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 FSGS 0.29%
11 RNSC 0.29%
12 OMFS 0.28%
13 FYX 0.28%
14 IWC 0.25%
15 CSML 0.21%
16 FESM 0.21%
17 ISMD 0.21%
18 DGRS 0.19%
19 QSML 0.17%
20 AVSC 0.15%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 593.71K (9.54%) 8.77K
Increased by +1.48%
Mar 31, 26
2 FMR Inc 570.18K (9.16%) 3.25K
Increased by +0.57%
Mar 31, 26
3 Vanguard Group Inc 391.61K (6.29%) 21.36K
Increased by +5.45%
Dec 31, 25
4 Neuberger Berman Group LLC 376.74K (6.05%) -12.77K
Decreased by -3.39%
Mar 31, 26
5 Two Sigma Investments LLC 282.01K (4.53%) 135.84K
Increased by +48.17%
Mar 31, 26
6 Vanguard Capital Management, LLC 277.04K (4.45%) 277.04K
Increased by +100.00%
Mar 31, 26
7 Fidelity International Ltd 239.71K (3.85%) -40.15K
Decreased by -16.75%
Jun 30, 24
8 Renaissance Technologies Corp 224.47K (3.61%) 10.50K
Increased by +4.68%
Mar 31, 26
9 Dimensional Fund Advisors, Inc. 192.88K (3.10%) 4.44K
Increased by +2.30%
Mar 31, 26
10 Thrivent Financial For Lutherans 180.26K (2.90%) -526.00
Decreased by -0.29%
Mar 31, 26
11 Copeland Capital Management, LLC 173.47K (2.79%) -9.60K
Decreased by -5.54%
Dec 31, 25
12 Brown Advisory Holdings Inc 161.86K (2.60%) 973.00
Increased by +0.60%
Sep 30, 23
13 Geode Capital Management, LLC 159.60K (2.56%) 4.71K
Increased by +2.95%
Mar 31, 26
14 State Street Corporation 157.83K (2.54%) 5.40K
Increased by +3.42%
Mar 31, 24
15 Eagle Asset Management, Inc. 148.22K (2.38%) 95.05K
Increased by +64.13%
Sep 30, 24
16 Jane Street Group LLC 144.43K (2.32%) 120.44K
Increased by +83.38%
Mar 31, 26
17 State Street Corp 141.47K (2.27%) -3.27K
Decreased by -2.31%
Mar 31, 26
18 Needham Investment Management, LLC 140.01K (2.25%) 41.25K
Increased by +29.46%
Mar 31, 26
19 HHG PLC 135.47K (2.18%) -99.88K
Decreased by -73.73%
Mar 31, 26
20 Two Sigma Advisers, LLC 133.89K (2.15%) -900.00
Decreased by -0.67%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Neuberger Berman Genesis Inv 399.20K (6.41%) -15.28K
Decreased by -3.83%
Jun 30, 25
2 Fidelity Small Cap America Sr B 239.71K (3.85%) -35.15K
Decreased by -14.66%
Jun 30, 24
3 Neuberger Genesis Inv 224.79K (3.61%) -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%
Apr 30, 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 (2.51%) -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 iShares Russell 2000 ETF 151.59K (2.44%) 1.40K
Increased by +0.93%
May 29, 26
10 FIAM Small Cap Core CIT Cl B 150.70K (2.42%) 0.00
Increased by 0.00%
Mar 31, 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 (1.82%) 0.00
Increased by 0.00%
Mar 31, 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%) 0.00
Increased by 0.00%
Mar 31, 26
15 Fidelity Series Small Cap Opps 107.78K (1.73%) 0.00
Increased by 0.00%
Mar 31, 26
16 Thrivent Small Cap Stock A 102.48K (1.65%) -265.00
Decreased by -0.26%
Apr 30, 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 CS McKee Micro Cap Value 75.55K (1.21%) 16.62K
Increased by +22.00%
May 31, 26
20 Vanguard Institutional Extnd Mkt Idx Tr 74.38K (1.20%) 396.00
Increased by +0.53%
Apr 30, 26