Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ROKT 3.56%
2 FFTY 3.04%
3 XKFF 3.03%
4 PSCI 2.76%
5 PXSG 2.58%
6 XSMO 2.58%
7 PUW 2.27%
8 RSMC 2.17%
9 SAWS 1.93%
10 CAFG 1.78%
11 FITE 1.71%
12 NSCS 1.67%
13 DBSC 1.66%
14 GSC 1.61%
15 PBW 1.37%
16 FFOX 1.36%
17 FFND 1.11%
18 FLQS 1.09%
19 RZG 1.01%
20 VIOG 0.96%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.98M (15.44%) 72.75K
Increased by +1.83%
Mar 31, 26
2 Vanguard Group Inc 2.88M (11.17%) -72.33K
Decreased by -2.51%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 1.54M (5.98%) 1.54M
Increased by +100.00%
Mar 31, 26
4 Amvescap Plc. 1.26M (4.88%) 206.47K
Increased by +16.43%
Mar 31, 26
5 Vanguard Capital Management, LLC 1.16M (4.51%) 1.16M
Increased by +100.00%
Mar 31, 26
6 Capital Research & Mgmt Co - Division 3 1.08M (4.18%) -80.00K
Decreased by -7.43%
Dec 31, 23
7 State Street Corp 1.04M (4.03%) 31.75K
Increased by +3.06%
Mar 31, 26
8 State Street Corporation 1.00M (3.88%) 21.07K
Increased by +2.11%
Mar 31, 24
9 Capital World Investors 750.11K (2.91%) -152.84K
Decreased by -20.38%
Mar 31, 26
10 Dimensional Fund Advisors, Inc. 636.50K (2.47%) -58.72K
Decreased by -9.23%
Mar 31, 26
11 Geode Capital Management, LLC 633.22K (2.46%) -602.00
Decreased by -0.10%
Mar 31, 26
12 Geneva Capital Management 626.50K (2.43%) -161.73K
Decreased by -25.81%
Mar 31, 26
13 Neuberger Berman Group LLC 626.49K (2.43%) -77.90K
Decreased by -12.44%
Mar 31, 26
14 Nuveen Asset Management, LLC 550.25K (2.14%) -47.15K
Decreased by -8.57%
Dec 31, 24
15 Conestoga Capital Advisors, LLC 541.78K (2.10%) -233.81K
Decreased by -43.16%
Mar 31, 26
16 Macquarie Group Ltd 481.38K (1.87%) -29.45K
Decreased by -6.12%
Sep 30, 25
17 Morgan Stanley - Brokerage Accounts 466.39K (1.81%) -60.05K
Decreased by -12.88%
Mar 31, 26
18 Wellington Management Company LLP 424.76K (1.65%) 55.54K
Increased by +13.08%
Dec 31, 25
19 Silvercrest Asset Management Group LLC 406.26K (1.58%) -65.89K
Decreased by -16.22%
Mar 31, 26
20 Delaware Management Holdings Inc 399.29K (1.55%) -50.73K
Decreased by -12.71%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.57M (6.10%) 540.00
Increased by +0.03%
May 29, 26
2 American Funds SMALLCAP World A 950.11K (3.69%) 50.78K
Increased by +5.35%
Mar 31, 26
3 Vanguard Total Stock Mkt Idx Inv 828.42K (3.22%) 2.21K
Increased by +0.27%
Apr 30, 26
4 Vanguard US Total Market Shares ETF 819.88K (3.18%) 1.03K
Increased by +0.13%
Sep 30, 24
5 Neuberger Berman Genesis Inv 654.07K (2.54%) -25.04K
Decreased by -3.83%
Jun 30, 25
6 iShares Russell 2000 ETF 622.50K (2.42%) 5.77K
Increased by +0.93%
May 29, 26
7 Vanguard Small Cap Index 596.59K (2.32%) -1.24K
Decreased by -0.21%
Apr 30, 26
8 Invesco Discovery A 440.78K (1.71%) 0.00
Increased by 0.00%
Apr 30, 26
9 Invesco OFI Small Cap Growth 440.78K (1.71%) 79.45K
Increased by +18.02%
Mar 31, 26
10 Delaware US Small Cap Core Equity (SMA) 417.64K (1.62%) -4.89K
Decreased by -1.17%
Mar 31, 24
11 Macquarie US Small Cap Core Equity 417.64K (1.62%) -4.89K
Decreased by -1.17%
Mar 31, 24
12 Delaware Small Cap Core I 404.28K (1.57%) -2.51K
Decreased by -0.62%
Sep 30, 24
13 Macquarie Small Cap Core I 388.77K (1.51%) -33.19K
Decreased by -8.54%
Jul 31, 25
14 Champlain Small Company Adv 365.00K (1.42%) -103.50K
Decreased by -28.36%
Dec 31, 24
15 Neuberger Genesis Inv 341.77K (1.33%) -51.54K
Decreased by -15.08%
Mar 31, 26
16 Vanguard Small Cap Growth Index Inv 335.03K (1.30%) 399.00
Increased by +0.12%
Apr 30, 26
17 Conestoga Small Cap Investors 331.88K (1.29%) -8.00K
Decreased by -2.41%
Apr 30, 26
18 Nomura US Small Cap Core Equity 308.20K (1.20%) -95.30K
Decreased by -30.92%
Mar 31, 26
19 Nomura Small Cap Core I 300.88K (1.17%) -7.32K
Decreased by -2.43%
Apr 30, 26
20 Calvert US Small-Cap Strategy 299.12K (1.16%) 0.00
Increased by 0.00%
Jun 30, 25