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 1.16%
9 FDLS 1.06%
10 ACSG 0.94%
11 FFSM 0.88%
12 FYC 0.66%
13 FNY 0.66%
14 RYJ 0.65%
15 SAWS 0.64%
16 MMSC 0.61%
17 QMID 0.58%
18 QSML 0.55%
19 FSCC 0.48%
20 PSC 0.48%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 4.60M (9.70%) 684.95K
Increased by +14.90%
Dec 31, 25
2 Vanguard Group Inc 4.22M (8.91%) -350.29K
Decreased by -8.30%
Dec 31, 25
3 BlackRock Inc 3.91M (8.25%) 101.74K
Increased by +2.60%
Dec 31, 25
4 Wasatch Advisors Inc. 1.84M (3.88%) 105.91K
Increased by +5.76%
Sep 30, 23
5 Kayne Anderson Rudnick Investment Management LLC 1.76M (3.72%) -475.52K
Decreased by -26.98%
Dec 31, 25
6 Conestoga Capital Advisors, LLC 1.65M (3.49%) -370.90K
Decreased by -22.42%
Mar 31, 26
7 Geneva Capital Management 1.56M (3.30%) -260.08K
Decreased by -16.66%
Mar 31, 26
8 Delaware Management Holdings Inc 1.42M (3.00%) 1.42M
Increased by +100.00%
Dec 31, 25
9 Macquarie Group Ltd 1.32M (2.79%) -163.12K
Decreased by -12.33%
Sep 30, 25
10 Geode Capital Management, LLC 1.16M (2.46%) 4.12K
Increased by +0.35%
Dec 31, 25
11 American Century Companies Inc 1.11M (2.34%) 68.46K
Increased by +6.18%
Dec 31, 25
12 State Street Corp 1.08M (2.27%) -8.35K
Decreased by -0.78%
Dec 31, 25
13 Amvescap Plc. 1.02M (2.16%) -459.82K
Decreased by -44.99%
Mar 31, 26
14 State Street Corporation 936.38K (1.98%) 32.15K
Increased by +3.43%
Mar 31, 24
15 Capital World Investors 856.70K (1.81%) 0.00
Increased by 0.00%
Mar 31, 26
16 ClearBridge Advisors, LLC 842.67K (1.78%) -3.44K
Decreased by -0.41%
Mar 31, 26
17 Wasatch Advisors LP 836.44K (1.77%) 229.40K
Increased by +27.43%
Mar 31, 26
18 Allspring Global Investments Holdings, LLC 810.88K (1.71%) 224.57K
Increased by +27.70%
Dec 31, 25
19 Dimensional Fund Advisors, Inc. 807.56K (1.70%) -141.88K
Decreased by -17.57%
Mar 31, 25
20 First Trust Advisors L.P. 794.76K (1.68%) -264.80K
Decreased by -33.32%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.37M (2.90%) 7.13K
Increased by +0.52%
Mar 31, 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 1.12M (2.37%) 9.45K
Increased by +0.84%
Apr 30, 26
4 First Trust RBA Amer Indl RenaisTM ETF 1.03M (2.18%) 3.87K
Increased by +0.38%
Apr 30, 26
5 Vanguard Small Cap Index 997.02K (2.10%) 16.80K
Increased by +1.68%
Mar 31, 26
6 Macquarie Small Cap Core I 887.95K (1.87%) -66.70K
Decreased by -7.51%
Jul 31, 25
7 American Funds SMALLCAP World A 856.70K (1.81%) 0.00
Increased by 0.00%
Mar 31, 26
8 Delaware US Small Cap Core Equity (SMA) 804.74K (1.70%) -9.42K
Decreased by -1.17%
Mar 31, 24
9 Macquarie US Small Cap Core Equity 804.74K (1.70%) -9.42K
Decreased by -1.17%
Mar 31, 24
10 Delaware Small Cap Core I 778.99K (1.64%) -4.83K
Decreased by -0.62%
Sep 30, 24
11 Invesco Discovery A 754.05K (1.59%) 31.63K
Increased by +4.19%
Mar 31, 26
12 Invesco OFI Small Cap Growth 754.05K (1.59%) 66.91K
Increased by +8.87%
Mar 31, 26
13 Strategic Advisers Fidelity US TtlStk 743.19K (1.57%) 8.21K
Increased by +1.10%
Mar 31, 26
14 Nomura Small Cap Core I 703.92K (1.49%) -22.41K
Decreased by -3.18%
Mar 31, 26
15 Nomura US Small Cap Core Equity 703.92K (1.49%) 703.92K
Increased by +100.00%
Mar 31, 26
16 Conestoga Small Cap Investors 695.15K (1.47%) -141.43K
Decreased by -20.34%
Mar 31, 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 558.41K (1.18%) 14.18K
Increased by +2.54%
Mar 31, 26
20 Artemis US Smaller Companies I Acc GBP 553.92K (1.17%) 0.00
Increased by 0.00%
Dec 31, 25