Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KCE 1.35%
2 SMLV 1.29%
3 CSB 1.21%
4 EES 0.12%
5 FSMD 0.11%
6 QSML 0.08%
7 DES 0.08%
8 VFMO 0.07%
9 LBO 0.06%
10 IWO 0.05%
11 GINN 0.04%
12 VTWG 0.03%
13 DHS 0.03%
14 IWMW 0.03%
15 IWM 0.03%
16 VTWO 0.02%
17 RSSL 0.02%
18 PRFZ 0.02%
19 UWM 0.01%
20 SMMD 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 CANTOR FITZGERALD, L. P. 6.45M (11.00%) 0.00
Increased by 0.00%
Mar 31, 26
2 Ameriprise Financial Inc 5.28M (9.00%) 0.00
Increased by 0.00%
Mar 31, 26
3 Vanguard Group Inc 4.64M (7.91%) -113.78K
Decreased by -2.45%
Dec 31, 25
4 BlackRock Inc 4.51M (7.69%) 569.28K
Increased by +12.62%
Mar 31, 26
5 Ariel Investments, LLC 4.40M (7.50%) -111.80K
Decreased by -2.54%
Mar 31, 26
6 Sumitomo Mitsui Trust Group Inc 3.75M (6.40%) 0.00
Increased by 0.00%
Mar 31, 26
7 Vanguard Capital Management, LLC 2.66M (4.53%) 2.66M
Increased by +100.00%
Mar 31, 26
8 Vanguard Portfolio Management, LLC 2.63M (4.48%) 2.63M
Increased by +100.00%
Mar 31, 26
9 Wasatch Advisors LP 2.45M (4.18%) -696.31K
Decreased by -28.39%
Mar 31, 25
10 BAMCO Inc 2.20M (3.75%) 0.00
Increased by 0.00%
Mar 31, 26
11 Adage Capital Partners Gp LLC 2.12M (3.61%) -473.22K
Decreased by -22.37%
Dec 31, 23
12 UBS Group AG 1.83M (3.13%) 1.49M
Increased by +81.42%
Sep 30, 25
13 The Goldman Sachs Group Inc 1.79M (3.05%) 261.17K
Increased by +14.59%
Mar 31, 26
14 Royce & Associates, LP 1.78M (3.04%) -43.10K
Decreased by -2.42%
Mar 31, 26
15 State Street Corp 1.64M (2.80%) -4.84K
Decreased by -0.29%
Mar 31, 26
16 Two Sigma Investments LLC 1.61M (2.75%) 766.30K
Increased by +47.51%
Mar 31, 26
17 Massachusetts Financial Services Company 1.51M (2.58%) -28.29K
Decreased by -1.87%
Mar 31, 26
18 Geode Capital Management, LLC 1.51M (2.57%) 268.25K
Increased by +17.78%
Mar 31, 26
19 Millennium Management LLC 1.29M (2.20%) 900.46K
Increased by +69.79%
Sep 30, 25
20 JPMorgan Chase & Co 1.16M (1.99%) 879.20K
Increased by +75.49%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Columbia Acorn Inst 4.43M (7.55%) 0.00
Increased by 0.00%
Apr 30, 26
2 Baron Opp. Small Cap Growth Strategy 2.20M (3.75%) 0.00
Increased by 0.00%
Jun 30, 25
3 Baron Small Cap Retail 2.20M (3.75%) 0.00
Increased by 0.00%
Mar 31, 26
4 Baron Small Cap Strategy 2.20M (3.75%) 0.00
Increased by 0.00%
Mar 31, 26
5 Ariel Fund Investor 2.07M (3.53%) 0.00
Increased by 0.00%
Mar 31, 26
6 Vanguard Total Stock Mkt Idx Inv 1.90M (3.23%) 0.00
Increased by 0.00%
Apr 30, 26
7 iShares Russell 2000 ETF 1.47M (2.51%) 13.62K
Increased by +0.92%
May 29, 26
8 Vanguard US Total Market Shares ETF 1.44M (2.45%) 0.00
Increased by 0.00%
Sep 30, 24
9 Wasatch Micro Cap 1.40M (2.38%) -448.72K
Decreased by -32.14%
Mar 31, 25
10 Vanguard Small Cap Index 1.34M (2.28%) 9.79K
Increased by +0.73%
Apr 30, 26
11 Royce Small-Cap Quality Value Composite 1.06M (1.80%) -413.41K
Decreased by -39.16%
Mar 31, 25
12 Royce Pennsylvania Mutual Invmt 961.18K (1.64%) 0.00
Increased by 0.00%
Dec 31, 23
13 MFS New Discovery I 936.85K (1.60%) 0.00
Increased by 0.00%
Apr 30, 26
14 Wanger Acorn 935.72K (1.60%) 0.00
Increased by 0.00%
Apr 30, 25
15 Royce Small-Cap Composite 854.41K (1.46%) 0.00
Increased by 0.00%
Mar 31, 26
16 Royce Small-Cap Fund Invmt 854.41K (1.46%) 0.00
Increased by 0.00%
Mar 31, 26
17 Vanguard Small Cap Value Index Inv 854.34K (1.46%) 5.34K
Increased by +0.62%
Apr 30, 26
18 Columbia VP Acorn 841.03K (1.43%) 0.00
Increased by 0.00%
Apr 30, 26
19 Royce Small-Cap Trust 801.49K (1.37%) 0.00
Increased by 0.00%
Mar 31, 26
20 Royce Value Trust 801.49K (1.37%) 0.00
Increased by 0.00%
Mar 31, 24