Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.16%
2 IWO 0.04%
3 IWMW 0.02%
4 IWM 0.02%
5 SMMD 0.01%
6 IWV 0.00%
7 ITOT 0.00%
8 ITDI 0.00%
9 ITDH 0.00%
10 ITDJ 0.00%
11 ITDG 0.00%
12 ITDF 0.00%
13 ITDE 0.00%
14 ITDD 0.00%
15 ITDC 0.00%
16 ITDB 0.00%
17 IRTR 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.15M (5.78%) -3.42K
Decreased by -0.16%
Mar 31, 26
2 Vanguard Group Inc 2.08M (5.58%) 182.72K
Increased by +8.80%
Dec 31, 25
3 Wasatch Advisors LP 1.81M (4.87%) -265.33K
Decreased by -14.65%
Jun 30, 26
4 Next Century Growth Investors LLC 1.75M (4.69%) 54.91K
Increased by +3.14%
Mar 31, 26
5 Vanguard Capital Management, LLC 1.60M (4.28%) 1.60M
Increased by +100.00%
Mar 31, 26
6 HHG PLC 1.30M (3.49%) -30.58K
Decreased by -2.36%
Mar 31, 26
7 Arnhold & S. Bleichroeder Advisers, LLC 1.22M (3.29%) -54.00K
Decreased by -4.41%
Mar 31, 26
8 Portolan Capital Management, LLC 1.18M (3.16%) -68.83K
Decreased by -5.85%
Mar 31, 26
9 Driehaus Capital Management LLC 1.10M (2.96%) 392.38K
Increased by +35.64%
Mar 31, 26
10 Geode Capital Management, LLC 1.02M (2.73%) 117.97K
Increased by +11.60%
Mar 31, 26
11 Park West Asset Management LLC 800.00K (2.15%) 0.00
Increased by 0.00%
Mar 31, 26
12 State Street Corp 759.13K (2.04%) 24.93K
Increased by +3.28%
Mar 31, 26
13 Ophir Asset Management Pty Ltd 745.14K (2.00%) 745.14K
Increased by +100.00%
Mar 31, 26
14 Bard Associates Inc 689.62K (1.85%) -11.17K
Decreased by -1.62%
Mar 31, 26
15 Federated Hermes Inc 610.36K (1.64%) 610.00K
Increased by +99.94%
Mar 31, 26
16 Dimensional Fund Advisors, Inc. 494.63K (1.33%) -25.00K
Decreased by -5.05%
Mar 31, 26
17 Silvercrest Asset Management Group LLC 485.90K (1.31%) -178.69K
Decreased by -36.78%
Mar 31, 26
18 Uniplan Investment Counsel, Inc. 484.72K (1.30%) -28.54K
Decreased by -5.89%
Mar 31, 26
19 The Goldman Sachs Group Inc 422.71K (1.14%) 225.36K
Increased by +53.31%
Mar 31, 26
20 Alyeska Investment Group, L.P. 400.00K (1.07%) 0.00
Increased by 0.00%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.32M (3.55%) 157.68K
Increased by +11.93%
Jun 30, 26
2 First Eagle Small Cap Opportunity I 1.21M (3.26%) 21.52K
Increased by +1.77%
Jun 30, 26
3 Calamos Timpani Small Cap Growth I 1.12M (3.01%) 12.73K
Increased by +1.14%
May 31, 26
4 Timpani Small Cap Growth Equity 1.12M (3.00%) -1.57K
Decreased by -0.14%
Mar 31, 26
5 Wasatch Micro Cap 1.07M (2.87%) -572.39K
Decreased by -53.59%
Mar 31, 26
6 Janus Henderson US Small Cap Growth 1.07M (2.86%) -227.01K
Decreased by -21.28%
Mar 31, 26
7 First Eagle US Small Cap Strategy 1.07M (2.86%) -58.09K
Decreased by -5.45%
Mar 31, 26
8 Janus Henderson Venture D 1.04M (2.79%) -28.33K
Decreased by -2.73%
Apr 30, 26
9 iShares Russell 2000 ETF 977.38K (2.63%) 5.81K
Increased by +0.59%
Jun 30, 26
10 Federated Hermes Kaufmann Small Cap A 610.00K (1.64%) 610.00K
Increased by +100.00%
Mar 31, 26
11 Federated Hermes Kaufmann Small Cap Grow 610.00K (1.64%) 610.00K
Increased by +100.00%
Mar 31, 26
12 Wasatch Micro Cap Value 547.27K (1.47%) -74.02K
Decreased by -13.52%
Mar 31, 26
13 Wasatch Micro Cap Value Composite 547.27K (1.47%) -25.61K
Decreased by -4.68%
Mar 31, 26
14 Strategic Advisers U.S. Total Stock 516.67K (1.39%) -61.26K
Decreased by -11.86%
May 31, 26
15 Heptagon Driehaus US Micro Cap Eq C$ Acc 449.17K (1.21%) 1.86K
Increased by +0.41%
May 31, 26
16 Vanguard Institutional Extnd Mkt Idx Tr 437.86K (1.18%) 7.93K
Increased by +1.81%
Jun 30, 26
17 Diamond Hill Small Cap Equity 406.80K (1.09%) 19.44K
Increased by +4.78%
Jun 30, 26
18 Nicholas Limited Edition I 389.36K (1.05%) 0.00
Increased by 0.00%
Mar 31, 26
19 Nicholas Small-Cap Growth Equity 389.36K (1.05%) 0.00
Increased by 0.00%
Mar 31, 26
20 Meridian Contrarian Legacy 380.00K (1.02%) 0.00
Increased by 0.00%
Mar 31, 26