Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FORH 1.75%
2 SAWS 1.35%
3 JSML 1.27%
4 DGLO 0.77%
5 JSMD 0.72%
6 HAPS 0.70%
7 FYC 0.60%
8 PRN 0.56%
9 IVSS 0.56%
10 SYZ 0.44%
11 DWAS 0.42%
12 QSML 0.40%
13 SEIS 0.39%
14 AFSM 0.39%
15 FSCC 0.38%
16 TPSC 0.38%
17 FLQS 0.37%
18 CSA 0.31%
19 USVM 0.30%
20 CSF 0.30%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 1.68M (11.50%) -98.18K
Decreased by -5.85%
Dec 31, 25
2 BlackRock Inc 1.31M (8.99%) -10.19K
Decreased by -0.78%
Mar 31, 26
3 Fiduciary Management, Inc. of Milwaukee 903.40K (6.19%) 379.07K
Increased by +41.96%
Mar 31, 26
4 Boston Partners Global Investors, Inc 800.02K (5.48%) -36.02K
Decreased by -4.50%
Mar 31, 26
5 UBS Asset Mgmt Americas Inc 752.22K (5.15%) -29.07K
Decreased by -3.86%
Mar 31, 26
6 Vanguard Portfolio Management, LLC 751.73K (5.15%) 751.73K
Increased by +100.00%
Mar 31, 26
7 Vanguard Capital Management, LLC 737.71K (5.05%) 737.71K
Increased by +100.00%
Mar 31, 26
8 Morgan Stanley - Brokerage Accounts 693.95K (4.75%) -85.17K
Decreased by -12.27%
Mar 31, 26
9 Jennison Associates LLC 667.89K (4.57%) 80.13K
Increased by +12.00%
Mar 31, 26
10 Franklin Resources Inc 643.15K (4.40%) 32.55K
Increased by +5.06%
Mar 31, 26
11 Dimensional Fund Advisors, Inc. 641.71K (4.39%) 12.53K
Increased by +1.95%
Mar 31, 26
12 FMR Inc 597.65K (4.09%) -22.53K
Decreased by -3.77%
Mar 31, 26
13 Credit Suisse First Boston (CSFB) 515.46K (3.53%) -7.60K
Decreased by -1.47%
Mar 31, 24
14 Principal Financial Group Inc 469.05K (3.21%) -7.81K
Decreased by -1.66%
Mar 31, 26
15 State Street Corporation 449.54K (3.08%) -8.28K
Decreased by -1.84%
Mar 31, 24
16 BloombergSan Investment Partners 436.06K (2.99%) 92.92K
Increased by +21.31%
Mar 31, 26
17 Delaware Management Holdings Inc 428.56K (2.93%) 9.77K
Increased by +2.28%
Mar 31, 26
18 Macquarie Group Ltd 423.85K (2.90%) 1.00K
Increased by +0.24%
Sep 30, 25
19 Geode Capital Management, LLC 422.54K (2.89%) 9.70K
Increased by +2.30%
Mar 31, 26
20 AllianceBernstein L.P. 421.91K (2.89%) 403.28K
Increased by +95.58%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 580.48K (3.97%) 47.21K
Increased by +8.13%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 490.30K (3.36%) -42.35K
Decreased by -8.64%
Jun 30, 26
3 FMI Common Stock Investor 446.00K (3.05%) 171.00K
Increased by +38.34%
Mar 31, 26
4 iShares Russell 2000 ETF 431.93K (2.96%) 2.57K
Increased by +0.60%
Jun 30, 26
5 UBS (Lux) Security Equity BH CHF 420.00K (2.88%) -15.00K
Decreased by -3.57%
Feb 28, 25
6 Putnam US Small Cap Growth Managed Acct 418.70K (2.87%) -10.40K
Decreased by -2.48%
Jun 30, 25
7 Putnam Small Cap Growth A 390.07K (2.67%) 0.00
Increased by 0.00%
Jun 30, 26
8 Putnam US Small Cap Growth Equity 390.07K (2.67%) -13.24K
Decreased by -3.40%
Jun 30, 26
9 UBS (LUX) Sec Eq Fd CHF H P acc 385.00K (2.64%) -10.00K
Decreased by -2.60%
Jan 31, 26
10 UBS Lux Sec Eq Fd CHF H P acc 367.42K (2.52%) -17.58K
Decreased by -4.78%
Mar 31, 26
11 Vanguard Small Cap Index 354.33K (2.43%) -34.54K
Decreased by -9.75%
Jun 30, 26
12 Fidelity Small Cap Growth 320.96K (2.20%) -74.10K
Decreased by -23.09%
Apr 30, 26
13 Robeco BP US Premium Equities IH € 263.74K (1.81%) -2.58K
Decreased by -0.98%
May 31, 26
14 Neumeier Poma Small Cap Value 251.71K (1.72%) 10.21K
Increased by +4.06%
Dec 31, 25
15 Principal SmallCap R5 246.60K (1.69%) 74.60K
Increased by +30.25%
Jun 30, 26
16 Principal U.S. Small Cap Equity 246.60K (1.69%) 62.80K
Increased by +25.47%
Jun 30, 26
17 Principal U.S. Small Cap Select Equity 246.60K (1.69%) 62.80K
Increased by +25.47%
Jun 30, 26
18 Delaware Sm-Cap Val Eq 200.76K (1.37%) 17.70K
Increased by +8.82%
Mar 31, 26
19 Nomura Small Cap Value A 195.26K (1.34%) -2.30K
Decreased by -1.18%
May 31, 26
20 Jennison SMid Cap Core Equity 185.00K (1.27%) -101.34K
Decreased by -54.78%
Jun 30, 26