Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SAWS 3.07%
2 MGMT 1.47%
3 SMAP 0.88%
4 AIMS 0.85%
5 XHE 0.66%
6 SQLV 0.52%
7 JSML 0.48%
8 ROSC 0.44%
9 BFOR 0.35%
10 RUSC 0.32%
11 SMLV 0.32%
12 CSML 0.20%
13 IWC 0.19%
14 JSMD 0.19%
15 IHI 0.12%
16 SEIS 0.11%
17 DGRS 0.11%
18 QSML 0.10%
19 FSMD 0.10%
20 DES 0.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 967.79K (11.62%) -34.21K
Decreased by -3.54%
Mar 31, 26
2 Vanguard Group Inc 560.05K (6.73%) -6.46K
Decreased by -1.15%
Dec 31, 25
3 Renaissance Technologies Corp 440.71K (5.29%) -15.70K
Decreased by -3.56%
Mar 31, 26
4 Copeland Capital Management, LLC 359.32K (4.32%) -53.23K
Decreased by -14.81%
Mar 31, 26
5 Vanguard Capital Management, LLC 358.62K (4.31%) 358.62K
Increased by +100.00%
Mar 31, 26
6 Kayne Anderson Rudnick Investment Management LLC 349.32K (4.20%) 16.09K
Increased by +4.61%
Mar 31, 26
7 Nine Ten Capital Management LLC 334.49K (4.02%) -93.99K
Decreased by -28.10%
Mar 31, 26
8 Geode Capital Management, LLC 286.56K (3.44%) 24.60K
Increased by +8.58%
Mar 31, 26
9 Bares Capital Management Inc 283.60K (3.41%) 4.60K
Increased by +1.62%
Jun 30, 24
10 T. Rowe Price Investment Management,Inc. 256.70K (3.08%) -54.83K
Decreased by -21.36%
Mar 31, 26
11 Dimensional Fund Advisors, Inc. 226.15K (2.72%) 9.02K
Increased by +3.99%
Mar 31, 26
12 State Street Corp 204.53K (2.46%) 11.58K
Increased by +5.66%
Mar 31, 26
13 The Goldman Sachs Group Inc 197.94K (2.38%) -7.28K
Decreased by -3.68%
Mar 31, 26
14 Rk Capital Management, LLC 170.08K (2.04%) -129.12K
Decreased by -75.91%
Jun 30, 24
15 Two Sigma Investments LLC 165.67K (1.99%) 100.75K
Increased by +60.82%
Mar 31, 26
16 Acadian Asset Management LLC 151.84K (1.82%) 42.65K
Increased by +28.09%
Mar 31, 26
17 Morgan Stanley - Brokerage Accounts 149.84K (1.80%) 15.11K
Increased by +10.08%
Mar 31, 26
18 State Street Corporation 149.74K (1.80%) 15.27K
Increased by +10.20%
Dec 31, 23
19 Goldman Sachs Group Inc 143.70K (1.73%) -25.68K
Decreased by -17.87%
Jun 30, 25
20 Northern Trust Corp 123.64K (1.49%) -8.41K
Decreased by -6.80%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 260.30K (3.13%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 259.57K (3.12%) 0.00
Increased by 0.00%
Apr 30, 26
3 BBH Partner Fund Small Cap Equity 209.28K (2.51%) -40.72K
Decreased by -19.45%
Jul 31, 24
4 iShares Russell 2000 ETF 196.17K (2.36%) 1.82K
Increased by +0.93%
May 29, 26
5 Virtus KAR Small-Cap Growth I 139.50K (1.68%) 0.00
Increased by 0.00%
Mar 31, 26
6 Ranger Micro Cap 111.08K (1.33%) -385.00
Decreased by -0.35%
Mar 31, 26
7 JNL Multi-Manager Small Cap Growth A 95.68K (1.15%) -1.11K
Decreased by -1.16%
Mar 31, 26
8 Vanguard Institutional Extnd Mkt Idx Tr 91.05K (1.09%) 504.00
Increased by +0.55%
Apr 30, 26
9 KAR Small-Mid Cap Growth 83.94K (1.01%) 0.00
Increased by 0.00%
Apr 30, 26
10 T. Rowe Price Small-Cap Value 82.30K (0.99%) -51.00
Decreased by -0.06%
Apr 30, 26
11 Fidelity Small Cap Index 79.56K (0.96%) 320.00
Increased by +0.40%
Mar 31, 26
12 Fidelity® Small Cap Index 70.79K (0.85%) 1.67K
Increased by +2.35%
Oct 31, 23
13 iShares Russell 2000 Growth ETF 65.36K (0.79%) -425.00
Decreased by -0.65%
May 29, 26
14 Fidelity Advisor Small Cap I 65.27K (0.78%) 0.00
Increased by 0.00%
Mar 31, 26
15 Acuitas US Microcap Strategy 63.19K (0.76%) -22.67K
Decreased by -35.87%
Mar 31, 26
16 Nuveen Quant Small Cap Equity R6 60.10K (0.72%) 0.00
Increased by 0.00%
Apr 30, 26
17 State St Russell Sm/Mid Cp® Indx SL Cl I 58.17K (0.70%) 0.00
Increased by 0.00%
May 31, 26
18 Calamos Timpani Small Cap Growth I 56.54K (0.68%) -577.00
Decreased by -1.02%
Mar 31, 26
19 Timpani Small Cap Growth Equity 56.54K (0.68%) -12.87K
Decreased by -22.76%
Mar 31, 26
20 DFA US Small Cap I 56.18K (0.67%) 0.00
Increased by 0.00%
Apr 30, 26