Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MARB 3.41%
2 ARB 2.82%
3 FFTY 2.70%
4 FRTY 2.48%
5 WCLD 2.21%
6 BOUT 1.63%
7 SMAP 1.52%
8 DBSC 1.50%
9 BCTK 1.21%
10 JSML 1.07%
11 XITK 1.04%
12 JSMD 0.92%
13 SHRT 0.82%
14 XSW 0.76%
15 PSC 0.65%
16 MMSC 0.64%
17 EVNT 0.63%
18 USMF 0.63%
19 QMID 0.61%
20 CLDL 0.57%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 33.31M (11.33%) 50.36K
Increased by +0.15%
Dec 31, 25
2 Warburg Pincus LLC 33.22M (11.30%) 0.00
Increased by 0.00%
Sep 30, 23
3 BlackRock Inc 26.23M (8.92%) 2.61M
Increased by +9.94%
Dec 31, 25
4 UBS Group AG 14.74M (5.01%) 9.52M
Increased by +64.58%
Mar 31, 26
5 T. Rowe Price Associates, Inc. 13.72M (4.67%) 1.46M
Increased by +10.64%
Dec 31, 25
6 Wasatch Advisors Inc. 12.09M (4.11%) 1.83M
Increased by +15.15%
Dec 31, 23
7 Starboard Value LP 9.96M (3.39%) 9.96M
Increased by +100.00%
Dec 31, 25
8 Kayne Anderson Rudnick Investment Management LLC 9.77M (3.32%) -276.15K
Decreased by -2.83%
Jun 30, 25
9 Wasatch Advisors LP 8.43M (2.87%) -778.00K
Decreased by -9.23%
Dec 31, 25
10 Permira Holdings Ltd 7.98M (2.72%) 0.00
Increased by 0.00%
Mar 31, 25
11 Morgan Stanley - Brokerage Accounts 7.86M (2.67%) 1.07M
Increased by +13.68%
Dec 31, 25
12 BAMCO Inc 7.82M (2.66%) 141.41K
Increased by +1.81%
Dec 31, 25
13 NORGES BANK 7.64M (2.60%) 2.78M
Increased by +36.43%
Dec 31, 25
14 Geode Capital Management, LLC 6.59M (2.24%) 399.58K
Increased by +6.06%
Dec 31, 25
15 Citadel Advisors Llc 6.51M (2.21%) 4.65M
Increased by +71.50%
Jun 30, 25
16 State Street Corp 6.44M (2.19%) 600.46K
Increased by +9.33%
Dec 31, 25
17 Durable Capital Partners LP 6.35M (2.16%) -1.31M
Decreased by -20.66%
Sep 30, 23
18 HMI Capital Management, L.P. 6.34M (2.16%) 978.30K
Increased by +15.43%
Dec 31, 25
19 Conestoga Capital Advisors, LLC 6.10M (2.07%) -613.13K
Decreased by -10.06%
Dec 31, 25
20 AllianceBernstein L.P. 6.02M (2.05%) -469.13K
Decreased by -7.79%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 9.35M (3.18%) 234.90K
Increased by +2.51%
Mar 31, 26
2 Vanguard Small Cap Index 6.80M (2.31%) 251.72K
Increased by +3.70%
Mar 31, 26
3 iShares Russell 2000 ETF 6.56M (2.23%) 55.27K
Increased by +0.84%
Apr 30, 26
4 T. Rowe Price Mid-Cap Value 6.25M (2.13%) -560.40K
Decreased by -8.96%
Dec 31, 25
5 T. Rowe Price US Mid-Cap Value Equity 6.25M (2.13%) 2.08M
Increased by +33.28%
Dec 31, 25
6 Vanguard Information Technology ETF 5.98M (2.03%) -7.74K
Decreased by -0.13%
Mar 31, 26
7 T. Rowe Price U.S. Mid-Cap Val Eq Tr-D 3.84M (1.31%) 1.30M
Increased by +33.74%
Dec 31, 25
8 Vanguard Small Cap Growth Index Inv 3.80M (1.29%) 169.17K
Increased by +4.45%
Mar 31, 26
9 Baron Small Cap Retail 3.25M (1.11%) 0.00
Increased by 0.00%
Dec 31, 25
10 Baron Small Cap Strategy 3.25M (1.11%) 0.00
Increased by 0.00%
Dec 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 3.23M (1.10%) 87.52K
Increased by +2.71%
Mar 31, 26
12 Conestoga Small Cap Investors 3.15M (1.07%) -696.00K
Decreased by -22.09%
Dec 31, 25
13 Baron Opp. Small Cap Growth Strategy 3.00M (1.02%) 500.00K
Increased by +16.67%
Jun 30, 25
14 BlackRock Event Driven Equity Instl 2.94M (1.00%) 0.00
Increased by 0.00%
Mar 31, 26
15 Fidelity Small Cap Index 2.73M (0.93%) 28.07K
Increased by +1.03%
Feb 28, 26
16 Hartford MidCap Y 2.62M (0.89%) -14.49K
Decreased by -0.55%
Jul 31, 25
17 JPM US Small Cap Core-Composite 2.59M (0.88%) -48.66K
Decreased by -1.88%
Mar 31, 24
18 JPMorgan Small Cap Equity A 2.59M (0.88%) 0.00
Increased by 0.00%
Mar 31, 24
19 Stephens SMID Select Growth 2.52M (0.86%) 391.91K
Increased by +15.53%
Dec 31, 25
20 Wasatch Core Growth 2.40M (0.82%) -25.12K
Decreased by -1.05%
Dec 31, 25