Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TINY 4.90%
2 PSI 3.26%
3 ALIL 2.56%
4 HYP 2.19%
5 TMFS 2.08%
6 PSCT 1.73%
7 FEMD 1.66%
8 OPTZ 1.65%
9 SVAL 1.17%
10 JPSE 0.57%
11 SLYV 0.54%
12 VIOV 0.45%
13 RUSC 0.44%
14 AVSC 0.35%
15 FESM 0.34%
16 FNDA 0.31%
17 IWN 0.30%
18 ISMD 0.30%
19 IWO 0.29%
20 PRFZ 0.25%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.83M (15.52%) 113.17K
Increased by +1.66%
Mar 31, 26
2 Vanguard Group Inc 4.99M (11.34%) 293.05K
Increased by +5.87%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 2.80M (6.37%) 2.80M
Increased by +100.00%
Mar 31, 26
4 Vanguard Capital Management, LLC 1.92M (4.35%) 1.92M
Increased by +100.00%
Mar 31, 26
5 State Street Corporation 1.84M (4.18%) 8.69K
Increased by +0.47%
Mar 31, 24
6 State Street Corp 1.84M (4.18%) -14.66K
Decreased by -0.80%
Mar 31, 26
7 Frontier Capital Management CO Inc 1.79M (4.06%) -1.72M
Decreased by -96.36%
Mar 31, 26
8 Amvescap Plc. 1.66M (3.77%) -1.74M
Decreased by -104.82%
Mar 31, 26
9 Boston Partners Global Investors, Inc 1.47M (3.34%) 1.47M
Increased by +100.00%
Mar 31, 26
10 Shapiro Capital Management Co Inc 1.28M (2.90%) -2.41M
Decreased by -188.62%
Dec 31, 25
11 Swedbank AB 1.21M (2.75%) -1.22M
Decreased by -100.97%
Sep 30, 24
12 D. E. Shaw & Co LP 1.18M (2.69%) 231.10K
Increased by +19.53%
Mar 31, 26
13 Geode Capital Management, LLC 1.14M (2.59%) 51.35K
Increased by +4.50%
Mar 31, 26
14 Driehaus Capital Management LLC 1.06M (2.41%) 608.75K
Increased by +57.30%
Mar 31, 26
15 Dimensional Fund Advisors, Inc. 1.01M (2.30%) -513.08K
Decreased by -50.71%
Mar 31, 26
16 Divisar Capital Management, LLC 949.33K (2.16%) -103.23K
Decreased by -10.87%
Dec 31, 25
17 Morgan Stanley - Brokerage Accounts 911.70K (2.07%) 17.28K
Increased by +1.90%
Mar 31, 26
18 Vaughan Nelson Scarbrgh & Mccullough LP 860.80K (1.96%) 52.08K
Increased by +6.05%
Jun 30, 24
19 Charles Schwab Investment Management Inc 840.46K (1.91%) 19.37K
Increased by +2.30%
Mar 31, 26
20 Congress Asset Management Company, LLP 823.96K (1.87%) 223.87K
Increased by +27.17%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.76M (6.26%) 985.00
Increased by +0.04%
May 29, 26
2 Invesco Small Cap Value A 1.43M (3.26%) 39.63K
Increased by +2.76%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 1.38M (3.13%) 1.16K
Increased by +0.08%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.37M (3.11%) 4.02K
Increased by +0.29%
Apr 30, 26
5 Swedbank Robur Technology A 1.35M (3.07%) 0.00
Increased by 0.00%
Jun 30, 24
6 Invesco Semiconductors ETF 1.15M (2.60%) 0.00
Increased by 0.00%
Feb 28, 26
7 Vanguard Information Technology ETF 1.12M (2.54%) 5.93K
Increased by +0.53%
Apr 30, 26
8 iShares Russell 2000 ETF 1.07M (2.42%) 9.88K
Increased by +0.93%
May 29, 26
9 Oberweis Micro-Cap 613.30K (1.39%) 0.00
Increased by 0.00%
Mar 31, 26
10 Oberweis Micro-Cap Growth 613.30K (1.39%) 0.00
Increased by 0.00%
Mar 31, 26
11 Fidelity Small Cap Growth 591.14K (1.34%) -1.55K
Decreased by -0.26%
Aug 31, 24
12 Shapiro Capital Mgt All Cap Value 580.65K (1.32%) -44.35K
Decreased by -7.64%
Jun 30, 25
13 Shapiro Capital Mgt Enh Small Cap Value 554.35K (1.26%) 148.92K
Increased by +26.86%
Jun 30, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 511.69K (1.16%) 4.67K
Increased by +0.91%
Apr 30, 26
15 Janus Henderson Small Cap Value L 501.67K (1.14%) 0.00
Increased by 0.00%
May 31, 24
16 Fidelity VIP Mid Cap Initial 474.00K (1.08%) 0.00
Increased by 0.00%
Sep 30, 24
17 Embark Small Cap Equity Retirement 450.42K (1.02%) -377.00
Decreased by -0.08%
Jun 30, 25
18 Shapiro Capital Mgt SMID Cap Value 448.71K (1.02%) -70.75K
Decreased by -15.77%
Sep 30, 25
19 Swedbank Robur Globalfond A 439.57K (1.00%) -494.66K
Decreased by -112.53%
Oct 31, 24
20 Fidelity Small Cap Index 438.04K (1.00%) 824.00
Increased by +0.19%
Mar 31, 26