Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCI 2.47%
2 AIRR 2.01%
3 VNMC 1.91%
4 ENTR 1.82%
5 RSMC 1.76%
6 GRPM 1.73%
7 TMAT 1.53%
8 XSMO 1.34%
9 GRNR 1.23%
10 PXSG 1.20%
11 LSAF 1.10%
12 RFG 1.09%
13 SMAP 1.08%
14 VIOG 0.98%
15 RZG 0.96%
16 SCDV 0.96%
17 BOUT 0.94%
18 BCTK 0.92%
19 IJT 0.90%
20 QMID 0.64%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wellington Management Company LLP 6.84M (10.15%) 2.10M
Increased by +30.70%
Dec 31, 25
2 Vanguard Group Inc 6.40M (9.49%) -77.59K
Decreased by -1.21%
Dec 31, 25
3 BlackRock Inc 6.38M (9.47%) -9.22K
Decreased by -0.14%
Sep 30, 25
4 State Street Corporation 2.49M (3.70%) 48.83K
Increased by +1.96%
Mar 31, 24
5 JPMorgan Chase & Co 2.37M (3.52%) 929.23K
Increased by +39.16%
Sep 30, 25
6 State Street Corp 2.05M (3.04%) 785.00
Increased by +0.04%
Sep 30, 25
7 Morgan Stanley - Brokerage Accounts 2.01M (2.98%) -185.07K
Decreased by -9.21%
Sep 30, 25
8 Geneva Capital Management 1.85M (2.74%) -173.50K
Decreased by -9.38%
Dec 31, 25
9 Wasatch Advisors LP 1.83M (2.72%) -307.55K
Decreased by -16.79%
Dec 31, 25
10 Conestoga Capital Advisors, LLC 1.78M (2.63%) 84.69K
Increased by +4.77%
Dec 31, 25
11 Blair William & Co 1.68M (2.49%) -140.27K
Decreased by -8.35%
Dec 31, 25
12 Champlain Investment Partners, LLC 1.66M (2.47%) -655.62K
Decreased by -39.38%
Dec 31, 25
13 First Trust Advisors L.P. 1.65M (2.45%) -284.48K
Decreased by -17.25%
Dec 31, 25
14 Dimensional Fund Advisors, Inc. 1.41M (2.09%) -3.01K
Decreased by -0.21%
Dec 31, 25
15 Impax Asset Management Group PLC 1.40M (2.08%) 487.60K
Increased by +34.74%
Dec 31, 25
16 Geode Capital Management, LLC 1.38M (2.05%) 20.59K
Increased by +1.49%
Dec 31, 25
17 T. Rowe Price Investment Management,Inc. 1.37M (2.03%) 1.39K
Increased by +0.10%
Jun 30, 24
18 Capital Research & Mgmt Co - Division 3 1.33M (1.97%) -142.91K
Decreased by -10.75%
Dec 31, 25
19 FMR Inc 1.27M (1.89%) -25.82K
Decreased by -2.03%
Dec 31, 25
20 Kayne Anderson Rudnick Investment Management LLC 1.23M (1.83%) -214.83K
Decreased by -17.44%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.55M (6.76%) -5.81K
Decreased by -0.13%
Mar 28, 24
2 Vanguard Total Stock Mkt Idx Inv 2.19M (3.25%) 3.98K
Increased by +0.18%
Feb 28, 26
3 iShares Core S&P Mid-Cap ETF 2.19M (3.24%) 23.66K
Increased by +1.08%
Feb 28, 26
4 Vanguard US Total Market Shares ETF 2.08M (3.09%) 1.71K
Increased by +0.08%
Sep 30, 24
5 First Trust RBA Amer Indl RenaisTM ETF 1.94M (2.88%) 6.57K
Increased by +0.34%
Feb 26, 26
6 American Funds SMALLCAP World A 1.89M (2.80%) -89.60K
Decreased by -4.75%
Dec 31, 25
7 iShares Russell 2000 ETF 1.65M (2.46%) 3.45K
Increased by +0.21%
Mar 28, 24
8 Vanguard Small Cap Index 1.58M (2.34%) 4.14K
Increased by +0.26%
Feb 28, 26
9 Vanguard Explorer Inv 1.54M (2.29%) 136.24K
Increased by +8.83%
Dec 31, 25
10 Champlain Mid Cap Fund, LLC 1.09M (1.62%) -63.56K
Decreased by -5.83%
Feb 28, 26
11 Conestoga Small Cap Investors 1.03M (1.52%) 0.00
Increased by 0.00%
Jan 31, 26
12 Vanguard Small Cap Growth Index Inv 875.21K (1.30%) 2.24K
Increased by +0.26%
Feb 28, 26
13 JPM US Mid Cap Growth-Composite 837.17K (1.24%) -133.09K
Decreased by -15.90%
Mar 31, 25
14 BlackRock Mid-Cap Growth Equity Instl 773.73K (1.15%) 33.23K
Increased by +4.29%
Feb 28, 25
15 Columbia Small Cap Growth 765.37K (1.14%) 101.02K
Increased by +13.20%
Dec 31, 25
16 Columbia Small Cap Growth Inst 765.37K (1.14%) 0.00
Increased by 0.00%
Jan 31, 26
17 Vanguard Institutional Extnd Mkt Idx Tr 737.75K (1.09%) 6.30K
Increased by +0.85%
Feb 28, 26
18 Pictet - Global Envir Opps I USD 730.63K (1.08%) 730.63K
Increased by +100.00%
Jan 31, 26
19 T. Rowe Price Integrated US SmCapGrEq 727.42K (1.08%) 405.21K
Increased by +55.70%
Dec 31, 24
20 JPMorgan Mid Cap Growth I 711.35K (1.06%) 0.00
Increased by 0.00%
May 31, 25