Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HELX 4.42%
2 PJP 3.26%
3 PSCH 3.08%
4 CSMD 2.71%
5 ALIL 2.71%
6 AFSC 2.22%
7 PXSG 1.93%
8 XSMO 1.93%
9 FFOX 1.89%
10 PTH 1.80%
11 XPH 1.78%
12 AIMS 1.59%
13 BBP 1.53%
14 PILL 1.31%
15 IHE 1.29%
16 SGRW 1.23%
17 RZG 1.15%
18 CAFG 1.00%
19 MMSC 0.99%
20 HYP 0.94%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Tudor Investment Corp Et AL 15.75M (80.65%) 15.75M
Increased by +100.00%
Sep 30, 25
2 BlackRock Inc 2.96M (15.17%) 21.69K
Increased by +0.73%
Mar 31, 26
3 Vanguard Group Inc 2.07M (10.62%) -2.39K
Decreased by -0.12%
Dec 31, 25
4 Vanguard Portfolio Management, LLC 1.10M (5.63%) 1.10M
Increased by +100.00%
Mar 31, 26
5 HHG PLC 1.01M (5.17%) 14.49K
Increased by +1.43%
Mar 31, 26
6 Vanguard Capital Management, LLC 848.09K (4.34%) 848.09K
Increased by +100.00%
Mar 31, 26
7 Amvescap Plc. 823.60K (4.22%) 307.14K
Increased by +37.29%
Mar 31, 26
8 State Street Corp 778.86K (3.99%) 27.65K
Increased by +3.55%
Mar 31, 26
9 Macquarie Group Ltd 751.79K (3.85%) -174.77K
Decreased by -23.25%
Sep 30, 25
10 State Street Corporation 671.28K (3.44%) 3.00K
Increased by +0.45%
Mar 31, 24
11 Congress Asset Management Company, LLP 659.91K (3.38%) 155.27K
Increased by +23.53%
Jun 30, 26
12 FMR Inc 596.13K (3.05%) 16.97K
Increased by +2.85%
Mar 31, 26
13 Delaware Management Holdings Inc 573.31K (2.94%) -70.78K
Decreased by -12.35%
Mar 31, 26
14 Franklin Resources Inc 573.18K (2.94%) 77.02K
Increased by +13.44%
Mar 31, 26
15 Chicago Capital LLC 561.67K (2.88%) 252.00
Increased by +0.04%
Mar 31, 26
16 Cardinal Capital Management Llc 559.24K (2.86%) 337.31K
Increased by +60.32%
Mar 31, 24
17 Geode Capital Management, LLC 558.93K (2.86%) 65.34K
Increased by +11.69%
Mar 31, 26
18 Chicago Capital, LLC 551.59K (2.82%) 5.77K
Increased by +1.05%
Dec 31, 24
19 Stephens Inv Mgmt Group LLC 494.67K (2.53%) -6.37K
Decreased by -1.29%
Mar 31, 26
20 Dimensional Fund Advisors, Inc. 425.23K (2.18%) -7.76K
Decreased by -1.83%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.21M (6.18%) 174.00
Increased by +0.01%
Jun 30, 26
2 Delaware US Small Cap Core Equity (SMA) 732.34K (3.75%) -8.57K
Decreased by -1.17%
Mar 31, 24
3 Macquarie US Small Cap Core Equity 732.34K (3.75%) -8.57K
Decreased by -1.17%
Mar 31, 24
4 Macquarie Small Cap Core I 670.37K (3.43%) -14.18K
Decreased by -2.12%
Jul 31, 25
5 Delaware Small Cap Core I 655.86K (3.36%) -57.44K
Decreased by -8.76%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 605.87K (3.10%) 8.01K
Increased by +1.32%
Jun 30, 26
7 Janus Henderson US SMID Cap Growth MA 596.82K (3.06%) 596.78K
Increased by +99.99%
Jun 30, 25
8 Franklin DynaTech A 550.00K (2.82%) 25.00K
Increased by +4.55%
Apr 30, 26
9 Franklin DynaTech Fund A 550.00K (2.82%) 0.00
Increased by 0.00%
Jun 30, 26
10 Franklin Innovation Composite 550.00K (2.82%) 25.00K
Increased by +4.55%
Jun 30, 26
11 Invesco OFI Small Cap Growth 533.56K (2.73%) 115.45K
Increased by +21.64%
Jun 30, 26
12 Vanguard US Total Market Shares ETF 529.85K (2.71%) 0.00
Increased by 0.00%
Sep 30, 24
13 Invesco Discovery A 519.16K (2.66%) 62.10K
Increased by +11.96%
May 31, 26
14 iShares Russell 2000 ETF 518.63K (2.66%) 3.07K
Increased by +0.59%
Jun 30, 26
15 Janus Henderson US SMID Cap Growth 486.18K (2.49%) -44.71K
Decreased by -9.20%
Mar 31, 26
16 Janus Henderson Triton D 475.23K (2.43%) -10.96K
Decreased by -2.31%
Apr 30, 26
17 Vanguard Small Cap Index 436.65K (2.24%) 6.65K
Increased by +1.52%
Jun 30, 26
18 Nomura US Small Cap Core Equity 394.65K (2.02%) -102.44K
Decreased by -25.96%
Mar 31, 26
19 Fidelity Small Cap Value Fund 390.67K (2.00%) -6.90K
Decreased by -1.77%
Apr 30, 26
20 Nomura Small Cap Core I 385.27K (1.97%) 0.00
Increased by 0.00%
May 31, 26