Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CBSE 3.02%
2 FIXT 2.31%
3 FEMA 1.90%
4 TSME 1.56%
5 ALIL 1.55%
6 AMID 1.12%
7 NSCS 0.94%
8 CNTR 0.80%
9 SMCP 0.74%
10 FYT 0.61%
11 DSMC 0.60%
12 SMCO 0.59%
13 SMIZ 0.58%
14 DGLO 0.51%
15 IVSS 0.43%
16 SVAL 0.35%
17 MMSC 0.34%
18 FYX 0.33%
19 SMLV 0.31%
20 DWAS 0.29%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 1.72M (9.69%) -48.47K
Decreased by -2.81%
Dec 31, 25
2 Capital Research Global Investors 1.60M (9.02%) -2.94K
Decreased by -0.18%
Dec 31, 25
3 Wasatch Advisors LP 1.17M (6.60%) -1.43M
Decreased by -121.70%
Mar 31, 26
4 Vanguard Group Inc 1.12M (6.29%) 9.90K
Increased by +0.88%
Dec 31, 25
5 Dimensional Fund Advisors, Inc. 885.68K (4.98%) 8.03K
Increased by +0.91%
Dec 31, 25
6 Thrivent Financial For Lutherans 705.29K (3.96%) 616.37K
Increased by +87.39%
Dec 31, 25
7 Neumeier Investment Counsel LLC 481.09K (2.70%) 152.91K
Increased by +31.78%
Dec 31, 25
8 Silvercrest Asset Management Group LLC 470.09K (2.64%) -229.23K
Decreased by -48.76%
Dec 31, 25
9 Geode Capital Management, LLC 458.18K (2.58%) 2.54K
Increased by +0.55%
Dec 31, 25
10 State Street Corp 444.51K (2.50%) -12.54K
Decreased by -2.82%
Dec 31, 25
11 State Street Corporation 429.26K (2.41%) 1.73K
Increased by +0.40%
Mar 31, 24
12 Principal Financial Group Inc 400.56K (2.25%) -5.55K
Decreased by -1.39%
Mar 31, 24
13 Estuary Capital Management, LP 389.57K (2.19%) -121.42K
Decreased by -31.17%
Dec 31, 25
14 Goldman Sachs Group Inc 367.06K (2.06%) -21.33K
Decreased by -5.81%
Dec 31, 24
15 Congress Asset Management Company, LLP 353.82K (1.99%) 34.30K
Increased by +9.69%
Sep 30, 24
16 Ameriprise Financial Inc 349.12K (1.96%) -40.09K
Decreased by -11.48%
Dec 31, 24
17 AllianceBernstein L.P. 333.42K (1.87%) 44.14K
Increased by +13.24%
Sep 30, 23
18 Victory Capital Management Inc. 321.89K (1.81%) -76.55K
Decreased by -23.78%
Mar 31, 25
19 Millennium Management LLC 317.89K (1.79%) -11.15K
Decreased by -3.51%
Jun 30, 25
20 Franklin Resources Inc 296.27K (1.67%) -62.04K
Decreased by -20.94%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 1.47M (8.27%) 0.00
Increased by 0.00%
Mar 31, 26
2 Wasatch Core Growth 785.29K (4.41%) -36.20K
Decreased by -4.61%
Dec 31, 25
3 Vanguard US Total Market Shares ETF 594.61K (3.34%) 485.00
Increased by +0.08%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 589.78K (3.32%) 7.16K
Increased by +1.21%
Mar 31, 26
5 Thrivent Small Cap Stock A 469.58K (2.64%) -95.00
Decreased by -0.02%
Feb 28, 26
6 iShares Russell 2000 ETF 429.10K (2.41%) -2.03K
Decreased by -0.47%
Apr 29, 26
7 Nicholas Limited Edition I 389.36K (2.19%) 306.19K
Increased by +78.64%
Dec 31, 25
8 Wasatch Small Cap Value 331.04K (1.86%) -28.77K
Decreased by -8.69%
Dec 31, 25
9 Victory Small Cap Value CIT (Net 75) 295.00K (1.66%) 0.00
Increased by 0.00%
Dec 31, 24
10 Neumeier Poma Small Cap Value 291.79K (1.64%) -139.50K
Decreased by -47.81%
Mar 31, 26
11 Putnam US Small Cap Growth Equity 259.81K (1.46%) -26.20K
Decreased by -10.08%
Dec 31, 24
12 Putnam US Small Cap Growth Managed Acct 259.81K (1.46%) -26.20K
Decreased by -10.08%
Dec 31, 24
13 Premier Miton US Opportunities B Acc 250.90K (1.41%) -6.63K
Decreased by -2.64%
Jan 31, 26
14 Putnam Small Cap Growth A 237.56K (1.34%) -25.95K
Decreased by -10.92%
Jan 31, 25
15 CT (Lux) American Smaller Com 9U USD 211.08K (1.19%) 12.81K
Increased by +6.07%
Jan 31, 25
16 Vanguard Institutional Extnd Mkt Idx Tr 205.30K (1.15%) 3.05K
Increased by +1.49%
Mar 31, 26
17 Congress Small Cap Growth Institutional 200.00K (1.12%) 0.00
Increased by 0.00%
Nov 30, 24
18 Strategic Advisers Fidelity US TtlStk 196.59K (1.11%) 58.46K
Increased by +29.74%
Oct 31, 24
19 Strategic Advisers® Fidelity US TtlStk 191.51K (1.08%) 82.00K
Increased by +42.82%
Nov 30, 23
20 Wasatch Micro Cap 190.18K (1.07%) 45.25K
Increased by +23.79%
Dec 31, 25