Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AWEG 3.45%
2 CPAI 1.70%
3 AFSC 1.41%
4 PTF 1.31%
5 RSMC 1.24%
6 FFTY 0.96%
7 XITK 0.92%
8 RNSC 0.80%
9 FSGS 0.80%
10 XSW 0.80%
11 PFUT 0.79%
12 FPX 0.73%
13 QMID 0.58%
14 FYC 0.51%
15 FCLD 0.48%
16 DWAS 0.47%
17 EHLS 0.45%
18 TRFM 0.41%
19 HAPS 0.40%
20 FSCC 0.39%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.35M (11.89%) -38.53K
Decreased by -0.46%
Dec 31, 25
2 BlackRock Inc 5.66M (8.06%) 18.19K
Increased by +0.32%
Mar 31, 26
3 UBS Group AG 5.46M (7.78%) -264.81K
Decreased by -4.85%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 4.78M (6.81%) 4.78M
Increased by +100.00%
Mar 31, 26
5 Morgan Stanley - Brokerage Accounts 4.29M (6.12%) 3.37M
Increased by +78.46%
Mar 31, 26
6 Tensile Capital Management LLC 3.64M (5.19%) -16.62K
Decreased by -0.46%
Jun 30, 25
7 Tensile Capital Management LP 3.40M (4.84%) -21.43K
Decreased by -0.63%
Mar 31, 26
8 JPMorgan Chase & Co 3.37M (4.80%) 1.65M
Increased by +48.99%
Mar 31, 26
9 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 3.18M (4.53%) 3.18M
Increased by +100.00%
Mar 31, 26
10 Vanguard Capital Management, LLC 3.12M (4.44%) 3.12M
Increased by +100.00%
Mar 31, 26
11 Neuberger Berman Group LLC 2.82M (4.02%) -168.32K
Decreased by -5.97%
Dec 31, 25
12 Massachusetts Financial Services Company 2.70M (3.84%) -869.63K
Decreased by -32.23%
Dec 31, 25
13 Nomura Holdings Inc 2.62M (3.73%) -551.70K
Decreased by -21.04%
Mar 31, 26
14 Conestoga Capital Advisors, LLC 2.51M (3.57%) -36.35K
Decreased by -1.45%
Dec 31, 25
15 Wasatch Advisors LP 2.50M (3.56%) 2.50M
Increased by +100.00%
Jun 30, 25
16 T. Rowe Price Investment Management,Inc. 2.43M (3.46%) 939.03K
Increased by +38.65%
Mar 31, 25
17 The Goldman Sachs Group Inc 2.36M (3.37%) 1.28M
Increased by +54.24%
Mar 31, 26
18 Capital World Investors 2.19M (3.12%) 604.34K
Increased by +27.55%
Jun 30, 25
19 Geneva Capital Management 2.13M (3.04%) -575.81K
Decreased by -26.97%
Mar 31, 26
20 Champlain Investment Partners, LLC 2.05M (2.92%) 340.68K
Increased by +16.62%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.22M (3.16%) 0.00
Increased by 0.00%
Apr 30, 26
2 American Funds SMALLCAP World A 2.19M (3.12%) 604.34K
Increased by +27.55%
Jun 30, 25
3 Neuberger Berman Genesis Inv 2.03M (2.89%) -77.82K
Decreased by -3.83%
Jun 30, 25
4 Vanguard US Total Market Shares ETF 1.88M (2.68%) 138.86K
Increased by +7.39%
Sep 30, 24
5 Vanguard Information Technology ETF 1.81M (2.58%) 8.96K
Increased by +0.49%
Apr 30, 26
6 Neuberger Genesis Inv 1.74M (2.48%) -160.46K
Decreased by -9.23%
Dec 31, 25
7 iShares Russell 2000 ETF 1.67M (2.38%) 15.44K
Increased by +0.92%
May 29, 26
8 Vanguard Small Cap Index 1.61M (2.30%) -6.69K
Decreased by -0.41%
Apr 30, 26
9 Conestoga Small Cap Investors 1.60M (2.28%) 0.00
Increased by 0.00%
Jan 31, 26
10 Putnam Small Cap Growth A 1.44M (2.04%) 0.00
Increased by 0.00%
Jul 31, 25
11 Putnam US Small Cap Growth Managed Acct 1.44M (2.04%) 0.00
Increased by 0.00%
Jun 30, 25
12 Wasatch Core Growth 1.42M (2.03%) 1.42M
Increased by +100.00%
Jun 30, 25
13 BlackRock Mid-Cap Growth Equity Instl 1.37M (1.95%) -40.35K
Decreased by -2.94%
Feb 28, 25
14 Champlain Small Company Fund, LLC 1.37M (1.95%) 123.52K
Increased by +9.02%
Aug 31, 25
15 T. Rowe Price Integrated US SmCapGrEq 1.24M (1.76%) 1.24M
Increased by +100.00%
Dec 31, 24
16 Invesco Discovery A 1.07M (1.52%) 0.00
Increased by 0.00%
May 31, 25
17 Invesco OFI Small Cap Growth 1.05M (1.50%) 18.34K
Increased by +1.75%
Mar 31, 25
18 FullerThaler Behavioral Sm-Cp Gr R6 1.01M (1.44%) 124.70K
Increased by +12.35%
Jan 31, 25
19 Putnam US Small Cap Growth Equity 997.63K (1.42%) -437.94K
Decreased by -43.90%
Sep 30, 25
20 Vanguard Small Cap Growth Index Inv 907.14K (1.29%) -708.00
Decreased by -0.08%
Apr 30, 26