Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 2.94%
2 AZTD 2.06%
3 PFI 1.68%
4 SPIT 1.63%
5 DEEP 1.46%
6 DVP 1.46%
7 GRPZ 1.44%
8 JSMD 1.26%
9 KBE 1.16%
10 QABA 1.14%
11 EHLS 1.09%
12 KRE 1.07%
13 MYLD 1.05%
14 JSML 0.91%
15 IVSS 0.89%
16 RZG 0.89%
17 XSHQ 0.82%
18 DPST 0.80%
19 PSCF 0.79%
20 CLSE 0.74%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.11M (16.30%) -158.56K
Decreased by -2.59%
Mar 30, 26
2 State Street Corporation 3.03M (8.09%) 407.36K
Increased by +13.43%
Mar 30, 24
3 Vanguard Group Inc 3.03M (8.08%) -135.81K
Decreased by -4.48%
Dec 30, 25
4 State Street Corp 2.78M (7.42%) 146.55K
Increased by +5.27%
Mar 30, 26
5 American Century Companies Inc 2.65M (7.06%) -9.68K
Decreased by -0.37%
Mar 30, 26
6 FMR Inc 1.90M (5.06%) -1.76M
Decreased by -92.90%
Mar 30, 26
7 Vanguard Capital Management, LLC 1.78M (4.75%) 1.78M
Increased by +100.00%
Mar 30, 26
8 Castle Creek Capital Partners VI LP 1.66M (4.44%) 0.00
Increased by 0.00%
Sep 29, 24
9 Nantahala Capital Management, LLC 1.38M (3.68%) 308.77K
Increased by +22.37%
Mar 30, 26
10 Dimensional Fund Advisors, Inc. 1.33M (3.56%) -69.57K
Decreased by -5.22%
Mar 30, 26
11 Geode Capital Management, LLC 1.33M (3.55%) 18.58K
Increased by +1.40%
Mar 30, 26
12 Amvescap Plc. 1.14M (3.04%) -1.48M
Decreased by -130.03%
Mar 30, 26
13 Owls Nest Partners IA, LLC 1.09M (2.92%) 120.67K
Increased by +11.03%
Mar 30, 26
14 UBS Group AG 1.09M (2.90%) 760.78K
Increased by +69.92%
Jun 29, 25
15 HHG PLC 1.08M (2.89%) 172.93K
Increased by +15.94%
Mar 30, 26
16 Loomis, Sayles & Company LP 1.04M (2.77%) -36.82K
Decreased by -3.55%
Dec 30, 25
17 Brown Advisory Holdings Inc 916.79K (2.44%) 10.91K
Increased by +1.19%
Mar 30, 26
18 Frontier Capital Management CO Inc 848.17K (2.26%) -21.21K
Decreased by -2.50%
Jun 29, 24
19 Deutsche Bank AG 839.83K (2.24%) 4.07K
Increased by +0.48%
Mar 30, 26
20 Ameriprise Financial Inc 817.22K (2.18%) 46.38K
Increased by +5.67%
Mar 30, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.54M (6.76%) 0.00
Increased by 0.00%
Jul 27, 26
2 VIP Mid Cap Initial 1.54M (4.10%) 0.00
Increased by 0.00%
Nov 29, 23
3 Vanguard US Total Market Shares ETF 1.43M (3.82%) -95.26K
Decreased by -6.64%
Sep 29, 24
4 Avantis US Small Cap Value ETF 1.40M (3.73%) 4.77K
Increased by +0.34%
Jul 27, 26
5 Vanguard Morn Total Stk Mkt Idx Investor 1.25M (3.34%) -21.90K
Decreased by -1.75%
Jun 29, 26
6 Vanguard Total Stock Mkt Idx Inv 1.25M (3.34%) -21.90K
Decreased by -1.75%
Jun 29, 26
7 Strategic Advisers® Fidelity US TtlStk 1.16M (3.09%) 273.00
Increased by +0.02%
Nov 29, 23
8 iShares Russell 2000 ETF 1.04M (2.77%) 0.00
Increased by 0.00%
Jul 27, 26
9 Strategic Advisers Fidelity US TtlStk 906.02K (2.42%) -174.22K
Decreased by -19.23%
Dec 30, 25
10 Fidelity Advisor® Stock Selec Mid Cp I 904.81K (2.41%) 0.00
Increased by 0.00%
Nov 29, 23
11 Janus Henderson US Small Cap Growth MA 865.32K (2.31%) 865.23K
Increased by +99.99%
Dec 30, 24
12 Invesco OFI Small Cap Growth 858.44K (2.29%) -33.97K
Decreased by -3.96%
Dec 30, 25
13 Fidelity VIP Mid Cap Initial 858.02K (2.29%) 66.84K
Increased by +7.79%
May 30, 26
14 DWS Small Cap Core S 750.00K (2.00%) 0.00
Increased by 0.00%
May 30, 26
15 Small Cap Core Equity Composite 750.00K (2.00%) 0.00
Increased by 0.00%
May 30, 26
16 American Century Small Cap Growth Inv 732.19K (1.95%) 9.40K
Increased by +1.28%
Jun 29, 26
17 American Century U.S. Small Cap Growth 732.19K (1.95%) 9.40K
Increased by +1.28%
Jun 29, 26
18 Janus Henderson US Small Cap Growth 723.28K (1.93%) 44.01K
Increased by +6.08%
Mar 30, 26
19 Janus Henderson Venture D 707.29K (1.89%) -15.98K
Decreased by -2.26%
Apr 29, 26
20 Putnam US Small Cap Growth Managed Acct 706.86K (1.88%) -74.40K
Decreased by -10.53%
Jun 29, 25