Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 2.94%
2 AZTD 1.82%
3 PFI 1.68%
4 SPIT 1.63%
5 DEEP 1.46%
6 DVP 1.46%
7 JSMD 1.26%
8 KRE 1.19%
9 GRPZ 1.13%
10 EHLS 1.09%
11 KBE 1.04%
12 QABA 1.04%
13 MYLD 0.99%
14 JSML 0.91%
15 RZG 0.89%
16 XSHQ 0.82%
17 DPST 0.80%
18 PSCF 0.79%
19 IVSS 0.75%
20 CLSE 0.74%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.11M (15.51%) -158.56K
Decreased by -2.59%
Mar 31, 26
2 State Street Corporation 3.03M (7.70%) 407.36K
Increased by +13.43%
Mar 31, 24
3 Vanguard Group Inc 3.03M (7.68%) -135.81K
Decreased by -4.48%
Dec 31, 25
4 State Street Corp 2.78M (7.06%) 146.55K
Increased by +5.27%
Mar 31, 26
5 American Century Companies Inc 2.65M (6.72%) -9.68K
Decreased by -0.37%
Mar 31, 26
6 FMR Inc 1.90M (4.82%) -1.76M
Decreased by -92.90%
Mar 31, 26
7 Vanguard Capital Management, LLC 1.78M (4.52%) 1.78M
Increased by +100.00%
Mar 31, 26
8 Castle Creek Capital Partners VI LP 1.66M (4.22%) 0.00
Increased by 0.00%
Sep 30, 24
9 Nantahala Capital Management, LLC 1.38M (3.50%) 308.77K
Increased by +22.37%
Mar 31, 26
10 Dimensional Fund Advisors, Inc. 1.33M (3.38%) -69.57K
Decreased by -5.22%
Mar 31, 26
11 Geode Capital Management, LLC 1.33M (3.38%) 18.58K
Increased by +1.40%
Mar 31, 26
12 Amvescap Plc. 1.14M (2.89%) -1.48M
Decreased by -130.03%
Mar 31, 26
13 Owls Nest Partners IA, LLC 1.09M (2.78%) 120.67K
Increased by +11.03%
Mar 31, 26
14 UBS Group AG 1.09M (2.76%) 760.78K
Increased by +69.92%
Jun 30, 25
15 HHG PLC 1.08M (2.75%) 172.93K
Increased by +15.94%
Mar 31, 26
16 Loomis, Sayles & Company LP 1.04M (2.63%) -36.82K
Decreased by -3.55%
Dec 31, 25
17 Brown Advisory Holdings Inc 916.79K (2.33%) 10.91K
Increased by +1.19%
Mar 31, 26
18 Frontier Capital Management CO Inc 848.17K (2.15%) -21.21K
Decreased by -2.50%
Jun 30, 24
19 Deutsche Bank AG 839.83K (2.13%) 4.07K
Increased by +0.48%
Mar 31, 26
20 Ameriprise Financial Inc 817.22K (2.07%) 46.38K
Increased by +5.67%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.57M (6.53%) 0.00
Increased by 0.00%
May 29, 26
2 VIP Mid Cap Initial 1.54M (3.90%) 0.00
Increased by 0.00%
Nov 30, 23
3 Vanguard US Total Market Shares ETF 1.43M (3.64%) -95.26K
Decreased by -6.64%
Sep 30, 24
4 Avantis US Small Cap Value ETF 1.34M (3.39%) 550.00
Increased by +0.04%
May 30, 26
5 Vanguard Total Stock Mkt Idx Inv 1.27M (3.23%) 4.22K
Increased by +0.33%
Apr 30, 26
6 Strategic Advisers® Fidelity US TtlStk 1.16M (2.94%) 273.00
Increased by +0.02%
Nov 30, 23
7 iShares Russell 2000 ETF 987.63K (2.51%) 0.00
Increased by 0.00%
May 29, 26
8 Strategic Advisers Fidelity US TtlStk 906.02K (2.30%) -174.22K
Decreased by -19.23%
Dec 31, 25
9 Fidelity Advisor® Stock Selec Mid Cp I 904.81K (2.30%) 0.00
Increased by 0.00%
Nov 30, 23
10 Janus Henderson US Small Cap Growth MA 865.32K (2.20%) 865.23K
Increased by +99.99%
Dec 31, 24
11 Invesco OFI Small Cap Growth 858.44K (2.18%) -33.97K
Decreased by -3.96%
Dec 31, 25
12 State Street® SPDR® S&PRgnllBkgETF 829.24K (2.10%) -24.24K
Decreased by -2.92%
May 29, 26
13 Fidelity VIP Mid Cap Initial 791.18K (2.01%) 150.86K
Increased by +19.07%
Apr 30, 26
14 DWS Small Cap Core S 750.00K (1.90%) 0.00
Increased by 0.00%
Mar 31, 26
15 Small Cap Core Equity Composite 750.00K (1.90%) 0.00
Increased by 0.00%
Apr 30, 26
16 Janus Henderson US Small Cap Growth 723.28K (1.84%) 44.01K
Increased by +6.08%
Mar 31, 26
17 Janus Henderson Venture D 723.28K (1.84%) 51.50K
Increased by +7.12%
Mar 31, 26
18 American Century Small Cap Growth Inv 722.79K (1.83%) -23.21K
Decreased by -3.21%
Mar 31, 26
19 American Century U.S. Small Cap Growth 722.79K (1.83%) -23.21K
Decreased by -3.21%
Mar 31, 26
20 Putnam US Small Cap Growth Managed Acct 706.86K (1.79%) -74.40K
Decreased by -10.53%
Jun 30, 25