Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CTEF 3.65%
2 AWEG 3.27%
3 ARWG 2.64%
4 AZTD 1.76%
5 KIE 1.69%
6 SPIT 1.52%
7 CPAI 1.40%
8 PFI 1.31%
9 GRPZ 1.24%
10 SIXS 1.13%
11 JSML 1.02%
12 JSMD 0.98%
13 PXSG 0.96%
14 SMCF 0.93%
15 XSMO 0.93%
16 XSHQ 0.92%
17 FFTY 0.90%
18 RZG 0.86%
19 HAPS 0.85%
20 FFOX 0.78%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.39M (16.96%) -18.28K
Decreased by -0.42%
 Mar 31, 26
2 Vanguard Group Inc 2.70M (10.44%) 67.04K
Increased by +2.48%
 Dec 31, 25
3 Vanguard Portfolio Management, LLC 1.22M (4.72%) 1.22M
Increased by +100.00%
 Mar 31, 26
4 Vanguard Capital Management, LLC 1.20M (4.64%) 1.20M
Increased by +100.00%
 Mar 31, 26
5 State Street Corp 1.06M (4.11%) 938.00
Increased by +0.09%
 Mar 31, 26
6 State Street Corporation 985.52K (3.81%) 34.31K
Increased by +3.48%
 Mar 31, 24
7 HHG PLC 933.99K (3.61%) 138.37K
Increased by +14.81%
 Mar 31, 26
8 Nordea Investment Mgmt Bank Demark A/s 868.32K (3.36%) -271.10K
Decreased by -31.22%
 Dec 31, 23
9 Westfield Capital Management Company, L.P. 854.12K (3.30%) 13.89K
Increased by +1.63%
 Mar 31, 26
10 Sumitomo Mitsui Trust Holdings Inc 851.34K (3.29%) -75.93K
Decreased by -8.92%
 Jun 30, 24
11 Sumitomo Mitsui Trust Group Inc 716.34K (2.77%) -68.83K
Decreased by -9.61%
 Mar 31, 26
12 Stephens Inv Mgmt Group LLC 714.91K (2.77%) 20.60K
Increased by +2.88%
 Mar 31, 26
13 Geode Capital Management, LLC 683.01K (2.64%) 21.11K
Increased by +3.09%
 Mar 31, 26
14 Dimensional Fund Advisors, Inc. 653.03K (2.53%) 23.58K
Increased by +3.61%
 Mar 31, 26
15 American Century Companies Inc 585.71K (2.27%) 126.70K
Increased by +21.63%
 Mar 31, 26
16 Amvescap Plc. 499.29K (1.93%) -178.65K
Decreased by -35.78%
 Mar 31, 26
17 AllianceBernstein L.P. 497.08K (1.92%) 369.70K
Increased by +74.37%
 Jun 30, 25
18 Freestone Grove Partners LP 476.48K (1.84%) 235.60K
Increased by +49.44%
 Mar 31, 26
19 Driehaus Capital Management LLC 474.92K (1.84%) -84.23K
Decreased by -17.74%
 Jun 30, 25
20 Hood River Capital Management LLC 426.05K (1.65%) 426.05K
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 1.61M (6.22%) 590.00
Increased by +0.04%
 May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 858.27K (3.32%) 2.92K
Increased by +0.34%
 Apr 30, 26
3 Vanguard US Total Market Shares ETF 789.15K (3.05%) 780.00
Increased by +0.10%
 Sep 30, 24
4 Nordea 1 - Global Climate & Envir BI EUR 697.18K (2.70%) -172.55K
Decreased by -24.75%
 Dec 31, 23
5 iShares Russell 2000 ETF 626.20K (2.42%) 5.77K
Increased by +0.92%
 May 29, 26
6 Avantis US Small Cap Value ETF 570.16K (2.21%) 946.00
Increased by +0.17%
 May 30, 26
7 Vanguard Explorer Inv 514.23K (1.99%) -9.50K
Decreased by -1.85%
 Mar 31, 26
8 Stephens SMID Select Growth 504.36K (1.95%) 19.46K
Increased by +3.86%
 Mar 31, 26
9 Vanguard Small Cap Index 307.69K (1.19%) 89.00
Increased by +0.03%
 Apr 30, 26
10 Champlain Small Company Fund, LLC 299.01K (1.16%) -9.80K
Decreased by -3.28%
 May 31, 26
11 Vanguard Institutional Extnd Mkt Idx Tr 298.77K (1.16%) 2.21K
Increased by +0.74%
 Apr 30, 26
12 Harbor Small Cap Growth Instl 296.55K (1.15%) -1.47K
Decreased by -0.50%
 Mar 31, 26
13 Westfield Capital Mgt Co Sm-Cap Gr Eq 296.55K (1.15%) -1.47K
Decreased by -0.50%
 Mar 31, 26
14 American Century Small Cap Growth Inv 293.41K (1.14%) -21.12K
Decreased by -7.20%
 Jun 30, 25
15 American Century U.S. Small Cap Growth 293.41K (1.14%) -21.12K
Decreased by -7.20%
 Jun 30, 25
16 Champlain Small Company Adv 290.00K (1.12%) -150.00K
Decreased by -51.72%
 Dec 31, 24
17 Fidelity Small Cap Index 258.45K (1.00%) 348.00
Increased by +0.13%
 Mar 31, 26
18 T. Rowe Price Integrated US Sm Gr Eq 248.70K (0.96%) -52.10K
Decreased by -20.95%
 Jun 30, 25
19 T. Rowe Price Integrated US SmCapGrEq 248.70K (0.96%) -52.10K
Decreased by -20.95%
 Jun 30, 25
20 Janus Henderson Hrzn Glb SC E2 USD 245.98K (0.95%) 12.24K
Increased by +4.98%
 Apr 30, 26