Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TCV 2.37%
2 PXSG 1.32%
3 FITS 0.84%
4 RZV 0.75%
5 QQQS 0.56%
6 PSCD 0.38%
7 BTAL 0.36%
8 SDD 0.34%
9 SBB 0.34%
10 CAFG 0.30%
11 OASC 0.28%
12 ISMD 0.21%
13 QSML 0.20%
14 FYT 0.18%
15 JHSC 0.15%
16 DMRM 0.13%
17 SSLY 0.13%
18 VFVA 0.12%
19 BKSE 0.11%
20 SLYV 0.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.29M (15.14%) -179.56K
Decreased by -2.85%
Mar 31, 26
2 RWWM Inc 5.53M (13.31%) 247.63K
Increased by +4.48%
Mar 31, 26
3 Vanguard Group Inc 3.83M (9.21%) -422.27K
Decreased by -11.03%
Dec 31, 25
4 Wasatch Advisors Inc. 3.07M (7.37%) 101.36K
Increased by +3.31%
Sep 30, 23
5 Wasatch Advisors LP 2.54M (6.12%) 84.55K
Increased by +3.32%
Jun 30, 24
6 William Blair Investment Management, LLC 2.48M (5.97%) 4.71K
Increased by +0.19%
Jun 30, 25
7 Engine Capital Management LP 2.03M (4.87%) 1.25M
Increased by +61.88%
Mar 31, 26
8 Vanguard Capital Management, LLC 1.82M (4.38%) 1.82M
Increased by +100.00%
Mar 31, 26
9 Estuary Capital Management, LP 1.82M (4.37%) 240.51K
Increased by +13.25%
Mar 31, 26
10 Vanguard Portfolio Management, LLC 1.81M (4.36%) 1.81M
Increased by +100.00%
Mar 31, 26
11 State Street Corp 1.62M (3.89%) -3.51K
Decreased by -0.22%
Mar 31, 26
12 Neuberger Berman Group LLC 1.61M (3.88%) -7.77K
Decreased by -0.48%
Sep 30, 24
13 Pacer Advisors, INC. 1.55M (3.73%) -35.44K
Decreased by -2.29%
Sep 30, 24
14 State Street Corporation 1.50M (3.60%) 38.75K
Increased by +2.59%
Mar 31, 24
15 Nantahala Capital Management, LLC 1.49M (3.58%) -700.00K
Decreased by -47.03%
Mar 31, 26
16 Dimensional Fund Advisors, Inc. 1.27M (3.06%) 262.08K
Increased by +20.60%
Mar 31, 26
17 Fidelity International Ltd 1.24M (2.99%) -400.00K
Decreased by -32.21%
Dec 31, 25
18 Conestoga Capital Advisors, LLC 1.07M (2.58%) -59.90K
Decreased by -5.58%
Sep 30, 24
19 Geode Capital Management, LLC 1.04M (2.50%) 19.18K
Increased by +1.85%
Mar 31, 26
20 Manufacturers Life Insurance Co 997.60K (2.40%) -81.99K
Decreased by -8.22%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.54M (6.10%) 1.10K
Increased by +0.04%
May 29, 26
2 Pacer US Small Cap Cash Cows 100 ETF 1.50M (3.61%) -5.11K
Decreased by -0.34%
Nov 29, 24
3 Vanguard US Total Market Shares ETF 1.36M (3.28%) 1.63K
Increased by +0.12%
Sep 30, 24
4 iShares Core S&P Mid-Cap ETF 1.32M (3.17%) 0.00
Increased by 0.00%
Mar 28, 24
5 Vanguard Total Stock Mkt Idx Inv 1.31M (3.16%) 0.00
Increased by 0.00%
Apr 30, 26
6 Neuberger Berman Genesis Inv 1.03M (2.49%) -4.88K
Decreased by -0.47%
Sep 30, 24
7 iShares Russell 2000 ETF 995.32K (2.39%) 9.20K
Increased by +0.92%
May 29, 26
8 Van Berkom Sm-Cap Eq 897.55K (2.16%) 131.39K
Increased by +14.64%
Jun 30, 24
9 Conestoga Small Cap Investors 809.89K (1.95%) 0.00
Increased by 0.00%
Nov 30, 24
10 Fidelity Greater Canada Sr F 800.00K (1.92%) 0.00
Increased by 0.00%
Dec 31, 25
11 Wasatch Core Growth 718.65K (1.73%) 49.90K
Increased by +6.94%
Jun 30, 24
12 Vanguard Small Cap Growth Index Inv 581.89K (1.40%) -770.00
Decreased by -0.13%
May 31, 25
13 Wasatch Small Cap Growth Investor 506.11K (1.22%) -17.02K
Decreased by -3.36%
Jun 30, 24
14 Baron Opp. Small Cap Growth Strategy 500.00K (1.20%) -175.00K
Decreased by -35.00%
Sep 30, 24
15 Baron Small Cap Retail 500.00K (1.20%) -175.00K
Decreased by -35.00%
Sep 30, 24
16 Vanguard Small Cap Index 486.85K (1.17%) 6.91K
Increased by +1.42%
Apr 30, 26
17 Vanguard Institutional Extnd Mkt Idx Tr 469.09K (1.13%) 2.97K
Increased by +0.63%
Apr 30, 26
18 William Blair SMID Growth CIT 1 434.57K (1.05%) 0.00
Increased by 0.00%
Jul 31, 25
19 William Blair SMID Growth CIT 5 434.57K (1.05%) 0.00
Increased by 0.00%
Jul 31, 25
20 AB Small Cap Growth A 427.66K (1.03%) -41.75K
Decreased by -9.76%
Oct 31, 23