Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GUNZ 3.79%
2 SIMS 1.55%
3 SURE 1.45%
4 HEFT 1.36%
5 RNSC 1.03%
6 FSGS 1.03%
7 JSMD 0.96%
8 FFTY 0.95%
9 CAFG 0.94%
10 JPSV 0.67%
11 ABLS 0.66%
12 FYC 0.46%
13 IWC 0.45%
14 JSML 0.44%
15 OASC 0.41%
16 QIDX 0.38%
17 FSCC 0.36%
18 VUSE 0.26%
19 RUSC 0.26%
20 DWAS 0.26%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.68M (16.53%) 2.46M
Increased by +43.25%
Mar 31, 26
2 Vanguard Group Inc 2.88M (8.38%) 31.64K
Increased by +1.10%
Dec 31, 25
3 Copeland Capital Management, LLC 2.01M (5.84%) 588.30K
Increased by +29.28%
Mar 31, 26
4 T. Rowe Price Investment Management,Inc. 1.85M (5.39%) -364.74K
Decreased by -19.69%
Jun 30, 24
5 Vanguard Capital Management, LLC 1.51M (4.38%) 1.51M
Increased by +100.00%
Mar 31, 26
6 Vanguard Portfolio Management, LLC 1.46M (4.26%) 1.46M
Increased by +100.00%
Mar 31, 26
7 State Street Corp 1.43M (4.16%) 535.19K
Increased by +37.39%
Mar 31, 26
8 HHG PLC 1.42M (4.15%) -144.40K
Decreased by -10.13%
Mar 31, 26
9 Fidelity International Ltd 1.16M (3.36%) -312.96K
Decreased by -27.09%
Dec 31, 24
10 Geode Capital Management, LLC 1.11M (3.22%) 79.23K
Increased by +7.15%
Mar 31, 26
11 Wellington Management Company LLP 929.60K (2.70%) 50.30K
Increased by +5.41%
Mar 31, 26
12 Arrowstreet Capital Limited Partnership 846.04K (2.46%) -17.98K
Decreased by -2.13%
Mar 31, 26
13 Divisadero Street Capital Management, LP 809.73K (2.36%) 698.16K
Increased by +86.22%
Dec 31, 25
14 Next Century Growth Investors LLC 783.45K (2.28%) 46.64K
Increased by +5.95%
Jun 30, 24
15 Millennium Management LLC 769.79K (2.24%) 295.75K
Increased by +38.42%
Mar 31, 25
16 Alyeska Investment Group, L.P. 757.22K (2.20%) -68.39K
Decreased by -9.03%
Dec 31, 24
17 Prudential Financial Inc 750.03K (2.18%) 750.03K
Increased by +100.00%
Mar 31, 26
18 State Street Corporation 726.90K (2.11%) 30.83K
Increased by +4.24%
Mar 31, 24
19 Dimensional Fund Advisors, Inc. 702.85K (2.04%) 31.61K
Increased by +4.50%
Mar 31, 26
20 First Trust Advisors L.P. 685.19K (1.99%) -29.19K
Decreased by -4.26%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.16M (6.29%) 875.00
Increased by +0.04%
May 29, 26
2 Smithson Investment Trust Ord 1.78M (5.18%) 0.00
Increased by 0.00%
Nov 30, 25
3 Fidelity Small Cap America Sr B 1.16M (3.36%) -212.96K
Decreased by -18.43%
Dec 31, 24
4 Vanguard US Total Market Shares ETF 1.10M (3.19%) 260.00
Increased by +0.02%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 1.07M (3.12%) 0.00
Increased by 0.00%
Apr 30, 26
6 Vanguard Information Technology ETF 883.48K (2.57%) 4.71K
Increased by +0.53%
Apr 30, 26
7 iShares Russell 2000 ETF 829.67K (2.41%) 7.64K
Increased by +0.92%
May 29, 26
8 Janus Henderson US Small Cap Growth MA 653.05K (1.90%) 652.96K
Increased by +99.99%
Dec 31, 24
9 T. Rowe Price US Small-Cap Core Equity 634.64K (1.85%) -120.05K
Decreased by -18.92%
Jun 30, 24
10 First Trust SMID Cp Rising Div Achv ETF 581.37K (1.69%) -1.44K
Decreased by -0.25%
May 31, 26
11 FIAM Small Cap Core CIT Cl B 576.51K (1.68%) 9.83K
Increased by +1.70%
Jan 31, 25
12 FIAM Small Cap Core Composite 566.68K (1.65%) -19.23K
Decreased by -3.39%
Dec 31, 24
13 T. Rowe Price Small-Cap Stock 504.55K (1.47%) -130.09K
Decreased by -25.78%
Aug 31, 24
14 Handelsbanken Amerika Småbl Tema A10 EUR 500.00K (1.45%) 0.00
Increased by 0.00%
Apr 30, 24
15 Janus Henderson Hrzn Glb SC E2 USD 489.72K (1.42%) 109.45K
Increased by +22.35%
Apr 30, 26
16 Ranger Small Cap 444.95K (1.29%) -8.15K
Decreased by -1.83%
Sep 30, 23
17 Janus Henderson US Small Cap Growth 424.24K (1.23%) -190.38K
Decreased by -44.88%
Mar 31, 26
18 Janus Henderson Venture D 424.24K (1.23%) -183.61K
Decreased by -43.28%
Mar 31, 26
19 Vanguard Institutional Extnd Mkt Idx Tr 402.15K (1.17%) 3.98K
Increased by +0.99%
Apr 30, 26
20 SilverCross Global Small-Cap A EUR 353.82K (1.03%) 0.00
Increased by 0.00%
Aug 31, 24