Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SAEF 3.55%
2 PEJ 3.45%
3 PEZ 2.45%
4 SSMG 1.98%
5 ATFV 1.89%
6 WCEO 0.74%
7 IWC 0.35%
8 ISMD 0.25%
9 IWO 0.10%
10 VTWG 0.08%
11 VCR 0.08%
12 IWMW 0.05%
13 IWM 0.05%
14 ISCG 0.05%
15 JKK 0.05%
16 VTWO 0.04%
17 RFLR 0.03%
18 FDIS 0.03%
19 JKJ 0.02%
20 ISCB 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 4.12M (8.34%) 4.11M
Increased by +99.92%
Mar 31, 26
2 BlackRock Inc 3.51M (7.10%) 42.54K
Increased by +1.21%
Mar 31, 26
3 Ariel Investments, LLC 3.44M (6.96%) -1.68M
Decreased by -48.84%
Mar 31, 26
4 Vanguard Group Inc 2.36M (4.77%) 22.92K
Increased by +0.97%
Dec 31, 25
5 Vanguard Capital Management, LLC 2.11M (4.26%) 2.11M
Increased by +100.00%
Mar 31, 26
6 MSD Partners, L.P. 1.64M (3.31%) 1.64M
Increased by +100.00%
Mar 31, 26
7 Principal Financial Group Inc 1.53M (3.10%) 46.95K
Increased by +3.07%
Mar 31, 26
8 Arrowstreet Capital Limited Partnership 1.27M (2.58%) 393.36K
Increased by +30.90%
Mar 31, 26
9 Driehaus Capital Management LLC 1.19M (2.40%) 617.99K
Increased by +52.11%
Mar 31, 26
10 UBS Group AG 1.09M (2.22%) 260.94K
Increased by +23.85%
Mar 31, 26
11 Royce & Associates, LP 1.07M (2.17%) -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 (1.99%) -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 (1.88%) 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 (3.16%) 0.00
Increased by 0.00%
Jun 30, 26
2 Fidelity Small Cap Growth 1.47M (2.98%) 289.07K
Increased by +19.63%
Apr 30, 26
3 iShares Russell 2000 ETF 1.32M (2.66%) 7.82K
Increased by +0.59%
Jun 30, 26
4 Vanguard US Total Market Shares ETF 1.18M (2.39%) 0.00
Increased by 0.00%
Sep 30, 24
5 Aperture Discover Equity Instl 1.05M (2.12%) -58.10K
Decreased by -5.55%
Jun 30, 23
6 Strategic Advisers Fidelity US TtlStk 898.10K (1.82%) 7.76K
Increased by +0.86%
May 31, 26
7 Fidelity Small Cap Growth K6 747.15K (1.51%) 151.05K
Increased by +20.22%
Apr 30, 26
8 Templeton Global Smaller Comp A 680.43K (1.38%) 0.00
Increased by 0.00%
Jul 31, 25
9 Templeton Global Smaller Comp Fund A 680.43K (1.38%) 0.00
Increased by 0.00%
Jun 30, 25
10 Principal U.S. Small Cap Equity 640.40K (1.30%) -14.60K
Decreased by -2.28%
Mar 31, 26
11 Principal U.S. Small Cap Select Equity 640.40K (1.30%) -14.60K
Decreased by -2.28%
Mar 31, 26
12 Principal SmallCap R5 599.80K (1.21%) -8.80K
Decreased by -1.47%
May 31, 26
13 Calamos Timpani Small Cap Growth I 575.69K (1.17%) 30.01K
Increased by +5.21%
May 31, 26
14 Timpani Small Cap Growth Equity 571.61K (1.16%) 571.61K
Increased by +100.00%
Mar 31, 26
15 FIAM Small Cap Core CIT Cl B 520.90K (1.05%) 89.60K
Increased by +17.20%
Apr 30, 26
16 Vanguard Institutional Extnd Mkt Idx Tr 520.04K (1.05%) 18.93K
Increased by +3.64%
Jun 30, 26
17 Penn Capital Small Cap Equity 505.94K (1.02%) 0.00
Increased by 0.00%
May 31, 26
18 Royce Micro-Cap Trust Inc 493.43K (1.00%) 0.00
Increased by 0.00%
Mar 31, 25
19 Royce Micro Cap Trust 476.13K (0.96%) -17.30K
Decreased by -3.63%
Jun 30, 25
20 Fidelity Select Leisure 473.40K (0.96%) 1.60K
Increased by +0.34%
May 31, 26