Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VICE 4.84%
2 JPSE 0.41%
3 IWC 0.34%
4 IWO 0.20%
5 SQLT 0.16%
6 IWMW 0.11%
7 IWM 0.11%
8 JKK 0.10%
9 ISCG 0.10%
10 ESML 0.06%
11 ISCB 0.05%
12 JKJ 0.05%
13 SMMD 0.04%
14 WSML 0.04%
15 ITOT 0.00%
16 IWV 0.00%
17 ITDI 0.00%
18 ITDJ 0.00%
19 ITDH 0.00%
20 ITDG 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 5.15M (10.49%) 1.53M
Increased by +29.79%
Dec 31, 25
2 Syon Capital LLC 4.44M (9.05%) 4.44M
Increased by +100.00%
Dec 31, 23
3 BlackRock Inc 3.68M (7.49%) 237.82K
Increased by +6.47%
Dec 31, 25
4 Wasatch Advisors LP 3.68M (7.48%) 1.64M
Increased by +44.55%
Mar 31, 26
5 Vanguard Group Inc 3.15M (6.41%) 237.51K
Increased by +7.54%
Dec 31, 25
6 Fuller & Thaler Asset Management Inc 2.76M (5.63%) 2.76M
Increased by +100.00%
Dec 31, 25
7 Wellington Management Company LLP 2.43M (4.95%) 439.96K
Increased by +18.09%
Dec 31, 25
8 Ameriprise Financial Inc 1.73M (3.52%) 444.17K
Increased by +25.73%
Dec 31, 25
9 Bryn Mawr Trust Company 1.48M (3.01%) 1.48M
Increased by +100.00%
Sep 30, 25
10 D. E. Shaw & Co LP 1.31M (2.67%) -92.14K
Decreased by -7.03%
Dec 31, 25
11 Westfield Capital Management Company, L.P. 1.15M (2.35%) 78.32K
Increased by +6.80%
Mar 31, 26
12 T. Rowe Price Associates, Inc. 1.15M (2.34%) 686.55K
Increased by +59.78%
Dec 31, 25
13 Geode Capital Management, LLC 1.15M (2.33%) 72.40K
Increased by +6.32%
Dec 31, 25
14 Artisan Partners Limited Partnership 1.08M (2.20%) -390.39K
Decreased by -36.09%
Mar 31, 26
15 Dimensional Fund Advisors, Inc. 1.07M (2.19%) 61.95K
Increased by +5.77%
Mar 31, 26
16 Loomis, Sayles & Company LP 1.07M (2.18%) -89.52K
Decreased by -8.35%
Mar 31, 26
17 State Street Corp 1.05M (2.13%) 102.52K
Increased by +9.79%
Dec 31, 25
18 Driehaus Capital Management LLC 1.01M (2.07%) 387.69K
Increased by +38.22%
Dec 31, 25
19 abrdn PLC 846.67K (1.72%) -69.99K
Decreased by -8.27%
Sep 30, 24
20 Pictet Asset Manangement SA 846.66K (1.72%) 296.68K
Increased by +35.04%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.67M (5.44%) 591.00
Increased by +0.02%
Apr 30, 26
2 Vanguard Total Stock Mkt Idx Inv 1.55M (3.16%) 9.71K
Increased by +0.63%
Mar 31, 26
3 Vanguard US Total Market Shares ETF 1.23M (2.50%) -25.80K
Decreased by -2.10%
Sep 30, 24
4 Fidelity® Small Cap Growth 1.20M (2.44%) -1.46K
Decreased by -0.12%
Oct 31, 23
5 iShares Russell 2000 ETF 1.12M (2.28%) 9.45K
Increased by +0.84%
Apr 30, 26
6 Fidelity Small Cap Growth 1.10M (2.24%) -129.36K
Decreased by -11.73%
Feb 28, 26
7 FullerThaler Behavioral Small-Cap Growth 943.78K (1.92%) 13.20K
Increased by +1.40%
Dec 31, 25
8 Wasatch Core Growth 893.29K (1.82%) 608.51K
Increased by +68.12%
Mar 31, 26
9 Columbia Small Cap Growth 878.16K (1.79%) 24.41K
Increased by +2.78%
Mar 31, 26
10 Columbia Small Cap Growth Inst 878.16K (1.79%) -21.81K
Decreased by -2.48%
Mar 31, 26
11 FullerThaler Behavioral Sm-Cp Gr R6 865.90K (1.76%) 13.20K
Increased by +1.52%
Dec 31, 25
12 Champlain Small Company Fund, LLC 783.73K (1.60%) -13.85K
Decreased by -1.77%
Oct 31, 24
13 T. Rowe Price New Horizons 712.63K (1.45%) 0.00
Increased by 0.00%
Dec 31, 25
14 US Small-Cap Growth II Equity Comp 712.63K (1.45%) 422.63K
Increased by +59.31%
Dec 31, 25
15 Fidelity Stock Selector Small Cap 660.89K (1.35%) 6.70K
Increased by +1.01%
Feb 28, 26
16 Loomis Sayles Small Cap Growth Instl 600.13K (1.22%) -10.82K
Decreased by -1.80%
Mar 31, 26
17 Fidelity Balanced 591.30K (1.20%) 0.00
Increased by 0.00%
Nov 30, 23
18 Fidelity® Balanced 591.30K (1.20%) 106.84K
Increased by +18.07%
Oct 31, 23
19 Fidelity Small Cap Growth K6 556.26K (1.13%) -65.20K
Decreased by -11.72%
Feb 28, 26
20 Harbor Small Cap Growth Instl 515.82K (1.05%) 52.76K
Increased by +10.23%
Mar 31, 26