Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AAUM 4.79%
2 AWEG 4.33%
3 PSP 2.13%
4 GPZ 2.00%
5 RSMC 1.76%
6 DGRS 1.66%
7 MVFD 1.65%
8 NVIR 1.60%
9 KCE 1.46%
10 DBSC 1.29%
11 BOUT 1.27%
12 FMKT 1.26%
13 LBO 1.19%
14 HAPS 1.06%
15 SURE 1.04%
16 CGMM 1.00%
17 PXSG 0.97%
18 XSMO 0.87%
19 PSCF 0.76%
20 RZG 0.65%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 11.83M (17.10%) 1.20M
Increased by +10.16%
Mar 31, 26
2 Vanguard Group Inc 8.45M (12.22%) 728.41K
Increased by +8.62%
Dec 31, 25
3 Millennium Management LLC 7.17M (10.37%) 2.72M
Increased by +37.88%
Mar 31, 26
4 Wellington Management Company LLP 5.24M (7.58%) -987.68K
Decreased by -18.85%
Mar 31, 26
5 T. Rowe Price Associates, Inc. 4.87M (7.05%) -228.91K
Decreased by -4.70%
Mar 31, 26
6 Vanguard Portfolio Management, LLC 4.48M (6.49%) 4.48M
Increased by +100.00%
Mar 31, 26
7 Pitcairn Wealth Advisors LLC 4.04M (5.84%) 0.00
Increased by 0.00%
Mar 31, 26
8 Amvescap Plc. 4.01M (5.79%) -132.67K
Decreased by -3.31%
Dec 31, 25
9 Vanguard Capital Management, LLC 3.53M (5.10%) 3.53M
Increased by +100.00%
Mar 31, 26
10 Capital World Investors 3.27M (4.73%) 214.73K
Increased by +6.56%
Mar 31, 26
11 Wasatch Advisors Inc. 2.90M (4.19%) 42.74K
Increased by +1.47%
Sep 30, 23
12 State Street Corp 2.87M (4.15%) 114.72K
Increased by +4.00%
Mar 31, 26
13 Citadel Advisors Llc 1.96M (2.84%) 365.67K
Increased by +18.61%
Mar 31, 26
14 Geode Capital Management, LLC 1.95M (2.82%) 174.68K
Increased by +8.95%
Mar 31, 26
15 William Blair Investment Management, LLC 1.91M (2.77%) 1.24M
Increased by +64.99%
Mar 31, 26
16 JPMorgan Chase & Co 1.48M (2.14%) 314.38K
Increased by +21.24%
Mar 31, 26
17 Balyasny Asset Management LLC 1.43M (2.06%) 808.65K
Increased by +56.71%
Mar 31, 26
18 State Street Corporation 1.34M (1.93%) 55.11K
Increased by +4.12%
Mar 31, 24
19 Adage Capital Partners Gp LLC 1.32M (1.91%) 1.12M
Increased by +84.61%
Mar 31, 26
20 Westfield Capital Management Company, L.P. 1.18M (1.70%) 391.47K
Increased by +33.23%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.48M (6.48%) 0.00
Increased by 0.00%
May 29, 26
2 American Funds SMALLCAP World A 3.56M (5.15%) 0.00
Increased by 0.00%
Mar 31, 26
3 Vanguard Total Stock Mkt Idx Inv 2.58M (3.73%) 8.27K
Increased by +0.32%
Apr 30, 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 T. Rowe Price Mid-Cap Value 1.88M (2.71%) 271.77K
Increased by +14.48%
Apr 30, 26
7 Vanguard Small Cap Index 1.85M (2.67%) -5.88K
Decreased by -0.32%
Apr 30, 26
8 Vanguard US Total Market Shares ETF 1.83M (2.64%) -48.72K
Decreased by -2.67%
Sep 30, 24
9 Vanguard Explorer Inv 1.69M (2.44%) 210.13K
Increased by +12.44%
Mar 31, 26
10 iShares Russell 2000 ETF 1.65M (2.39%) 0.00
Increased by 0.00%
May 29, 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%) -284.00
Decreased by -0.03%
Apr 30, 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 831.76K (1.20%) 7.71K
Increased by +0.93%
Apr 30, 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 (1.13%) -1.80K
Decreased by -0.23%
Jun 30, 25