Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PTF 1.20%
2 WISE 1.17%
3 NSCS 0.83%
4 XSW 0.75%
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 BBSC 0.07%
13 IJT 0.06%
14 AIBU 0.06%
15 GSSC 0.06%
16 VFVA 0.05%
17 EES 0.04%
18 RFLR 0.04%
19 PSC 0.04%
20 VIOV 0.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 11.78M (19.89%) -42.03K
Decreased by -0.36%
Mar 31, 26
2 Wasatch Advisors Inc. 7.26M (12.25%) 197.06K
Increased by +2.72%
Dec 31, 23
3 Vanguard Group Inc 5.92M (9.99%) 280.00K
Increased by +4.73%
Dec 31, 25
4 Alyeska Investment Group, L.P. 5.25M (8.87%) 1.47M
Increased by +28.02%
Mar 31, 26
5 Wasatch Advisors LP 4.67M (7.88%) 112.32K
Increased by +2.41%
Jun 30, 25
6 Fourth Sail Capital, LP 3.83M (6.46%) 1.02M
Increased by +26.56%
Dec 31, 25
7 BAMCO Inc 3.00M (5.06%) 0.00
Increased by 0.00%
Mar 31, 26
8 State Street Corp 2.92M (4.92%) 154.90K
Increased by +5.31%
Mar 31, 26
9 T. Rowe Price Investment Management,Inc. 2.57M (4.33%) 1.14M
Increased by +44.32%
Mar 31, 26
10 Loomis, Sayles & Company LP 2.55M (4.31%) -60.94K
Decreased by -2.39%
Jun 30, 25
11 Wellington Management Company LLP 2.36M (3.98%) 405.38K
Increased by +17.20%
Dec 31, 25
12 AllianceBernstein L.P. 2.27M (3.84%) -103.12K
Decreased by -4.54%
Mar 31, 26
13 Jennison Associates LLC 1.97M (3.32%) 129.96K
Increased by +6.61%
Jun 30, 25
14 Morgan Stanley - Brokerage Accounts 1.87M (3.16%) 152.77K
Increased by +8.17%
Mar 31, 26
15 Next Century Growth Investors LLC 1.80M (3.03%) 175.84K
Increased by +9.78%
Mar 31, 25
16 Geode Capital Management, LLC 1.61M (2.72%) -14.81K
Decreased by -0.92%
Mar 31, 26
17 William Blair Investment Management, LLC 1.46M (2.46%) 67.78K
Increased by +4.65%
Jun 30, 25
18 Federated Hermes Inc 1.44M (2.43%) 1.44M
Increased by +100.00%
Mar 31, 26
19 State Street Corporation 1.44M (2.43%) 39.84K
Increased by +2.77%
Mar 31, 24
20 Riverbridge Partners LLC 1.43M (2.41%) -318.56K
Decreased by -22.32%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.07M (6.87%) 1.06K
Increased by +0.03%
Apr 30, 26
2 Baron Opp. Small Cap Growth Strategy 3.00M (5.06%) 0.00
Increased by 0.00%
Jun 30, 25
3 Baron Small Cap Retail 3.00M (5.06%) 0.00
Increased by 0.00%
Mar 31, 26
4 Baron Small Cap Strategy 3.00M (5.06%) 0.00
Increased by 0.00%
Mar 31, 26
5 Vanguard Total Stock Mkt Idx Inv 1.99M (3.36%) 0.00
Increased by 0.00%
Apr 30, 26
6 Wasatch Small Cap Growth Investor 1.82M (3.07%) -25.11K
Decreased by -1.38%
Jun 30, 25
7 Vanguard Information Technology ETF 1.68M (2.83%) 7.40K
Increased by +0.44%
Apr 30, 26
8 Vanguard US Total Market Shares ETF 1.67M (2.82%) 0.00
Increased by 0.00%
Sep 30, 24
9 iShares Russell 2000 ETF 1.64M (2.76%) 13.82K
Increased by +0.84%
Apr 30, 26
10 T. Rowe Price Small-Cap Value 1.51M (2.55%) 475.20K
Increased by +31.48%
Mar 31, 26
11 Loomis Sayles Small Cap Growth Instl 1.40M (2.37%) -32.42K
Decreased by -2.31%
Jul 31, 25
12 T. Rowe Price U.S. SC Value Eq Tr-D 980.34K (1.65%) 581.86K
Increased by +59.35%
Mar 31, 26
13 CREF Stock R1 887.16K (1.50%) -3.58K
Decreased by -0.40%
Feb 28, 25
14 CREF Stock R3 887.16K (1.50%) 0.00
Increased by 0.00%
Jul 31, 25
15 JNL Multi-Manager Small Cap Growth A 795.77K (1.34%) -13.30K
Decreased by -1.67%
Sep 30, 23
16 American Century Small Cap Growth Inv 787.69K (1.33%) 29.77K
Increased by +3.78%
Jun 30, 25
17 American Century U.S. Small Cap Growth 787.69K (1.33%) 29.77K
Increased by +3.78%
Jun 30, 25
18 Wasatch Micro Cap 768.76K (1.30%) -13.59K
Decreased by -1.77%
Jun 30, 25
19 Vanguard Institutional Extnd Mkt Idx Tr 767.39K (1.30%) 5.42K
Increased by +0.71%
Apr 30, 26
20 Federated Hermes MDT SCC Institutional 708.19K (1.20%) 708.19K
Increased by +100.00%
Mar 31, 26