Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TMFS 3.66%
2 FINQ 3.20%
3 TOGA_old 2.83%
4 RJMG 2.58%
5 TOGA 2.39%
6 AFSC 1.72%
7 NSCS 1.66%
8 PTF 1.58%
9 RSMC 1.47%
10 WCLD 1.33%
11 FFOX 1.24%
12 IPAY 1.20%
13 PSCT 0.98%
14 KYC 0.94%
15 SMAP 0.89%
16 DBSC 0.89%
17 SMLL 0.79%
18 XITK 0.77%
19 XSW 0.76%
20 FYC 0.75%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 10.04M (16.34%) 271.01K
Increased by +2.70%
Mar 31, 26
2 Vanguard Group Inc 8.00M (13.01%) 82.83K
Increased by +1.04%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 4.86M (7.91%) 4.86M
Increased by +100.00%
Mar 31, 26
4 Wasatch Advisors Inc. 4.15M (6.75%) -844.71K
Decreased by -20.37%
Sep 30, 23
5 Amvescap Plc. 2.80M (4.56%) 128.39K
Increased by +4.58%
Jun 30, 25
6 Vanguard Capital Management, LLC 2.70M (4.40%) 2.70M
Increased by +100.00%
Mar 31, 26
7 William Blair Investment Management, LLC 2.69M (4.39%) 553.71K
Increased by +20.55%
Dec 31, 25
8 State Street Corp 2.50M (4.06%) 72.47K
Increased by +2.90%
Mar 31, 26
9 Wasatch Advisors LP 1.83M (2.98%) -325.03K
Decreased by -17.73%
Dec 31, 25
10 Massachusetts Financial Services Company 1.83M (2.97%) 101.87K
Increased by +5.58%
Jun 30, 25
11 Conestoga Capital Advisors, LLC 1.78M (2.90%) -64.79K
Decreased by -3.63%
Mar 31, 26
12 Tremblant Capital Group 1.70M (2.77%) -110.72K
Decreased by -6.50%
Mar 31, 26
13 Macquarie Group Ltd 1.65M (2.68%) 35.00K
Increased by +2.12%
Sep 30, 25
14 Capital Research Global Investors 1.62M (2.64%) -1.52M
Decreased by -93.84%
Mar 31, 26
15 State Street Corporation 1.59M (2.59%) 4.59K
Increased by +0.29%
Mar 31, 24
16 Geode Capital Management, LLC 1.49M (2.42%) 2.76K
Increased by +0.19%
Mar 31, 26
17 Champlain Investment Partners, LLC 1.39M (2.26%) -273.35K
Decreased by -19.71%
Mar 31, 24
18 Delaware Management Holdings Inc 1.23M (2.00%) -432.74K
Decreased by -35.16%
Mar 31, 26
19 North Reef Capital Management LP 1.22M (1.98%) -475.00K
Decreased by -39.09%
Dec 31, 25
20 Assenagon Asset Management SA 1.21M (1.97%) 657.71K
Increased by +54.34%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.79M (6.17%) 1.39K
Increased by +0.04%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 1.90M (3.10%) 5.34K
Increased by +0.28%
Apr 30, 26
3 Delaware US Small Cap Core Equity (SMA) 1.87M (3.04%) 6.36K
Increased by +0.34%
Mar 31, 24
4 Macquarie US Small Cap Core Equity 1.87M (3.04%) 6.36K
Increased by +0.34%
Mar 31, 24
5 Vanguard US Total Market Shares ETF 1.85M (3.01%) 1.74K
Increased by +0.09%
Sep 30, 24
6 Vanguard Information Technology ETF 1.54M (2.51%) 7.95K
Increased by +0.52%
Apr 30, 26
7 iShares Russell 2000 ETF 1.49M (2.42%) 13.73K
Increased by +0.92%
May 29, 26
8 American Funds SMALLCAP World A 1.44M (2.35%) -1.39M
Decreased by -96.69%
Mar 31, 26
9 Vanguard Small Cap Index 1.37M (2.22%) -3.51K
Decreased by -0.26%
Apr 30, 26
10 Vanguard Mid Cap Growth Inv 1.24M (2.01%) 1.24M
Increased by +100.00%
Mar 31, 26
11 Delaware Small Cap Core I 1.13M (1.83%) 0.00
Increased by 0.00%
Oct 31, 24
12 Macquarie Small Cap Core I 1.09M (1.78%) -82.11K
Decreased by -7.51%
Jul 31, 25
13 MFS Mid Cap Growth A 1.01M (1.64%) 55.10K
Increased by +5.46%
Jul 31, 25
14 MFS Mid Cap Growth Equity 953.96K (1.55%) 0.00
Increased by 0.00%
Jun 30, 25
15 Invesco Discovery A 948.65K (1.54%) 0.00
Increased by 0.00%
Jul 31, 25
16 Invesco OFI Small Cap Growth 948.65K (1.54%) 60.07K
Increased by +6.33%
Jun 30, 25
17 Champlain Small Company Fund, LLC 928.27K (1.51%) -112.97K
Decreased by -12.17%
Apr 30, 24
18 Brown Capital Mgmt Small Co Inv 883.90K (1.44%) -148.14K
Decreased by -16.76%
Jun 30, 24
19 American Century Small Cap Growth Inv 818.92K (1.33%) -59.66K
Decreased by -7.29%
Mar 31, 26
20 American Century U.S. Small Cap Growth 818.92K (1.33%) -59.66K
Decreased by -7.29%
Mar 31, 26