Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TMFS 3.39%
2 CSMD 2.37%
3 XHE 1.87%
4 GRPZ 1.54%
5 NBSM 1.12%
6 PSCH 0.95%
7 AIMS 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 JSML 0.54%
18 ACSG 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 (14.76%) 7.84K
Increased by +0.71%
Dec 31, 25
2 Wasatch Advisors LP 777.31K (10.45%) 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 BTIM Corp 317.07K (4.26%) 84.40K
Increased by +26.62%
Mar 31, 26
6 Neuberger Berman Group LLC 300.59K (4.04%) -9.08K
Decreased by -3.02%
Mar 31, 26
7 Wasatch Advisors Inc. 295.51K (3.97%) 5.22K
Increased by +1.77%
Sep 30, 23
8 State Street Corp 289.77K (3.90%) 961.00
Increased by +0.33%
Dec 31, 25
9 State Street Corporation 287.01K (3.86%) -3.55K
Decreased by -1.24%
Mar 31, 24
10 American Century Companies Inc 267.13K (3.59%) 13.60K
Increased by +5.09%
Dec 31, 25
11 Thrivent Financial For Lutherans 248.13K (3.34%) 223.12K
Increased by +89.92%
Dec 31, 25
12 Massachusetts Financial Services Company 227.30K (3.06%) 105.46K
Increased by +46.40%
Mar 31, 26
13 Geode Capital Management, LLC 184.86K (2.49%) 1.39K
Increased by +0.75%
Dec 31, 25
14 T. Rowe Price Associates, Inc. 181.48K (2.44%) 1.50K
Increased by +0.83%
Dec 31, 25
15 Dimensional Fund Advisors, Inc. 179.97K (2.42%) 11.13K
Increased by +6.18%
Mar 31, 26
16 Amvescap Plc. 175.92K (2.37%) -2.25K
Decreased by -1.28%
Jun 30, 25
17 UBS Group AG 173.74K (2.34%) -15.66K
Decreased by -9.02%
Mar 31, 26
18 Brown Capital Management, LLC 168.11K (2.26%) -2.70K
Decreased by -1.61%
Sep 30, 25
19 Allspring Global Investments Holdings, LLC 166.13K (2.23%) 62.47K
Increased by +37.60%
Dec 31, 25
20 Swedbank AB 160.00K (2.15%) -25.00K
Decreased by -15.62%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 470.29K (6.32%) 114.00
Increased by +0.02%
Apr 30, 26
2 Vanguard Total Stock Mkt Idx Inv 232.59K (3.13%) 1.78K
Increased by +0.77%
Mar 31, 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 210.00K (2.82%) 10.00K
Increased by +4.76%
Mar 31, 26
6 Neuberger Genesis Inv 180.85K (2.43%) -10.51K
Decreased by -5.81%
Mar 31, 26
7 iShares Russell 2000 ETF 176.54K (2.37%) 1.50K
Increased by +0.85%
Apr 30, 26
8 T. Rowe Price Integrated US Sm Gr Eq 161.12K (2.17%) 32.30K
Increased by +20.05%
Mar 31, 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 132.80K (1.79%) -52.00
Decreased by -0.04%
Mar 31, 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%
Mar 31, 26
17 Putnam Small Cap Growth A 103.64K (1.39%) -1.60K
Decreased by -1.54%
Jul 31, 25
18 Putnam US Small Cap Growth Equity 90.32K (1.21%) -14.92K
Decreased by -16.52%
Sep 30, 25
19 MFS New Discovery I 87.88K (1.18%) 6.94K
Increased by +7.90%
Mar 31, 26
20 Vanguard Institutional Extnd Mkt Idx Tr 86.33K (1.16%) 2.11K
Increased by +2.44%
Mar 31, 26