Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WISE 1.40%
2 PTF 1.20%
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 0.09%
12 IJS 0.08%
13 VIOV 0.07%
14 BBSC 0.07%
15 IJT 0.06%
16 AIBU 0.06%
17 GSSC 0.06%
18 XJR 0.05%
19 EES 0.04%
20 RFLR 0.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 11.01M (16.65%) 945.23K
Increased by +8.59%
Sep 30, 25
2 Wasatch Advisors Inc. 7.26M (10.98%) 197.06K
Increased by +2.72%
Dec 31, 23
3 Vanguard Group Inc 5.92M (8.96%) 280.00K
Increased by +4.73%
Dec 31, 25
4 Wasatch Advisors LP 4.67M (7.06%) 112.32K
Increased by +2.41%
Jun 30, 25
5 Alyeska Investment Group, L.P. 3.78M (5.72%) -508.28K
Decreased by -13.44%
Dec 31, 25
6 BAMCO Inc 3.00M (4.54%) 0.00
Increased by 0.00%
Dec 31, 25
7 State Street Corp 2.83M (4.29%) 230.15K
Increased by +8.12%
Sep 30, 25
8 Fourth Sail Capital, LP 2.81M (4.25%) 1.19M
Increased by +42.25%
Sep 30, 25
9 Loomis, Sayles & Company LP 2.55M (3.86%) -60.94K
Decreased by -2.39%
Jun 30, 25
10 Wellington Management Company LLP 2.36M (3.57%) 405.38K
Increased by +17.20%
Dec 31, 25
11 Jennison Associates LLC 1.97M (2.98%) 129.96K
Increased by +6.61%
Jun 30, 25
12 Morgan Stanley - Brokerage Accounts 1.89M (2.87%) 979.76K
Increased by +51.72%
Sep 30, 25
13 AllianceBernstein L.P. 1.87M (2.83%) -27.02K
Decreased by -1.45%
Sep 30, 25
14 Next Century Growth Investors LLC 1.80M (2.72%) 175.84K
Increased by +9.78%
Mar 31, 25
15 Dimensional Fund Advisors, Inc. 1.77M (2.68%) -214.93K
Decreased by -12.14%
Dec 31, 25
16 Riverbridge Partners LLC 1.75M (2.64%) -260.84K
Decreased by -14.94%
Dec 31, 25
17 Royal Bank of Canada 1.62M (2.46%) -1.80M
Decreased by -110.95%
Sep 30, 25
18 Geode Capital Management, LLC 1.58M (2.39%) -58.41K
Decreased by -3.69%
Sep 30, 25
19 William Blair Investment Management, LLC 1.46M (2.20%) 67.78K
Increased by +4.65%
Jun 30, 25
20 State Street Corporation 1.44M (2.18%) 39.84K
Increased by +2.77%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.01M (6.06%) 4.01M
Increased by +100.00%
Feb 25, 26
2 Baron Opp. Small Cap Growth Strategy 3.00M (4.54%) 0.00
Increased by 0.00%
Jun 30, 25
3 Baron Small Cap Retail 3.00M (4.54%) 0.00
Increased by 0.00%
Dec 31, 25
4 Baron Small Cap Strategy 3.00M (4.54%) 0.00
Increased by 0.00%
Dec 31, 25
5 Vanguard Total Stock Mkt Idx Inv 1.99M (3.01%) 0.00
Increased by 0.00%
Jan 31, 26
6 Wasatch Small Cap Growth Investor 1.82M (2.75%) -25.11K
Decreased by -1.38%
Jun 30, 25
7 Vanguard US Total Market Shares ETF 1.67M (2.53%) 0.00
Increased by 0.00%
Sep 30, 24
8 Vanguard Information Technology ETF 1.67M (2.53%) 7.35K
Increased by +0.44%
Jan 31, 26
9 iShares Russell 2000 ETF 1.66M (2.51%) 602.51K
Increased by +36.25%
Feb 25, 26
10 Loomis Sayles Small Cap Growth Instl 1.40M (2.12%) -32.42K
Decreased by -2.31%
Jul 31, 25
11 CREF Stock R1 887.16K (1.34%) -3.58K
Decreased by -0.40%
Feb 28, 25
12 CREF Stock R3 887.16K (1.34%) 0.00
Increased by 0.00%
Jul 31, 25
13 JNL Multi-Manager Small Cap Growth A 795.77K (1.20%) -13.30K
Decreased by -1.67%
Sep 30, 23
14 American Century Small Cap Growth Inv 787.69K (1.19%) 29.77K
Increased by +3.78%
Jun 30, 25
15 American Century U.S. Small Cap Growth 787.69K (1.19%) 29.77K
Increased by +3.78%
Jun 30, 25
16 Wasatch Micro Cap 768.76K (1.16%) -13.59K
Decreased by -1.77%
Jun 30, 25
17 Vanguard Institutional Extnd Mkt Idx Tr 723.97K (1.10%) 4.03K
Increased by +0.56%
Jan 31, 26
18 Fidelity Small Cap Index 673.03K (1.02%) 10.29K
Increased by +1.53%
Nov 30, 25
19 Oberweis Micro-Cap 648.40K (0.98%) 145.40K
Increased by +22.42%
Jun 30, 25
20 Oberweis Micro-Cap Growth 648.40K (0.98%) 145.40K
Increased by +22.42%
Jun 30, 25