Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GSC 2.10%
2 ROKT 1.88%
3 FFOX 1.57%
4 TSME 1.42%
5 PSCI 1.24%
6 SMDV 1.13%
7 XKFF 1.02%
8 GRPZ 1.01%
9 SMCP 1.00%
10 PRN 0.83%
11 XSLV 0.81%
12 SAWS 0.77%
13 FYC 0.52%
14 XSMO 0.51%
15 NBSM 0.50%
16 RZG 0.47%
17 VIOG 0.41%
18 DWAS 0.40%
19 FLQS 0.37%
20 SLYG 0.37%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 1.73M (14.55%) 13.49K
Increased by +0.78%
 Mar 31, 26
2 Vanguard Group Inc 1.37M (11.54%) -8.04K
Decreased by -0.59%
 Dec 31, 25
3 Wasatch Advisors LP 1.32M (11.08%) -52.63K
Decreased by -4.00%
 Mar 31, 26
4 Neuberger Berman Group LLC 795.30K (6.69%) -14.34K
Decreased by -1.80%
 Mar 31, 26
5 Vanguard Portfolio Management, LLC 742.49K (6.24%) 742.49K
Increased by +100.00%
 Mar 31, 26
6 Vanguard Capital Management, LLC 543.63K (4.57%) 543.63K
Increased by +100.00%
 Mar 31, 26
7 State Street Corp 498.36K (4.19%) 12.63K
Increased by +2.53%
 Mar 31, 26
8 Barrow Hanley Mewhinney & Strauss LLC 474.03K (3.99%) 81.21K
Increased by +17.13%
 Mar 31, 26
9 State Street Corporation 467.99K (3.94%) 7.03K
Increased by +1.50%
 Mar 31, 24
10 Dimensional Fund Advisors, Inc. 318.91K (2.68%) -35.44K
Decreased by -11.11%
 Mar 31, 26
11 Silvercrest Asset Management Group LLC 314.40K (2.64%) -50.99K
Decreased by -16.22%
 Mar 31, 26
12 Geode Capital Management, LLC 298.86K (2.51%) 17.26K
Increased by +5.78%
 Mar 31, 26
13 Westwood Holdings Group Inc 294.89K (2.48%) -27.51K
Decreased by -9.33%
 Mar 31, 26
14 ING Investment Management LLC 270.40K (2.27%) 71.22K
Increased by +26.34%
 Mar 31, 26
15 Capital Research Global Investors 248.60K (2.09%) 248.60K
Increased by +100.00%
 Mar 31, 26
16 Copeland Capital Management, LLC 240.79K (2.03%) -5.05K
Decreased by -2.10%
 Mar 31, 26
17 T. Rowe Price Investment Management,Inc. 223.10K (1.88%) -29.77K
Decreased by -13.34%
 Mar 31, 26
18 Ameriprise Financial Inc 221.39K (1.86%) 70.93K
Increased by +32.04%
 Mar 31, 26
19 Ophir Asset Management Pty Ltd 197.01K (1.66%) 197.01K
Increased by +100.00%
 Mar 31, 26
20 Morgan Stanley - Brokerage Accounts 175.48K (1.48%) -865.00
Decreased by -0.49%
 Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 735.86K (6.19%) 265.00
Increased by +0.04%
 May 29, 26
2 Neuberger Berman Genesis Inv 573.84K (4.83%) -21.97K
Decreased by -3.83%
 Jun 30, 25
3 Neuberger Genesis Inv 468.23K (3.94%) -27.21K
Decreased by -5.81%
 Mar 31, 26
4 Vanguard Total Stock Mkt Idx Inv 388.30K (3.27%) 1.32K
Increased by +0.34%
 Apr 30, 26
5 Vanguard US Total Market Shares ETF 382.56K (3.22%) 567.00
Increased by +0.15%
 Sep 30, 24
6 Wasatch Core Growth 370.16K (3.11%) 8.30K
Increased by +2.24%
 Mar 31, 26
7 iShares Russell 2000 ETF 288.46K (2.43%) 2.65K
Increased by +0.92%
 May 29, 26
8 Vanguard Small Cap Index 279.25K (2.35%) -558.00
Decreased by -0.20%
 Apr 30, 26
9 American Funds SMALLCAP World A 221.79K (1.87%) 221.79K
Increased by +100.00%
 Mar 31, 26
10 American Beacon Small Cp Val R5 187.72K (1.58%) -2.56K
Decreased by -1.36%
 Apr 30, 26
11 Vanguard Small Cap Value Index Inv 179.27K (1.51%) 1.22K
Increased by +0.68%
 Apr 30, 26
12 Voya Small Cap Growth I 165.46K (1.39%) 1.86K
Increased by +1.12%
 Apr 30, 26
13 Voya Small Cap Growth 163.60K (1.38%) 43.59K
Increased by +26.64%
 Mar 31, 26
14 Champlain Small Company Fund, LLC 160.30K (1.35%) -5.52K
Decreased by -3.44%
 Apr 30, 26
15 Columbia Small Cap Growth Inst 148.33K (1.25%) 11.31K
Increased by +7.63%
 Apr 30, 26
16 Old Westbury Small & Mid Cap Strategies 139.00K (1.17%) -50.20K
Decreased by -36.12%
 Oct 31, 25
17 Columbia Small Cap Growth 137.02K (1.15%) 137.02K
Increased by +100.00%
 Mar 31, 26
18 Vanguard Institutional Extnd Mkt Idx Tr 136.63K (1.15%) 1.04K
Increased by +0.76%
 Apr 30, 26
19 FullerThaler Behavioral Sm-Cp Eq R6 131.80K (1.11%) -41.83K
Decreased by -31.74%
 Mar 31, 25
20 FullerThaler Behavioral Small-Cap Equity 131.80K (1.11%) -41.83K
Decreased by -31.74%
 Mar 31, 25