Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ABLS 1.42%
2 JPSV 1.35%
3 XITK 1.11%
4 JSML 0.82%
5 PTF 0.71%
6 JSMD 0.68%
7 DWAS 0.22%
8 VFVA 0.16%
9 IWC 0.10%
10 AFSM 0.09%
11 FSCC 0.07%
12 SEIS 0.06%
13 GSSC 0.04%
14 IWO 0.03%
15 VOX 0.02%
16 VTWG 0.02%
17 MMSC 0.02%
18 EES 0.02%
19 FCOM 0.02%
20 IWMW 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 White Mountains Insurance Group Ltd. 17.86M (56.33%) 0.00
Increased by 0.00%
 Mar 31, 26
2 Kayne Anderson Rudnick Investment Management LLC 4.68M (14.76%) -411.09K
Decreased by -8.78%
 Jun 30, 24
3 BlackRock Inc 3.48M (10.97%) -74.78K
Decreased by -2.15%
 Mar 31, 26
4 Clearline Capital LP 2.59M (8.17%) 1.29M
Increased by +49.76%
 Mar 31, 26
5 Vanguard Group Inc 2.57M (8.11%) -29.63K
Decreased by -1.15%
 Dec 31, 25
6 Broad Bay Capital Management, LP 2.50M (7.88%) -249.27K
Decreased by -9.98%
 Jun 30, 25
7 Goldman Sachs Group Inc 2.01M (6.33%) 1.27M
Increased by +63.31%
 Jun 30, 25
8 JPMorgan Chase & Co 1.75M (5.51%) 377.78K
Increased by +21.64%
 Mar 31, 26
9 Vanguard Capital Management, LLC 1.39M (4.37%) 1.39M
Increased by +100.00%
 Mar 31, 26
10 TimesSquare Capital Management, LLC 1.37M (4.33%) -256.64K
Decreased by -18.70%
 Mar 31, 25
11 J. Goldman & Co LP 1.18M (3.73%) 396.30K
Increased by +33.51%
 Mar 31, 26
12 Ararat Capital Management, LP 1.15M (3.62%) 178.39K
Increased by +15.55%
 Dec 31, 23
13 Geode Capital Management, LLC 1.07M (3.38%) 292.78K
Increased by +27.36%
 Mar 31, 26
14 Arrowstreet Capital Limited Partnership 1.06M (3.35%) 206.08K
Increased by +19.40%
 Mar 31, 26
15 Driehaus Capital Management LLC 960.76K (3.03%) -1.29M
Decreased by -133.92%
 Dec 31, 24
16 Jacobs Asset Management, LLC 924.44K (2.92%) 219.14K
Increased by +23.71%
 Mar 31, 26
17 D. E. Shaw & Co LP 895.35K (2.82%) 224.66K
Increased by +25.09%
 Jun 30, 25
18 Divisadero Street Capital Management, LP 849.01K (2.68%) 762.10K
Increased by +89.76%
 Dec 31, 25
19 Acadian Asset Management LLC 847.20K (2.67%) 756.36K
Increased by +89.28%
 Mar 31, 26
20 State Street Corp 838.16K (2.64%) 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 (10.34%) -127.97K
Decreased by -3.90%
 Jun 30, 24
2 JPMorgan Small Cap Blend A 1.43M (4.52%) 184.38K
Increased by +12.88%
 May 31, 26
3 JPM US Small Cap Value-Composite 1.40M (4.43%) 84.70K
Increased by +6.04%
 Jun 30, 26
4 Vanguard US Total Market Shares ETF 947.01K (2.99%) 0.00
Increased by 0.00%
 Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 882.70K (2.78%) -192.00K
Decreased by -21.75%
 Jun 30, 26
6 iShares Russell 2000 ETF 824.25K (2.60%) 4.88K
Increased by +0.59%
 Jun 30, 26
7 Empower Small Cap Growth/TimesSquare SP 580.00K (1.83%) 183.96K
Increased by +31.72%
 Mar 31, 25
8 Small Cap Growth / TimesSquare Fund SP 580.00K (1.83%) 183.96K
Increased by +31.72%
 Mar 31, 25
9 Invesco Dorsey Wright Technology MomtETF 483.90K (1.53%) 0.00
Increased by 0.00%
 Dec 31, 24
10 RS Small Cap Value Comp 482.37K (1.52%) 0.00
Increased by 0.00%
 Dec 31, 25
11 Victory RS Partners A 482.37K (1.52%) 0.00
Increased by 0.00%
 Dec 31, 25
12 BlackRock Advantage Small Cap Core Instl 372.40K (1.17%) 0.00
Increased by 0.00%
 Jun 30, 26
13 Vanguard Institutional Extnd Mkt Idx Tr 363.07K (1.15%) -12.94K
Decreased by -3.56%
 Jun 30, 26
14 Vanguard Small Cap Index 355.75K (1.12%) 742.00
Increased by +0.21%
 Feb 28, 26
15 Fidelity Small Cap Index 332.78K (1.05%) 1.93K
Increased by +0.58%
 Apr 30, 26
16 Xtrackers MSCI World Swap ETF 1C 327.61K (1.03%) 0.00
Increased by 0.00%
 Oct 31, 24
17 Nuveen Quant Small/Mid Cap Eq R6 307.63K (0.97%) 0.00
Increased by 0.00%
 May 31, 26
18 iShares Russell 2000 Growth ETF 281.13K (0.89%) -1.08K
Decreased by -0.38%
 Jun 30, 26
19 State St Russell Sm/Mid Cp® Indx SL Cl I 280.01K (0.88%) 0.00
Increased by 0.00%
 Jun 30, 26
20 Fidelity Small-Mid Multifactor ETF 278.29K (0.88%) 859.00
Increased by +0.31%
 Jun 30, 26