Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WISE 1.47%
2 PTF 1.20%
3 TSNF 0.84%
4 NSCS 0.83%
5 XSW 0.75%
6 SEIS 0.27%
7 PSCT 0.25%
8 IVES 0.21%
9 QSML 0.21%
10 CSML 0.18%
11 HAPS 0.15%
12 IWC 0.11%
13 BBSC 0.07%
14 IJT 0.06%
15 VIOV 0.06%
16 AIBU 0.06%
17 GSSC 0.06%
18 VFVA 0.05%
19 EES 0.04%
20 RFLR 0.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 11.78M (20.78%) -42.03K
Decreased by -0.36%
Mar 31, 26
2 Wasatch Advisors Inc. 7.26M (12.80%) 197.06K
Increased by +2.72%
Dec 31, 23
3 Vanguard Group Inc 5.92M (10.44%) 280.00K
Increased by +4.73%
Dec 31, 25
4 Alyeska Investment Group, L.P. 5.25M (9.27%) 1.47M
Increased by +28.02%
Mar 31, 26
5 Wasatch Advisors LP 4.67M (8.23%) 112.32K
Increased by +2.41%
Jun 30, 25
6 Fourth Sail Capital, LP 3.83M (6.75%) 1.02M
Increased by +26.56%
Dec 31, 25
7 BAMCO Inc 3.00M (5.29%) 0.00
Increased by 0.00%
Mar 31, 26
8 State Street Corp 2.92M (5.14%) 154.90K
Increased by +5.31%
Mar 31, 26
9 Vanguard Capital Management, LLC 2.82M (4.98%) 2.82M
Increased by +100.00%
Mar 31, 26
10 Vanguard Portfolio Management, LLC 2.78M (4.90%) 2.78M
Increased by +100.00%
Mar 31, 26
11 T. Rowe Price Investment Management,Inc. 2.57M (4.53%) 1.14M
Increased by +44.32%
Mar 31, 26
12 Loomis, Sayles & Company LP 2.55M (4.50%) -60.94K
Decreased by -2.39%
Jun 30, 25
13 Wellington Management Company LLP 2.36M (4.16%) 405.38K
Increased by +17.20%
Dec 31, 25
14 AllianceBernstein L.P. 2.27M (4.01%) -103.12K
Decreased by -4.54%
Mar 31, 26
15 Jennison Associates LLC 1.97M (3.47%) 129.96K
Increased by +6.61%
Jun 30, 25
16 Morgan Stanley - Brokerage Accounts 1.87M (3.30%) 152.77K
Increased by +8.17%
Mar 31, 26
17 Next Century Growth Investors LLC 1.80M (3.17%) 175.84K
Increased by +9.78%
Mar 31, 25
18 Geode Capital Management, LLC 1.61M (2.84%) -14.81K
Decreased by -0.92%
Mar 31, 26
19 William Blair Investment Management, LLC 1.46M (2.57%) 67.78K
Increased by +4.65%
Jun 30, 25
20 Federated Hermes Inc 1.44M (2.54%) 1.44M
Increased by +100.00%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.01M (7.07%) 1.74K
Increased by +0.04%
May 29, 26
2 Baron Opp. Small Cap Growth Strategy 3.00M (5.29%) 0.00
Increased by 0.00%
Jun 30, 25
3 Baron Small Cap Retail 3.00M (5.29%) 0.00
Increased by 0.00%
Jun 30, 26
4 Baron Small Cap Strategy 3.00M (5.29%) 0.00
Increased by 0.00%
Jun 30, 26
5 Vanguard Total Stock Mkt Idx Inv 1.99M (3.51%) 0.00
Increased by 0.00%
Jun 30, 26
6 Wasatch Small Cap Growth Investor 1.82M (3.21%) -25.11K
Decreased by -1.38%
Jun 30, 25
7 iShares Russell 2000 ETF 1.71M (3.02%) 10.16K
Increased by +0.59%
Jun 30, 26
8 Vanguard Information Technology ETF 1.71M (3.01%) 19.86K
Increased by +1.16%
Jun 30, 26
9 T. Rowe Price Small-Cap Value 1.67M (2.95%) -7.12K
Decreased by -0.43%
Jun 30, 26
10 Vanguard US Total Market Shares ETF 1.67M (2.95%) 0.00
Increased by 0.00%
Sep 30, 24
11 Loomis Sayles Small Cap Growth Instl 1.40M (2.47%) -32.42K
Decreased by -2.31%
Jul 31, 25
12 CS McKee Micro Cap Value 1.22M (2.14%) 0.00
Increased by 0.00%
Jun 30, 26
13 T. Rowe Price U.S. SC Value Eq Tr-D 1.09M (1.92%) 109.67K
Increased by +10.06%
Jun 30, 26
14 CREF Stock R1 887.16K (1.56%) -3.58K
Decreased by -0.40%
Feb 28, 25
15 CREF Stock R3 887.16K (1.56%) 0.00
Increased by 0.00%
Jul 31, 25
16 JNL Multi-Manager Small Cap Growth A 795.77K (1.40%) -13.30K
Decreased by -1.67%
Sep 30, 23
17 American Century Small Cap Growth Inv 787.69K (1.39%) 29.77K
Increased by +3.78%
Jun 30, 25
18 American Century U.S. Small Cap Growth 787.69K (1.39%) 29.77K
Increased by +3.78%
Jun 30, 25
19 Wasatch Micro Cap 768.76K (1.36%) -13.59K
Decreased by -1.77%
Jun 30, 25
20 Vanguard Institutional Extnd Mkt Idx Tr 747.69K (1.32%) 11.20K
Increased by +1.50%
Jun 30, 26