3.25%) -82.66K
Decreased by -8.44%
Mar 31, 26
12 Holocene Advisors, LP 833.53K (2.76%) 833.53K
Increased by +100.00%
Sep 30, 23
13 Artemis Investment Management LLP 734.02K (2.43%) 494.52K
Increased by +67.37%
Mar 31, 25
14 Geode Capital Management, LLC 730.44K (2.42%) 19.25K
Increased by +2.64%
Mar 31, 26
15 Congress Asset Management Company, LLP 717.57K (2.38%) 95.16K
Increased by +13.26%
Mar 31, 26
16 Wellington Management Company LLP 689.50K (2.29%) -516.61K
Decreased by -74.93%
Mar 31, 26
17 Bank of America Corp 655.37K (2.17%) 349.99K
Increased by +53.40%
Mar 31, 26
18 Dimensional Fund Advisors, Inc. 645.34K (2.14%) 9.82K
Increased by +1.52%
Mar 31, 26
19 Citadel Advisors Llc 607.95K (2.02%) 607.95K
Increased by +100.00%
Mar 31, 26
20 T. Rowe Price Associates, Inc. 597.12K (1.98%) -506.32K
Decreased by -84.79%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.85M (6.12%) 650.00
Increased by +0.04%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 966.97K (3.21%) 10.05K
Increased by +1.04%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 957.31K (3.17%) 796.00
Increased by +0.08%
Sep 30, 24
4 iShares Russell 2000 ETF 736.35K (2.44%) 6.81K
Increased by +0.93%
May 29, 26
5 Vanguard Small Cap Index 701.23K (2.32%) -1.41K
Decreased by -0.20%
Apr 30, 26
6 Invesco Discovery A 484.03K (1.60%) 0.00
Increased by 0.00%
Apr 30, 26
7 Invesco OFI Small Cap Growth 484.03K (1.60%) 42.95K
Increased by +8.87%
Mar 31, 26
8 American Funds SMALLCAP World A 457.38K (1.52%) 49.02K
Increased by +10.72%
Jun 30, 25
9 Macquarie US Mid Cap Growth Equity 453.71K (1.50%) 356.09K
Increased by +78.48%
Jun 30, 25
10 US Small-Cap Growth II Equity Comp 446.88K (1.48%) 96.09K
Increased by +21.50%
Dec 31, 25
11 Macquarie Mid Cap Growth A 413.73K (1.37%) -39.98K
Decreased by -9.66%
Jul 31, 25
12 Vanguard Small Cap Growth Index Inv 393.67K (1.31%) -112.00
Decreased by -0.03%
Apr 30, 26
13 Wasatch Small Cap Growth Investor 392.50K (1.30%) -235.79K
Decreased by -60.08%
Jun 30, 24
14 Columbia Acorn Inst 381.07K (1.26%) 18.20K
Increased by +4.77%
Mar 31, 24
15 Nomura US Mid Cap Growth Equity 378.51K (1.25%) -75.20K
Decreased by -19.87%
Sep 30, 25
16 Franklin Small Cap Growth Adv 376.66K (1.25%) 0.00
Increased by 0.00%
Mar 31, 24
17 Franklin Small Cap Growth SMA 376.66K (1.25%) 376.64K
Increased by +99.99%
Mar 31, 24
18 Franklin US Small Cap Growth Equity 376.66K (1.25%) 36.00K
Increased by +9.56%
Mar 31, 24
19 Vanguard Institutional Extnd Mkt Idx Tr 343.73K (1.14%) 3.58K
Increased by +1.04%
Apr 30, 26
20 Fidelity® Small Cap Growth 340.58K (1.13%) 33.30K
Increased by +9.78%
Sep 30, 23