Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SPRX 4.13%
2 TDV 2.85%
3 MOTO 2.55%
4 XSD 2.53%
5 GEX 2.48%
6 PSI 2.30%
7 NBSM 1.64%
8 SMDV 1.57%
9 PSCT 1.57%
10 PXSG 1.40%
11 WCEO 1.29%
12 QCLN 1.28%
13 SCOW 1.28%
14 CAFG 1.25%
15 JSMD 1.04%
16 SMHX 1.04%
17 RNMC 1.02%
18 SMCP 0.90%
19 AHOY 0.84%
20 QQQS 0.73%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.52M (15.56%) 10.45K
Increased by +0.12%
Mar 31, 26
2 Vanguard Group Inc 7.56M (13.80%) 409.64K
Increased by +5.42%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 4.98M (9.09%) 4.98M
Increased by +100.00%
Mar 31, 26
4 Neuberger Berman Group LLC 3.93M (7.18%) -39.96K
Decreased by -1.02%
Mar 31, 26
5 Wellington Management Company LLP 3.36M (6.13%) 932.18K
Increased by +27.78%
Mar 31, 26
6 State Street Corp 3.08M (5.62%) -323.13K
Decreased by -10.50%
Mar 31, 26
7 State Street Corporation 2.54M (4.64%) 95.93K
Increased by +3.78%
Mar 31, 24
8 Vanguard Capital Management, LLC 2.51M (4.58%) 2.51M
Increased by +100.00%
Mar 31, 26
9 William Blair Investment Management, LLC 2.38M (4.35%) 2.38M
Increased by +100.00%
Mar 31, 26
10 Snyder Capital Management LP 2.10M (3.84%) 39.36K
Increased by +1.87%
Mar 31, 26
11 Disciplined Growth Investors Inc 1.96M (3.58%) -42.53K
Decreased by -2.17%
Mar 31, 26
12 Geode Capital Management, LLC 1.67M (3.06%) 71.14K
Increased by +4.25%
Mar 31, 26
13 Morgan Stanley - Brokerage Accounts 1.50M (2.74%) 22.41K
Increased by +1.49%
Mar 31, 26
14 T. Rowe Price Associates, Inc. 1.40M (2.55%) 453.12K
Increased by +32.45%
Mar 31, 26
15 Copeland Capital Management, LLC 1.32M (2.41%) 147.88K
Increased by +11.19%
Mar 31, 26
16 Amvescap Plc. 1.31M (2.40%) 1.22M
Increased by +93.08%
Mar 31, 25
17 JPMorgan Chase & Co 1.29M (2.36%) -366.27K
Decreased by -28.32%
Mar 31, 26
18 Capital Research & Mgmt Co - Division 3 1.11M (2.03%) -151.98K
Decreased by -13.66%
Mar 31, 26
19 Dimensional Fund Advisors, Inc. 1.06M (1.93%) 71.93K
Increased by +6.80%
Mar 31, 26
20 Nuveen, LLC 1.05M (1.91%) 914.91K
Increased by +87.29%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.37M (6.15%) 1.19K
Increased by +0.04%
May 29, 26
2 Neuberger Berman Genesis Inv 2.45M (4.47%) 40.66K
Increased by +1.66%
Jun 30, 25
3 Neuberger Genesis Inv 2.24M (4.08%) -129.96K
Decreased by -5.81%
Mar 31, 26
4 iShares Core S&P Mid-Cap ETF 1.83M (3.35%) 0.00
Increased by 0.00%
Aug 31, 25
5 Vanguard Total Stock Mkt Idx Inv 1.80M (3.28%) 5.08K
Increased by +0.28%
Apr 30, 26
6 Vanguard US Total Market Shares ETF 1.79M (3.27%) 1.58K
Increased by +0.09%
Sep 30, 24
7 Vanguard Explorer Inv 1.57M (2.86%) 0.00
Increased by 0.00%
Mar 31, 26
8 Vanguard Information Technology ETF 1.39M (2.54%) 7.29K
Increased by +0.52%
Apr 30, 26
9 iShares Russell 2000 ETF 1.32M (2.41%) 12.22K
Increased by +0.92%
May 29, 26
10 Vanguard Small Cap Index 1.28M (2.34%) -2.05K
Decreased by -0.16%
Apr 30, 26
11 T. Rowe Price New Horizons 1.27M (2.31%) 580.41K
Increased by +45.86%
Apr 30, 26
12 American Funds SMALLCAP World A 1.11M (2.03%) -150.46K
Decreased by -13.53%
Mar 31, 26
13 State Street® SPDR® S&P® Smcndctr ETF 1.06M (1.94%) 0.00
Increased by 0.00%
May 31, 26
14 Robeco Smart Energy F-EUR Cap 841.62K (1.54%) 0.00
Increased by 0.00%
Apr 30, 26
15 Vanguard Small Cap Growth Index Inv 772.59K (1.41%) -893.00
Decreased by -0.12%
Jul 31, 25
16 RobecoSAM Smart Energy Eqs F EUR 705.00K (1.29%) -23.00K
Decreased by -3.26%
Mar 31, 24
17 US Small-Cap Growth II Equity Comp 685.07K (1.25%) 316.27K
Increased by +46.17%
Mar 31, 26
18 RobecoSAM Smart Energy B EUR 634.93K (1.16%) 0.00
Increased by 0.00%
Jun 30, 25
19 Vanguard Institutional Extnd Mkt Idx Tr 626.36K (1.14%) 6.66K
Increased by +1.06%
Apr 30, 26
20 T. Rowe Price Small-Cap Stock 598.84K (1.09%) 29.50K
Increased by +4.93%
Sep 30, 24