Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BIGY 4.37%
2 WCLD 0.76%
3 XSW 0.70%
4 EHLS 0.43%
5 SKYY 0.14%
6 FESM 0.13%
7 SKYU 0.09%
8 VFMF 0.09%
9 VFMO 0.06%
10 IVES 0.05%
11 GSSC 0.05%
12 VFVA 0.04%
13 HAPS 0.03%
14 IWC 0.02%
15 RSSL 0.01%
16 VTWG 0.01%
17 SMLF 0.01%
18 UWM 0.01%
19 SCHA 0.01%
20 URTY 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.83M (14.38%) -171.78K
Decreased by -3.56%
Dec 31, 25
2 RPD Fund Management LLC 3.62M (10.80%) 3.59M
Increased by +99.12%
Dec 31, 25
3 Ameriprise Financial Inc 3.35M (9.98%) 885.34K
Increased by +26.44%
Dec 31, 25
4 BlackRock Inc 3.17M (9.46%) 10.74K
Increased by +0.34%
Dec 31, 25
5 Capital Research Global Investors 2.98M (8.87%) 225.56K
Increased by +7.58%
Dec 31, 25
6 Portolan Capital Management, LLC 2.16M (6.43%) -525.98K
Decreased by -24.36%
Dec 31, 25
7 AIGH Capital Management, LLC 1.84M (5.48%) 496.24K
Increased by +27.00%
Dec 31, 25
8 Veradace Capital Management LLC 1.56M (4.65%) 1.56M
Increased by +100.00%
Dec 31, 25
9 Acadian Asset Management LLC 1.54M (4.58%) 1.44M
Increased by +93.48%
Mar 31, 26
10 State Street Corp 1.29M (3.83%) 325.24K
Increased by +25.30%
Dec 31, 25
11 Springbok Capital Management, LLC 1.10M (3.28%) 1.08M
Increased by +97.98%
Dec 31, 25
12 CapTrust Financial Advisors 961.79K (2.87%) 961.79K
Increased by +100.00%
Dec 31, 25
13 Geode Capital Management, LLC 836.02K (2.49%) 44.22K
Increased by +5.29%
Dec 31, 25
14 Twenty Acre Capital LP 781.40K (2.33%) 0.00
Increased by 0.00%
Sep 30, 25
15 State Street Corporation 770.20K (2.30%) 25.39K
Increased by +3.30%
Mar 31, 24
16 Woodline Partners LP 750.88K (2.24%) 133.27K
Increased by +17.75%
Jun 30, 25
17 First Trust Advisors L.P. 748.25K (2.23%) 133.12K
Increased by +17.79%
Dec 31, 25
18 The Goldman Sachs Group Inc 684.37K (2.04%) 420.09K
Increased by +61.38%
Dec 31, 25
19 Bank of New York Mellon Corp 602.74K (1.80%) -34.52K
Decreased by -5.73%
Dec 31, 23
20 Jacobs Levy Equity Management, Inc. 576.90K (1.72%) 432.43K
Increased by +74.96%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 2.67M (7.97%) 225.30K
Increased by +8.42%
Dec 31, 25
2 CT (Lux) American Smaller Com 9U USD 1.42M (4.23%) -1.87M
Decreased by -131.66%
Feb 28, 26
3 Vanguard Total Stock Mkt Idx Inv 986.42K (2.94%) 0.00
Increased by 0.00%
Mar 31, 26
4 Vanguard US Total Market Shares ETF 984.53K (2.93%) 0.00
Increased by 0.00%
Sep 30, 24
5 Vanguard Strategic Equity Inv 868.85K (2.59%) 0.00
Increased by 0.00%
Mar 31, 26
6 Vanguard Information Technology ETF 818.63K (2.44%) 111.00
Increased by +0.01%
Mar 31, 26
7 iShares Russell 2000 ETF 815.31K (2.43%) 6.86K
Increased by +0.84%
Apr 30, 26
8 CT American Smaller Coms(US) InstAccGBP 795.90K (2.37%) -1.14M
Decreased by -143.39%
Feb 28, 26
9 First Trust Cloud Computing ETF 634.00K (1.89%) 1.44K
Increased by +0.23%
Feb 26, 26
10 Vanguard Explorer Inv 608.48K (1.81%) 0.00
Increased by 0.00%
Mar 31, 26
11 WisdomTree Cloud Computing ETF 479.00K (1.43%) 1.91K
Increased by +0.40%
Jan 31, 24
12 Fidelity Enhanced Small Cap Core ETF 433.50K (1.29%) -5.03K
Decreased by -1.16%
Apr 30, 26
13 Fidelity Enhanced Small Cap ETF 433.50K (1.29%) -5.03K
Decreased by -1.16%
Apr 30, 26
14 State StreetSPDRS&PSftwr&SvcsETF 407.70K (1.22%) 6.60K
Increased by +1.62%
Feb 27, 26
15 Federated Hermes Kaufmann Small Cap A 400.00K (1.19%) -300.00K
Decreased by -75.00%
Sep 30, 23
16 Federated Hermes Kaufmann Small Cap Grow 400.00K (1.19%) -300.00K
Decreased by -75.00%
Sep 30, 23
17 Vanguard Institutional Extnd Mkt Idx Tr 391.63K (1.17%) 29.12K
Increased by +7.43%
Mar 31, 26
18 Vanguard Strategic Small-Cap Equity Inv 351.08K (1.05%) 64.82K
Increased by +18.46%
Mar 31, 26
19 Fidelity Small Cap Index 328.90K (0.98%) 3.69K
Increased by +1.12%
Feb 28, 26
20 Fidelity® Small Cap Index 304.79K (0.91%) 7.18K
Increased by +2.36%
Oct 31, 23