Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TMFS 3.47%
2 CSMD 2.40%
3 XHE 1.93%
4 GRPZ 1.58%
5 NBSM 1.15%
6 AIMS 0.94%
7 PSCH 0.92%
8 PTH 0.91%
9 ALIL 0.89%
10 SAWS 0.82%
11 MGMT 0.69%
12 DWAS 0.68%
13 CAFG 0.68%
14 TFPN 0.64%
15 JSMD 0.60%
16 ROSC 0.58%
17 ACSG 0.55%
18 JSML 0.54%
19 RZG 0.53%
20 AFSM 0.52%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 1.10M (14.77%) -387.00
Decreased by -0.04%
Mar 31, 26
2 Wasatch Advisors LP 777.31K (10.46%) 41.29K
Increased by +5.31%
Mar 31, 26
3 Vanguard Group Inc 533.58K (7.18%) 5.96K
Increased by +1.12%
Dec 31, 25
4 Congress Asset Management Company, LLP 523.44K (7.04%) 82.32K
Increased by +15.73%
Mar 31, 26
5 Vanguard Capital Management, LLC 326.73K (4.40%) 326.73K
Increased by +100.00%
Mar 31, 26
6 BTIM Corp 317.07K (4.27%) 84.40K
Increased by +26.62%
Mar 31, 26
7 State Street Corp 303.31K (4.08%) 13.54K
Increased by +4.46%
Mar 31, 26
8 Neuberger Berman Group LLC 300.59K (4.05%) -9.08K
Decreased by -3.02%
Mar 31, 26
9 Wasatch Advisors Inc. 295.51K (3.98%) 5.22K
Increased by +1.77%
Sep 30, 23
10 State Street Corporation 287.01K (3.86%) -3.55K
Decreased by -1.24%
Mar 31, 24
11 T. Rowe Price Associates, Inc. 246.50K (3.32%) 65.02K
Increased by +26.38%
Mar 31, 26
12 Thrivent Financial For Lutherans 237.28K (3.19%) -10.85K
Decreased by -4.57%
Mar 31, 26
13 Massachusetts Financial Services Company 227.30K (3.06%) 105.46K
Increased by +46.40%
Mar 31, 26
14 Geode Capital Management, LLC 190.62K (2.57%) 5.76K
Increased by +3.02%
Mar 31, 26
15 Allspring Global Investments Holdings, LLC 189.86K (2.56%) 23.73K
Increased by +12.50%
Mar 31, 26
16 Dimensional Fund Advisors, Inc. 179.97K (2.42%) 11.13K
Increased by +6.18%
Mar 31, 26
17 Amvescap Plc. 175.92K (2.37%) -2.25K
Decreased by -1.28%
Jun 30, 25
18 UBS Group AG 173.74K (2.34%) -15.66K
Decreased by -9.02%
Mar 31, 26
19 Brown Capital Management, LLC 168.11K (2.26%) -2.70K
Decreased by -1.61%
Sep 30, 25
20 AltraVue Capital, LLC 154.07K (2.07%) 830.00
Increased by +0.54%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 467.85K (6.30%) 180.00
Increased by +0.04%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 233.03K (3.14%) 438.00
Increased by +0.19%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 229.47K (3.09%) 220.00
Increased by +0.10%
Sep 30, 24
4 Neuberger Berman Genesis Inv 215.28K (2.90%) -8.24K
Decreased by -3.83%
Jun 30, 25
5 Congress Small Cap Growth Institutional 215.00K (2.89%) 5.00K
Increased by +2.33%
Apr 30, 26
6 Neuberger Genesis Inv 180.85K (2.43%) -10.51K
Decreased by -5.81%
Mar 31, 26
7 iShares Russell 2000 ETF 179.37K (2.41%) 1.66K
Increased by +0.93%
May 29, 26
8 T. Rowe Price Integrated US Sm Gr Eq 161.12K (2.17%) 0.00
Increased by 0.00%
Apr 30, 26
9 T. Rowe Price Integrated US SmCapGrEq 161.12K (2.17%) 32.30K
Increased by +20.05%
Mar 31, 26
10 Wasatch Small Cap Growth Investor 153.13K (2.06%) 9.95K
Increased by +6.50%
Mar 31, 26
11 Wasatch Small Cap Value 143.18K (1.93%) 4.27K
Increased by +2.98%
Mar 31, 26
12 Thrivent Small Cap Stock A 132.46K (1.78%) -342.00
Decreased by -0.26%
Apr 30, 26
13 Allspring Special Small Cap Value A 107.00K (1.44%) 7.10K
Increased by +6.64%
Apr 30, 26
14 Putnam US Small Cap Growth Managed Acct 105.24K (1.42%) -8.66K
Decreased by -8.23%
Jun 30, 25
15 Congress Asset Mgt Small Cap Growth 105.00K (1.41%) 104.73K
Increased by +99.74%
Jun 30, 24
16 Swedbank Robur Small Cap USA A 105.00K (1.41%) 0.00
Increased by 0.00%
Apr 30, 26
17 Putnam Small Cap Growth A 103.64K (1.39%) -1.60K
Decreased by -1.54%
Jul 31, 25
18 Boston Trust Walden Small Cap 93.35K (1.26%) 8.23K
Increased by +8.82%
Apr 30, 26
19 Putnam US Small Cap Growth Equity 90.32K (1.22%) -14.92K
Decreased by -16.52%
Sep 30, 25
20 MFS New Discovery I 87.88K (1.18%) 0.00
Increased by 0.00%
Apr 30, 26