Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GUNZ 6.55%
2 NEWZ 2.45%
3 XITK 1.67%
4 XKFS 1.51%
5 AMID 1.46%
6 XSMO 1.40%
7 PXSG 1.38%
8 PSCT 1.33%
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 0.90%
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 2.56M (16.46%) 57.65K
Increased by +2.25%
Dec 31, 25
2 Vanguard Group Inc 2.11M (13.53%) -981.00
Decreased by -0.05%
Dec 31, 25
3 FMR Inc 1.66M (10.65%) 567.16K
Increased by +34.22%
Dec 31, 25
4 Mawer Investment Management Ltd 803.60K (5.16%) -52.78K
Decreased by -6.57%
Dec 31, 25
5 HHG PLC 752.57K (4.83%) -247.72K
Decreased by -32.92%
Dec 31, 25
6 State Street Corporation 702.91K (4.52%) 15.33K
Increased by +2.18%
Mar 31, 24
7 State Street Corp 658.17K (4.23%) -7.72K
Decreased by -1.17%
Dec 31, 25
8 Capital Research & Mgmt Co - Division 3 619.48K (3.98%) -54.86K
Decreased by -8.86%
Mar 31, 26
9 UBS Asset Mgmt Americas Inc 430.56K (2.77%) -67.69K
Decreased by -15.72%
Mar 31, 26
10 Geode Capital Management, LLC 410.96K (2.64%) 16.69K
Increased by +4.06%
Dec 31, 25
11 Dimensional Fund Advisors, Inc. 395.43K (2.54%) -11.46K
Decreased by -2.90%
Mar 31, 26
12 Credit Suisse First Boston (CSFB) 385.34K (2.48%) -8.71K
Decreased by -2.26%
Mar 31, 24
13 Hood River Capital Management LLC 379.37K (2.44%) 8.15K
Increased by +2.15%
Dec 31, 25
14 Amvescap Plc. 373.27K (2.40%) -51.92K
Decreased by -13.91%
Mar 31, 26
15 UBS Group AG 316.33K (2.03%) 123.21K
Increased by +38.95%
Sep 30, 25
16 Neuberger Berman Group LLC 303.92K (1.95%) 3.13K
Increased by +1.03%
Mar 31, 26
17 Bank of America Corp 286.25K (1.84%) 10.72K
Increased by +3.75%
Dec 31, 25
18 Ophir Asset Management Pty Ltd 285.94K (1.84%) 59.20K
Increased by +20.70%
Sep 30, 24
19 Brown Advisory Holdings Inc 278.79K (1.79%) 6.33K
Increased by +2.27%
Mar 31, 25
20 Channing Capital Management, LLC 266.88K (1.71%) 266.88K
Increased by +100.00%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 943.62K (6.06%) 201.00
Increased by +0.02%
Apr 30, 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 498.37K (3.20%) -11.56K
Decreased by -2.32%
Mar 31, 26
6 Vanguard Information Technology ETF 392.36K (2.52%) -440.00
Decreased by -0.11%
Mar 31, 26
7 iShares Russell 2000 ETF 369.93K (2.38%) 3.10K
Increased by +0.84%
Apr 30, 26
8 Janus Henderson Triton D 364.91K (2.34%) -8.96K
Decreased by -2.45%
Jan 31, 26
9 Vanguard Small Cap Index 361.44K (2.32%) -4.97K
Decreased by -1.38%
Mar 31, 26
10 CS (Lux) Security Equity BH CHF 356.20K (2.29%) 1.20K
Increased by +0.34%
Dec 31, 23
11 UBS (Lux) Security Equity BH CHF 356.20K (2.29%) 1.20K
Increased by +0.34%
Dec 31, 23
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%) 1.31K
Increased by +0.40%
Feb 28, 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%) 241.80K
Increased by +100.00%
Dec 31, 25
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 229.92K (1.48%) -5.32K
Decreased by -2.31%
Mar 31, 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%) -2.48K
Decreased by -1.11%
Jan 31, 26
20 Clark Navigator All Cap Core U.S. Equity 211.14K (1.36%) 1.36K
Increased by +0.64%
Mar 31, 26