Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AIMS 2.04%
2 SURE 1.04%
3 PSCT 0.85%
4 FYC 0.83%
5 LIVR 0.78%
6 RUSC 0.62%
7 ETHO 0.59%
8 FYX 0.43%
9 ISMD 0.32%
10 RZG 0.26%
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 4.87M (14.96%) -19.07K
Decreased by -0.39%
Mar 31, 26
2 Vanguard Group Inc 3.09M (9.50%) -65.10K
Decreased by -2.11%
Dec 31, 25
3 Amvescap Plc. 2.44M (7.51%) -832.48K
Decreased by -34.09%
Sep 30, 23
4 Needham Investment Management, LLC 2.02M (6.22%) 57.70K
Increased by +2.85%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 1.40M (4.31%) 1.40M
Increased by +100.00%
Mar 31, 26
6 Vanguard Capital Management, LLC 1.39M (4.27%) 1.39M
Increased by +100.00%
Mar 31, 26
7 Ranger Investment Management LP 1.28M (3.93%) 109.62K
Increased by +8.57%
Mar 31, 26
8 William Blair Investment Management, LLC 1.26M (3.86%) -102.92K
Decreased by -8.20%
Mar 31, 26
9 State Street Corp 1.19M (3.67%) 40.83K
Increased by +3.42%
Mar 31, 26
10 Wasatch Advisors Inc. 1.15M (3.52%) 85.92K
Increased by +7.50%
Sep 30, 23
11 Barrow Hanley Mewhinney & Strauss LLC 1.14M (3.51%) 1.14M
Increased by +100.00%
Mar 31, 26
12 State Street Corporation 1.14M (3.50%) 23.76K
Increased by +2.09%
Mar 31, 24
13 Ophir Asset Management Pty Ltd 1.14M (3.50%) 414.22K
Increased by +36.42%
Mar 31, 26
14 Samjo Capital, LLC 1.10M (3.38%) 556.23K
Increased by +50.51%
Sep 30, 23
15 Snyder Capital Management LP 1.06M (3.26%) 105.04K
Increased by +9.91%
Mar 31, 26
16 HHG PLC 1.04M (3.18%) 123.53K
Increased by +11.93%
Mar 31, 26
17 Cowen Prime Advisors LLC 940.17K (2.89%) -70.36K
Decreased by -7.48%
Jun 30, 23
18 Samjo Management LLC 919.96K (2.83%) -231.06K
Decreased by -25.12%
Mar 31, 26
19 Emerald Advisers, LLC 860.82K (2.65%) -82.55K
Decreased by -9.59%
Mar 31, 26
20 Dimensional Fund Advisors, Inc. 845.69K (2.60%) 44.73K
Increased by +5.29%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Invesco Global Multi Cap Growth 2.26M (6.94%) -743.51K
Decreased by -32.95%
Sep 30, 23
2 iShares Core S&P Small-Cap ETF 2.22M (6.82%) 855.00
Increased by +0.04%
May 29, 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%
Apr 30, 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%) 0.00
Increased by 0.00%
Mar 31, 26
9 Vanguard Information Technology ETF 774.39K (2.38%) 4.23K
Increased by +0.55%
Apr 30, 26
10 iShares Russell 2000 ETF 760.85K (2.34%) 7.02K
Increased by +0.92%
May 29, 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 American Beacon Small Cp Val R5 415.20K (1.28%) 97.55K
Increased by +23.50%
Apr 30, 26
15 Ranger Micro Cap 397.62K (1.22%) -1.36K
Decreased by -0.34%
Mar 31, 26
16 Vanguard Institutional Extnd Mkt Idx Tr 360.56K (1.11%) 3.63K
Increased by +1.01%
Apr 30, 26
17 Meridian Contrarian Legacy 344.00K (1.06%) 44.00K
Increased by +12.79%
Dec 31, 25
18 State Street SPDR Port S&P 600 Sm CpETF 338.05K (1.04%) 0.00
Increased by 0.00%
May 29, 26
19 Needham Small Cap Growth Retail 329.15K (1.01%) 14.15K
Increased by +4.30%
Jun 30, 25
20 iShares S&P Small-Cap 600 Growth ETF 324.69K (1.00%) -1.54K
Decreased by -0.48%
May 29, 26