Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RJMG 3.00%
2 NRSH 2.86%
3 PKB 2.56%
4 HYP 2.36%
5 BOUT 1.61%
6 PRN 1.46%
7 DBSC 1.38%
8 AIRR 1.06%
9 FDLS 1.06%
10 ACSG 0.94%
11 FFSM 0.87%
12 FYC 0.66%
13 RYJ 0.65%
14 FNY 0.64%
15 SAWS 0.64%
16 MMSC 0.61%
17 QMID 0.58%
18 QSML 0.53%
19 FSCC 0.48%
20 PSC 0.48%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 7.12M (15.03%) 2.52M
Increased by +35.43%
Mar 31, 26
2 Vanguard Group Inc 4.22M (8.91%) -350.29K
Decreased by -8.30%
Dec 31, 25
3 BlackRock Inc 3.77M (7.97%) -136.72K
Decreased by -3.62%
Mar 31, 26
4 Vanguard Capital Management, LLC 1.99M (4.20%) 1.99M
Increased by +100.00%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 1.91M (4.04%) 1.91M
Increased by +100.00%
Mar 31, 26
6 Wasatch Advisors Inc. 1.84M (3.88%) 105.91K
Increased by +5.76%
Sep 30, 23
7 Kayne Anderson Rudnick Investment Management LLC 1.67M (3.53%) -91.29K
Decreased by -5.46%
Mar 31, 26
8 Conestoga Capital Advisors, LLC 1.65M (3.49%) -370.90K
Decreased by -22.42%
Mar 31, 26
9 Geneva Capital Management 1.56M (3.30%) -260.08K
Decreased by -16.66%
Mar 31, 26
10 Delaware Management Holdings Inc 1.38M (2.92%) -37.11K
Decreased by -2.68%
Mar 31, 26
11 Macquarie Group Ltd 1.32M (2.79%) -163.12K
Decreased by -12.33%
Sep 30, 25
12 Geode Capital Management, LLC 1.21M (2.55%) 45.44K
Increased by +3.76%
Mar 31, 26
13 American Century Companies Inc 1.11M (2.34%) 68.46K
Increased by +6.18%
Dec 31, 25
14 State Street Corp 1.09M (2.31%) 17.93K
Increased by +1.64%
Mar 31, 26
15 First Trust Advisors L.P. 1.03M (2.18%) 235.62K
Increased by +22.87%
Mar 31, 26
16 Amvescap Plc. 1.02M (2.16%) -459.82K
Decreased by -44.99%
Mar 31, 26
17 Allspring Global Investments Holdings, LLC 967.35K (2.04%) 156.47K
Increased by +16.18%
Mar 31, 26
18 State Street Corporation 936.38K (1.98%) 32.15K
Increased by +3.43%
Mar 31, 24
19 Capital World Investors 856.70K (1.81%) 0.00
Increased by 0.00%
Mar 31, 26
20 ClearBridge Advisors, LLC 842.67K (1.78%) -3.44K
Decreased by -0.41%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.38M (2.91%) 3.58K
Increased by +0.26%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 1.31M (2.76%) 1.85K
Increased by +0.14%
Sep 30, 24
3 iShares Russell 2000 ETF 1.14M (2.41%) 10.56K
Increased by +0.93%
May 29, 26
4 First Trust RBA Amer Indl RenaisTM ETF 1.06M (2.24%) 645.00
Increased by +0.06%
May 31, 26
5 Strategic Advisers Fidelity US TtlStk 1.02M (2.16%) 279.85K
Increased by +27.35%
Apr 30, 26
6 Vanguard Small Cap Index 994.83K (2.10%) -2.19K
Decreased by -0.22%
Apr 30, 26
7 Macquarie Small Cap Core I 887.95K (1.87%) -66.70K
Decreased by -7.51%
Jul 31, 25
8 American Funds SMALLCAP World A 856.70K (1.81%) 0.00
Increased by 0.00%
Mar 31, 26
9 Delaware US Small Cap Core Equity (SMA) 804.74K (1.70%) -9.42K
Decreased by -1.17%
Mar 31, 24
10 Macquarie US Small Cap Core Equity 804.74K (1.70%) -9.42K
Decreased by -1.17%
Mar 31, 24
11 Delaware Small Cap Core I 778.99K (1.64%) -4.83K
Decreased by -0.62%
Sep 30, 24
12 Invesco Discovery A 754.05K (1.59%) 0.00
Increased by 0.00%
Apr 30, 26
13 Invesco OFI Small Cap Growth 754.05K (1.59%) 66.91K
Increased by +8.87%
Mar 31, 26
14 Nomura US Small Cap Core Equity 703.92K (1.49%) 703.92K
Increased by +100.00%
Mar 31, 26
15 Nomura Small Cap Core I 687.20K (1.45%) -16.72K
Decreased by -2.43%
Apr 30, 26
16 Conestoga Small Cap Investors 677.65K (1.43%) -17.50K
Decreased by -2.58%
Apr 30, 26
17 American Century Small Cap Growth Inv 662.76K (1.40%) 0.00
Increased by 0.00%
Dec 31, 25
18 American Century U.S. Small Cap Growth 662.76K (1.40%) 0.00
Increased by 0.00%
Dec 31, 25
19 Vanguard Small Cap Growth Index Inv 557.91K (1.18%) -505.00
Decreased by -0.09%
Apr 30, 26
20 Fidelity Trend 546.90K (1.15%) 0.00
Increased by 0.00%
Apr 30, 26