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 HAPS 0.03%
13 IWC 0.02%
14 RSSL 0.01%
15 SMLF 0.01%
16 VTWG 0.01%
17 UWM 0.01%
18 SCHA 0.01%
19 URTY 0.01%
20 FTEC 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.83M (17.09%) -171.78K
Decreased by -3.56%
Dec 31, 25
2 RPD Fund Management LLC 3.62M (12.84%) 3.59M
Increased by +99.12%
Dec 31, 25
3 BlackRock Inc 3.16M (11.20%) -213.19K
Decreased by -6.74%
Sep 30, 25
4 Capital Research Global Investors 2.98M (10.54%) 225.56K
Increased by +7.58%
Dec 31, 25
5 Ameriprise Financial Inc 2.46M (8.73%) -340.52K
Decreased by -13.82%
Sep 30, 25
6 Portolan Capital Management, LLC 2.16M (7.65%) -525.98K
Decreased by -24.36%
Dec 31, 25
7 AIGH Capital Management, LLC 1.84M (6.51%) 496.24K
Increased by +27.00%
Dec 31, 25
8 Veradace Capital Management LLC 1.56M (5.52%) 1.56M
Increased by +100.00%
Dec 31, 25
9 Acadian Asset Management LLC 1.44M (5.12%) 1.35M
Increased by +93.78%
Sep 30, 25
10 Springbok Capital Management, LLC 1.10M (3.90%) 1.08M
Increased by +97.98%
Dec 31, 25
11 CapTrust Financial Advisors 961.79K (3.41%) 961.79K
Increased by +100.00%
Dec 31, 25
12 State Street Corp 960.51K (3.40%) 41.07K
Increased by +4.28%
Sep 30, 25
13 Geode Capital Management, LLC 836.02K (2.96%) 44.22K
Increased by +5.29%
Dec 31, 25
14 Twenty Acre Capital LP 781.40K (2.77%) 0.00
Increased by 0.00%
Sep 30, 25
15 State Street Corporation 770.20K (2.73%) 25.39K
Increased by +3.30%
Mar 31, 24
16 Woodline Partners LP 750.88K (2.66%) 133.27K
Increased by +17.75%
Jun 30, 25
17 First Trust Advisors L.P. 748.25K (2.65%) 133.12K
Increased by +17.79%
Dec 31, 25
18 The Goldman Sachs Group Inc 684.37K (2.42%) 420.09K
Increased by +61.38%
Dec 31, 25
19 Bank of New York Mellon Corp 602.74K (2.14%) -34.52K
Decreased by -5.73%
Dec 31, 23
20 Jacobs Levy Equity Management, Inc. 576.90K (2.04%) 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 (9.48%) 225.30K
Increased by +8.42%
Dec 31, 25
2 CT (Lux) American Smaller Com 9U USD 1.42M (5.03%) -1.87M
Decreased by -131.66%
Feb 28, 26
3 Vanguard Total Stock Mkt Idx Inv 986.42K (3.49%) 0.00
Increased by 0.00%
Feb 28, 26
4 Vanguard US Total Market Shares ETF 984.53K (3.49%) 0.00
Increased by 0.00%
Sep 30, 24
5 Vanguard Strategic Equity Inv 868.85K (3.08%) 0.00
Increased by 0.00%
Dec 31, 25
6 iShares Russell 2000 ETF 841.59K (2.98%) -6.86K
Decreased by -0.82%
Mar 31, 26
7 Vanguard Information Technology ETF 818.52K (2.90%) -1.33K
Decreased by -0.16%
Feb 28, 26
8 CT American Smaller Coms(US) InstAccGBP 795.90K (2.82%) -1.14M
Decreased by -143.39%
Feb 28, 26
9 Strategic Advisers U.S. Total Stock 649.26K (2.30%) -721.83K
Decreased by -111.18%
Jan 31, 26
10 First Trust Cloud Computing ETF 634.00K (2.25%) 1.44K
Increased by +0.23%
Feb 26, 26
11 Vanguard Explorer Inv 608.48K (2.16%) -110.36K
Decreased by -18.14%
Dec 31, 25
12 WisdomTree Cloud Computing ETF 479.00K (1.70%) 1.91K
Increased by +0.40%
Jan 31, 24
13 Fidelity Enhanced Small Cap ETF 417.63K (1.48%) 0.00
Increased by 0.00%
Mar 31, 26
14 State StreetSPDRS&PSftwr&SvcsETF 407.70K (1.44%) 6.60K
Increased by +1.62%
Feb 27, 26
15 Federated Hermes Kaufmann Small Cap A 400.00K (1.42%) -300.00K
Decreased by -75.00%
Sep 30, 23
16 Federated Hermes Kaufmann Small Cap Grow 400.00K (1.42%) -300.00K
Decreased by -75.00%
Sep 30, 23
17 Vanguard Institutional Extnd Mkt Idx Tr 362.51K (1.28%) 0.00
Increased by 0.00%
Feb 28, 26
18 Fidelity Small Cap Index 325.21K (1.15%) -3.27K
Decreased by -1.00%
Jan 31, 26
19 Fidelity® Small Cap Index 304.79K (1.08%) 7.18K
Increased by +2.36%
Oct 31, 23
20 American Funds IS® Global Small Cap 1 300.98K (1.07%) 258.00
Increased by +0.09%
Dec 31, 25