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 0.65%
11 DSMC 0.60%
12 SMCO 0.59%
13 SMIZ 0.58%
14 DGLO 0.51%
15 IVSS 0.43%
16 MMSC 0.34%
17 FYX 0.33%
18 SMLV 0.31%
19 DWAS 0.29%
20 FYC 0.26%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 1.64M (9.22%) -85.29K
Decreased by -5.20%
Mar 31, 26
2 Capital Research Global Investors 1.60M (9.03%) 0.00
Increased by 0.00%
Mar 31, 26
3 Wasatch Advisors LP 1.17M (6.61%) -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. 978.46K (5.50%) 92.77K
Increased by +9.48%
Mar 31, 26
6 Vanguard Capital Management, LLC 814.25K (4.58%) 814.25K
Increased by +100.00%
Mar 31, 26
7 Thrivent Financial For Lutherans 659.77K (3.71%) -45.52K
Decreased by -6.90%
Mar 31, 26
8 Geode Capital Management, LLC 460.97K (2.59%) 2.80K
Increased by +0.61%
Mar 31, 26
9 State Street Corp 455.14K (2.56%) 10.64K
Increased by +2.34%
Mar 31, 26
10 Estuary Capital Management, LP 452.80K (2.55%) 63.23K
Increased by +13.97%
Mar 31, 26
11 State Street Corporation 429.26K (2.41%) 1.73K
Increased by +0.40%
Mar 31, 24
12 Silvercrest Asset Management Group LLC 413.67K (2.33%) -56.42K
Decreased by -13.64%
Mar 31, 26
13 Principal Financial Group Inc 400.56K (2.25%) -5.55K
Decreased by -1.39%
Mar 31, 24
14 Goldman Sachs Group Inc 367.06K (2.06%) -21.33K
Decreased by -5.81%
Dec 31, 24
15 Qube Research & Technologies 358.07K (2.01%) 190.92K
Increased by +53.32%
Mar 31, 26
16 Congress Asset Management Company, LLP 353.82K (1.99%) 34.30K
Increased by +9.69%
Sep 30, 24
17 Ameriprise Financial Inc 349.12K (1.96%) -40.09K
Decreased by -11.48%
Dec 31, 24
18 Neumeier Investment Counsel LLC 348.43K (1.96%) -132.66K
Decreased by -38.07%
Mar 31, 26
19 AllianceBernstein L.P. 333.42K (1.88%) 44.14K
Increased by +13.24%
Sep 30, 23
20 Victory Capital Management Inc. 321.89K (1.81%) -76.55K
Decreased by -23.78%
Mar 31, 25

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 Vanguard US Total Market Shares ETF 594.61K (3.35%) 485.00
Increased by +0.08%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 592.19K (3.33%) 2.41K
Increased by +0.41%
Apr 30, 26
4 Thrivent Small Cap Stock A 469.39K (2.64%) -185.00
Decreased by -0.04%
Mar 31, 26
5 iShares Russell 2000 ETF 440.26K (2.48%) 4.06K
Increased by +0.92%
May 29, 26
6 Nicholas Limited Edition I 389.36K (2.19%) 306.19K
Increased by +78.64%
Dec 31, 25
7 Victory Small Cap Value CIT (Net 75) 295.00K (1.66%) 0.00
Increased by 0.00%
Dec 31, 24
8 Neumeier Poma Small Cap Value 291.79K (1.64%) -139.50K
Decreased by -47.81%
Mar 31, 26
9 Wasatch Small Cap Value 279.92K (1.57%) -51.13K
Decreased by -18.27%
Mar 31, 26
10 Putnam US Small Cap Growth Equity 259.81K (1.46%) -26.20K
Decreased by -10.08%
Dec 31, 24
11 Putnam US Small Cap Growth Managed Acct 259.81K (1.46%) -26.20K
Decreased by -10.08%
Dec 31, 24
12 Putnam Small Cap Growth A 237.56K (1.34%) -25.95K
Decreased by -10.92%
Jan 31, 25
13 CT (Lux) American Smaller Com 9U USD 211.08K (1.19%) 12.81K
Increased by +6.07%
Jan 31, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 207.84K (1.17%) 2.54K
Increased by +1.22%
Apr 30, 26
15 DFA US Small Cap Value I 203.37K (1.14%) 18.32K
Increased by +9.01%
Apr 30, 26
16 Premier Miton US Opportunities B Acc 200.90K (1.13%) -50.00K
Decreased by -24.89%
Feb 28, 26
17 Congress Small Cap Growth Institutional 200.00K (1.13%) 0.00
Increased by 0.00%
Nov 30, 24
18 Strategic Advisers® Fidelity US TtlStk 191.51K (1.08%) 82.00K
Increased by +42.82%
Nov 30, 23
19 Wasatch Micro Cap 190.18K (1.07%) 45.25K
Increased by +23.79%
Dec 31, 25
20 Fidelity Small Cap Growth 187.22K (1.05%) 0.00
Increased by 0.00%
Jun 30, 24