Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PINK 2.10%
2 RZV 1.92%
3 CPAI 1.90%
4 XRT 1.35%
5 PEZ 1.19%
6 RETL 1.14%
7 FDLS 0.90%
8 PXSG 0.85%
9 XSMO 0.85%
10 PSCD 0.83%
11 FSCC 0.58%
12 RZG 0.55%
13 MMSC 0.51%
14 FYC 0.50%
15 QIDX 0.42%
16 SVAL 0.39%
17 VIOV 0.32%
18 SMDX 0.32%
19 VEGN 0.32%
20 SLYV 0.31%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 11.54M (14.77%) 7.11K
Increased by +0.06%
Mar 31, 26
2 Vanguard Group Inc 10.59M (13.56%) 24.24K
Increased by +0.23%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 5.75M (7.36%) 5.75M
Increased by +100.00%
Mar 31, 26
4 Wellington Management Company LLP 5.50M (7.04%) -287.73K
Decreased by -5.24%
Mar 31, 26
5 ClearBridge Advisors, LLC 4.42M (5.66%) -89.22K
Decreased by -2.02%
Jun 30, 24
6 William Blair Investment Management, LLC 4.23M (5.41%) -285.13K
Decreased by -6.75%
Mar 31, 26
7 Engine Capital Management LP 3.88M (4.96%) 1.35M
Increased by +34.77%
Mar 31, 25
8 Driehaus Capital Management LLC 3.47M (4.45%) -135.04K
Decreased by -3.89%
Mar 31, 26
9 Vanguard Capital Management, LLC 3.44M (4.40%) 3.44M
Increased by +100.00%
Mar 31, 26
10 State Street Corporation 3.31M (4.24%) 57.58K
Increased by +1.74%
Mar 31, 24
11 American Century Companies Inc 3.22M (4.13%) -355.87K
Decreased by -11.04%
Mar 31, 26
12 State Street Corp 3.18M (4.07%) 2.03K
Increased by +0.06%
Mar 31, 26
13 Macquarie Group Ltd 3.12M (3.99%) -317.00K
Decreased by -10.16%
Dec 31, 24
14 Dimensional Fund Advisors, Inc. 3.06M (3.92%) 32.59K
Increased by +1.06%
Mar 31, 26
15 Burgundy Asset Management Ltd 2.51M (3.21%) -2.49M
Decreased by -99.37%
Jun 30, 25
16 AllianceBernstein L.P. 2.50M (3.20%) -234.70K
Decreased by -9.40%
Mar 31, 26
17 Arrowstreet Capital Limited Partnership 2.41M (3.08%) 2.17K
Increased by +0.09%
Mar 31, 26
18 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 2.40M (3.08%) -413.35K
Decreased by -17.19%
Jun 30, 24
19 Geode Capital Management, LLC 2.19M (2.81%) 203.58K
Increased by +9.28%
Mar 31, 26
20 Hawk Ridge Management LLC 2.13M (2.73%) -1.67M
Decreased by -78.31%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.81M (6.16%) 1.93K
Increased by +0.04%
May 29, 26
2 ClearBridge Small Cap Growth A 2.56M (3.28%) -107.00K
Decreased by -4.17%
Jun 30, 24
3 Vanguard Total Stock Mkt Idx Inv 2.51M (3.21%) 40.22K
Increased by +1.60%
Apr 30, 26
4 Vanguard US Total Market Shares ETF 2.49M (3.18%) 0.00
Increased by 0.00%
Sep 30, 24
5 Delaware Ivy Mid Cap Growth A 2.48M (3.17%) 0.00
Increased by 0.00%
Sep 30, 24
6 Macquarie Mid Cap Growth A 2.23M (2.86%) -246.89K
Decreased by -11.07%
Dec 31, 24
7 Vanguard Explorer Inv 2.12M (2.72%) 124.71K
Increased by +5.88%
Jun 30, 24
8 iShares Russell 2000 ETF 1.86M (2.38%) 17.21K
Increased by +0.92%
May 29, 26
9 Vanguard Small Cap Index 1.82M (2.34%) -7.51K
Decreased by -0.41%
Apr 30, 26
10 American Century Small Cap Growth Inv 1.70M (2.18%) -54.71K
Decreased by -3.21%
Mar 31, 26
11 American Century U.S. Small Cap Growth 1.70M (2.18%) -54.71K
Decreased by -3.21%
Mar 31, 26
12 ClearBridge Small Cap Growth 1.52M (1.95%) -1.04M
Decreased by -68.21%
Aug 31, 24
13 AB Small Cap Growth A 1.20M (1.54%) 19.27K
Increased by +1.60%
Apr 30, 26
14 William Blair Small-Mid Cap Growth CIT 1.18M (1.51%) 0.00
Increased by 0.00%
Jul 31, 24
15 Vanguard Small Cap Value Index Inv 1.17M (1.50%) 8.85K
Increased by +0.75%
Apr 30, 26
16 Fidelity Small Cap Value Fund 1.07M (1.37%) -134.30K
Decreased by -12.54%
Mar 31, 26
17 William Blair Small-Mid Cap Growth I 951.48K (1.22%) -11.70K
Decreased by -1.23%
Jul 31, 24
18 Vanguard Institutional Extnd Mkt Idx Tr 894.07K (1.14%) 7.16K
Increased by +0.80%
Apr 30, 26
19 Invesco S&P SmallCap Momentum ETF 881.45K (1.13%) 268.00
Increased by +0.03%
May 29, 26
20 William Blair SMID Growth CIT 5 816.16K (1.05%) 235.78K
Increased by +28.89%
Jul 31, 25