Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DWAS 0.31%
2 RUSC 0.26%
3 JSML 0.22%
4 IWC 0.09%
5 VFMO 0.05%
6 GSSC 0.05%
7 JSMD 0.04%
8 IWO 0.03%
9 RFLR 0.02%
10 VTWG 0.02%
11 EES 0.01%
12 IWMW 0.01%
13 IWM 0.01%
14 RSSL 0.01%
15 DFSV 0.01%
16 VIS 0.01%
17 VTWO 0.01%
18 VXF 0.01%
19 UWM 0.01%
20 URTY 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 2.50M (17.43%) -82.64K
Decreased by -3.30%
Mar 31, 26
2 BlackRock Inc 989.34K (6.90%) -553.44K
Decreased by -55.94%
Mar 31, 26
3 Vanguard Group Inc 838.62K (5.84%) 35.65K
Increased by +4.25%
Dec 31, 25
4 Vanguard Capital Management, LLC 610.03K (4.25%) 610.03K
Increased by +100.00%
Mar 31, 26
5 Swedbank AB 450.00K (3.14%) 0.00
Increased by 0.00%
Mar 31, 26
6 Pembroke Management Ltd 439.40K (3.06%) -9.57K
Decreased by -2.18%
Dec 31, 25
7 Summit Creek Advisors LLC 408.58K (2.85%) 9.49K
Increased by +2.32%
Mar 31, 26
8 Dimensional Fund Advisors, Inc. 377.80K (2.63%) 43.62K
Increased by +11.55%
Mar 31, 26
9 Geode Capital Management, LLC 350.19K (2.44%) 7.28K
Increased by +2.08%
Mar 31, 26
10 Polar Asset Management Partners 320.00K (2.23%) 34.98K
Increased by +10.93%
Mar 31, 26
11 Wasatch Advisors Inc. 280.94K (1.96%) -44.50K
Decreased by -15.84%
Sep 30, 23
12 State Street Corp 280.81K (1.96%) 2.31K
Increased by +0.82%
Mar 31, 26
13 Pacific Ridge Capital Partners, LLC 245.55K (1.71%) 780.00
Increased by +0.32%
Mar 31, 26
14 Wasatch Advisors LP 234.32K (1.63%) -6.59K
Decreased by -2.81%
Dec 31, 24
15 Mill Road Capital Management LLC 210.33K (1.47%) 210.33K
Increased by +100.00%
Mar 31, 26
16 State Street Corporation 201.46K (1.40%) 36.62K
Increased by +18.18%
Dec 31, 23
17 JPMorgan Chase & Co 200.62K (1.40%) 191.49K
Increased by +95.45%
Sep 30, 25
18 Silvercrest Asset Management Group LLC 189.94K (1.32%) -1.24K
Decreased by -0.65%
Sep 30, 24
19 AllianceBernstein L.P. 188.07K (1.31%) -336.80K
Decreased by -179.08%
Dec 31, 25
20 Royce & Associates, LP 186.90K (1.30%) 122.07K
Increased by +65.31%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares US Infrastructure ETF 595.66K (4.15%) 595.66K
Increased by +100.00%
Feb 28, 26
2 FIAM Small Cap Core CIT Cl B 588.90K (4.10%) 0.00
Increased by 0.00%
Mar 31, 26
3 FIAM Small Cap Core Composite 588.90K (4.10%) -9.50K
Decreased by -1.61%
Dec 31, 25
4 Fidelity® Low-Priced Stock 491.55K (3.43%) -512.00
Decreased by -0.10%
Oct 31, 23
5 Fidelity Low-Priced Stock 450.80K (3.14%) 0.00
Increased by 0.00%
Mar 31, 26
6 Swedbank Robur Small Cap USA A 450.00K (3.14%) 0.00
Increased by 0.00%
Apr 30, 26
7 Vanguard US Total Market Shares ETF 446.27K (3.11%) 0.00
Increased by 0.00%
Sep 30, 24
8 Vanguard Total Stock Mkt Idx Inv 435.27K (3.03%) 0.00
Increased by 0.00%
Apr 30, 26
9 iShares Russell 2000 ETF 338.53K (2.36%) 3.12K
Increased by +0.92%
May 29, 26
10 Fidelity Advisor New Insights I 337.50K (2.35%) 0.00
Increased by 0.00%
Apr 30, 26
11 Fidelity Advisor® New Insights I 231.80K (1.62%) 0.00
Increased by 0.00%
Nov 30, 23
12 Summit Creek Small Cap Growth 220.76K (1.54%) 0.00
Increased by 0.00%
Jan 31, 25
13 Fidelity Global Value Growth Eq MF 218.30K (1.52%) -300.00
Decreased by -0.14%
Aug 20, 25
14 Pacific Ridge Capital Ptnrs Micro Cp Val 211.32K (1.47%) -43.63K
Decreased by -20.64%
Mar 31, 26
15 Strategic Advisers Fidelity US TtlStk 169.12K (1.18%) 0.00
Increased by 0.00%
Apr 30, 26
16 Fidelity Global Bargain Growth Stocks MF 169.04K (1.18%) 169.04K
Increased by +100.00%
Aug 21, 23
17 Vanguard Institutional Extnd Mkt Idx Tr 160.63K (1.12%) 1.12K
Increased by +0.69%
Apr 30, 26
18 Kennedy Extended Small Cap 154.34K (1.08%) 10.68K
Increased by +6.92%
Dec 31, 24
19 Fidelity Series Small Cap Core 153.28K (1.07%) 0.00
Increased by 0.00%
Mar 31, 26
20 Fidelity Small Cap Index 137.58K (0.96%) 145.00
Increased by +0.11%
Mar 31, 26