Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PTF 1.20%
2 WISE 1.10%
3 NSCS 0.83%
4 XSW 0.67%
5 SEIS 0.27%
6 PSCT 0.25%
7 IVES 0.21%
8 QSML 0.21%
9 CSML 0.18%
10 HAPS 0.15%
11 IWC 0.08%
12 IJS 0.08%
13 BBSC 0.07%
14 IJT 0.06%
15 AIBU 0.06%
16 GSSC 0.06%
17 XJR 0.05%
18 VIOV 0.05%
19 VFVA 0.05%
20 EES 0.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 11.82M (18.32%) 816.97K
Increased by +6.91%
Dec 31, 25
2 Wasatch Advisors Inc. 7.26M (11.24%) 197.06K
Increased by +2.72%
Dec 31, 23
3 Vanguard Group Inc 5.92M (9.17%) 280.00K
Increased by +4.73%
Dec 31, 25
4 Wasatch Advisors LP 4.67M (7.23%) 112.32K
Increased by +2.41%
Jun 30, 25
5 Fourth Sail Capital, LP 3.83M (5.93%) 1.02M
Increased by +26.56%
Dec 31, 25
6 Alyeska Investment Group, L.P. 3.78M (5.86%) -508.28K
Decreased by -13.44%
Dec 31, 25
7 BAMCO Inc 3.00M (4.65%) 0.00
Increased by 0.00%
Dec 31, 25
8 State Street Corp 2.76M (4.28%) -72.88K
Decreased by -2.64%
Dec 31, 25
9 Loomis, Sayles & Company LP 2.55M (3.95%) -60.94K
Decreased by -2.39%
Jun 30, 25
10 AllianceBernstein L.P. 2.38M (3.68%) 507.40K
Increased by +21.35%
Dec 31, 25
11 Wellington Management Company LLP 2.36M (3.65%) 405.38K
Increased by +17.20%
Dec 31, 25
12 Jennison Associates LLC 1.97M (3.05%) 129.96K
Increased by +6.61%
Jun 30, 25
13 Next Century Growth Investors LLC 1.80M (2.79%) 175.84K
Increased by +9.78%
Mar 31, 25
14 Dimensional Fund Advisors, Inc. 1.77M (2.74%) -214.93K
Decreased by -12.14%
Dec 31, 25
15 Morgan Stanley - Brokerage Accounts 1.72M (2.66%) -177.19K
Decreased by -10.32%
Dec 31, 25
16 Geode Capital Management, LLC 1.62M (2.52%) 42.95K
Increased by +2.64%
Dec 31, 25
17 Royal Bank of Canada 1.57M (2.44%) -53.08K
Decreased by -3.38%
Dec 31, 25
18 William Blair Investment Management, LLC 1.46M (2.26%) 67.78K
Increased by +4.65%
Jun 30, 25
19 State Street Corporation 1.44M (2.23%) 39.84K
Increased by +2.77%
Mar 31, 24
20 T. Rowe Price Investment Management,Inc. 1.43M (2.21%) 1.43M
Increased by +100.00%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.07M (6.30%) 6.69K
Increased by +0.16%
Apr 29, 26
2 Baron Opp. Small Cap Growth Strategy 3.00M (4.65%) 0.00
Increased by 0.00%
Jun 30, 25
3 Baron Small Cap Retail 3.00M (4.65%) 0.00
Increased by 0.00%
Mar 31, 26
4 Baron Small Cap Strategy 3.00M (4.65%) 0.00
Increased by 0.00%
Mar 31, 26
5 Vanguard Total Stock Mkt Idx Inv 1.99M (3.08%) 0.00
Increased by 0.00%
Mar 31, 26
6 Wasatch Small Cap Growth Investor 1.82M (2.82%) -25.11K
Decreased by -1.38%
Jun 30, 25
7 Vanguard US Total Market Shares ETF 1.67M (2.59%) 0.00
Increased by 0.00%
Sep 30, 24
8 Vanguard Information Technology ETF 1.67M (2.59%) -906.00
Decreased by -0.05%
Mar 31, 26
9 iShares Russell 2000 ETF 1.62M (2.51%) -7.64K
Decreased by -0.47%
Apr 29, 26
10 T. Rowe Price Small-Cap Value 1.51M (2.34%) 475.20K
Increased by +31.48%
Mar 31, 26
11 Loomis Sayles Small Cap Growth Instl 1.40M (2.17%) -32.42K
Decreased by -2.31%
Jul 31, 25
12 T. Rowe Price U.S. SC Value Eq Tr-D 980.34K (1.52%) 581.86K
Increased by +59.35%
Mar 31, 26
13 CREF Stock R1 887.16K (1.37%) -3.58K
Decreased by -0.40%
Feb 28, 25
14 CREF Stock R3 887.16K (1.37%) 0.00
Increased by 0.00%
Jul 31, 25
15 JNL Multi-Manager Small Cap Growth A 795.77K (1.23%) -13.30K
Decreased by -1.67%
Sep 30, 23
16 American Century Small Cap Growth Inv 787.69K (1.22%) 29.77K
Increased by +3.78%
Jun 30, 25
17 American Century U.S. Small Cap Growth 787.69K (1.22%) 29.77K
Increased by +3.78%
Jun 30, 25
18 Wasatch Micro Cap 768.76K (1.19%) -13.59K
Decreased by -1.77%
Jun 30, 25
19 Vanguard Institutional Extnd Mkt Idx Tr 761.97K (1.18%) 26.39K
Increased by +3.46%
Mar 31, 26
20 Federated Hermes MDT Small Cap Core IS 708.19K (1.10%) 708.19K
Increased by +100.00%
Mar 31, 26