Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MRAD 4.52%
2 CBLS 3.07%
3 CBSE 2.04%
4 NSCS 1.91%
5 AOTG 1.66%
6 SGRW 1.62%
7 XITK 1.49%
8 FDCF 1.38%
9 QWST 1.33%
10 SMCO 1.21%
11 FDTX 1.12%
12 PEZ 1.11%
13 SFLO 0.79%
14 BOUT 0.71%
15 SMCF 0.65%
16 FSST 0.59%
17 FYC 0.46%
18 MMSC 0.46%
19 CALF 0.43%
20 PSC 0.33%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.80M (10.40%) 148.20K
Increased by +1.00%
Dec 31, 25
2 BlackRock Inc 11.41M (8.02%) 715.11K
Increased by +6.27%
Sep 30, 25
3 Wellington Management Company LLP 8.63M (6.06%) 3.48M
Increased by +40.38%
Dec 31, 25
4 Capital Research Global Investors 6.98M (4.91%) -5.94M
Decreased by -85.03%
Sep 30, 25
5 FMR Inc 6.70M (4.71%) -10.44M
Decreased by -155.79%
Dec 31, 25
6 American Century Companies Inc 5.29M (3.71%) 692.86K
Increased by +13.11%
Dec 31, 25
7 Boston Partners Global Investors, Inc 4.45M (3.13%) -1.13M
Decreased by -25.30%
Sep 30, 25
8 Rubric Capital Management LP 4.00M (2.81%) 1.79M
Increased by +44.65%
Sep 30, 23
9 Nuveen Asset Management, LLC 3.94M (2.77%) -173.08K
Decreased by -4.39%
Dec 31, 24
10 Marshall Wace Asset Management Ltd 3.64M (2.56%) 2.08M
Increased by +57.21%
Sep 30, 24
11 Dimensional Fund Advisors, Inc. 3.62M (2.54%) 48.57K
Increased by +1.34%
Dec 31, 25
12 Nuveen, LLC 3.53M (2.48%) 439.07K
Increased by +12.43%
Dec 31, 25
13 Geode Capital Management, LLC 3.40M (2.39%) 182.25K
Increased by +5.36%
Sep 30, 25
14 State Street Corp 3.13M (2.20%) 73.18K
Increased by +2.34%
Sep 30, 25
15 Granahan Investment Management Inc.. 3.12M (2.19%) -757.25K
Decreased by -24.30%
Dec 31, 25
16 State Street Corporation 3.04M (2.14%) 78.94K
Increased by +2.59%
Mar 31, 24
17 Nine Ten Capital Management LLC 3.00M (2.11%) 145.00K
Increased by +4.83%
Dec 31, 25
18 Edenbrook Capital LLC 2.79M (1.96%) 677.67K
Increased by +24.31%
Dec 31, 25
19 Driehaus Capital Management LLC 2.78M (1.95%) 372.74K
Increased by +13.40%
Jun 30, 25
20 T. Rowe Price Associates, Inc. 2.55M (1.79%) 2.43M
Increased by +95.38%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 11.49M (8.07%) 5.31M
Increased by +46.17%
Dec 31, 25
2 Fidelity Advisor® Growth Opps M 5.29M (3.71%) 668.80K
Increased by +12.65%
Nov 30, 23
3 Vanguard Total Stock Mkt Idx Inv 4.50M (3.16%) 12.68K
Increased by +0.28%
Jan 31, 26
4 Vanguard US Total Market Shares ETF 4.16M (2.92%) 4.24K
Increased by +0.10%
Sep 30, 24
5 iShares Russell 2000 ETF 3.41M (2.40%) 574.46K
Increased by +16.83%
Feb 28, 26
6 Vanguard Small Cap Index 3.25M (2.29%) -2.00K
Decreased by -0.06%
Jan 31, 26
7 American Century Small Cap Growth Inv 3.00M (2.11%) 264.01K
Increased by +8.80%
Dec 31, 25
8 American Century U.S. Small Cap Growth 3.00M (2.11%) 264.01K
Increased by +8.80%
Dec 31, 25
9 Fidelity Advisor Growth Opps M 2.89M (2.03%) -675.14K
Decreased by -23.39%
Sep 30, 24
10 Strategic Advisers Fidelity US TtlStk 2.85M (2.00%) 391.61K
Increased by +13.75%
Jul 31, 25
11 Fidelity Small Cap Growth 2.18M (1.53%) 884.70K
Increased by +40.57%
Jun 30, 25
12 Fidelity Select Communication Services 1.92M (1.35%) -47.30K
Decreased by -2.46%
Jan 31, 26
13 Fidelity Balanced 1.64M (1.15%) -58.53K
Decreased by -3.56%
Dec 31, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 1.55M (1.09%) 189.00
Increased by +0.01%
Jan 31, 26
15 CREF Stock R1 1.45M (1.02%) -136.73K
Decreased by -9.41%
Feb 28, 25
16 American Funds IS® Global Small Cap 1 1.43M (1.00%) 632.27K
Increased by +44.23%
Dec 31, 25
17 Fidelity Small Cap Index 1.37M (0.96%) -42.84K
Decreased by -3.12%
Dec 31, 25
18 Fidelity VIP Mid Cap Initial 1.34M (0.94%) 752.37K
Increased by +56.29%
Jul 31, 25
19 CREF Total Global Stock Account R3 1.33M (0.93%) 0.00
Increased by 0.00%
Dec 31, 25
20 UBS: US Equity Small Cap Growth 1.31M (0.92%) 0.00
Increased by 0.00%
Sep 30, 23