Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RSMC 3.06%
2 RJMG 2.18%
3 PSCH 2.03%
4 SMCO 1.74%
5 PTH 1.68%
6 XHS 1.59%
7 FFOX 1.33%
8 NSCS 1.16%
9 QTUM 1.15%
10 PXSG 1.00%
11 XSMO 1.00%
12 DBSC 0.92%
13 EHLS 0.89%
14 LFSC 0.84%
15 SAWS 0.79%
16 MEDI 0.75%
17 IHF 0.67%
18 FYC 0.67%
19 OASC 0.61%
20 ACSG 0.56%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 10.04M (15.15%) 14.71K
Increased by +0.15%
Mar 31, 26
2 Vanguard Group Inc 7.46M (11.27%) -20.77K
Decreased by -0.28%
Dec 31, 25
3 RTW INVESTMENTS, LLC 4.29M (6.47%) 346.50K
Increased by +8.09%
Mar 31, 26
4 T. Rowe Price Associates, Inc. 4.15M (6.27%) 1.46M
Increased by +35.04%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 3.90M (5.89%) 3.90M
Increased by +100.00%
Mar 31, 26
6 Beck, Mack & Oliver LLC 3.17M (4.78%) -65.26K
Decreased by -2.06%
Mar 31, 26
7 Vanguard Capital Management, LLC 3.11M (4.70%) 3.11M
Increased by +100.00%
Mar 31, 26
8 State Street Corp 2.65M (4.00%) 72.53K
Increased by +2.74%
Mar 31, 26
9 State Street Corporation 2.33M (3.52%) 112.36K
Increased by +4.81%
Mar 31, 24
10 Van Berkom and Associates Inc 2.06M (3.11%) 1.23M
Increased by +59.96%
Mar 31, 26
11 Geode Capital Management, LLC 1.72M (2.60%) 52.06K
Increased by +3.02%
Mar 31, 26
12 Amvescap Plc. 1.63M (2.47%) 36.72K
Increased by +2.25%
Mar 31, 26
13 Fuller & Thaler Asset Management Inc 1.54M (2.32%) 831.27K
Increased by +54.09%
Dec 31, 25
14 Jb Capital Partners LP 1.42M (2.15%) 0.00
Increased by 0.00%
Mar 31, 26
15 Hood River Capital Management LLC 1.41M (2.13%) 15.61K
Increased by +1.11%
Mar 31, 26
16 Dimensional Fund Advisors, Inc. 1.38M (2.08%) 19.19K
Increased by +1.39%
Mar 31, 26
17 Alyeska Investment Group, L.P. 1.31M (1.98%) 157.01K
Increased by +11.99%
Mar 31, 26
18 ClearBridge Advisors, LLC 1.28M (1.93%) 163.57K
Increased by +12.79%
Mar 31, 26
19 Marshall Wace Asset Management Ltd 1.22M (1.85%) 125.84K
Increased by +10.29%
Dec 31, 24
20 The Goldman Sachs Group Inc 1.19M (1.80%) 70.23K
Increased by +5.90%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.23M (6.39%) 0.00
Increased by 0.00%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 2.22M (3.35%) 6.68K
Increased by +0.30%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 2.09M (3.15%) 1.67K
Increased by +0.08%
Sep 30, 24
4 iShares Russell 2000 ETF 1.64M (2.47%) 15.13K
Increased by +0.93%
May 29, 26
5 Vanguard Small Cap Index 1.60M (2.42%) -3.27K
Decreased by -0.20%
Apr 30, 26
6 T. Rowe Price US Mid-Cap Value Equity 1.52M (2.29%) 1.52M
Increased by +100.00%
Mar 31, 26
7 T. Rowe Price Mid-Cap Value 1.52M (2.29%) -990.00
Decreased by -0.07%
Apr 30, 26
8 US Small-Cap Growth II Equity Comp 1.08M (1.63%) 97.50K
Increased by +9.01%
Dec 31, 25
9 UBS: US Equity Small Cap Growth 999.16K (1.51%) 0.00
Increased by 0.00%
Sep 30, 24
10 Van Berkom Sm-Cap Eq 993.93K (1.50%) 170.20K
Increased by +17.12%
Mar 31, 26
11 T. Rowe Price U.S. Mid-Cap Val Eq Tr-D 989.32K (1.49%) 989.32K
Increased by +100.00%
Mar 31, 26
12 T. Rowe Price New Horizons 981.26K (1.48%) -100.67K
Decreased by -10.26%
Jan 31, 26
13 Vanguard Small Cap Growth Index Inv 898.02K (1.36%) -542.00
Decreased by -0.06%
Apr 30, 26
14 American Century Small Cap Growth Inv 893.10K (1.35%) 55.00K
Increased by +6.16%
Jun 30, 25
15 American Century U.S. Small Cap Growth 893.10K (1.35%) 55.00K
Increased by +6.16%
Jun 30, 25
16 Jupiter Merian Glb Eq AbsRet I USD Acc 853.58K (1.29%) 48.56K
Increased by +5.69%
Jun 30, 25
17 Invesco Discovery A 785.55K (1.19%) 0.00
Increased by 0.00%
Apr 30, 26
18 Invesco OFI Small Cap Growth 785.55K (1.19%) 69.70K
Increased by +8.87%
Mar 31, 26
19 Vanguard Institutional Extnd Mkt Idx Tr 785.53K (1.19%) 7.53K
Increased by +0.96%
Apr 30, 26
20 Baron Opp. Small Cap Growth Strategy 750.00K (1.13%) 100.00K
Increased by +13.33%
Jun 30, 25