Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PJP 2.12%
2 XPH 2.01%
3 PILL 1.46%
4 RNIN 1.30%
5 SIXS 1.23%
6 PINK 0.67%
7 RZG 0.57%
8 QQQS 0.55%
9 SFLO 0.49%
10 DSMC 0.49%
11 FYC 0.49%
12 PSCH 0.48%
13 NSCS 0.47%
14 SIXL 0.47%
15 SQLV 0.43%
16 DWAS 0.42%
17 CAFG 0.42%
18 SVAL 0.41%
19 AFSM 0.39%
20 RZV 0.37%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.34M (19.55%) -459.83K
Decreased by -6.27%
Sep 30, 25
2 Vanguard Group Inc 4.81M (12.82%) -384.61K
Decreased by -7.99%
Dec 31, 25
3 Doma Perpetual Capital Management LLC 2.78M (7.40%) 76.47K
Increased by +2.75%
Dec 31, 25
4 D. E. Shaw & Co LP 2.04M (5.44%) 97.78K
Increased by +4.79%
Dec 31, 25
5 Dimensional Fund Advisors, Inc. 1.95M (5.20%) -213.46K
Decreased by -10.95%
Dec 31, 25
6 State Street Corporation 1.90M (5.07%) -32.55K
Decreased by -1.71%
Mar 31, 24
7 State Street Corp 1.90M (5.06%) -50.05K
Decreased by -2.63%
Sep 30, 25
8 Renaissance Technologies Corp 1.88M (5.02%) -254.20K
Decreased by -13.49%
Dec 31, 25
9 Frontier Capital Management CO Inc 1.84M (4.89%) -77.47K
Decreased by -4.22%
Jun 30, 24
10 Macquarie Group Ltd 1.57M (4.18%) 5.97K
Increased by +0.38%
Jun 30, 24
11 Stephens Inv Mgmt Group LLC 1.43M (3.80%) 108.74K
Increased by +7.62%
Mar 31, 24
12 American Century Companies Inc 1.34M (3.56%) -42.47K
Decreased by -3.18%
Dec 31, 25
13 Goldman Sachs Group Inc 1.31M (3.49%) 204.10K
Increased by +15.59%
Jun 30, 25
14 Alyeska Investment Group, L.P. 1.31M (3.49%) 1.31M
Increased by +100.00%
Mar 31, 25
15 The Goldman Sachs Group Inc 1.30M (3.46%) -9.60K
Decreased by -0.74%
Dec 31, 25
16 Prosight Management, LP 1.21M (3.22%) 332.79K
Increased by +27.49%
Sep 30, 23
17 Vestal Point Capital LP 1.20M (3.20%) 1.20M
Increased by +100.00%
Dec 31, 23
18 ClearBridge Advisors, LLC 1.17M (3.12%) 26.46K
Increased by +2.26%
Mar 31, 24
19 Geode Capital Management, LLC 1.17M (3.12%) -46.28K
Decreased by -3.96%
Dec 31, 25
20 Morgan Stanley - Brokerage Accounts 1.14M (3.04%) 192.73K
Increased by +16.86%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.47M (6.57%) 1.07K
Increased by +0.04%
Mar 31, 26
2 Vanguard US Total Market Shares ETF 1.37M (3.66%) 0.00
Increased by 0.00%
Sep 30, 24
3 Delaware Small Cap Core I 1.30M (3.45%) 0.00
Increased by 0.00%
May 31, 24
4 Delaware US Small Cap Core Equity (SMA) 1.30M (3.45%) 182.66K
Increased by +14.09%
Mar 31, 24
5 Macquarie US Small Cap Core Equity 1.30M (3.45%) 182.66K
Increased by +14.09%
Mar 31, 24
6 Vanguard Total Stock Mkt Idx Inv 1.28M (3.42%) 0.00
Increased by 0.00%
Mar 31, 26
7 iShares Russell 2000 ETF 993.10K (2.65%) -8.13K
Decreased by -0.82%
Mar 31, 26
8 ClearBridge Small Cap Growth 900.69K (2.40%) 0.00
Increased by 0.00%
Mar 31, 24
9 ClearBridge Small Cap Growth A 900.69K (2.40%) -9.12K
Decreased by -1.01%
Mar 31, 24
10 Vanguard Small Cap Index 889.80K (2.37%) -37.81K
Decreased by -4.25%
Mar 31, 26
11 Stephens SMID Select Growth 863.32K (2.30%) -4.92K
Decreased by -0.57%
Jun 30, 24
12 Polar Capital Healthcare Opports Inc 752.34K (2.00%) -158.12K
Decreased by -21.02%
Jul 31, 25
13 Impax Small Cap Institutional 750.03K (2.00%) 0.00
Increased by 0.00%
Feb 28, 26
14 Impax US Small Cap Strategy Composite 750.03K (2.00%) 0.00
Increased by 0.00%
Jan 31, 26
15 Vanguard Explorer Inv 678.29K (1.81%) 24.47K
Increased by +3.61%
Mar 31, 24
16 Janus Henderson Small Cap Value L 650.48K (1.73%) 0.00
Increased by 0.00%
May 31, 24
17 Vanguard Small Cap Growth Index Inv 637.07K (1.70%) -1.17K
Decreased by -0.18%
Mar 31, 24
18 Avantis US Small Cap Value ETF 569.16K (1.52%) 0.00
Increased by 0.00%
Mar 31, 26
19 Vanguard Small Cap Value Index Inv 565.29K (1.51%) -30.70K
Decreased by -5.43%
Mar 31, 26
20 DFA US Small Cap Value I 554.79K (1.48%) 15.42K
Increased by +2.78%
Feb 28, 26