Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GABF 4.76%
2 AAUM 3.54%
3 ZIG 3.19%
4 ABLS 2.59%
5 KCE 1.75%
6 DGRS 1.72%
7 PEY 1.59%
8 FEMD 1.55%
9 CSB 1.20%
10 FSCS 1.16%
11 SMDV 1.09%
12 RNMC 0.93%
13 XSLV 0.74%
14 OUSM 0.73%
15 XSHQ 0.63%
16 PSCF 0.49%
17 FNY 0.43%
18 SSLY 0.43%
19 ETHO 0.42%
20 DES 0.41%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.38M (15.84%) 101.73K
Increased by +2.32%
Mar 31, 26
2 Vanguard Group Inc 3.24M (11.70%) -6.18K
Decreased by -0.19%
Dec 31, 25
3 Wasatch Advisors Inc. 2.42M (8.75%) 851.13K
Increased by +35.16%
Dec 31, 23
4 Wasatch Advisors LP 2.10M (7.58%) 96.11K
Increased by +4.58%
Mar 31, 26
5 BAMCO Inc 1.93M (6.97%) -15.58K
Decreased by -0.81%
Jun 30, 25
6 Vanguard Portfolio Management, LLC 1.65M (5.97%) 1.65M
Increased by +100.00%
Mar 31, 26
7 Vanguard Capital Management, LLC 1.26M (4.54%) 1.26M
Increased by +100.00%
Mar 31, 26
8 Dimensional Fund Advisors, Inc. 1.17M (4.24%) 50.58K
Increased by +4.31%
Mar 31, 26
9 State Street Corp 1.15M (4.15%) -32.05K
Decreased by -2.79%
Mar 31, 26
10 Charles Schwab Investment Management Inc 967.02K (3.49%) -164.97K
Decreased by -17.06%
Mar 31, 26
11 The Goldman Sachs Group Inc 821.18K (2.97%) 51.03K
Increased by +6.21%
Mar 31, 26
12 Geode Capital Management, LLC 809.45K (2.92%) 32.49K
Increased by +4.01%
Mar 31, 26
13 Copeland Capital Management, LLC 804.52K (2.91%) -216.00
Decreased by -0.03%
Mar 31, 26
14 Victory Capital Management Inc. 684.95K (2.47%) 77.32K
Increased by +11.29%
Mar 31, 26
15 State Street Corporation 645.37K (2.33%) 11.19K
Increased by +1.73%
Mar 31, 24
16 Congress Asset Management Company, LLP 634.62K (2.29%) -21.78K
Decreased by -3.43%
Jun 30, 25
17 DePrince Race & Zollo Inc 587.58K (2.12%) 8.14K
Increased by +1.38%
Dec 31, 23
18 BTIM Corp 558.43K (2.02%) -73.67K
Decreased by -13.19%
Mar 31, 26
19 NORGES BANK 481.56K (1.74%) 111.55K
Increased by +23.17%
Dec 31, 25
20 Morgan Stanley - Brokerage Accounts 447.18K (1.62%) 36.41K
Increased by +8.14%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.67M (6.03%) 640.00
Increased by +0.04%
May 29, 26
2 Baron Growth Retail 1.60M (5.78%) 0.00
Increased by 0.00%
Jun 30, 25
3 Baron Small Cap Growth Strategy 1.60M (5.78%) 0.00
Increased by 0.00%
Jun 30, 25
4 ClearBridge Aggressive Growth 1.20M (4.33%) 0.00
Increased by 0.00%
Feb 29, 24
5 ClearBridge Aggressive Growth A 1.20M (4.33%) 0.00
Increased by 0.00%
Dec 31, 23
6 Vanguard Total Stock Mkt Idx Inv 908.14K (3.28%) 4.15K
Increased by +0.46%
Apr 30, 26
7 Vanguard US Total Market Shares ETF 895.56K (3.24%) 1.18K
Increased by +0.13%
Sep 30, 24
8 iShares Russell 2000 ETF 667.55K (2.41%) 6.19K
Increased by +0.93%
May 29, 26
9 Schwab US Dividend Equity ETF™ 655.86K (2.37%) 1.25K
Increased by +0.19%
May 30, 26
10 Vanguard Small Cap Index 646.84K (2.34%) 100.00
Increased by +0.02%
Apr 30, 26
11 Calvert Small-Cap A 557.61K (2.01%) 0.00
Increased by 0.00%
Jul 31, 25
12 Calvert US Small-Cap Strategy 557.61K (2.01%) -85.86K
Decreased by -15.40%
Jun 30, 25
13 Wasatch Core Growth 437.39K (1.58%) -80.04K
Decreased by -18.30%
Mar 31, 26
14 Victory Sycamore Small Company Opp R 402.00K (1.45%) 27.00K
Increased by +6.72%
Mar 31, 26
15 Wasatch Small Cap Value 377.53K (1.36%) 109.82K
Increased by +29.09%
Mar 31, 26
16 Victory Small Cap Value CIT (Net 75) 375.00K (1.36%) 364.02K
Increased by +97.07%
Dec 31, 25
17 Vanguard Small Cap Growth Index Inv 363.56K (1.31%) -284.00
Decreased by -0.08%
Apr 30, 26
18 Congress Small Cap Growth Institutional 355.00K (1.28%) 0.00
Increased by 0.00%
Jul 31, 25
19 Invesco Global Opportunities A 341.49K (1.23%) 0.00
Increased by 0.00%
Aug 31, 24
20 Invesco Global Multi Cap Growth 333.70K (1.21%) 0.00
Increased by 0.00%
Jun 30, 24