Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GSC 2.10%
2 ROKT 1.89%
3 FFOX 1.43%
4 TSME 1.34%
5 PSCI 1.10%
6 XKFF 1.02%
7 GRPZ 1.01%
8 SMDV 1.00%
9 SMCP 1.00%
10 PRN 0.83%
11 XSLV 0.81%
12 FYC 0.52%
13 XSMO 0.51%
14 NBSM 0.50%
15 RZG 0.47%
16 DWAS 0.40%
17 FLQS 0.37%
18 SLYG 0.37%
19 TPSC 0.37%
20 IJT 0.36%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 1.70M (14.31%) -16.49K
Decreased by -0.97%
Sep 30, 25
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 809.64K (6.81%) -109.83K
Decreased by -13.57%
Dec 31, 25
5 State Street Corp 492.87K (4.14%) 739.00
Increased by +0.15%
Sep 30, 25
6 State Street Corporation 467.99K (3.94%) 7.03K
Increased by +1.50%
Mar 31, 24
7 Barrow Hanley Mewhinney & Strauss LLC 392.82K (3.30%) 74.60K
Increased by +18.99%
Dec 31, 25
8 Silvercrest Asset Management Group LLC 365.39K (3.07%) -42.84K
Decreased by -11.73%
Dec 31, 25
9 Dimensional Fund Advisors, Inc. 354.35K (2.98%) -36.83K
Decreased by -10.39%
Dec 31, 25
10 Geode Capital Management, LLC 281.60K (2.37%) 798.00
Increased by +0.28%
Dec 31, 25
11 T. Rowe Price Investment Management,Inc. 252.86K (2.13%) 123.70K
Increased by +48.92%
Dec 31, 25
12 Copeland Capital Management, LLC 245.84K (2.07%) -64.54K
Decreased by -26.25%
Dec 31, 25
13 Champlain Investment Partners, LLC 232.76K (1.96%) -255.60K
Decreased by -109.81%
Dec 31, 25
14 Ameriprise Financial Inc 207.61K (1.75%) 6.09K
Increased by +2.93%
Sep 30, 25
15 ING Investment Management LLC 199.19K (1.67%) 34.04K
Increased by +17.09%
Dec 31, 25
16 Westwood Holdings Group Inc 192.61K (1.62%) 192.61K
Increased by +100.00%
Sep 30, 25
17 Northern Trust Corp 182.23K (1.53%) -7.39K
Decreased by -4.06%
Sep 30, 25
18 Morgan Stanley - Brokerage Accounts 163.73K (1.38%) -3.83K
Decreased by -2.34%
Sep 30, 25
19 Allspring Global Investments Holdings, LLC 155.53K (1.31%) -89.71K
Decreased by -57.68%
Dec 31, 25
20 The Goldman Sachs Group Inc 153.35K (1.29%) -17.52K
Decreased by -11.42%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 727.87K (6.12%) 265.00
Increased by +0.04%
Mar 31, 26
2 Neuberger Berman Genesis Inv 573.84K (4.82%) -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 386.98K (3.25%) 2.67K
Increased by +0.69%
Mar 31, 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 361.86K (3.04%) 361.86K
Increased by +100.00%
Dec 31, 25
7 iShares Russell 2000 ETF 291.72K (2.45%) -2.40K
Decreased by -0.82%
Mar 31, 26
8 Vanguard Small Cap Index 279.81K (2.35%) 4.61K
Increased by +1.65%
Mar 31, 26
9 American Funds SMALLCAP World A 221.79K (1.86%) 221.79K
Increased by +100.00%
Mar 31, 26
10 American Beacon Small Cp Val R5 190.28K (1.60%) -2.26K
Decreased by -1.19%
Mar 31, 26
11 Vanguard Small Cap Value Index Inv 178.05K (1.50%) 1.32K
Increased by +0.74%
Mar 31, 26
12 Champlain Small Company Fund, LLC 165.82K (1.39%) -2.29K
Decreased by -1.38%
Mar 31, 26
13 Voya Small Cap Growth 163.60K (1.38%) 43.59K
Increased by +26.64%
Mar 31, 26
14 Voya Small Cap Growth I 163.60K (1.38%) 0.00
Increased by 0.00%
Mar 31, 26
15 Old Westbury Small & Mid Cap Strategies 139.00K (1.17%) -50.20K
Decreased by -36.12%
Oct 31, 25
16 Columbia Small Cap Growth 137.02K (1.15%) 137.02K
Increased by +100.00%
Mar 31, 26
17 Vanguard Institutional Extnd Mkt Idx Tr 135.59K (1.14%) 3.43K
Increased by +2.53%
Mar 31, 26
18 FullerThaler Behavioral Sm-Cp Eq R6 131.80K (1.11%) -41.83K
Decreased by -31.74%
Mar 31, 25
19 FullerThaler Behavioral Small-Cap Equity 131.80K (1.11%) -41.83K
Decreased by -31.74%
Mar 31, 25
20 Allspring Special Small Cap Value A 130.60K (1.10%) 47.70K
Increased by +36.52%
Jul 31, 25