Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GSC 1.59%
2 IWC 0.17%
3 IWO 0.07%
4 IWM 0.04%
5 JKL 0.04%
6 ISCV 0.03%
7 IWMW 0.03%
8 JKK 0.02%
9 ISCG 0.02%
10 JKJ 0.02%
11 ISCB 0.02%
12 SMMD 0.01%
13 WSML 0.01%
14 ITOT 0.00%
15 IWV 0.00%
16 ITDH 0.00%
17 ITDJ 0.00%
18 ITDI 0.00%
19 ITDG 0.00%
20 ITDF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 10.04M (14.71%) 244.82K
Increased by +2.44%
Mar 31, 26
2 BlackRock Inc 4.78M (6.99%) 28.98K
Increased by +0.61%
Mar 31, 26
3 William Blair Investment Management, LLC 4.08M (5.97%) 130.15K
Increased by +3.19%
Mar 31, 26
4 Wellington Management Company LLP 3.93M (5.75%) 168.00K
Increased by +4.28%
Mar 31, 26
5 Vanguard Group Inc 3.72M (5.45%) 241.36K
Increased by +6.48%
Dec 31, 25
6 Nuveen, LLC 2.98M (4.36%) 114.05K
Increased by +3.83%
Mar 31, 26
7 Vanguard Capital Management, LLC 2.76M (4.04%) 2.76M
Increased by +100.00%
Mar 31, 26
8 Adage Capital Partners Gp LLC 2.61M (3.82%) 31.29K
Increased by +1.20%
Mar 31, 26
9 Capital World Investors 2.60M (3.81%) 2.60M
Increased by +100.00%
Mar 31, 26
10 Channing Capital Management, LLC 2.14M (3.14%) 1.46M
Increased by +68.28%
Mar 31, 25
11 Boston Partners Global Investors, Inc 1.98M (2.90%) 604.90K
Increased by +30.49%
Mar 31, 26
12 Ameriprise Financial Inc 1.97M (2.88%) 371.15K
Increased by +18.87%
Mar 31, 26
13 Westwood Holdings Group Inc 1.96M (2.87%) -66.65K
Decreased by -3.40%
Mar 31, 26
14 Frontier Capital Management CO Inc 1.87M (2.73%) 646.76K
Increased by +34.63%
Mar 31, 26
15 The Goldman Sachs Group Inc 1.84M (2.70%) 305.60K
Increased by +16.60%
Mar 31, 26
16 State Street Corp 1.77M (2.60%) -23.73K
Decreased by -1.34%
Mar 31, 26
17 Millennium Management LLC 1.72M (2.52%) 1.67M
Increased by +96.65%
Jun 30, 24
18 Geode Capital Management, LLC 1.61M (2.36%) 101.69K
Increased by +6.30%
Mar 31, 26
19 Goldman Sachs Group Inc 1.44M (2.10%) 221.99K
Increased by +15.45%
Jun 30, 25
20 Walleye Trading Advisors, LLC 1.35M (1.97%) -119.56K
Decreased by -8.88%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 2.60M (3.81%) 2.60M
Increased by +100.00%
Mar 31, 26
2 Fidelity Small Cap Growth 2.60M (3.81%) 0.00
Increased by 0.00%
Mar 31, 26
3 Fidelity® Small Cap Growth 2.04M (2.99%) 0.00
Increased by 0.00%
Oct 31, 23
4 Vanguard Total Stock Mkt Idx Inv 1.99M (2.92%) 43.40K
Increased by +2.18%
Apr 30, 26
5 FIAM Small Cap Core Composite 1.98M (2.89%) 0.00
Increased by 0.00%
Dec 31, 25
6 FIAM Small Cap Core CIT Cl B 1.95M (2.85%) 0.00
Increased by 0.00%
Mar 31, 26
7 Fidelity Small Cap Value Fund 1.94M (2.85%) 166.15K
Increased by +8.55%
Mar 31, 26
8 Columbia Small Cap Growth Inst 1.56M (2.28%) 75.11K
Increased by +4.82%
Apr 30, 26
9 iShares Russell 2000 ETF 1.56M (2.28%) 14.40K
Increased by +0.92%
May 29, 26
10 Columbia Small Cap Growth 1.48M (2.17%) 221.74K
Increased by +14.94%
Mar 31, 26
11 CREF Total Global Stock Account R3 1.22M (1.79%) 0.00
Increased by 0.00%
Apr 30, 26
12 Nomura US Small Cap Core Equity 1.03M (1.51%) 1.03M
Increased by +100.00%
Mar 31, 26
13 Nomura Small Cap Core I 1.01M (1.48%) -24.51K
Decreased by -2.43%
Apr 30, 26
14 Nuveen Multi Cap Value I 927.22K (1.36%) 43.52K
Increased by +4.69%
Apr 30, 26
15 Macquarie Small Cap Core I 871.70K (1.28%) -65.48K
Decreased by -7.51%
Jul 31, 25
16 Putnam US Small Cap Growth Equity 867.31K (1.27%) 856.60K
Increased by +98.76%
Mar 31, 26
17 Putnam Small Cap Growth A 849.85K (1.24%) -17.46K
Decreased by -2.05%
Apr 30, 26
18 Delaware Small Cap Core I 811.66K (1.19%) 0.00
Increased by 0.00%
Oct 31, 24
19 Putnam US Small Cap Growth Managed Acct 808.34K (1.18%) -15.97K
Decreased by -1.98%
Jun 30, 25
20 Fidelity Small Cap Stock 801.17K (1.17%) 55.40K
Increased by +6.91%
Mar 31, 26