Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 3.27%
2 ABLS 3.04%
3 RSMC 2.33%
4 XSHQ 2.16%
5 AFSC 2.04%
6 CSMD 1.90%
7 SMLV 1.84%
8 SAMT 1.72%
9 KCE 1.65%
10 PFI 1.62%
11 AZTD 1.61%
12 IVSS 1.60%
13 DBSC 1.34%
14 SURE 1.23%
15 JSMD 1.14%
16 DEEP 1.00%
17 RNSC 0.99%
18 FSGS 0.99%
19 HAPS 0.94%
20 PSCF 0.94%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.72M (15.50%) 44.48K
Increased by +1.20%
Dec 31, 25
2 Vanguard Group Inc 2.49M (10.38%) -22.86K
Decreased by -0.92%
Dec 31, 25
3 State Street Corporation 941.19K (3.92%) 36.32K
Increased by +3.86%
Mar 31, 24
4 State Street Corp 929.26K (3.87%) -17.98K
Decreased by -1.93%
Dec 31, 25
5 Wasatch Advisors LP 824.54K (3.44%) 237.43K
Increased by +28.80%
Mar 31, 26
6 Geode Capital Management, LLC 682.89K (2.85%) 16.39K
Increased by +2.40%
Dec 31, 25
7 Morgan Stanley - Brokerage Accounts 659.73K (2.75%) 45.76K
Increased by +6.94%
Dec 31, 25
8 Congress Asset Management Company, LLP 604.35K (2.52%) 20.43K
Increased by +3.38%
Mar 31, 26
9 FMR Inc 579.92K (2.42%) -8.99K
Decreased by -1.55%
Dec 31, 25
10 AllianceBernstein L.P. 577.52K (2.41%) 71.76K
Increased by +12.42%
Dec 31, 25
11 Amvescap Plc. 535.86K (2.23%) 16.45K
Increased by +3.07%
Dec 31, 25
12 HSBC Holdings PLC 467.43K (1.95%) -42.66K
Decreased by -9.13%
Mar 31, 24
13 Eagle Asset Management, Inc. 457.37K (1.91%) -192.08K
Decreased by -42.00%
Sep 30, 24
14 Macquarie Group Ltd 427.22K (1.78%) -27.72K
Decreased by -6.49%
Dec 31, 24
15 abrdn PLC 392.29K (1.63%) -82.52K
Decreased by -21.04%
Sep 30, 23
16 ClearBridge Advisors, LLC 376.74K (1.57%) -3.75K
Decreased by -1.00%
Mar 31, 26
17 Dimensional Fund Advisors, Inc. 369.38K (1.54%) 9.34K
Increased by +2.53%
Mar 31, 26
18 Bank of America Corp 344.80K (1.44%) 8.36K
Increased by +2.42%
Dec 31, 25
19 Goldman Sachs Group Inc 343.60K (1.43%) -26.93K
Decreased by -7.84%
Jun 30, 25
20 TimesSquare Capital Management, LLC 333.10K (1.39%) -9.46K
Decreased by -2.84%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.48M (6.17%) 321.00
Increased by +0.02%
Apr 30, 26
2 Vanguard Total Stock Mkt Idx Inv 736.17K (3.07%) 4.14K
Increased by +0.56%
Mar 31, 26
3 Vanguard US Total Market Shares ETF 660.20K (2.75%) -38.23K
Decreased by -5.79%
Sep 30, 24
4 iShares Russell 2000 ETF 545.52K (2.27%) 4.61K
Increased by +0.84%
Apr 30, 26
5 Vanguard Small Cap Index 530.33K (2.21%) 5.45K
Increased by +1.03%
Mar 31, 26
6 Delaware US Small Cap Core Equity (SMA) 522.19K (2.18%) -91.53K
Decreased by -17.53%
Mar 31, 24
7 Macquarie US Small Cap Core Equity 522.19K (2.18%) -91.53K
Decreased by -17.53%
Mar 31, 24
8 Delaware Small Cap Core I 370.65K (1.54%) 0.00
Increased by 0.00%
Oct 31, 24
9 Vanguard Small Cap Growth Index Inv 296.23K (1.23%) 4.87K
Increased by +1.64%
Mar 31, 26
10 Wasatch Small Cap Growth Investor 282.70K (1.18%) -8.37K
Decreased by -2.96%
Mar 31, 26
11 Vanguard Institutional Extnd Mkt Idx Tr 271.42K (1.13%) 6.21K
Increased by +2.29%
Mar 31, 26
12 Invesco OFI Small Cap Growth 269.44K (1.12%) 10.71K
Increased by +3.98%
Dec 31, 25
13 ClearBridge Small Cap Growth 251.99K (1.05%) 0.00
Increased by 0.00%
Mar 31, 26
14 ClearBridge Small Cap Growth A 251.99K (1.05%) 0.00
Increased by 0.00%
Mar 31, 26
15 Congress Small Cap Growth Institutional 237.20K (0.99%) -27.80K
Decreased by -11.72%
Mar 31, 26
16 Fidelity® Small Cap Index 228.80K (0.95%) 6.21K
Increased by +2.72%
Oct 31, 23
17 Macquarie Small Cap Core I 224.63K (0.94%) -123.22K
Decreased by -54.85%
Jan 31, 25
18 Fidelity Small Cap Index 224.31K (0.93%) 2.19K
Increased by +0.98%
Feb 28, 26
19 State Street SPDR Port S&P 600 Sm CpETF 222.20K (0.93%) 78.00
Increased by +0.04%
Apr 30, 26
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 216.03K (0.90%) 2.57K
Increased by +1.19%
Aug 29, 25