Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SAWS 3.09%
2 XHS 1.19%
3 FDLS 1.14%
4 FDHT 1.11%
5 NSCS 0.81%
6 XRT 0.64%
7 FYC 0.61%
8 SMLL 0.45%
9 RETL 0.44%
10 JSML 0.41%
11 FYX 0.32%
12 VFQY 0.11%
13 VFMO 0.05%
14 VFMF 0.05%
15 VTWG 0.05%
16 SQLT 0.05%
17 IWO 0.05%
18 ISCG 0.04%
19 JKK 0.04%
20 VTWO 0.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 2.36M (7.38%) 2.36M
Increased by +99.92%
 Mar 31, 26
2 Wellington Management Company LLP 1.77M (5.52%) 641.99K
Increased by +36.37%
 Mar 31, 26
3 BlackRock Inc 1.76M (5.49%) 13.52K
Increased by +0.77%
 Mar 31, 26
4 Vanguard Group Inc 1.35M (4.23%) 298.36K
Increased by +22.04%
 Dec 31, 25
5 Woodline Partners LP 1.31M (4.08%) 252.41K
Increased by +19.32%
 Mar 31, 26
6 Brown Advisory Holdings Inc 1.26M (3.94%) -377.96K
Decreased by -30.02%
 Mar 31, 26
7 Vanguard Capital Management, LLC 1.23M (3.83%) 1.23M
Increased by +100.00%
 Mar 31, 26
8 Valiant Capital Management LP 1.19M (3.71%) -45.80K
Decreased by -3.86%
 Mar 31, 26
9 TimesSquare Capital Management, LLC 1.08M (3.37%) 29.34K
Increased by +2.72%
 Mar 31, 26
10 T. Rowe Price Investment Management,Inc. 1.03M (3.21%) 1.03M
Increased by +100.00%
 Mar 31, 26
11 Boston Partners Global Investors, Inc 1.02M (3.18%) -36.95K
Decreased by -3.63%
 Mar 31, 26
12 Franklin Resources Inc 952.95K (2.98%) -38.43K
Decreased by -4.03%
 Mar 31, 26
13 Loomis, Sayles & Company LP 931.69K (2.91%) 296.07K
Increased by +31.78%
 Mar 31, 26
14 Jennison Associates LLC 822.78K (2.57%) 706.82K
Increased by +85.91%
 Mar 31, 26
15 Silvercrest Asset Management Group LLC 772.58K (2.42%) -82.76K
Decreased by -10.71%
 Dec 31, 25
16 BOONE CAPITAL MANAGEMENT LLC 631.19K (1.97%) 631.19K
Increased by +100.00%
 Mar 31, 26
17 Driehaus Capital Management LLC 589.12K (1.84%) 82.65K
Increased by +14.03%
 Mar 31, 26
18 Citadel Advisors Llc 579.12K (1.81%) 579.12K
Increased by +100.00%
 Mar 31, 26
19 Geode Capital Management, LLC 559.03K (1.75%) 68.21K
Increased by +12.20%
 Mar 31, 26
20 Nuveen, LLC 537.45K (1.68%) -104.92K
Decreased by -19.52%
 Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 921.81K (2.88%) 0.00
Increased by 0.00%
 Apr 30, 26
2 iShares Russell 2000 ETF 534.67K (1.67%) 4.94K
Increased by +0.92%
 May 29, 26
3 Putnam Core Equity Fund Y 508.13K (1.59%) 0.00
Increased by 0.00%
 Apr 30, 26
4 Loomis Sayles Small Cap Growth Instl 508.01K (1.59%) -13.82K
Decreased by -2.72%
 Apr 30, 26
5 FIAM Small Cap Core CIT Cl B 481.98K (1.51%) 226.38K
Increased by +46.97%
 Mar 31, 26
6 Fidelity Small Cap Growth 476.80K (1.49%) 476.80K
Increased by +100.00%
 Mar 31, 26
7 Small Cap Growth / TimesSquare SP 426.47K (1.33%) -51.22K
Decreased by -12.01%
 Mar 31, 26
8 Brown Advisory Small-Cap Fdmtl Val Inv 353.16K (1.10%) -182.61K
Decreased by -51.71%
 Apr 30, 26
9 CREF Total Global Stock Account R3 348.93K (1.09%) 0.00
Increased by 0.00%
 Apr 30, 26
10 T. Rowe Price US Small-Cap Core Equity 341.48K (1.07%) 341.48K
Increased by +100.00%
 Mar 31, 26
11 T. Rowe Price Small-Cap Stock 341.24K (1.07%) -243.00
Decreased by -0.07%
 Apr 30, 26
12 Jennison SMid Cap Core Equity 323.34K (1.01%) 270.55K
Increased by +83.68%
 Mar 31, 26
13 AST Small-Cap Equity Portfolio 301.72K (0.94%) -18.30K
Decreased by -6.07%
 Apr 30, 26
14 Vanguard Institutional Extnd Mkt Idx Tr 278.36K (0.87%) 3.40K
Increased by +1.22%
 Apr 30, 26
15 Templeton Global Smaller Comp A 272.24K (0.85%) 0.00
Increased by 0.00%
 Apr 30, 26
16 Fidelity Small Cap Stock 248.70K (0.78%) 248.70K
Increased by +100.00%
 Mar 31, 26
17 Fidelity Small Cap Growth K6 241.71K (0.76%) 241.71K
Increased by +100.00%
 Mar 31, 26
18 Fidelity Stock Selector Small Cap 236.63K (0.74%) 236.63K
Increased by +100.00%
 Mar 31, 26
19 Heptagon Driehaus US Micro Cap Eq C$ Acc 233.92K (0.73%) 39.34K
Increased by +16.82%
 Mar 31, 26
20 Fidelity Small Cap Index 221.38K (0.69%) 647.00
Increased by +0.29%
 Mar 31, 26