Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GUNZ 6.55%
2 NEWZ 2.45%
3 XITK 1.67%
4 AMID 1.51%
5 XKFS 1.51%
6 XSMO 1.40%
7 PXSG 1.38%
8 PSCT 1.30%
9 PRN 1.16%
10 XSLV 1.12%
11 FITE 1.06%
12 GRPZ 1.01%
13 SMCP 1.01%
14 RNSC 1.00%
15 FSGS 1.00%
16 RZG 0.86%
17 JSML 0.71%
18 JSMD 0.65%
19 FYC 0.61%
20 ROSC 0.61%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.53M (16.25%) -32.28K
Decreased by -1.28%
Mar 31, 26
2 Vanguard Group Inc 2.11M (13.53%) -981.00
Decreased by -0.05%
Dec 31, 25
3 FMR Inc 1.97M (12.64%) 309.66K
Increased by +15.74%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 1.25M (8.03%) 1.25M
Increased by +100.00%
Mar 31, 26
5 HHG PLC 772.31K (4.96%) 19.75K
Increased by +2.56%
Mar 31, 26
6 State Street Corporation 702.91K (4.52%) 15.33K
Increased by +2.18%
Mar 31, 24
7 Vanguard Capital Management, LLC 699.25K (4.49%) 699.25K
Increased by +100.00%
Mar 31, 26
8 Mawer Investment Management Ltd 662.63K (4.26%) -140.97K
Decreased by -21.27%
Mar 31, 26
9 State Street Corp 662.14K (4.25%) 3.97K
Increased by +0.60%
Mar 31, 26
10 Capital Research & Mgmt Co - Division 3 619.48K (3.98%) -54.86K
Decreased by -8.86%
Mar 31, 26
11 Geode Capital Management, LLC 440.72K (2.83%) 29.76K
Increased by +6.75%
Mar 31, 26
12 UBS Asset Mgmt Americas Inc 430.56K (2.77%) -67.69K
Decreased by -15.72%
Mar 31, 26
13 Dimensional Fund Advisors, Inc. 395.43K (2.54%) -11.46K
Decreased by -2.90%
Mar 31, 26
14 Credit Suisse First Boston (CSFB) 385.34K (2.48%) -8.71K
Decreased by -2.26%
Mar 31, 24
15 Amvescap Plc. 373.27K (2.40%) -51.92K
Decreased by -13.91%
Mar 31, 26
16 Hood River Capital Management LLC 372.07K (2.39%) -7.30K
Decreased by -1.96%
Mar 31, 26
17 UBS Group AG 316.33K (2.03%) 123.21K
Increased by +38.95%
Sep 30, 25
18 Neuberger Berman Group LLC 303.92K (1.95%) 3.13K
Increased by +1.03%
Mar 31, 26
19 Ophir Asset Management Pty Ltd 285.94K (1.84%) 59.20K
Increased by +20.70%
Sep 30, 24
20 Brown Advisory Holdings Inc 278.79K (1.79%) 6.33K
Increased by +2.27%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 938.59K (6.03%) 335.00
Increased by +0.04%
May 29, 26
2 American Funds SMALLCAP World A 619.48K (3.98%) -54.86K
Decreased by -8.86%
Mar 31, 26
3 Janus Henderson US SMID Cap Growth MA 559.48K (3.59%) 559.45K
Increased by +99.99%
Jun 30, 25
4 Vanguard US Total Market Shares ETF 525.36K (3.37%) 572.00
Increased by +0.11%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 499.76K (3.21%) 1.39K
Increased by +0.28%
Apr 30, 26
6 Vanguard Information Technology ETF 393.94K (2.53%) 1.58K
Increased by +0.40%
Apr 30, 26
7 iShares Russell 2000 ETF 376.87K (2.42%) 3.48K
Increased by +0.92%
May 29, 26
8 Vanguard Small Cap Index 360.73K (2.32%) -713.00
Decreased by -0.20%
Apr 30, 26
9 CS (Lux) Security Equity BH CHF 356.20K (2.29%) 1.20K
Increased by +0.34%
Dec 31, 23
10 UBS (Lux) Security Equity BH CHF 356.20K (2.29%) 1.20K
Increased by +0.34%
Dec 31, 23
11 Janus Henderson Triton D 352.03K (2.26%) -12.88K
Decreased by -3.66%
Mar 31, 26
12 Janus Henderson US SMID Cap Growth 352.03K (2.26%) -21.84K
Decreased by -6.20%
Mar 31, 26
13 Fidelity Small Cap Growth 329.10K (2.11%) 0.00
Increased by 0.00%
Mar 31, 26
14 Janus Henderson US Small Cap Growth MA 300.69K (1.93%) 300.66K
Increased by +99.99%
Dec 31, 24
15 Hood River Small-Cap Growth Instl 241.80K (1.55%) 0.00
Increased by 0.00%
Mar 31, 26
16 Vanguard Institutional Extnd Mkt Idx Tr 241.13K (1.55%) -2.52K
Decreased by -1.05%
Jun 30, 25
17 Vanguard Small Cap Value Index Inv 231.70K (1.49%) 1.77K
Increased by +0.77%
Apr 30, 26
18 Janus Henderson US Small Cap Growth 222.45K (1.43%) -2.48K
Decreased by -1.11%
Mar 31, 26
19 Janus Henderson Venture D 222.45K (1.43%) 0.00
Increased by 0.00%
Mar 31, 26
20 Clark Navigator All Cap Core U.S. Equity 212.38K (1.36%) 1.24K
Increased by +0.59%
Apr 30, 26