Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AWEG 2.31%
2 EVX 1.82%
3 JDVI 1.56%
4 UPGR 1.33%
5 EPHE 1.29%
6 FYLD 1.05%
7 ISVL 0.82%
8 CCNR 0.80%
9 FTKI 0.66%
10 FIW 0.60%
11 DISV 0.54%
12 MMSC 0.50%
13 IPKW 0.49%
14 RNEW 0.41%
15 FDT 0.41%
16 IWC 0.34%
17 AVDV 0.33%
18 EWC 0.28%
19 CGW 0.25%
20 SCHC 0.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.24M (9.71%) 53.66K
Increased by +1.66%
Dec 31, 25
2 William Blair Investment Management, LLC 2.32M (6.95%) 414.27K
Increased by +17.87%
Jun 30, 25
3 BAMCO Inc 2.16M (6.48%) 136.00
Increased by +0.01%
Dec 31, 25
4 Vanguard Group Inc 1.99M (5.96%) 57.44K
Increased by +2.89%
Dec 31, 25
5 Macquarie Group Ltd 1.84M (5.53%) -121.72K
Decreased by -6.60%
Sep 30, 25
6 The Goldman Sachs Group Inc 1.73M (5.20%) 975.77K
Increased by +56.31%
Dec 31, 25
7 Delaware Management Holdings Inc 1.65M (4.96%) 1.65M
Increased by +100.00%
Dec 31, 25
8 Champlain Investment Partners, LLC 1.35M (4.04%) -2.69K
Decreased by -0.20%
Jun 30, 24
9 Principal Financial Group Inc 1.28M (3.84%) 1.28M
Increased by +100.00%
Dec 31, 25
10 UBS Asset Mgmt Americas Inc 1.28M (3.83%) -480.09K
Decreased by -37.57%
Sep 30, 25
11 Driehaus Capital Management LLC 1.15M (3.45%) 823.64K
Increased by +71.67%
Jun 30, 24
12 Fred Alger Management, LLC 1.07M (3.20%) -81.14K
Decreased by -7.59%
Dec 31, 25
13 Federated Hermes Inc 1.04M (3.11%) -232.00K
Decreased by -22.34%
Sep 30, 24
14 Bank of America Corp 930.61K (2.79%) -193.13K
Decreased by -20.75%
Sep 30, 25
15 AllianceBernstein L.P. 893.43K (2.68%) -94.56K
Decreased by -10.58%
Dec 31, 25
16 BB&T Corp. 803.93K (2.41%) -1.89K
Decreased by -0.23%
Dec 31, 25
17 Millennium Management LLC 793.75K (2.38%) -710.79K
Decreased by -89.55%
Jun 30, 25
18 Royce & Associates, LP 787.53K (2.36%) -87.96K
Decreased by -11.17%
Dec 31, 25
19 Geode Capital Management, LLC 774.88K (2.32%) 9.99K
Increased by +1.29%
Dec 31, 25
20 Granite Investment Partners, LLC 771.05K (2.31%) -75.79K
Decreased by -9.83%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Macquarie Small Cap Core I 1.43M (4.29%) -107.37K
Decreased by -7.51%
Jul 31, 25
2 Baron Discovery Institutional 1.42M (4.25%) 0.00
Increased by 0.00%
Mar 31, 26
3 Baron Discovery Strategy 1.42M (4.25%) 0.00
Increased by 0.00%
Mar 31, 26
4 Nomura Small Cap Core I 1.17M (3.49%) -37.10K
Decreased by -3.18%
Mar 31, 26
5 Nomura US Small Cap Core Equity 1.17M (3.49%) 1.17M
Increased by +99.99%
Mar 31, 26
6 Federated Hermes Kaufmann Small Cap A 1.04M (3.11%) -232.00K
Decreased by -22.34%
Sep 30, 24
7 Federated Hermes Kaufmann Small Cap Grow 1.04M (3.11%) -232.00K
Decreased by -22.34%
Sep 30, 24
8 Vanguard Total Stock Mkt Idx Inv 1.03M (3.09%) 0.00
Increased by 0.00%
Mar 31, 26
9 Champlain Small Company Fund, LLC 1.01M (3.03%) -1.86K
Decreased by -0.18%
Jun 30, 24
10 Vanguard US Total Market Shares ETF 961.73K (2.88%) 0.00
Increased by 0.00%
Sep 30, 24
11 iShares Russell 2000 ETF 771.95K (2.31%) -3.64K
Decreased by -0.47%
Apr 29, 26
12 Janus Henderson US Small Cap Growth 709.06K (2.13%) -24.80K
Decreased by -3.50%
Dec 31, 25
13 William Blair Small Cap Growth I 702.20K (2.11%) 0.00
Increased by 0.00%
Jul 31, 25
14 Janus Henderson Venture D 701.25K (2.10%) -7.82K
Decreased by -1.11%
Jan 31, 26
15 First Trust Water ETF 700.83K (2.10%) -2.04K
Decreased by -0.29%
Feb 27, 25
16 Stephens Small Cap Growth 694.98K (2.08%) -9.72K
Decreased by -1.40%
Mar 31, 26
17 Janus Henderson US Small Cap Growth MA 628.02K (1.88%) 627.96K
Increased by +99.99%
Dec 31, 24
18 Delaware Small Cap Core I 600.81K (1.80%) -3.72K
Decreased by -0.62%
Sep 30, 24
19 Principal SmallCap R5 567.90K (1.70%) -6.70K
Decreased by -1.18%
Mar 31, 26
20 Principal U.S. Small Cap Equity 567.90K (1.70%) -45.60K
Decreased by -8.03%
Mar 31, 26