Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VTI 0.00%
2 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Conifer Management, LLC 1.43M (23.43%) 0.00
Increased by 0.00%
Mar 31, 26
2 Kayne Anderson Rudnick Investment Management LLC 1.34M (21.93%) -127.78K
Decreased by -9.53%
Mar 31, 26
3 Beck, Mack & Oliver LLC 850.59K (13.91%) 34.15K
Increased by +4.01%
Mar 31, 26
4 Wellington Management Company LLP 758.80K (12.40%) -418.18K
Decreased by -55.11%
Mar 31, 26
5 Wasatch Advisors LP 586.75K (9.59%) -663.10K
Decreased by -113.01%
Mar 31, 26
6 Vanguard Group Inc 452.63K (7.40%) 1.64K
Increased by +0.36%
Dec 31, 25
7 Vanguard Capital Management, LLC 396.76K (6.49%) 396.76K
Increased by +100.00%
Mar 31, 26
8 Arnhold & S. Bleichroeder Advisers, LLC 384.77K (6.29%) 6.00K
Increased by +1.56%
Mar 31, 26
9 Massachusetts Financial Services Company 322.17K (5.27%) -184.52K
Decreased by -57.28%
Mar 31, 26
10 Federated Hermes Inc 258.90K (4.23%) -268.40K
Decreased by -103.67%
Mar 31, 26
11 Gilder Gagnon Howe & CO LLC 182.70K (2.99%) -38.62K
Decreased by -21.14%
Mar 31, 26
12 BlackRock Inc 159.63K (2.61%) 1.26K
Increased by +0.79%
Mar 31, 26
13 Wells Fargo & Co 125.38K (2.05%) -3.21K
Decreased by -2.56%
Mar 31, 26
14 Geode Capital Management, LLC 108.50K (1.77%) 4.07K
Increased by +3.75%
Mar 31, 26
15 Marshall Wace Asset Management Ltd 101.88K (1.67%) 101.88K
Increased by +100.00%
Mar 31, 26
16 Jane Street Group LLC 82.18K (1.34%) 82.18K
Increased by +100.00%
Mar 31, 26
17 D. E. Shaw & Co LP 78.43K (1.28%) 45.18K
Increased by +57.60%
Mar 31, 26
18 Vanguard Fiduciary Trust Co 53.68K (0.88%) 53.68K
Increased by +100.00%
Mar 31, 26
19 SEI Investments Co 53.07K (0.87%) -11.86K
Decreased by -22.35%
Mar 31, 26
20 Citadel Advisors Llc 52.80K (0.86%) 52.80K
Increased by +100.00%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Virtus KAR Small-Cap Growth I 770.16K (12.59%) -90.99K
Decreased by -11.81%
Mar 31, 26
2 Wasatch Micro Cap 526.28K (8.60%) 98.55K
Increased by +18.73%
Mar 31, 26
3 First Eagle US Small Cap Strategy 328.28K (5.37%) 0.00
Increased by 0.00%
Mar 31, 26
4 First Eagle Small Cap Opportunity I 326.10K (5.33%) 0.00
Increased by 0.00%
May 31, 26
5 Renaissance Global Small Cap 299.76K (4.90%) 0.00
Increased by 0.00%
Feb 28, 26
6 Vanguard Total Stock Mkt Idx Inv 290.13K (4.74%) 0.00
Increased by 0.00%
Apr 30, 26
7 Federated Hermes Kaufmann Small Cap A 258.90K (4.23%) -268.40K
Decreased by -103.67%
Mar 31, 26
8 Federated Hermes Kaufmann Small Cap Grow 258.90K (4.23%) -268.40K
Decreased by -103.67%
Mar 31, 26
9 MFS New Discovery Value I 214.14K (3.50%) -5.13K
Decreased by -2.39%
Apr 30, 26
10 Vanguard Institutional Extnd Mkt Idx Tr 101.81K (1.66%) 5.52K
Increased by +5.42%
Apr 30, 26
11 Bridge Builder Small/Mid Cap Value 98.08K (1.60%) 0.00
Increased by 0.00%
May 31, 26
12 JNL Multi-Manager Small Cap Growth A 74.52K (1.22%) 0.00
Increased by 0.00%
Mar 31, 26
13 Wellington CIF Small Cap 2000 72.86K (1.19%) 0.00
Increased by 0.00%
Mar 31, 26
14 Northwestern Mutual Ser Small Cap Gr Stk 65.01K (1.06%) -38.44K
Decreased by -59.13%
Mar 31, 26
15 Wellington Emerging Companies 56.32K (0.92%) 0.00
Increased by 0.00%
Dec 31, 25
16 Fidelity Extended Market Index 49.66K (0.81%) -181.00
Decreased by -0.36%
Apr 30, 26
17 Column Small Cap 47.65K (0.78%) 3.00K
Increased by +6.30%
Mar 31, 26
18 Hartford Small Cap Growth HLS IA 47.62K (0.78%) 0.00
Increased by 0.00%
Apr 30, 26
19 Wellington Disciplined US Sm Cap Growth 47.62K (0.78%) -24.29K
Decreased by -51.01%
Mar 31, 26
20 Wellington CIF II Small Cap 2000 45.80K (0.75%) 0.00
Increased by 0.00%
Mar 31, 26