Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDM 1.77%
2 PRN 1.12%
3 DGLO 0.63%
4 JSML 0.61%
5 HAPS 0.45%
6 DWAS 0.43%
7 FYC 0.43%
8 AFSM 0.39%
9 JPSE 0.29%
10 RNSC 0.29%
11 FSGS 0.29%
12 OMFS 0.28%
13 FYX 0.28%
14 CSML 0.21%
15 FESM 0.21%
16 ISMD 0.21%
17 DGRS 0.19%
18 QSML 0.17%
19 IWC 0.17%
20 AVSC 0.15%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 584.95K (9.41%) 6.84K
Increased by +1.17%
Dec 31, 25
2 FMR Inc 566.93K (9.12%) 12.15K
Increased by +2.14%
Dec 31, 25
3 Vanguard Group Inc 391.61K (6.30%) 21.36K
Increased by +5.45%
Dec 31, 25
4 Neuberger Berman Group LLC 376.74K (6.06%) -12.77K
Decreased by -3.39%
Mar 31, 26
5 Fidelity International Ltd 239.71K (3.86%) -40.15K
Decreased by -16.75%
Jun 30, 24
6 HHG PLC 235.34K (3.79%) 26.39K
Increased by +11.21%
Dec 31, 25
7 Renaissance Technologies Corp 224.47K (3.61%) 10.50K
Increased by +4.68%
Mar 31, 26
8 Dimensional Fund Advisors, Inc. 192.88K (3.10%) 4.44K
Increased by +2.30%
Mar 31, 26
9 Thrivent Financial For Lutherans 180.78K (2.91%) 180.78K
Increased by +100.00%
Dec 31, 25
10 Copeland Capital Management, LLC 173.47K (2.79%) -9.60K
Decreased by -5.54%
Dec 31, 25
11 Brown Advisory Holdings Inc 161.86K (2.60%) 973.00
Increased by +0.60%
Sep 30, 23
12 State Street Corporation 157.83K (2.54%) 5.40K
Increased by +3.42%
Mar 31, 24
13 Geode Capital Management, LLC 154.90K (2.49%) -6.86K
Decreased by -4.43%
Dec 31, 25
14 Eagle Asset Management, Inc. 148.22K (2.38%) 95.05K
Increased by +64.13%
Sep 30, 24
15 Two Sigma Investments LLC 146.16K (2.35%) 3.19K
Increased by +2.18%
Dec 31, 25
16 State Street Corp 144.74K (2.33%) -8.29K
Decreased by -5.73%
Dec 31, 25
17 Two Sigma Advisers, LLC 133.89K (2.15%) -900.00
Decreased by -0.67%
Dec 31, 25
18 Envestnet Asset Management Inc 125.79K (2.02%) -3.17K
Decreased by -2.52%
Jun 30, 25
19 QRG Capital Management, Inc. 117.63K (1.89%) -8.16K
Decreased by -6.94%
Sep 30, 25
20 SG Americas Securities, LLC 105.34K (1.69%) 48.89K
Increased by +46.41%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Neuberger Berman Genesis Inv 399.20K (6.42%) -15.28K
Decreased by -3.83%
Jun 30, 25
2 Fidelity Small Cap America Sr B 239.71K (3.86%) -35.15K
Decreased by -14.66%
Jun 30, 24
3 Neuberger Genesis Inv 224.79K (3.62%) -13.06K
Decreased by -5.81%
Mar 31, 26
4 Vanguard Total Stock Mkt Idx Inv 196.44K (3.16%) 0.00
Increased by 0.00%
Mar 31, 26
5 Vanguard US Total Market Shares ETF 181.19K (2.91%) -30.10K
Decreased by -16.61%
Sep 30, 24
6 FIAM Small Cap Core Composite 156.40K (2.52%) -2.50K
Decreased by -1.60%
Dec 31, 25
7 Janus Henderson US Small Cap Growth MA 153.06K (2.46%) 153.03K
Increased by +99.99%
Dec 31, 24
8 Fidelity® Series Small Cap Opps 152.27K (2.45%) 0.00
Increased by 0.00%
Oct 31, 23
9 FIAM Small Cap Core CIT Cl B 150.70K (2.42%) -3.00K
Decreased by -1.99%
Feb 28, 26
10 iShares Russell 2000 ETF 150.16K (2.42%) 1.27K
Increased by +0.85%
Apr 30, 26
11 Needham Aggressive Growth Retail 140.01K (2.25%) 41.25K
Increased by +29.46%
Mar 31, 26
12 Fidelity Stock Selector Small Cap 113.50K (1.83%) 1.70K
Increased by +1.50%
Feb 28, 26
13 Janus Henderson US Small Cap Growth 111.60K (1.79%) -1.24K
Decreased by -1.11%
Mar 31, 26
14 Janus Henderson Venture D 111.60K (1.79%) -1.24K
Decreased by -1.11%
Jan 31, 26
15 Fidelity Series Small Cap Opps 107.78K (1.73%) -3.00K
Decreased by -2.78%
Feb 28, 26
16 Thrivent Small Cap Stock A 102.74K (1.65%) -41.00
Decreased by -0.04%
Mar 31, 26
17 Janus Henderson Hrzn Glb SC E2 USD 91.67K (1.47%) 5.37K
Increased by +5.86%
Feb 28, 26
18 Fidelity® Stock Selector Small Cap 78.20K (1.26%) 0.00
Increased by 0.00%
Oct 31, 23
19 Vanguard Institutional Extnd Mkt Idx Tr 73.99K (1.19%) 1.84K
Increased by +2.49%
Mar 31, 26
20 Fuller & Thaler Behavioral Sm-Cp Eq R6 69.83K (1.12%) 0.00
Increased by 0.00%
Sep 30, 23