Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AIMS 1.37%
2 SURE 1.04%
3 LIVR 0.78%
4 FYC 0.62%
5 PSCT 0.48%
6 RUSC 0.48%
7 ETHO 0.45%
8 FYX 0.34%
9 RZG 0.26%
10 ISMD 0.25%
11 FESM 0.23%
12 PXSG 0.19%
13 TPSC 0.16%
14 QSML 0.16%
15 CSA 0.14%
16 CSF 0.14%
17 VIOG 0.14%
18 SLY 0.14%
19 CSML 0.14%
20 SLYG 0.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.89M (15.01%) 22.04K
Increased by +0.45%
Dec 31, 25
2 Vanguard Group Inc 3.09M (9.49%) -65.10K
Decreased by -2.11%
Dec 31, 25
3 Amvescap Plc. 2.44M (7.50%) -832.48K
Decreased by -34.09%
Sep 30, 23
4 Needham Investment Management, LLC 1.97M (6.04%) -53.55K
Decreased by -2.73%
Dec 31, 25
5 William Blair Investment Management, LLC 1.36M (4.17%) 9.04K
Increased by +0.67%
Dec 31, 25
6 Ranger Investment Management LP 1.28M (3.93%) 109.62K
Increased by +8.57%
Mar 31, 26
7 State Street Corp 1.15M (3.54%) 5.62K
Increased by +0.49%
Dec 31, 25
8 Samjo Management LLC 1.15M (3.54%) 30.30K
Increased by +2.63%
Dec 31, 25
9 Wasatch Advisors Inc. 1.15M (3.52%) 85.92K
Increased by +7.50%
Sep 30, 23
10 Barrow Hanley Mewhinney & Strauss LLC 1.14M (3.50%) 1.14M
Increased by +100.00%
Mar 31, 26
11 State Street Corporation 1.14M (3.49%) 23.76K
Increased by +2.09%
Mar 31, 24
12 Ophir Asset Management Pty Ltd 1.14M (3.49%) 414.22K
Increased by +36.42%
Mar 31, 26
13 Samjo Capital, LLC 1.10M (3.38%) 556.23K
Increased by +50.51%
Sep 30, 23
14 Snyder Capital Management LP 1.06M (3.26%) 105.04K
Increased by +9.91%
Mar 31, 26
15 Cowen Prime Advisors LLC 940.17K (2.89%) -70.36K
Decreased by -7.48%
Jun 30, 23
16 HHG PLC 912.13K (2.80%) 128.27K
Increased by +14.06%
Dec 31, 25
17 Emerald Advisers, LLC 860.82K (2.64%) -82.55K
Decreased by -9.59%
Mar 31, 26
18 Dimensional Fund Advisors, Inc. 845.69K (2.60%) 44.73K
Increased by +5.29%
Mar 31, 26
19 Loomis, Sayles & Company LP 827.11K (2.54%) 361.93K
Increased by +43.76%
Mar 31, 26
20 Geode Capital Management, LLC 770.15K (2.37%) 4.44K
Increased by +0.58%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Invesco Global Multi Cap Growth 2.26M (6.93%) -743.51K
Decreased by -32.95%
Sep 30, 23
2 iShares Core S&P Small-Cap ETF 1.95M (6.00%) 483.00
Increased by +0.02%
Apr 30, 26
3 Needham Aggressive Growth Retail 1.59M (4.88%) 122.50K
Increased by +7.72%
Mar 31, 26
4 Vanguard US Total Market Shares ETF 1.13M (3.46%) 0.00
Increased by 0.00%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 998.56K (3.07%) 0.00
Increased by 0.00%
Mar 31, 26
6 Ranger Small Cap 882.01K (2.71%) 110.98K
Increased by +12.58%
Mar 31, 26
7 Janus Henderson US Small Cap Growth 840.21K (2.58%) -9.37K
Decreased by -1.11%
Mar 31, 26
8 Janus Henderson Venture D 840.21K (2.58%) -9.37K
Decreased by -1.11%
Jan 31, 26
9 Vanguard Information Technology ETF 770.16K (2.37%) -1.01K
Decreased by -0.13%
Mar 31, 26
10 iShares Russell 2000 ETF 753.69K (2.32%) 6.34K
Increased by +0.84%
Apr 30, 26
11 Janus Henderson US Small Cap Growth MA 596.09K (1.83%) 596.00K
Increased by +99.99%
Dec 31, 24
12 Invesco Global Opportunities A 561.12K (1.72%) -1.26M
Decreased by -225.06%
Nov 30, 23
13 Wasatch Ultra Growth 480.23K (1.48%) -15.10K
Decreased by -3.14%
Mar 31, 26
14 Ranger Micro Cap 397.62K (1.22%) -1.36K
Decreased by -0.34%
Mar 31, 26
15 William Blair Small Cap Growth I 386.60K (1.19%) 4.46K
Increased by +1.15%
Mar 31, 26
16 Vanguard Institutional Extnd Mkt Idx Tr 356.93K (1.10%) 8.51K
Increased by +2.38%
Mar 31, 26
17 Emerald Growth A 350.92K (1.08%) 0.00
Increased by 0.00%
Mar 31, 26
18 Meridian Contrarian Legacy 344.00K (1.06%) 44.00K
Increased by +12.79%
Dec 31, 25
19 Needham Small Cap Growth Retail 329.15K (1.01%) 14.15K
Increased by +4.30%
Jun 30, 25
20 Wasatch Micro Cap 318.88K (0.98%) 0.00
Increased by 0.00%
Sep 30, 24