Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSI 3.14%
2 BUYN 2.78%
3 PTF 2.53%
4 RZV 2.37%
5 HYP 2.13%
6 QIDX 1.29%
7 PSCT 1.05%
8 NSCS 1.00%
9 ESSC 0.74%
10 IWC 0.57%
11 DWAS 0.54%
12 SEMI 0.54%
13 VIOV 0.29%
14 IWO 0.21%
15 IWN 0.19%
16 PLTL 0.18%
17 SLYV 0.15%
18 VTWV 0.15%
19 VIOO 0.14%
20 JMEE 0.12%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.23M (15.42%) -57.21K
Decreased by -1.09%
Mar 31, 26
2 Vanguard Group Inc 3.33M (9.82%) 148.99K
Increased by +4.47%
Dec 31, 25
3 Macquarie Group Ltd 2.68M (7.88%) 72.39K
Increased by +2.71%
Jun 30, 25
4 Amvescap Plc. 1.85M (5.45%) -1.17M
Decreased by -63.53%
Mar 31, 26
5 Barrow Hanley Mewhinney & Strauss LLC 1.74M (5.13%) -217.01K
Decreased by -12.47%
Mar 31, 26
6 Vanguard Portfolio Management, LLC 1.73M (5.09%) 1.73M
Increased by +100.00%
Mar 31, 26
7 D. E. Shaw & Co LP 1.51M (4.45%) 105.14K
Increased by +6.95%
Mar 31, 26
8 Vanguard Capital Management, LLC 1.45M (4.26%) 1.45M
Increased by +100.00%
Mar 31, 26
9 State Street Corp 1.27M (3.75%) -13.26K
Decreased by -1.04%
Mar 31, 26
10 FMR Inc 1.13M (3.32%) -103.85K
Decreased by -9.23%
Jun 30, 25
11 State Street Corporation 1.11M (3.27%) 15.03K
Increased by +1.35%
Mar 31, 24
12 Hood River Capital Management LLC 1.11M (3.27%) 150.93K
Increased by +13.62%
Jun 30, 24
13 American Century Companies Inc 1.02M (3.01%) -212.45K
Decreased by -20.81%
Jun 30, 25
14 Nuveen, LLC 958.33K (2.82%) -179.12K
Decreased by -18.69%
Mar 31, 26
15 Dimensional Fund Advisors, Inc. 921.88K (2.72%) -492.29K
Decreased by -53.40%
Mar 31, 26
16 Geode Capital Management, LLC 870.27K (2.56%) 32.46K
Increased by +3.73%
Mar 31, 26
17 Royce & Associates, LP 849.34K (2.50%) -599.75K
Decreased by -70.61%
Mar 31, 26
18 Millennium Management LLC 837.39K (2.47%) 334.89K
Increased by +39.99%
Mar 31, 26
19 AllianceBernstein L.P. 812.82K (2.39%) 15.92K
Increased by +1.96%
Sep 30, 25
20 Kennedy Capital Management Inc 811.90K (2.39%) -80.63K
Decreased by -9.93%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Macquarie Small Cap Core I 2.19M (6.44%) 20.69K
Increased by +0.95%
Jul 31, 25
2 iShares Core S&P Small-Cap ETF 2.09M (6.15%) 775.00
Increased by +0.04%
May 29, 26
3 Fidelity® Small Cap Discovery 1.64M (4.83%) -16.20K
Decreased by -0.99%
Oct 31, 23
4 Invesco Small Cap Value A 1.39M (4.09%) 35.94K
Increased by +2.59%
Apr 30, 26
5 Delaware US Small Cap Core Equity (SMA) 1.24M (3.65%) 169.61K
Increased by +13.69%
Mar 31, 24
6 Macquarie US Small Cap Core Equity 1.24M (3.65%) 169.61K
Increased by +13.69%
Mar 31, 24
7 Delaware Small Cap Core I 1.20M (3.53%) -7.43K
Decreased by -0.62%
Sep 30, 24
8 Vanguard Total Stock Mkt Idx Inv 1.04M (3.07%) 16.95K
Increased by +1.62%
Apr 30, 26
9 Vanguard US Total Market Shares ETF 1.01M (2.96%) 0.00
Increased by 0.00%
Sep 30, 24
10 Swedbank Robur Technology A 985.00K (2.90%) 85.00K
Increased by +8.63%
Mar 31, 24
11 Vanguard Information Technology ETF 850.35K (2.51%) 4.51K
Increased by +0.53%
Apr 30, 26
12 Fidelity® Series Small Cap Discovery 850.00K (2.50%) 0.00
Increased by 0.00%
Oct 31, 23
13 iShares Russell 2000 ETF 815.15K (2.40%) 7.54K
Increased by +0.92%
May 29, 26
14 American Century Small Cap Growth Inv 762.11K (2.25%) 28.81K
Increased by +3.78%
Jun 30, 25
15 American Century U.S. Small Cap Growth 762.11K (2.25%) 28.81K
Increased by +3.78%
Jun 30, 25
16 FIAM Small Cap Core Composite 694.60K (2.05%) -16.50K
Decreased by -2.38%
Mar 31, 25
17 Hood River Small-Cap Growth Instl 655.26K (1.93%) 115.10K
Increased by +17.57%
Jun 30, 24
18 FIAM Small Cap Core CIT Cl B 626.60K (1.85%) -10.90K
Decreased by -1.74%
Jun 30, 25
19 Invesco Semiconductors ETF 615.21K (1.81%) 0.00
Increased by 0.00%
May 31, 25
20 CREF Stock R3 573.88K (1.69%) 110.71K
Increased by +19.29%
Apr 30, 25