Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIF 1.42%
2 PEZ 1.36%
3 SMAP 1.33%
4 PSCD 1.14%
5 SURE 1.09%
6 DGRS 0.99%
7 SAWS 0.95%
8 GRPZ 0.91%
9 CGMM 0.91%
10 XSHQ 0.72%
11 FNY 0.70%
12 ERNZ 0.64%
13 RZG 0.61%
14 QSML 0.54%
15 JSML 0.53%
16 FTKI 0.46%
17 DES 0.42%
18 DWAS 0.42%
19 FLQS 0.42%
20 ROSC 0.41%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Kayne Anderson Rudnick Investment Management LLC 6.09M (22.25%) -464.38K
Decreased by -7.63%
Dec 31, 25
2 BlackRock Inc 4.02M (14.69%) 48.58K
Increased by +1.21%
Dec 31, 25
3 Vanguard Group Inc 2.94M (10.73%) -18.23K
Decreased by -0.62%
Dec 31, 25
4 Dimensional Fund Advisors, Inc. 1.52M (5.55%) -10.89K
Decreased by -0.72%
Mar 31, 26
5 Capital Research Global Investors 1.47M (5.35%) 115.00K
Increased by +7.85%
Dec 31, 25
6 Morgan Stanley - Brokerage Accounts 1.38M (5.04%) 251.89K
Increased by +18.26%
Dec 31, 25
7 Wellington Management Company LLP 1.29M (4.71%) -20.97K
Decreased by -1.63%
Jun 30, 25
8 State Street Corp 1.05M (3.84%) -13.63K
Decreased by -1.30%
Dec 31, 25
9 Capital World Investors 1.01M (3.69%) 1.01M
Increased by +100.00%
Mar 31, 26
10 Victory Capital Management Inc. 883.10K (3.23%) -184.69K
Decreased by -20.91%
Mar 31, 25
11 Wells Fargo & Co 722.95K (2.64%) -73.27K
Decreased by -10.13%
Mar 31, 26
12 Principal Financial Group Inc 709.70K (2.59%) -123.15K
Decreased by -17.35%
Mar 31, 26
13 State Street Corporation 692.15K (2.53%) 9.72K
Increased by +1.40%
Mar 31, 24
14 Geode Capital Management, LLC 638.41K (2.33%) 1.53K
Increased by +0.24%
Dec 31, 25
15 Fisher Asset Management, LLC 621.14K (2.27%) -39.96K
Decreased by -6.43%
Mar 31, 26
16 ING Investment Management LLC 583.28K (2.13%) 285.92K
Increased by +49.02%
Mar 31, 25
17 Amvescap Plc. 581.78K (2.13%) 160.88K
Increased by +27.65%
Mar 31, 26
18 Macquarie Group Ltd 547.12K (2.00%) -45.42K
Decreased by -8.30%
Sep 30, 25
19 Lansdowne Partners Limited Partnership 529.72K (1.93%) -371.00
Decreased by -0.07%
Dec 31, 25
20 Delaware Management Holdings Inc 529.07K (1.93%) 529.07K
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 1.68M (6.14%) 375.00
Increased by +0.02%
Apr 30, 26
2 Virtus KAR Small-Cap Core I 1.11M (4.06%) -183.00K
Decreased by -16.47%
Dec 31, 25
3 American Funds SMALLCAP World A 900.00K (3.29%) -400.00K
Decreased by -44.44%
Mar 31, 26
4 Vanguard US Total Market Shares ETF 882.24K (3.22%) 981.00
Increased by +0.11%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 842.37K (3.08%) 5.19K
Increased by +0.62%
Mar 31, 26
6 Victory Small Cap Value CIT (Net 75) 787.00K (2.87%) 122.00K
Increased by +15.50%
Sep 30, 24
7 Vanguard Explorer Inv 731.83K (2.67%) 0.00
Increased by 0.00%
Jun 30, 25
8 Delaware Small Cap Value A 662.80K (2.42%) 0.00
Increased by 0.00%
Sep 30, 24
9 Victory Sycamore Small Company Opp R 647.00K (2.36%) -148.00K
Decreased by -22.87%
Mar 31, 25
10 iShares Russell 2000 ETF 646.45K (2.36%) 5.45K
Increased by +0.84%
Apr 30, 26
11 Vanguard Small Cap Index 608.37K (2.22%) 9.16K
Increased by +1.51%
Mar 31, 26
12 Vanguard Small Cap Value Index Inv 387.16K (1.41%) 2.12K
Increased by +0.55%
Mar 31, 26
13 Macquarie Small Cap Value A 370.80K (1.35%) -45.65K
Decreased by -12.31%
Jul 31, 25
14 CT (Lux) Glb Smlr Coms IU 339.33K (1.24%) -33.54K
Decreased by -9.88%
Mar 31, 25
15 Neumeier Poma Small Cap Value 336.16K (1.23%) -13.16K
Decreased by -3.92%
Mar 31, 26
16 CT (Lux) Glb Smlr Coms IE 331.18K (1.21%) -28.06K
Decreased by -8.47%
Jan 31, 25
17 Vanguard Institutional Extnd Mkt Idx Tr 307.89K (1.12%) 7.85K
Increased by +2.55%
Mar 31, 26
18 Fidelity® Small Cap Index 300.70K (1.10%) 8.22K
Increased by +2.73%
Oct 31, 23
19 Delaware VIP Small Cap Value Series Std 287.30K (1.05%) 0.00
Increased by 0.00%
Dec 31, 23
20 DFA US Small Cap I 279.75K (1.02%) 0.00
Increased by 0.00%
Mar 31, 26