Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VICE 4.84%
2 JPSE 0.41%
3 IWC 0.34%
4 IWO 0.22%
5 SQLT 0.17%
6 JKK 0.12%
7 IWMW 0.12%
8 ISCG 0.11%
9 IWM 0.11%
10 JKJ 0.06%
11 ISCB 0.06%
12 ESML 0.05%
13 SMMD 0.05%
14 WSML 0.03%
15 ITOT 0.00%
16 IWV 0.00%
17 ITDJ 0.00%
18 ITDH 0.00%
19 ITDI 0.00%
20 ITDG 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.78M (13.71%) 3.10M
Increased by +45.74%
Mar 31, 26
2 FMR Inc 4.76M (9.62%) -396.49K
Decreased by -8.34%
Mar 31, 26
3 Syon Capital LLC 4.44M (8.99%) 4.44M
Increased by +100.00%
Dec 31, 23
4 Wasatch Advisors LP 3.68M (7.44%) 1.64M
Increased by +44.55%
Mar 31, 26
5 Vanguard Group Inc 3.15M (6.37%) 237.51K
Increased by +7.54%
Dec 31, 25
6 Fuller & Thaler Asset Management Inc 2.76M (5.59%) 2.76M
Increased by +100.00%
Dec 31, 25
7 Wellington Management Company LLP 2.33M (4.72%) -98.14K
Decreased by -4.20%
Mar 31, 26
8 Vanguard Capital Management, LLC 2.09M (4.23%) 2.09M
Increased by +100.00%
Mar 31, 26
9 State Street Corp 1.73M (3.50%) 681.32K
Increased by +39.41%
Mar 31, 26
10 Driehaus Capital Management LLC 1.52M (3.08%) 509.41K
Increased by +33.43%
Mar 31, 26
11 Bryn Mawr Trust Company 1.48M (2.99%) 1.48M
Increased by +100.00%
Sep 30, 25
12 Ameriprise Financial Inc 1.44M (2.92%) -282.56K
Decreased by -19.57%
Mar 31, 26
13 Geode Capital Management, LLC 1.30M (2.62%) 149.74K
Increased by +11.56%
Mar 31, 26
14 Marshall Wace Asset Management Ltd 1.25M (2.54%) 714.03K
Increased by +56.94%
Mar 31, 26
15 D. E. Shaw & Co LP 1.21M (2.46%) -95.32K
Decreased by -7.85%
Mar 31, 26
16 Westfield Capital Management Company, L.P. 1.15M (2.33%) 78.32K
Increased by +6.80%
Mar 31, 26
17 Vanguard Portfolio Management, LLC 1.12M (2.27%) 1.12M
Increased by +100.00%
Mar 31, 26
18 Artisan Partners Limited Partnership 1.08M (2.19%) -390.39K
Decreased by -36.09%
Mar 31, 26
19 Dimensional Fund Advisors, Inc. 1.07M (2.17%) 61.95K
Increased by +5.77%
Mar 31, 26
20 Loomis, Sayles & Company LP 1.07M (2.17%) -89.52K
Decreased by -8.35%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.66M (5.39%) 960.00
Increased by +0.04%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 1.56M (3.15%) 4.96K
Increased by +0.32%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 1.23M (2.48%) -25.80K
Decreased by -2.10%
Sep 30, 24
4 Fidelity® Small Cap Growth 1.20M (2.43%) -1.46K
Decreased by -0.12%
Oct 31, 23
5 iShares Russell 2000 ETF 1.14M (2.30%) 10.50K
Increased by +0.92%
May 29, 26
6 Fidelity Small Cap Growth 1.10M (2.23%) 0.00
Increased by 0.00%
Mar 31, 26
7 FullerThaler Behavioral Small-Cap Growth 943.78K (1.91%) 13.20K
Increased by +1.40%
Dec 31, 25
8 Wasatch Core Growth 893.29K (1.81%) 608.51K
Increased by +68.12%
Mar 31, 26
9 Columbia Small Cap Growth 878.16K (1.78%) 24.41K
Increased by +2.78%
Mar 31, 26
10 FullerThaler Behavioral Sm-Cp Gr R6 865.90K (1.75%) 13.20K
Increased by +1.52%
Dec 31, 25
11 Champlain Small Company Fund, LLC 783.73K (1.59%) -13.85K
Decreased by -1.77%
Oct 31, 24
12 T. Rowe Price New Horizons 712.63K (1.44%) 0.00
Increased by 0.00%
Dec 31, 25
13 US Small-Cap Growth II Equity Comp 712.63K (1.44%) 422.63K
Increased by +59.31%
Dec 31, 25
14 Fidelity Stock Selector Small Cap 664.89K (1.35%) 4.00K
Increased by +0.60%
Mar 31, 26
15 Fidelity Balanced 591.30K (1.20%) 0.00
Increased by 0.00%
Nov 30, 23
16 Fidelity® Balanced 591.30K (1.20%) 106.84K
Increased by +18.07%
Oct 31, 23
17 Loomis Sayles Small Cap Growth Instl 584.70K (1.18%) -15.43K
Decreased by -2.64%
Apr 30, 26
18 Columbia Small Cap Growth Inst 579.01K (1.17%) -299.15K
Decreased by -51.67%
Apr 30, 26
19 Fidelity Small Cap Growth K6 556.26K (1.13%) 0.00
Increased by 0.00%
Mar 31, 26
20 Harbor Small Cap Growth Instl 515.82K (1.04%) 52.76K
Increased by +10.23%
Mar 31, 26