Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SAEF 3.55%
2 PEJ 2.80%
3 ATFV 1.89%
4 SSMG 1.39%
5 PEZ 1.35%
6 WCEO 0.74%
7 ISMD 0.25%
8 IWC 0.16%
9 VCR 0.06%
10 VTWG 0.05%
11 IWO 0.05%
12 RFLR 0.03%
13 VTWO 0.03%
14 IWMW 0.03%
15 IWM 0.03%
16 FDIS 0.03%
17 VFMO 0.02%
18 RSSL 0.02%
19 UWM 0.01%
20 SCHA 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 4.12M (8.31%) 4.11M
Increased by +99.92%
Mar 31, 26
2 BlackRock Inc 3.51M (7.08%) 42.54K
Increased by +1.21%
Mar 31, 26
3 Ariel Investments, LLC 3.44M (6.95%) -1.68M
Decreased by -48.84%
Mar 31, 26
4 Vanguard Group Inc 2.36M (4.76%) 22.92K
Increased by +0.97%
Dec 31, 25
5 Vanguard Capital Management, LLC 2.11M (4.25%) 2.11M
Increased by +100.00%
Mar 31, 26
6 MSD Partners, L.P. 1.64M (3.30%) 1.64M
Increased by +100.00%
Mar 31, 26
7 Principal Financial Group Inc 1.53M (3.09%) 46.95K
Increased by +3.07%
Mar 31, 26
8 Arrowstreet Capital Limited Partnership 1.27M (2.57%) 393.36K
Increased by +30.90%
Mar 31, 26
9 Driehaus Capital Management LLC 1.19M (2.39%) 617.99K
Increased by +52.11%
Mar 31, 26
10 UBS Group AG 1.09M (2.21%) 260.94K
Increased by +23.85%
Mar 31, 26
11 Royce & Associates, LP 1.07M (2.16%) -21.59K
Decreased by -2.02%
Mar 31, 26
12 Black Diamond Financial, LLC 1.07M (2.16%) 0.00
Increased by 0.00%
Mar 31, 26
13 Select Equity Group LP 1.06M (2.14%) 1.06M
Increased by +100.00%
Mar 31, 26
14 Geode Capital Management, LLC 1.02M (2.06%) 110.02K
Increased by +10.80%
Mar 31, 26
15 Anchor Capital Management LLC 982.35K (1.98%) -928.76K
Decreased by -94.54%
Mar 31, 26
16 Bank of New York Mellon Corp 963.65K (1.95%) -67.00K
Decreased by -6.95%
Mar 31, 26
17 The Goldman Sachs Group Inc 927.18K (1.87%) 322.75K
Increased by +34.81%
Mar 31, 26
18 State Street Corp 869.92K (1.76%) 36.95K
Increased by +4.25%
Mar 31, 26
19 BWCP, LP 865.89K (1.75%) 865.89K
Increased by +100.00%
Mar 31, 26
20 Silvercrest Asset Management Group LLC 865.12K (1.75%) 0.00
Increased by 0.00%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.56M (3.15%) 0.00
Increased by 0.00%
Apr 30, 26
2 Fidelity Small Cap Growth 1.18M (2.39%) 28.20K
Increased by +2.38%
Mar 31, 26
3 Vanguard US Total Market Shares ETF 1.18M (2.38%) 0.00
Increased by 0.00%
Sep 30, 24
4 Aperture Discover Equity Instl 1.05M (2.11%) -58.10K
Decreased by -5.55%
Jun 30, 23
5 iShares Russell 2000 ETF 914.94K (1.85%) 8.48K
Increased by +0.93%
May 29, 26
6 Strategic Advisers Fidelity US TtlStk 890.34K (1.80%) 8.94K
Increased by +1.00%
Apr 30, 26
7 Templeton Global Smaller Comp A 680.43K (1.37%) 0.00
Increased by 0.00%
Jul 31, 25
8 Templeton Global Smaller Comp Fund A 680.43K (1.37%) 0.00
Increased by 0.00%
Jun 30, 25
9 Principal U.S. Small Cap Equity 640.40K (1.29%) -14.60K
Decreased by -2.28%
Mar 31, 26
10 Principal U.S. Small Cap Select Equity 640.40K (1.29%) -14.60K
Decreased by -2.28%
Mar 31, 26
11 Principal SmallCap R5 608.60K (1.23%) -31.80K
Decreased by -5.23%
Apr 30, 26
12 Fidelity Small Cap Growth K6 596.10K (1.20%) 14.30K
Increased by +2.40%
Mar 31, 26
13 Calamos Timpani Small Cap Growth I 571.61K (1.15%) -14.02K
Decreased by -2.45%
Mar 31, 26
14 Timpani Small Cap Growth Equity 571.61K (1.15%) 571.61K
Increased by +100.00%
Mar 31, 26
15 Penn Capital Small Cap Equity 505.94K (1.02%) -40.46K
Decreased by -8.00%
Apr 30, 26
16 Vanguard Institutional Extnd Mkt Idx Tr 500.82K (1.01%) 5.30K
Increased by +1.06%
Apr 30, 26
17 Royce Micro-Cap Trust Inc 493.43K (1.00%) 0.00
Increased by 0.00%
Mar 31, 25
18 Royce Micro Cap Trust 476.13K (0.96%) -17.30K
Decreased by -3.63%
Jun 30, 25
19 Fidelity Select Leisure 471.80K (0.95%) 233.40K
Increased by +49.47%
Apr 30, 26
20 Heptagon Driehaus US Micro Cap Eq C$ Acc 458.97K (0.93%) 33.77K
Increased by +7.36%
Apr 30, 26