Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JPSV 1.63%
2 ABLS 1.02%
3 XITK 0.82%
4 JSML 0.82%
5 PTF 0.71%
6 JSMD 0.68%
7 DWAS 0.22%
8 VFVA 0.16%
9 AFSM 0.09%
10 FSCC 0.07%
11 IWC 0.06%
12 SEIS 0.06%
13 GSSC 0.04%
14 VOX 0.02%
15 VTWG 0.02%
16 MMSC 0.02%
17 EES 0.02%
18 IWO 0.02%
19 FCOM 0.02%
20 RFLR 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 White Mountains Insurance Group Ltd. 17.86M (57.35%) 0.00
Increased by 0.00%
 Mar 31, 26
2 Kayne Anderson Rudnick Investment Management LLC 4.68M (15.03%) -411.09K
Decreased by -8.78%
 Jun 30, 24
3 BlackRock Inc 3.48M (11.17%) -74.78K
Decreased by -2.15%
 Mar 31, 26
4 Clearline Capital LP 2.59M (8.32%) 1.29M
Increased by +49.76%
 Mar 31, 26
5 Vanguard Group Inc 2.57M (8.26%) -29.63K
Decreased by -1.15%
 Dec 31, 25
6 Broad Bay Capital Management, LP 2.50M (8.02%) -249.27K
Decreased by -9.98%
 Jun 30, 25
7 Goldman Sachs Group Inc 2.01M (6.45%) 1.27M
Increased by +63.31%
 Jun 30, 25
8 JPMorgan Chase & Co 1.75M (5.61%) 377.78K
Increased by +21.64%
 Mar 31, 26
9 Vanguard Capital Management, LLC 1.39M (4.45%) 1.39M
Increased by +100.00%
 Mar 31, 26
10 TimesSquare Capital Management, LLC 1.37M (4.41%) -256.64K
Decreased by -18.70%
 Mar 31, 25
11 J. Goldman & Co LP 1.18M (3.80%) 396.30K
Increased by +33.51%
 Mar 31, 26
12 Ararat Capital Management, LP 1.15M (3.68%) 178.39K
Increased by +15.55%
 Dec 31, 23
13 Geode Capital Management, LLC 1.07M (3.44%) 292.78K
Increased by +27.36%
 Mar 31, 26
14 Arrowstreet Capital Limited Partnership 1.06M (3.41%) 206.08K
Increased by +19.40%
 Mar 31, 26
15 Driehaus Capital Management LLC 960.76K (3.09%) -1.29M
Decreased by -133.92%
 Dec 31, 24
16 Jacobs Asset Management, LLC 924.44K (2.97%) 219.14K
Increased by +23.71%
 Mar 31, 26
17 D. E. Shaw & Co LP 895.35K (2.88%) 224.66K
Increased by +25.09%
 Jun 30, 25
18 Divisadero Street Capital Management, LP 849.01K (2.73%) 762.10K
Increased by +89.76%
 Dec 31, 25
19 Acadian Asset Management LLC 847.20K (2.72%) 756.36K
Increased by +89.28%
 Mar 31, 26
20 State Street Corp 838.16K (2.69%) 106.75K
Increased by +12.74%
 Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Virtus KAR Small-Cap Growth I 3.28M (10.53%) -127.97K
Decreased by -3.90%
 Jun 30, 24
2 JPM US Small Cap Value-Composite 1.32M (4.23%) 550.26K
Increased by +41.74%
 Mar 31, 26
3 JPMorgan Small Cap Blend A 1.25M (4.01%) -70.89K
Decreased by -5.68%
 Apr 30, 26
4 Vanguard Total Stock Mkt Idx Inv 981.80K (3.15%) 0.00
Increased by 0.00%
 Apr 30, 26
5 Vanguard US Total Market Shares ETF 947.01K (3.04%) 0.00
Increased by 0.00%
 Sep 30, 24
6 iShares Russell 2000 ETF 806.39K (2.59%) 7.44K
Increased by +0.92%
 May 29, 26
7 Empower Small Cap Growth/TimesSquare SP 580.00K (1.86%) 183.96K
Increased by +31.72%
 Mar 31, 25
8 Small Cap Growth / TimesSquare Fund SP 580.00K (1.86%) 183.96K
Increased by +31.72%
 Mar 31, 25
9 Invesco Dorsey Wright Technology MomtETF 483.90K (1.55%) 0.00
Increased by 0.00%
 Dec 31, 24
10 RS Small Cap Value Comp 482.37K (1.55%) 0.00
Increased by 0.00%
 Dec 31, 25
11 Victory RS Partners A 482.37K (1.55%) 0.00
Increased by 0.00%
 Dec 31, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 375.46K (1.21%) 2.13K
Increased by +0.57%
 Apr 30, 26
13 BlackRock Advantage Small Cap Core Instl 372.40K (1.20%) 0.00
Increased by 0.00%
 Apr 30, 26
14 Vanguard Small Cap Index 355.75K (1.14%) 742.00
Increased by +0.21%
 Feb 28, 26
15 Fidelity Small Cap Index 330.85K (1.06%) 1.12K
Increased by +0.34%
 Mar 31, 26
16 Xtrackers MSCI World Swap ETF 1C 327.61K (1.05%) 0.00
Increased by 0.00%
 Oct 31, 24
17 Nuveen Quant Small/Mid Cap Eq R6 307.63K (0.99%) 11.81K
Increased by +3.84%
 Mar 31, 26
18 State St Russell Sm/Mid Cp® Indx SL Cl I 280.01K (0.90%) 0.00
Increased by 0.00%
 Apr 30, 26
19 iShares Russell 2000 Growth ETF 275.63K (0.89%) -1.79K
Decreased by -0.65%
 May 29, 26
20 Janus Henderson Small/Md Cp Gr Alpha ETF 275.10K (0.88%) 684.00
Increased by +0.25%
 Feb 27, 26