Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCT 3.68%
2 EPAI 3.55%
3 EPSB 2.86%
4 PSI 2.59%
5 PXSG 2.11%
6 XSMO 2.11%
7 QMOM 2.05%
8 PTF 2.03%
9 ARWG 1.86%
10 GSC 1.61%
11 WQTM 1.57%
12 HYP 1.42%
13 FSML 1.25%
14 SLYG 1.16%
15 VIOG 0.99%
16 RZG 0.92%
17 QTUM 0.86%
18 SMCP 0.80%
19 ACSV 0.78%
20 FNY 0.68%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 12.25M (15.83%) 677.93K
Increased by +5.54%
Mar 31, 26
2 Vanguard Group Inc 10.22M (13.21%) -78.33K
Decreased by -0.77%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 5.88M (7.60%) 5.88M
Increased by +100.00%
Mar 31, 26
4 Earnest Partners LLC 4.88M (6.30%) -899.83K
Decreased by -18.46%
Mar 31, 26
5 Vanguard Capital Management, LLC 3.47M (4.49%) 3.47M
Increased by +100.00%
Mar 31, 26
6 State Street Corp 2.93M (3.79%) 58.59K
Increased by +2.00%
Mar 31, 26
7 State Street Corporation 2.90M (3.74%) 75.23K
Increased by +2.60%
Mar 31, 24
8 Bank of America Corp 2.48M (3.21%) -35.33K
Decreased by -1.42%
Mar 31, 26
9 Polar Capital Holdings PLC 2.29M (2.96%) 2.29M
Increased by +100.00%
Mar 31, 26
10 AllianceBernstein L.P. 2.23M (2.88%) 816.85K
Increased by +36.60%
Mar 31, 26
11 Geode Capital Management, LLC 2.19M (2.83%) 302.02K
Increased by +13.80%
Mar 31, 26
12 Goldman Sachs Group Inc 1.84M (2.38%) 873.79K
Increased by +47.38%
Dec 31, 23
13 PRIMECAP Management Company 1.79M (2.31%) -292.60K
Decreased by -16.36%
Mar 31, 26
14 SEI Investments Co 1.68M (2.17%) -2.75K
Decreased by -0.16%
Mar 31, 26
15 Hood River Capital Management LLC 1.63M (2.10%) -158.20K
Decreased by -9.73%
Sep 30, 24
16 Bank of New York Mellon Corp 1.43M (1.84%) -669.07K
Decreased by -46.94%
Sep 30, 25
17 Dimensional Fund Advisors, Inc. 1.41M (1.83%) -310.14K
Decreased by -21.96%
Mar 31, 26
18 Ameriprise Financial Inc 1.40M (1.82%) 88.31K
Increased by +6.29%
Mar 31, 26
19 Massachusetts Financial Services Company 1.37M (1.77%) -762.01K
Decreased by -55.66%
Dec 31, 25
20 Morgan Stanley - Brokerage Accounts 1.31M (1.69%) -962.64K
Decreased by -73.55%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.70M (6.08%) 1.61K
Increased by +0.03%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 2.48M (3.21%) 14.08K
Increased by +0.57%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 2.45M (3.16%) 1.94K
Increased by +0.08%
Sep 30, 24
4 iShares Russell 2000 ETF 1.86M (2.41%) 17.21K
Increased by +0.92%
May 29, 26
5 Vanguard Small Cap Index 1.80M (2.32%) -3.57K
Decreased by -0.20%
Apr 30, 26
6 EARNEST Small Cap Value 1.68M (2.17%) 1.68M
Increased by +99.85%
Dec 31, 23
7 EARNEST Partners Smid Cap Core Founders 1.47M (1.90%) -107.02K
Decreased by -7.30%
Apr 30, 26
8 EARNEST Partners Smid Cap Core Fdrs 1.22M (1.57%) -251.06K
Decreased by -20.65%
May 31, 26
9 Polar Capital Global Tech Inc 1.17M (1.52%) -361.94K
Decreased by -30.81%
Apr 30, 26
10 Vanguard Information Technology ETF 1.12M (1.45%) -364.99K
Decreased by -32.48%
Apr 30, 26
11 Vanguard Capital Opportunity Inv 1.10M (1.42%) -94.70K
Decreased by -8.63%
Mar 31, 26
12 Vanguard Small Cap Growth Index Inv 1.01M (1.30%) 1.08K
Increased by +0.11%
Apr 30, 26
13 Hood River Small-Cap Growth Instl 916.75K (1.19%) -27.02K
Decreased by -2.95%
Sep 30, 24
14 Victory Small Cap Value CIT (Net 75) 915.00K (1.18%) 915.00K
Increased by +100.00%
Dec 31, 25
15 Victory Sycamore Small Company Opp R 915.00K (1.18%) 915.00K
Increased by +100.00%
Dec 31, 25
16 Vanguard Institutional Extnd Mkt Idx Tr 875.20K (1.13%) 8.84K
Increased by +1.01%
Apr 30, 26
17 MFS New Discovery I 834.33K (1.08%) 0.00
Increased by 0.00%
Jul 31, 25
18 Harbor Small Cap Value Instl 813.31K (1.05%) -279.90K
Decreased by -34.42%
Mar 31, 26
19 Invesco OFI Small Cap Growth 805.15K (1.04%) 805.15K
Increased by +100.00%
Jun 30, 24
20 Invesco Discovery A 782.23K (1.01%) 782.23K
Increased by +100.00%
May 31, 24