Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKK 0.03%
2 ISCG 0.03%
3 IWO 0.03%
4 IWMW 0.03%
5 IWM 0.03%
6 IWN 0.03%
7 VTWV 0.02%
8 VTWO 0.02%
9 VTWG 0.02%
10 JKJ 0.01%
11 ISCB 0.01%
12 SMMD 0.01%
13 VXF 0.01%
14 ITOT 0.00%
15 ITDI 0.00%
16 ITDH 0.00%
17 ITDJ 0.00%
18 ITDG 0.00%
19 ITDF 0.00%
20 ITDE 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 1.99M (15.54%) 338.22K
Increased by +17.03%
Mar 31, 26
2 AllianceBernstein L.P. 932.32K (7.30%) -9.74K
Decreased by -1.05%
Mar 31, 26
3 ACK Asset Management LLC 874.00K (6.84%) 29.41K
Increased by +3.36%
Mar 31, 26
4 Ophir Asset Management Pty Ltd 802.74K (6.28%) -184.25K
Decreased by -22.95%
Mar 31, 26
5 Lord, Abbett & Co LLC 751.56K (5.88%) 368.41K
Increased by +49.02%
Mar 31, 26
6 BlackRock Inc 697.20K (5.46%) 697.20K
Increased by +100.00%
Mar 31, 26
7 Wasatch Advisors LP 693.05K (5.42%) 9.06K
Increased by +1.31%
Mar 31, 26
8 Fred Alger Management, LLC 686.59K (5.37%) 441.75K
Increased by +64.34%
Mar 31, 26
9 Driehaus Capital Management LLC 660.51K (5.17%) 152.42K
Increased by +23.08%
Mar 31, 26
10 Emerald Advisers, LLC 578.60K (4.53%) 65.25K
Increased by +11.28%
Mar 31, 26
11 Vanguard Capital Management, LLC 515.42K (4.03%) 515.42K
Increased by +100.00%
Mar 31, 26
12 Conversant Capital LLC 471.61K (3.69%) 471.61K
Increased by +100.00%
Mar 31, 26
13 Schonfeld Strategic Advisors LLC 439.71K (3.44%) -845.72K
Decreased by -192.34%
Mar 31, 26
14 Principal Financial Group Inc 428.26K (3.35%) 284.92K
Increased by +66.53%
Mar 31, 26
15 Citadel Advisors Llc 407.95K (3.19%) 407.95K
Increased by +100.00%
Dec 31, 25
16 Emerald Mutual Fund Advisers Trust 359.06K (2.81%) 59.07K
Increased by +16.45%
Mar 31, 26
17 Federated Hermes Inc 358.95K (2.81%) -11.41K
Decreased by -3.18%
Mar 31, 26
18 Nuveen, LLC 342.80K (2.68%) 43.15K
Increased by +12.59%
Mar 31, 26
19 Engle Capital Management, L.P. 318.00K (2.49%) 187.00K
Increased by +58.81%
Mar 31, 26
20 Geode Capital Management, LLC 306.94K (2.40%) 306.94K
Increased by +100.00%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Small Cap Growth 444.43K (3.48%) 0.00
Increased by 0.00%
Mar 31, 26
2 Lord Abbett Developing Growth A 422.60K (3.31%) 183.72K
Increased by +43.47%
Apr 30, 26
3 Vanguard Total Stock Mkt Idx Inv 358.97K (2.81%) 0.00
Increased by 0.00%
Apr 30, 26
4 Federated Hermes Kaufmann Small Cap A 358.95K (2.81%) 33.95K
Increased by +9.46%
Mar 31, 26
5 Federated Hermes Kaufmann Small Cap Grow 358.95K (2.81%) 33.95K
Increased by +9.46%
Mar 31, 26
6 Wasatch Micro Cap 333.63K (2.61%) -21.38K
Decreased by -6.41%
Mar 31, 26
7 Fidelity Stock Selector Small Cap 333.15K (2.61%) 0.00
Increased by 0.00%
Mar 31, 26
8 Columbia Small Cap Growth Inst 332.92K (2.61%) 332.92K
Increased by +100.00%
Apr 30, 26
9 iShares Russell 2000 ETF 300.28K (2.35%) 2.76K
Increased by +0.92%
May 29, 26
10 Small Cap Growth / TimesSquare SP 265.10K (2.07%) 265.10K
Increased by +100.00%
Dec 31, 25
11 Heptagon Driehaus US Micro Cap Eq C$ Acc 229.56K (1.80%) -33.25K
Decreased by -14.48%
Apr 30, 26
12 Fidelity Series Small Cap Opps 229.26K (1.79%) 0.00
Increased by 0.00%
Mar 31, 26
13 Principal SmallCap R5 226.30K (1.77%) 110.10K
Increased by +48.65%
Apr 30, 26
14 Fidelity Small Cap Growth K6 220.90K (1.73%) 0.00
Increased by 0.00%
Mar 31, 26
15 Alger Weatherbie Specialized Growth A 215.02K (1.68%) 19.70K
Increased by +9.16%
Mar 31, 26
16 Emerald Growth A 208.01K (1.63%) 0.00
Increased by 0.00%
Apr 30, 26
17 Wasatch Micro Cap Value 187.46K (1.47%) 8.90K
Increased by +4.75%
Mar 31, 26
18 Wasatch Micro Cap Value Composite 187.46K (1.47%) -27.50K
Decreased by -14.67%
Mar 31, 26
19 AB Small Cap Value Advisor 182.66K (1.43%) -35.33K
Decreased by -19.34%
Apr 30, 26
20 Strategic Advisers Fidelity US TtlStk 173.86K (1.36%) 21.20K
Increased by +12.19%
Apr 30, 26