Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AAUM 5.84%
2 AWEG 4.33%
3 PSP 2.58%
4 GPZ 2.45%
5 RSMC 2.27%
6 KCE 1.68%
7 DGRS 1.66%
8 MVFD 1.65%
9 NVIR 1.60%
10 FMKT 1.50%
11 LBO 1.47%
12 DBSC 1.29%
13 BOUT 1.27%
14 HAPS 1.06%
15 SURE 1.04%
16 CGMM 1.03%
17 PXSG 0.97%
18 PSCF 0.94%
19 XSMO 0.87%
20 RZG 0.65%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 10.63M (15.38%) 353.64K
Increased by +3.33%
Dec 31, 25
2 Vanguard Group Inc 8.45M (12.23%) 728.41K
Increased by +8.62%
Dec 31, 25
3 Wellington Management Company LLP 6.23M (9.02%) 504.68K
Increased by +8.10%
Dec 31, 25
4 T. Rowe Price Associates, Inc. 5.10M (7.39%) 724.20K
Increased by +14.19%
Dec 31, 25
5 Millennium Management LLC 4.46M (6.45%) 561.18K
Increased by +12.59%
Dec 31, 25
6 Pitcairn Wealth Advisors LLC 4.04M (5.85%) 0.00
Increased by 0.00%
Mar 31, 26
7 Amvescap Plc. 4.01M (5.80%) -132.67K
Decreased by -3.31%
Dec 31, 25
8 Capital World Investors 3.27M (4.74%) 214.73K
Increased by +6.56%
Mar 31, 26
9 Wasatch Advisors Inc. 2.90M (4.20%) 42.74K
Increased by +1.47%
Sep 30, 23
10 State Street Corp 2.76M (3.99%) -1.79K
Decreased by -0.06%
Dec 31, 25
11 Geode Capital Management, LLC 1.78M (2.57%) 52.71K
Increased by +2.97%
Dec 31, 25
12 Citadel Advisors Llc 1.60M (2.32%) 89.74K
Increased by +5.61%
Dec 31, 25
13 JPMorgan Chase & Co 1.48M (2.14%) 314.38K
Increased by +21.24%
Mar 31, 26
14 State Street Corporation 1.34M (1.94%) 55.11K
Increased by +4.12%
Mar 31, 24
15 Westfield Capital Management Company, L.P. 1.18M (1.71%) 391.47K
Increased by +33.23%
Mar 31, 26
16 AllianceBernstein L.P. 1.17M (1.70%) -45.35K
Decreased by -3.87%
Dec 31, 25
17 T. Rowe Price Investment Management,Inc. 1.12M (1.61%) -673.37K
Decreased by -60.38%
Dec 31, 25
18 FMR Inc 1.03M (1.49%) -801.51K
Decreased by -77.76%
Dec 31, 25
19 Franklin Resources Inc 977.42K (1.42%) -205.37K
Decreased by -21.01%
Mar 31, 26
20 Massachusetts Financial Services Company 942.24K (1.36%) 156.02K
Increased by +16.56%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.48M (6.49%) 0.00
Increased by 0.00%
Apr 30, 26
2 American Funds SMALLCAP World A 3.56M (5.16%) 0.00
Increased by 0.00%
Mar 31, 26
3 Vanguard Total Stock Mkt Idx Inv 2.57M (3.72%) 16.52K
Increased by +0.64%
Mar 31, 26
4 Invesco Discovery A 2.00M (2.90%) 0.00
Increased by 0.00%
Jan 31, 26
5 Invesco OFI Small Cap Growth 2.00M (2.90%) 79.66K
Increased by +3.98%
Dec 31, 25
6 Vanguard Small Cap Index 1.85M (2.68%) 53.29K
Increased by +2.88%
Mar 31, 26
7 Vanguard US Total Market Shares ETF 1.83M (2.65%) -48.72K
Decreased by -2.67%
Sep 30, 24
8 Vanguard Explorer Inv 1.69M (2.45%) 210.13K
Increased by +12.44%
Mar 31, 26
9 iShares Russell 2000 ETF 1.65M (2.40%) 0.00
Increased by 0.00%
Apr 30, 26
10 T. Rowe Price Mid-Cap Value 1.61M (2.32%) 299.92K
Increased by +18.68%
Mar 31, 26
11 T. Rowe Price US Mid-Cap Value Equity 1.61M (2.32%) 363.69K
Increased by +22.65%
Mar 31, 26
12 T. Rowe Price New Horizons 1.35M (1.95%) 194.18K
Increased by +14.40%
Jan 31, 26
13 US Small-Cap Growth II Equity Comp 1.15M (1.67%) 105.38K
Increased by +9.13%
Dec 31, 25
14 T. Rowe Price U.S. Mid-Cap Val Eq Tr-D 1.05M (1.52%) 301.69K
Increased by +28.73%
Mar 31, 26
15 Vanguard Small Cap Growth Index Inv 1.04M (1.50%) 39.40K
Increased by +3.80%
Mar 31, 26
16 Wasatch Small Cap Growth Investor 1.02M (1.47%) -790.72K
Decreased by -77.72%
Jun 30, 24
17 Fidelity Small Cap Growth 885.35K (1.28%) 0.00
Increased by 0.00%
Jun 30, 25
18 Vanguard Institutional Extnd Mkt Idx Tr 824.05K (1.19%) 27.98K
Increased by +3.40%
Mar 31, 26
19 AB Small Cap Growth A 795.38K (1.15%) -32.38K
Decreased by -4.07%
Feb 28, 25
20 Putnam US Small Cap Growth Managed Acct 784.61K (1.14%) -1.80K
Decreased by -0.23%
Jun 30, 25