Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AWEG 4.40%
2 RNEW 3.99%
3 RSMC 2.70%
4 EVX 2.25%
5 LCG 2.24%
6 DWAQ 2.09%
7 SGRW 2.06%
8 UPGR 1.90%
9 PSCI 1.86%
10 AMID 1.80%
11 ALIL 1.68%
12 AFSC 1.62%
13 QWST 1.54%
14 PFUT 1.47%
15 NSCS 1.41%
16 SIXS 1.15%
17 NBSM 1.10%
18 SSMG 1.09%
19 DWAS 0.91%
20 FFOX 0.83%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.06M (14.56%) 4.49M
Increased by +49.59%
Dec 31, 25
2 Vanguard Group Inc 6.57M (10.57%) 581.31K
Increased by +8.84%
Dec 31, 25
3 Conestoga Capital Advisors, LLC 2.80M (4.51%) 27.15K
Increased by +0.97%
Mar 31, 26
4 Wasatch Advisors LP 2.58M (4.15%) -1.18M
Decreased by -45.82%
Mar 31, 26
5 Capital Research Global Investors 2.33M (3.75%) -157.87K
Decreased by -6.78%
Mar 31, 26
6 State Street Corp 2.31M (3.71%) 871.76K
Increased by +37.79%
Dec 31, 25
7 T. Rowe Price Investment Management,Inc. 1.97M (3.17%) 263.91K
Increased by +13.39%
Dec 31, 25
8 Capital Research & Mgmt Co - Division 3 1.95M (3.14%) -45.59K
Decreased by -2.33%
Mar 31, 26
9 Westfield Capital Management Company, L.P. 1.67M (2.68%) 17.32K
Increased by +1.04%
Dec 31, 25
10 Amvescap Plc. 1.65M (2.66%) -1.05M
Decreased by -63.53%
Mar 31, 26
11 Geode Capital Management, LLC 1.54M (2.47%) 5.51K
Increased by +0.36%
Dec 31, 25
12 William Blair Investment Management, LLC 1.47M (2.36%) -341.66K
Decreased by -23.27%
Dec 31, 25
13 Allspring Global Investments Holdings, LLC 1.40M (2.25%) -71.63K
Decreased by -5.11%
Jun 30, 24
14 Morgan Stanley - Brokerage Accounts 1.36M (2.19%) 521.09K
Increased by +38.24%
Dec 31, 25
15 JPMorgan Chase & Co 1.36M (2.18%) -103.90K
Decreased by -7.65%
Mar 31, 26
16 Silvercrest Asset Management Group LLC 1.35M (2.17%) 106.91K
Increased by +7.93%
Dec 31, 25
17 Wellington Management Company LLP 1.31M (2.10%) -83.39K
Decreased by -6.38%
Dec 31, 25
18 State Street Corporation 1.27M (2.04%) 13.99K
Increased by +1.10%
Mar 31, 24
19 Geneva Capital Management 1.16M (1.87%) -102.24K
Decreased by -8.79%
Mar 31, 26
20 Earnest Partners LLC 1.16M (1.87%) -32.65K
Decreased by -2.81%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.81M (6.12%) 810.00
Increased by +0.02%
Apr 30, 26
2 American Funds SMALLCAP World A 3.51M (5.64%) -40.02K
Decreased by -1.14%
Mar 31, 26
3 Vanguard Total Stock Mkt Idx Inv 1.99M (3.20%) 10.51K
Increased by +0.53%
Mar 31, 26
4 Vanguard US Total Market Shares ETF 1.95M (3.14%) 148.95K
Increased by +7.63%
Sep 30, 24
5 iShares Russell 2000 ETF 1.47M (2.37%) 12.41K
Increased by +0.84%
Apr 30, 26
6 Vanguard Small Cap Index 1.44M (2.32%) 24.11K
Increased by +1.67%
Mar 31, 26
7 Conestoga Small Cap Investors 1.26M (2.03%) -96.84K
Decreased by -7.67%
Mar 31, 26
8 American Funds IS® Growth 1 962.51K (1.55%) 261.34K
Increased by +27.15%
Mar 31, 26
9 Capital Group Growth Composite 962.51K (1.55%) 261.34K
Increased by +27.15%
Mar 31, 26
10 Wasatch Core Growth 956.91K (1.54%) -568.61K
Decreased by -59.42%
Mar 31, 26
11 Delaware Small Cap Core I 940.06K (1.51%) 0.00
Increased by 0.00%
Oct 31, 24
12 Delaware US Small Cap Core Equity (SMA) 860.97K (1.38%) -10.08K
Decreased by -1.17%
Mar 31, 24
13 Macquarie US Small Cap Core Equity 860.97K (1.38%) -10.08K
Decreased by -1.17%
Mar 31, 24
14 EARNEST Small Cap Value 819.62K (1.32%) 818.05K
Increased by +99.81%
Dec 31, 23
15 Pictet-Water I EUR 817.88K (1.31%) 817.88K
Increased by +100.00%
Jan 31, 26
16 Vanguard Small Cap Growth Index Inv 808.59K (1.30%) 20.28K
Increased by +2.51%
Mar 31, 26
17 Invesco OFI Small Cap Growth 802.06K (1.29%) 50.79K
Increased by +6.33%
Jun 30, 25
18 Macquarie Small Cap Core I 791.05K (1.27%) -59.42K
Decreased by -7.51%
Jul 31, 25
19 American Century Small Cap Growth Inv 733.26K (1.18%) 123.06K
Increased by +16.78%
Jun 30, 25
20 American Century U.S. Small Cap Growth 733.26K (1.18%) 123.06K
Increased by +16.78%
Jun 30, 25