Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TINY 3.49%
2 PSI 2.36%
3 ARB 1.88%
4 MRGR 1.79%
5 PTF 1.48%
6 MNA 1.25%
7 PSCT 1.07%
8 FSCC 0.93%
9 SMIZ 0.61%
10 QQQS 0.60%
11 ETHO 0.60%
12 RZG 0.56%
13 MSSM 0.46%
14 HAPS 0.43%
15 XSMO 0.29%
16 OASC 0.28%
17 CLMA 0.26%
18 DWAS 0.25%
19 SLYG 0.23%
20 ISMD 0.23%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.11M (15.55%) -8.24K
Decreased by -0.09%
Sep 30, 25
2 Vanguard Group Inc 7.67M (13.10%) 11.47K
Increased by +0.15%
Dec 31, 25
3 FMR Inc 5.84M (9.96%) 829.44K
Increased by +14.21%
Dec 31, 25
4 Neuberger Berman Group LLC 3.41M (5.83%) -43.23K
Decreased by -1.27%
Dec 31, 25
5 Wasatch Advisors Inc. 2.59M (4.43%) -282.26K
Decreased by -10.89%
Sep 30, 23
6 Manufacturers Life Insurance Co 2.55M (4.35%) -808.71K
Decreased by -31.71%
Dec 31, 25
7 Westwood Holdings Group Inc 2.52M (4.31%) -202.68K
Decreased by -8.03%
Sep 30, 25
8 State Street Corp 2.46M (4.20%) 21.30K
Increased by +0.87%
Sep 30, 25
9 Paradigm Capital Management, Inc. 2.40M (4.10%) 40.60K
Increased by +1.69%
Dec 31, 25
10 Dimensional Fund Advisors, Inc. 2.31M (3.94%) -176.29K
Decreased by -7.65%
Dec 31, 25
11 Amvescap Plc. 2.04M (3.48%) 178.98K
Increased by +8.78%
Jun 30, 24
12 State Street Corporation 2.02M (3.46%) 34.04K
Increased by +1.68%
Mar 31, 24
13 Channing Capital Management, LLC 1.87M (3.19%) -38.77K
Decreased by -2.07%
Dec 31, 24
14 Fisher Asset Management, LLC 1.82M (3.11%) 495.77K
Increased by +27.23%
Dec 31, 25
15 Magnetar Financial LLC 1.69M (2.89%) 1.69M
Increased by +100.00%
Dec 31, 25
16 Geode Capital Management, LLC 1.48M (2.53%) 15.20K
Increased by +1.03%
Dec 31, 25
17 Driehaus Capital Management LLC 1.46M (2.49%) 793.43K
Increased by +54.41%
Jun 30, 24
18 Westfield Capital Management Company, LP 1.18M (2.01%) 319.45K
Increased by +27.17%
Sep 30, 24
19 Wealthfront Advisers LLC 1.11M (1.89%) 1.11M
Increased by +100.00%
Dec 31, 24
20 Westfield Capital Management Company, L.P. 1.06M (1.81%) -520.74K
Decreased by -49.15%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.62M (6.18%) 1.39K
Increased by +0.04%
Mar 31, 26
2 Invesco Global Multi Cap Growth 2.67M (4.55%) -333.42K
Decreased by -12.50%
Dec 31, 23
3 Invesco Global Opportunities A 2.67M (4.55%) 0.00
Increased by 0.00%
Dec 31, 23
4 Vanguard Total Stock Mkt Idx Inv 1.89M (3.23%) 4.95K
Increased by +0.26%
Feb 28, 26
5 Vanguard US Total Market Shares ETF 1.79M (3.06%) 1.78K
Increased by +0.10%
Sep 30, 24
6 Vanguard Information Technology ETF 1.48M (2.52%) -281.00
Decreased by -0.02%
Feb 28, 26
7 iShares Russell 2000 ETF 1.44M (2.46%) -11.80K
Decreased by -0.82%
Mar 31, 26
8 Vanguard Small Cap Index 1.37M (2.33%) 2.90K
Increased by +0.21%
Feb 28, 26
9 Fidelity VIP Mid Cap Initial 1.27M (2.17%) 19.70K
Increased by +1.55%
Feb 28, 26
10 Fidelity Small Cap Growth 1.12M (1.91%) 0.00
Increased by 0.00%
Jan 31, 26
11 Neuberger Berman Intrinsic Value I 996.53K (1.70%) 21.80K
Increased by +2.19%
Jul 31, 25
12 Neuberger Intrinsic Value I 972.92K (1.66%) 0.00
Increased by 0.00%
Feb 28, 26
13 JHancock Small Cap Core NAV 841.30K (1.44%) -116.52K
Decreased by -13.85%
Jan 31, 26
14 Wasatch Small Cap Value 801.51K (1.37%) -76.36K
Decreased by -9.53%
Jun 30, 25
15 Vanguard Small Cap Growth Index Inv 757.51K (1.29%) -298.00
Decreased by -0.04%
Feb 28, 26
16 Strategic Advisers Fidelity US TtlStk 689.70K (1.18%) 245.00K
Increased by +35.52%
Feb 28, 26
17 T. Rowe Price Integrated US SmCapGrEq 682.30K (1.16%) 341.15K
Increased by +50.00%
Dec 31, 24
18 Vanguard Institutional Extnd Mkt Idx Tr 656.07K (1.12%) 7.08K
Increased by +1.08%
Feb 28, 26
19 Neumeier Poma Small Cap Value 625.08K (1.07%) -419.09K
Decreased by -67.05%
Sep 30, 24
20 Federated Hermes MDT SCC Institutional 586.48K (1.00%) 450.13K
Increased by +76.75%
Jun 30, 25