Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOTT 3.13%
2 OSCV 1.87%
3 SMAP 1.41%
4 PRN 1.38%
5 PSCI 1.14%
6 SMCP 1.12%
7 DWAS 1.07%
8 JSMD 1.02%
9 SMDV 1.01%
10 TMAT 0.98%
11 NBSM 0.97%
12 IBOT 0.96%
13 GRPZ 0.95%
14 JSML 0.92%
15 SCOW 0.74%
16 CAFG 0.73%
17 EHLS 0.73%
18 JPSV 0.64%
19 CGMM 0.58%
20 FYC 0.55%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 1.74M (14.88%) 561.00
Increased by +0.03%
Mar 31, 26
2 Wasatch Advisors Inc. 1.31M (11.20%) -5.77K
Decreased by -0.44%
Sep 30, 23
3 Vanguard Group Inc 1.30M (11.12%) -21.50K
Decreased by -1.66%
Dec 31, 25
4 Kayne Anderson Rudnick Investment Management LLC 1.16M (9.96%) -27.52K
Decreased by -2.37%
Mar 31, 26
5 Wasatch Advisors LP 1.04M (8.90%) 125.34K
Increased by +12.07%
Mar 31, 26
6 Vanguard Portfolio Management, LLC 701.94K (6.02%) 701.94K
Increased by +100.00%
Mar 31, 26
7 C2P Capital Advisory Group LLC dba Prosperity Capital Advisors 561.16K (4.81%) 561.16K
Increased by +100.00%
Dec 31, 24
8 Vanguard Capital Management, LLC 529.05K (4.53%) 529.05K
Increased by +100.00%
Mar 31, 26
9 State Street Corp 460.51K (3.95%) 3.79K
Increased by +0.82%
Mar 31, 26
10 Capital Research & Mgmt Co - Division 3 447.84K (3.84%) -29.63K
Decreased by -6.62%
Mar 31, 26
11 Neuberger Berman Group LLC 369.49K (3.17%) -32.53K
Decreased by -8.80%
Mar 31, 26
12 Allspring Global Investments Holdings, LLC 364.65K (3.13%) -7.99K
Decreased by -2.19%
Sep 30, 23
13 Capital World Investors 354.85K (3.04%) -139.92K
Decreased by -39.43%
Mar 31, 26
14 Geode Capital Management, LLC 319.62K (2.74%) 5.13K
Increased by +1.60%
Mar 31, 26
15 Chevy Chase Trust Holdings, Inc. 312.26K (2.68%) -130.63K
Decreased by -41.83%
Jun 30, 25
16 Macquarie Group Ltd 303.80K (2.60%) -25.66K
Decreased by -8.45%
Sep 30, 25
17 Dimensional Fund Advisors, Inc. 278.55K (2.39%) -484.00
Decreased by -0.17%
Mar 31, 26
18 State Street Corporation 266.95K (2.29%) 2.19K
Increased by +0.82%
Mar 31, 24
19 Riverbridge Partners LLC 252.23K (2.16%) 76.37K
Increased by +30.28%
Mar 31, 26
20 Royce & Associates, LP 237.95K (2.04%) 33.01K
Increased by +13.87%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 798.23K (6.84%) -143.97K
Decreased by -18.04%
Mar 31, 26
2 iShares Core S&P Small-Cap ETF 715.16K (6.13%) 255.00
Increased by +0.04%
May 29, 26
3 Vanguard Total Stock Mkt Idx Inv 377.66K (3.24%) 1.18K
Increased by +0.31%
Apr 30, 26
4 Vanguard US Total Market Shares ETF 370.01K (3.17%) 352.00
Increased by +0.10%
Sep 30, 24
5 Wasatch Core Growth 304.88K (2.61%) 33.29K
Increased by +10.92%
Mar 31, 26
6 Neuberger Berman Genesis Inv 303.65K (2.60%) -54.87K
Decreased by -18.07%
Jun 30, 25
7 Macquarie US Small Cap Core Equity 303.16K (2.60%) -57.34K
Decreased by -18.92%
Dec 31, 23
8 iShares Russell 2000 ETF 281.99K (2.42%) 2.60K
Increased by +0.92%
May 29, 26
9 Vanguard Small Cap Index 271.14K (2.32%) -969.00
Decreased by -0.36%
Apr 30, 26
10 Delaware US Small Cap Core Equity (SMA) 239.30K (2.05%) -63.86K
Decreased by -26.69%
Mar 31, 24
11 Delaware Small Cap Core I 231.64K (1.99%) 0.00
Increased by 0.00%
Oct 31, 24
12 Macquarie Small Cap Core I 224.88K (1.93%) -16.89K
Decreased by -7.51%
Jul 31, 25
13 Neuberger Genesis Inv 221.03K (1.89%) -25.05K
Decreased by -11.34%
Mar 31, 26
14 Virtus KAR Small-Cap Core I 199.69K (1.71%) -12.00K
Decreased by -6.01%
Mar 31, 26
15 Vanguard Small Cap Growth Index Inv 152.46K (1.31%) 570.00
Increased by +0.37%
Apr 30, 26
16 Wasatch Small Cap Value 133.91K (1.15%) 18.75K
Increased by +14.00%
Mar 31, 26
17 Vanguard Institutional Extnd Mkt Idx Tr 132.79K (1.14%) 962.00
Increased by +0.72%
Apr 30, 26
18 T. Rowe Price Integrated US SmCapGrEq 126.96K (1.09%) -13.80K
Decreased by -10.87%
Mar 31, 26
19 Nomura US Small Cap Core Equity 125.48K (1.08%) -299.73K
Decreased by -238.86%
Mar 31, 26
20 Columbia Small Cap Growth Inst 122.80K (1.05%) 122.80K
Increased by +100.00%
Feb 28, 26