Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EASI 2.70%
2 ASCE 1.66%
3 BOUT 1.22%
4 SURE 1.18%
5 FDLS 1.07%
6 RNSC 0.98%
7 FSGS 0.98%
8 XITK 0.85%
9 LITL 0.85%
10 SYZ 0.48%
11 DWAS 0.47%
12 SFLO 0.44%
13 EHLS 0.43%
14 JSMD 0.41%
15 JSML 0.40%
16 BFOR 0.33%
17 LQPE 0.22%
18 MMSC 0.22%
19 SMIZ 0.21%
20 VFVA 0.18%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.50M (12.79%) 190.00K
Increased by +5.43%
 Mar 31, 26
2 Vanguard Group Inc 2.22M (8.12%) 20.16K
Increased by +0.91%
 Dec 31, 25
3 Acadian Asset Management LLC 1.34M (4.92%) 1.28M
Increased by +95.11%
 Mar 31, 26
4 T. Rowe Price Associates, Inc. 1.28M (4.69%) 975.20K
Increased by +75.99%
 Mar 31, 26
5 Vanguard Capital Management, LLC 1.22M (4.46%) 1.22M
Increased by +100.00%
 Mar 31, 26
6 Renaissance Technologies Corp 941.47K (3.44%) 211.36K
Increased by +22.45%
 Mar 31, 26
7 Vanguard Portfolio Management, LLC 912.96K (3.34%) 912.96K
Increased by +100.00%
 Mar 31, 26
8 Allspring Global Investments Holdings, LLC 909.88K (3.33%) 293.16K
Increased by +32.22%
 Mar 31, 26
9 Qube Research & Technologies 869.81K (3.18%) 223.02K
Increased by +25.64%
 Mar 31, 26
10 Ameriprise Financial Inc 856.44K (3.13%) 681.06K
Increased by +79.52%
 Dec 31, 25
11 Millennium Management LLC 775.26K (2.83%) 58.21K
Increased by +7.51%
 Mar 31, 26
12 JPMorgan Chase & Co 771.26K (2.82%) 746.56K
Increased by +96.80%
 Sep 30, 24
13 Arrowstreet Capital Limited Partnership 743.87K (2.72%) 13.28K
Increased by +1.78%
 Mar 31, 26
14 Dimensional Fund Advisors, Inc. 695.72K (2.54%) 190.44K
Increased by +27.37%
 Mar 31, 26
15 Emerald Advisers, LLC 691.27K (2.53%) -29.42K
Decreased by -4.26%
 Mar 31, 26
16 Geode Capital Management, LLC 691.17K (2.53%) -50.31K
Decreased by -7.28%
 Mar 31, 26
17 State Street Corp 688.74K (2.52%) 88.79K
Increased by +12.89%
 Mar 31, 26
18 Nuveen, LLC 598.61K (2.19%) -5.33K
Decreased by -0.89%
 Dec 31, 25
19 Toronado Partners, LLC 587.44K (2.15%) 55.56K
Increased by +9.46%
 Sep 30, 25
20 Marshall Wace Asset Management Ltd 577.22K (2.11%) -282.91K
Decreased by -49.01%
 Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 907.81K (3.32%) 0.00
Increased by 0.00%
 Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 878.44K (3.21%) 0.00
Increased by 0.00%
 Apr 30, 26
3 EARNEST Small Cap Core 738.27K (2.70%) 725.77K
Increased by +98.31%
 Dec 31, 23
4 iShares Russell 2000 ETF 684.24K (2.50%) 6.34K
Increased by +0.93%
 May 29, 26
5 Strategic Advisers Small-Mid Cap 625.91K (2.29%) 237.61K
Increased by +37.96%
 Feb 29, 24
6 CS McKee Micro Cap Value 494.86K (1.81%) 0.00
Increased by 0.00%
 May 31, 26
7 T. Rowe Price Integrated US Sm Gr Eq 493.40K (1.80%) 0.00
Increased by 0.00%
 Apr 30, 26
8 T. Rowe Price Integrated US SmCapGrEq 493.40K (1.80%) 493.40K
Increased by +100.00%
 Mar 31, 26
9 CT (Lux) American Smaller Com 9U USD 395.54K (1.45%) 14.75K
Increased by +3.73%
 Jan 31, 26
10 Hennessy Cornerstone Growth Investor 353.60K (1.29%) -12.20K
Decreased by -3.45%
 Mar 31, 26
11 BlackRock Advantage Small Cap Core Instl 325.76K (1.19%) 43.21K
Increased by +13.26%
 Apr 30, 26
12 Vanguard Institutional Extnd Mkt Idx Tr 312.78K (1.14%) 1.62K
Increased by +0.52%
 Apr 30, 26
13 Xtrackers MSCI World Swap ETF 1C 309.21K (1.13%) -1.95K
Decreased by -0.63%
 Dec 31, 25
14 BlackRock Global Equity Mkt Netrl Instl 302.33K (1.11%) -98.08K
Decreased by -32.44%
 Jul 31, 25
15 Fidelity Small Cap Index 280.74K (1.03%) -4.04K
Decreased by -1.44%
 Mar 31, 26
16 Baillie Gifford Global Discovery A Acc 250.22K (0.91%) -1.01K
Decreased by -0.40%
 Mar 31, 24
17 Emerald Growth A 242.43K (0.89%) 0.00
Increased by 0.00%
 Apr 30, 26
18 CT American Smaller Coms(US) InstAccGBP 240.53K (0.88%) 8.55K
Increased by +3.56%
 Jan 31, 26
19 iShares Russell 2000 Growth ETF 238.11K (0.87%) -1.55K
Decreased by -0.65%
 May 29, 26
20 T. Rowe Price Financial Services 222.60K (0.81%) 0.00
Increased by 0.00%
 Apr 30, 26