Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PCPP 5.67%
2 SPIT 2.16%
3 KIE 1.97%
4 AZTD 1.78%
5 GSC 1.49%
6 AFSC 1.46%
7 PFI 1.20%
8 FSCS 0.97%
9 RNMC 0.95%
10 VAMO 0.94%
11 SAWS 0.71%
12 FSCC 0.62%
13 RYJ 0.62%
14 JSML 0.53%
15 FFTY 0.50%
16 DBSC 0.46%
17 MMSC 0.45%
18 FYC 0.44%
19 TMSL 0.42%
20 DWAS 0.41%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.33M (9.06%) 503.67K
Increased by +15.13%
 Mar 31, 26
2 Reinhart Mahoney Capital Management Inc 2.78M (7.57%) 364.03K
Increased by +13.09%
 Mar 31, 26
3 Vanguard Group Inc 2.56M (6.96%) 102.19K
Increased by +4.00%
 Dec 31, 25
4 Amvescap Plc. 1.80M (4.89%) 344.00K
Increased by +19.16%
 Mar 31, 26
5 T. Rowe Price Associates, Inc. 1.74M (4.72%) 551.18K
Increased by +31.77%
 Mar 31, 26
6 Vanguard Capital Management, LLC 1.67M (4.55%) 1.67M
Increased by +100.00%
 Mar 31, 26
7 Westwood Holdings Group Inc 1.33M (3.62%) 1.33M
Increased by +100.00%
 Mar 31, 26
8 State Street Corp 1.05M (2.86%) -8.96K
Decreased by -0.85%
 Mar 31, 26
9 Polar Capital Holdings PLC 1.00M (2.72%) 1.00M
Increased by +100.00%
 Mar 31, 26
10 Geode Capital Management, LLC 998.29K (2.72%) 61.17K
Increased by +6.13%
 Mar 31, 26
11 American Century Companies Inc 975.03K (2.65%) 285.48K
Increased by +29.28%
 Mar 31, 26
12 Qube Research & Technologies 871.87K (2.37%) 149.29K
Increased by +17.12%
 Mar 31, 26
13 Dimensional Fund Advisors, Inc. 854.79K (2.33%) 37.00K
Increased by +4.33%
 Mar 31, 26
14 Capital Research & Mgmt Co - Division 3 831.38K (2.26%) -1.38M
Decreased by -166.15%
 Mar 31, 26
15 Champlain Investment Partners, LLC 764.91K (2.08%) -158.60K
Decreased by -20.73%
 Mar 31, 26
16 Freestone Grove Partners LP 690.97K (1.88%) 398.62K
Increased by +57.69%
 Mar 31, 26
17 Federated Hermes Inc 647.07K (1.76%) -64.31K
Decreased by -9.94%
 Mar 31, 26
18 Emerald Advisers, LLC 627.91K (1.71%) -29.76K
Decreased by -4.74%
 Mar 31, 26
19 Vanguard Portfolio Management, LLC 617.28K (1.68%) 617.28K
Increased by +100.00%
 Mar 31, 26
20 GW&K Investment Management, LLC 590.15K (1.61%) -14.53K
Decreased by -2.46%
 Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.18M (3.21%) 5.66K
Increased by +0.48%
 Apr 30, 26
2 Polar Capital Global Ins A Inc 1.00M (2.72%) 0.00
Increased by 0.00%
 Apr 30, 26
3 Avantis US Small Cap Value ETF 946.29K (2.58%) 990.00
Increased by +0.10%
 May 30, 26
4 iShares Russell 2000 ETF 937.21K (2.55%) 8.68K
Increased by +0.93%
 May 29, 26
5 T. Rowe Price Integrated US Sm Gr Eq 870.23K (2.37%) 0.00
Increased by 0.00%
 Apr 30, 26
6 T. Rowe Price Integrated US SmCapGrEq 870.23K (2.37%) 126.86K
Increased by +14.58%
 Mar 31, 26
7 American Funds SMALLCAP World A 831.38K (2.26%) -1.89M
Decreased by -227.36%
 Mar 31, 26
8 Champlain Small Company Fund, LLC 706.74K (1.92%) -22.66K
Decreased by -3.21%
 May 31, 26
9 Invesco Main Street Small Cap R6 549.95K (1.50%) 1.29K
Increased by +0.23%
 Apr 30, 26
10 Invesco Small Cap Core 548.66K (1.49%) 132.21K
Increased by +24.10%
 Mar 31, 26
11 Xtrackers MSCI World Swap ETF 1C 539.61K (1.47%) -3.40K
Decreased by -0.63%
 Dec 31, 25
12 Reinhart Genesis PMV Advisor 500.00K (1.36%) 77.00K
Increased by +15.40%
 Mar 31, 26
13 JNL Multi-Manager Small Cap Value I 475.16K (1.29%) 7.83K
Increased by +1.65%
 Mar 31, 26
14 Vanguard Institutional Extnd Mkt Idx Tr 463.11K (1.26%) 3.93K
Increased by +0.85%
 Apr 30, 26
15 Fidelity Small Cap Index 383.50K (1.04%) 33.61K
Increased by +8.76%
 Mar 31, 26
16 CT (Lux) American Smaller Com 9U USD 368.29K (1.00%) 368.29K
Increased by +100.00%
 Apr 30, 26
17 Champlain Small Company Adv 346.00K (0.94%) -79.00K
Decreased by -22.83%
 Mar 31, 26
18 iShares Russell 2000 Growth ETF 321.21K (0.87%) -2.09K
Decreased by -0.65%
 May 29, 26
19 Oberweis Micro-Cap 314.00K (0.85%) 82.20K
Increased by +26.18%
 Mar 31, 26
20 Oberweis Micro-Cap Growth 314.00K (0.85%) 82.20K
Increased by +26.18%
 Mar 31, 26