Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDLS 0.85%
2 LQPE 0.27%
3 WMCR 0.26%
4 SCDS 0.17%
5 IWC 0.08%
6 GSSC 0.06%
7 IWO 0.02%
8 EES 0.02%
9 IWN 0.02%
10 VTWG 0.02%
11 VTWV 0.02%
12 RSSL 0.01%
13 IWM 0.01%
14 UWM 0.01%
15 VTWO 0.01%
16 RTLA 0.01%
17 DFAS 0.01%
18 URTY 0.01%
19 HDG 0.00%
20 RYLD 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.68M (16.71%) 4.88K
Increased by +0.13%
Sep 30, 25
2 Trigran Investments Inc 1.95M (8.84%) -281.15K
Decreased by -14.43%
Dec 31, 25
3 Vanguard Group Inc 1.51M (6.86%) 9.86K
Increased by +0.65%
Dec 31, 25
4 Wellington Management Company LLP 1.25M (5.65%) 60.50K
Increased by +4.85%
Dec 31, 23
5 JPMorgan Chase & Co 1.11M (5.03%) 598.50K
Increased by +54.02%
Sep 30, 25
6 Renaissance Technologies Corp 813.10K (3.69%) -55.70K
Decreased by -6.85%
Dec 31, 25
7 Geode Capital Management, LLC 591.27K (2.68%) -989.00
Decreased by -0.17%
Dec 31, 25
8 State Street Corp 527.00K (2.39%) -493.00
Decreased by -0.09%
Sep 30, 25
9 Arrowstreet Capital Limited Partnership 513.82K (2.33%) 0.00
Increased by 0.00%
Dec 31, 25
10 Awm Investment Company Inc 499.70K (2.27%) 0.00
Increased by 0.00%
Dec 31, 25
11 State Street Corporation 448.86K (2.04%) 3.76K
Increased by +0.84%
Mar 31, 24
12 Morgan Stanley - Brokerage Accounts 430.02K (1.95%) -28.20K
Decreased by -6.56%
Sep 30, 25
13 Royce & Associates, LP 396.90K (1.80%) -363.15K
Decreased by -91.50%
Jun 30, 24
14 Wasatch Advisors Inc. 358.98K (1.63%) -8.10K
Decreased by -2.26%
Sep 30, 23
15 Dimensional Fund Advisors, Inc. 334.91K (1.52%) 17.18K
Increased by +5.13%
Dec 31, 25
16 Connor Clark & Lunn Inv Mgmt Ltd 303.33K (1.38%) -3.22K
Decreased by -1.06%
Dec 31, 25
17 Nuveen, LLC 300.22K (1.36%) 0.00
Increased by 0.00%
Dec 31, 25
18 Boston Partners Global Investors, Inc 274.72K (1.25%) -107.86K
Decreased by -39.26%
Mar 31, 25
19 Nuveen Asset Management, LLC 264.74K (1.20%) -13.16K
Decreased by -4.97%
Dec 31, 24
20 Herald Investment Management Ltd 260.00K (1.18%) 0.00
Increased by 0.00%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 779.87K (3.54%) 0.00
Increased by 0.00%
Feb 28, 26
2 Vanguard US Total Market Shares ETF 734.22K (3.33%) 0.00
Increased by 0.00%
Sep 30, 24
3 iShares Russell 2000 ETF 575.44K (2.61%) 105.26K
Increased by +18.29%
Feb 28, 26
4 BlackRock Advantage Small Cap Core Instl 408.76K (1.85%) 0.00
Increased by 0.00%
Feb 28, 26
5 Vanguard Institutional Extnd Mkt Idx Tr 266.42K (1.21%) 0.00
Increased by 0.00%
Feb 28, 26
6 Herald Ord 260.00K (1.18%) 0.00
Increased by 0.00%
Sep 30, 25
7 Fidelity Small Cap Index 249.59K (1.13%) -5.04K
Decreased by -2.02%
Dec 31, 25
8 CREF Total Global Stock Account R3 247.11K (1.12%) 0.00
Increased by 0.00%
Jan 31, 26
9 Royce Small-Cap Opportunity Invmt 242.55K (1.10%) -230.07K
Decreased by -94.86%
Jun 30, 24
10 Fidelity® Small Cap Index 228.81K (1.04%) 5.11K
Increased by +2.23%
Oct 31, 23
11 iShares Russell 2000 Growth ETF 209.64K (0.95%) 8.26K
Increased by +3.94%
Feb 28, 26
12 CREF Stock R3 199.11K (0.90%) -24.78K
Decreased by -12.45%
Jul 31, 25
13 CREF Stock R1 198.58K (0.90%) 0.00
Increased by 0.00%
Feb 28, 25
14 iShares Russell 2000 Value ETF 193.06K (0.88%) 0.00
Increased by 0.00%
May 31, 25
15 Wasatch Micro Cap Value 167.33K (0.76%) -4.47K
Decreased by -2.67%
Sep 30, 23
16 State St Russell Sm/Mid Cp® Indx SL Cl I 146.93K (0.67%) 8.40K
Increased by +5.72%
Feb 28, 26
17 BlackRock Advantage Small Cap Gr Instl 139.37K (0.63%) -4.27K
Decreased by -3.06%
Feb 28, 26
18 State St Russell Sm/Mid Cp® Indx NL Cl C 135.56K (0.62%) 681.00
Increased by +0.50%
Apr 30, 25
19 Fidelity Extended Market Index 135.24K (0.61%) -561.00
Decreased by -0.41%
Jan 31, 26
20 Wellington Emerging Companies 132.95K (0.60%) 0.00
Increased by 0.00%
Dec 31, 23