Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCT 2.67%
2 RJMG 2.48%
3 SRHQ 2.44%
4 JSML 1.88%
5 FEMD 1.64%
6 TSCV 1.51%
7 PXSG 1.46%
8 XSMO 1.46%
9 XSHQ 1.45%
10 FDLS 1.21%
11 ROGS 1.09%
12 ACSG 1.04%
13 VAMO 1.04%
14 JPSV 0.99%
15 MPAY 0.99%
16 LST 0.94%
17 SMCP 0.93%
18 XSLV 0.89%
19 FSML 0.86%
20 SMIZ 0.79%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.32M (16.40%) 97.11K
Increased by +2.25%
Dec 31, 25
2 Vanguard Group Inc 3.63M (13.79%) -51.08K
Decreased by -1.41%
Dec 31, 25
3 American Century Companies Inc 1.56M (5.92%) 456.73K
Increased by +29.27%
Dec 31, 25
4 Disciplined Growth Investors Inc 1.49M (5.67%) -96.22K
Decreased by -6.44%
Mar 31, 26
5 Fiduciary Management, Inc. of Milwaukee 1.29M (4.90%) -60.92K
Decreased by -4.72%
Dec 31, 25
6 Dimensional Fund Advisors, Inc. 1.12M (4.25%) -254.09K
Decreased by -22.70%
Mar 31, 26
7 State Street Corporation 1.07M (4.05%) 16.59K
Increased by +1.55%
Mar 31, 24
8 State Street Corp 1.03M (3.91%) 5.13K
Increased by +0.50%
Dec 31, 25
9 BNP Paribas Investment Partners SA 915.30K (3.47%) 35.24K
Increased by +3.85%
Sep 30, 25
10 Geode Capital Management, LLC 672.61K (2.55%) 4.05K
Increased by +0.60%
Dec 31, 25
11 Earnest Partners LLC 671.96K (2.55%) -39.61K
Decreased by -5.89%
Dec 31, 25
12 Fuller & Thaler Asset Management Inc 588.78K (2.23%) -304.63K
Decreased by -51.74%
Mar 31, 26
13 Silvercrest Asset Management Group LLC 508.42K (1.93%) -53.20K
Decreased by -10.46%
Dec 31, 25
14 Morgan Stanley - Brokerage Accounts 502.40K (1.91%) -3.11K
Decreased by -0.62%
Dec 31, 25
15 Charles Schwab Investment Management Inc 391.52K (1.49%) -4.32K
Decreased by -1.10%
Dec 31, 25
16 Nuveen, LLC 391.00K (1.48%) 42.50K
Increased by +10.87%
Dec 31, 25
17 Westfield Capital Management Company, L.P. 384.49K (1.46%) 379.29K
Increased by +98.65%
Mar 31, 26
18 Westfield Capital Management Company, LP 384.25K (1.46%) 85.99K
Increased by +22.38%
Mar 31, 24
19 Nuveen Asset Management, LLC 351.56K (1.33%) 21.91K
Increased by +6.23%
Dec 31, 24
20 Victory Capital Management Inc. 349.06K (1.32%) 197.28K
Increased by +56.52%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.63M (6.20%) 342.00
Increased by +0.02%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 879.99K (3.34%) 968.00
Increased by +0.11%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 851.49K (3.23%) 9.61K
Increased by +1.13%
Mar 31, 26
4 Avantis US Small Cap Value ETF 774.03K (2.94%) 0.00
Increased by 0.00%
Apr 30, 26
5 Vanguard Information Technology ETF 655.06K (2.49%) -732.00
Decreased by -0.11%
Mar 31, 26
6 FMI Common Stock Investor 645.00K (2.45%) -75.00K
Decreased by -11.63%
Dec 31, 25
7 iShares Russell 2000 ETF 627.71K (2.38%) 5.31K
Increased by +0.85%
Apr 30, 26
8 Vanguard Small Cap Index 618.53K (2.35%) 10.39K
Increased by +1.68%
Mar 31, 26
9 BNP Paribas Disrpt Tech Cl D 483.36K (1.83%) -39.48K
Decreased by -8.17%
Mar 31, 26
10 FullerThaler Beh Small-Cap Equity SMA 426.74K (1.62%) 0.00
Increased by 0.00%
Dec 31, 25
11 FullerThaler Behavioral Sm-Cp Eq R6 426.74K (1.62%) 24.38K
Increased by +5.71%
Dec 31, 25
12 FullerThaler Behavioral Small-Cap Equity 426.74K (1.62%) 24.38K
Increased by +5.71%
Dec 31, 25
13 American Century Small Cap Growth Inv 418.85K (1.59%) -1.32K
Decreased by -0.31%
Mar 31, 26
14 American Century U.S. Small Cap Growth 418.85K (1.59%) -1.32K
Decreased by -0.31%
Mar 31, 26
15 Disciplined Growth - Mid Cap Growth 406.61K (1.54%) -34.60K
Decreased by -8.51%
Mar 31, 26
16 Vanguard Small Cap Value Index Inv 393.55K (1.49%) 3.05K
Increased by +0.78%
Mar 31, 26
17 EARNEST Small Cap Value 386.46K (1.47%) 385.87K
Increased by +99.85%
Dec 31, 23
18 Vanguard Institutional Extnd Mkt Idx Tr 299.57K (1.14%) 5.37K
Increased by +1.79%
Mar 31, 26
19 Victory Small Cap Value CIT (Net 75) 265.00K (1.01%) -5.00K
Decreased by -1.89%
Sep 30, 23
20 Victory Sycamore Small Company Opp R 265.00K (1.01%) -5.00K
Decreased by -1.89%
Sep 30, 23