Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JPSV 1.63%
2 XITK 0.82%
3 JSML 0.82%
4 PTF 0.71%
5 JSMD 0.68%
6 DWAS 0.22%
7 AFSM 0.09%
8 FSCC 0.07%
9 IWC 0.06%
10 SEIS 0.06%
11 GSSC 0.04%
12 VOX 0.02%
13 VTWG 0.02%
14 MMSC 0.02%
15 EES 0.02%
16 IWO 0.02%
17 FCOM 0.02%
18 RFLR 0.01%
19 RSSL 0.01%
20 JKK 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 White Mountains Insurance Group Ltd. 17.86M (58.18%) 0.00
Increased by 0.00%
 Dec 31, 25
2 Kayne Anderson Rudnick Investment Management LLC 4.68M (15.25%) -411.09K
Decreased by -8.78%
 Jun 30, 24
3 BlackRock Inc 3.57M (11.64%) -430.23K
Decreased by -12.04%
 Sep 30, 25
4 Vanguard Group Inc 2.57M (8.38%) -29.63K
Decreased by -1.15%
 Dec 31, 25
5 Broad Bay Capital Management, LP 2.50M (8.14%) -249.27K
Decreased by -9.98%
 Jun 30, 25
6 JPMorgan Chase & Co 2.12M (6.90%) 1.57M
Increased by +74.38%
 Sep 30, 25
7 Goldman Sachs Group Inc 2.01M (6.54%) 1.27M
Increased by +63.31%
 Jun 30, 25
8 TimesSquare Capital Management, LLC 1.37M (4.47%) -256.64K
Decreased by -18.70%
 Mar 31, 25
9 Clearline Capital LP 1.30M (4.24%) 10.60K
Increased by +0.81%
 Dec 31, 25
10 Ararat Capital Management, LP 1.15M (3.74%) 178.39K
Increased by +15.55%
 Dec 31, 23
11 Renaissance Technologies Corp 1.05M (3.41%) 100.30K
Increased by +9.59%
 Dec 31, 25
12 Driehaus Capital Management LLC 960.76K (3.13%) -1.29M
Decreased by -133.92%
 Dec 31, 24
13 D. E. Shaw & Co LP 895.35K (2.92%) 224.66K
Increased by +25.09%
 Jun 30, 25
14 Morgan Stanley - Brokerage Accounts 872.03K (2.84%) 116.11K
Increased by +13.31%
 Sep 30, 25
15 Arrowstreet Capital Limited Partnership 855.90K (2.79%) 335.45K
Increased by +39.19%
 Dec 31, 25
16 Divisadero Street Capital Management, LP 849.01K (2.77%) 762.10K
Increased by +89.76%
 Dec 31, 25
17 AQR Capital Management LLC 804.10K (2.62%) 33.42K
Increased by +4.16%
 Dec 31, 25
18 J. Goldman & Co LP 786.37K (2.56%) 255.34K
Increased by +32.47%
 Dec 31, 25
19 Geode Capital Management, LLC 777.30K (2.53%) 7.53K
Increased by +0.97%
 Dec 31, 25
20 Millennium Management LLC 751.75K (2.45%) -677.81K
Decreased by -90.17%
 Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Virtus KAR Small-Cap Growth I 3.28M (10.68%) -127.97K
Decreased by -3.90%
 Jun 30, 24
2 JPM US Small Cap Value-Composite 1.32M (4.29%) 550.26K
Increased by +41.74%
 Mar 31, 26
3 JPMorgan Small Cap Blend A 1.26M (4.10%) 365.56K
Increased by +29.03%
 Feb 28, 26
4 Vanguard Total Stock Mkt Idx Inv 981.80K (3.20%) 0.00
Increased by 0.00%
 Mar 31, 26
5 Vanguard US Total Market Shares ETF 947.01K (3.09%) 0.00
Increased by 0.00%
 Sep 30, 24
6 iShares Russell 2000 ETF 824.55K (2.69%) -6.72K
Decreased by -0.82%
 Mar 31, 26
7 Empower Small Cap Growth/TimesSquare SP 580.00K (1.89%) 183.96K
Increased by +31.72%
 Mar 31, 25
8 Small Cap Growth / TimesSquare Fund SP 580.00K (1.89%) 183.96K
Increased by +31.72%
 Mar 31, 25
9 Invesco Dorsey Wright Technology MomtETF 483.90K (1.58%) 0.00
Increased by 0.00%
 Dec 31, 24
10 RS Small Cap Value Comp 482.37K (1.57%) 0.00
Increased by 0.00%
 Dec 31, 25
11 Victory RS Partners A 482.37K (1.57%) 0.00
Increased by 0.00%
 Dec 31, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 373.33K (1.22%) 14.86K
Increased by +3.98%
 Mar 31, 26
13 BlackRock Advantage Small Cap Core Instl 372.40K (1.21%) -4.62K
Decreased by -1.24%
 Mar 31, 26
14 Vanguard Small Cap Index 355.75K (1.16%) 742.00
Increased by +0.21%
 Feb 28, 26
15 Xtrackers MSCI World Swap ETF 1C 327.61K (1.07%) 0.00
Increased by 0.00%
 Oct 31, 24
16 Fidelity Small Cap Index 327.01K (1.07%) -3.73K
Decreased by -1.14%
 Jan 31, 26
17 Nuveen Quant Small/Mid Cap Eq R6 295.82K (0.96%) 10.05K
Increased by +3.40%
 Feb 28, 26
18 State St Russell Sm/Mid Cp® Indx SL Cl I 280.01K (0.91%) 94.20K
Increased by +33.64%
 Mar 31, 26
19 iShares Russell 2000 Growth ETF 278.15K (0.91%) 0.00
Increased by 0.00%
 Mar 31, 26
20 Janus Henderson Small/Md Cp Gr Alpha ETF 275.10K (0.90%) 684.00
Increased by +0.25%
 Feb 27, 26