Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ULTY 4.87%
2 MNVT 4.21%
3 ONLN 3.55%
4 BOUT 3.29%
5 CLIX 3.13%
6 FFTY 2.88%
7 BUYZ 1.50%
8 FDM 1.14%
9 FDLS 1.03%
10 PEZ 1.02%
11 ABLS 0.77%
12 SFLO 0.72%
13 AFSM 0.69%
14 EHLS 0.62%
15 FYC 0.58%
16 EBIZ 0.57%
17 DSMC 0.57%
18 SQLV 0.44%
19 BSVO 0.38%
20 EES 0.31%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 4.34M (15.54%) -6.39K
Decreased by -0.15%
Mar 31, 26
2 BlackRock Inc 1.91M (6.86%) -218.66K
Decreased by -11.42%
Mar 31, 26
3 Kayne Anderson Rudnick Investment Management LLC 1.26M (4.53%) 1.16M
Increased by +91.43%
Mar 31, 26
4 Acadian Asset Management LLC 1.26M (4.53%) 167.50K
Increased by +13.25%
Dec 31, 23
5 LSV Asset Management 1.04M (3.72%) 303.29K
Increased by +29.17%
Mar 31, 26
6 Vanguard Group Inc 917.02K (3.28%) 113.36K
Increased by +12.36%
Dec 31, 25
7 Geode Capital Management, LLC 706.42K (2.53%) 79.09K
Increased by +11.20%
Mar 31, 26
8 The Goldman Sachs Group Inc 629.32K (2.25%) 229.87K
Increased by +36.53%
Mar 31, 26
9 Arrowstreet Capital Limited Partnership 609.56K (2.18%) -86.62K
Decreased by -14.21%
Mar 31, 26
10 Nuveen, LLC 578.66K (2.07%) 36.21K
Increased by +6.26%
Mar 31, 26
11 State Street Corp 578.30K (2.07%) 12.21K
Increased by +2.11%
Mar 31, 26
12 Vanguard Portfolio Management, LLC 530.31K (1.90%) 530.31K
Increased by +100.00%
Mar 31, 26
13 Dimensional Fund Advisors, Inc. 472.34K (1.69%) 338.27K
Increased by +71.61%
Mar 31, 26
14 Citadel Advisors Llc 467.57K (1.67%) -413.58K
Decreased by -88.45%
Dec 31, 25
15 D. E. Shaw & Co LP 411.87K (1.47%) 25.85K
Increased by +6.28%
Mar 31, 26
16 Nuveen Asset Management, LLC 409.79K (1.47%) 110.80K
Increased by +27.04%
Dec 31, 24
17 UBS Group AG 384.95K (1.38%) 169.76K
Increased by +44.10%
Mar 31, 26
18 Franklin Resources Inc 380.99K (1.36%) 80.34K
Increased by +21.09%
Mar 31, 26
19 Susquehanna International Group, LLP 367.84K (1.32%) 356.53K
Increased by +96.93%
Sep 30, 24
20 Two Sigma Investments LLC 342.01K (1.22%) 296.95K
Increased by +86.82%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Avantis US Small Cap Value ETF 682.27K (2.44%) 1.41K
Increased by +0.21%
May 30, 26
2 Fidelity Special Situations Series F 649.21K (2.32%) 0.00
Increased by 0.00%
Mar 31, 26
3 Virtus KAR Small-Cap Growth I 639.37K (2.29%) 639.37K
Increased by +100.00%
Mar 31, 26
4 iShares Russell 2000 ETF 571.90K (2.05%) 5.30K
Increased by +0.93%
May 29, 26
5 Strategic Advisers Fidelity US TtlStk 440.31K (1.58%) 12.15K
Increased by +2.76%
Apr 30, 26
6 Fidelity Global Innovators Cl F 438.93K (1.57%) -2.62K
Decreased by -0.60%
Mar 31, 26
7 Fidelity Small Cap Discovery 418.64K (1.50%) 0.00
Increased by 0.00%
Mar 31, 26
8 Fidelity Stock Selector Small Cap 348.50K (1.25%) 0.00
Increased by 0.00%
Mar 31, 26
9 Fidelity Canadian Growth Company Sr B 337.11K (1.21%) 0.00
Increased by 0.00%
Mar 31, 26
10 Nuveen Quant Small Cap Equity R6 333.99K (1.20%) 0.00
Increased by 0.00%
Apr 30, 26
11 Fidelity Series Small Cap Discovery 326.20K (1.17%) 0.00
Increased by 0.00%
Mar 31, 26
12 Harvest Glbl Internet Eq RMB QDII 302.95K (1.08%) 0.00
Increased by 0.00%
Dec 31, 24
13 Harvest Glbl Internet Eq USD Cash QDII 302.95K (1.08%) 0.00
Increased by 0.00%
Dec 31, 24
14 Vanguard Institutional Extnd Mkt Idx Tr 291.32K (1.04%) 1.33K
Increased by +0.46%
Apr 30, 26
15 Fidelity Series Small Cap Opps 289.70K (1.04%) 0.00
Increased by 0.00%
Mar 31, 26
16 Fidelity Global Innovators ETF Sr L 268.56K (0.96%) 0.00
Increased by 0.00%
Mar 31, 26
17 Fidelity Small Cap Index 235.24K (0.84%) -4.30K
Decreased by -1.83%
Mar 31, 26
18 iShares Russell 2000 Value ETF 208.95K (0.75%) 0.00
Increased by 0.00%
May 29, 26
19 iShares Russell 2000 Growth ETF 201.57K (0.72%) 0.00
Increased by 0.00%
May 31, 25
20 Bridgeway Omni Small-Cap Value 178.70K (0.64%) 0.00
Increased by 0.00%
Jun 30, 25