Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GUNZ 5.19%
2 SIMS 3.09%
3 SPIT 2.93%
4 ABLS 2.77%
5 PTEC 1.93%
6 BSMC 0.98%
7 SGRW 0.94%
8 XITK 0.93%
9 PSCT 0.62%
10 SNSR 0.62%
11 RZG 0.46%
12 FYC 0.45%
13 HAPS 0.38%
14 XSMO 0.38%
15 DWAS 0.34%
16 XSHQ 0.33%
17 KOMP 0.32%
18 FESM 0.31%
19 IWC 0.29%
20 VIOG 0.19%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 16.37M (15.81%) 54.43K
Increased by +0.33%
Sep 30, 25
2 Vanguard Group Inc 10.69M (10.32%) 32.77K
Increased by +0.31%
Dec 31, 25
3 Brandes Investment Partners & Co 8.20M (7.92%) 1.77M
Increased by +21.61%
Dec 31, 25
4 Wasatch Advisors LP 5.32M (5.14%) -182.98K
Decreased by -3.44%
Dec 31, 25
5 State Street Corp 4.29M (4.14%) 16.75K
Increased by +0.39%
Sep 30, 25
6 Rice Hall James & Associates, LLC 3.58M (3.45%) 100.83K
Increased by +2.82%
Dec 31, 25
7 State Street Corporation 3.47M (3.35%) 83.00K
Increased by +2.39%
Mar 31, 24
8 PRIMECAP Management Company 2.78M (2.68%) -357.15K
Decreased by -12.85%
Dec 31, 25
9 Geode Capital Management, LLC 2.39M (2.31%) 28.86K
Increased by +1.21%
Dec 31, 25
10 Renaissance Technologies Corp 2.29M (2.21%) 454.00K
Increased by +19.83%
Dec 31, 25
11 Marshall Wace Asset Management Ltd 2.20M (2.13%) -352.86K
Decreased by -16.03%
Dec 31, 25
12 Emerald Advisers, LLC 2.06M (1.99%) 325.59K
Increased by +15.81%
Dec 31, 25
13 Driehaus Capital Management LLC 1.95M (1.88%) -533.61K
Decreased by -27.34%
Dec 31, 25
14 Arrowstreet Capital Limited Partnership 1.77M (1.71%) -111.28K
Decreased by -6.28%
Dec 31, 25
15 D. E. Shaw & Co LP 1.76M (1.70%) 185.05K
Increased by +10.54%
Dec 31, 25
16 Goldman Sachs Group Inc 1.60M (1.54%) 45.78K
Increased by +2.86%
Jun 30, 25
17 Needham Investment Management, LLC 1.54M (1.49%) 232.50K
Increased by +15.10%
Dec 31, 25
18 Dimensional Fund Advisors, Inc. 1.54M (1.48%) -2.63K
Decreased by -0.17%
Sep 30, 23
19 Westwood Holdings Group Inc 1.47M (1.42%) 409.49K
Increased by +27.77%
Dec 31, 24
20 Cannell Capital LLC 1.41M (1.37%) -217.54K
Decreased by -15.39%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.44M (6.22%) 85.75K
Increased by +1.33%
Feb 28, 26
2 Vanguard Total Stock Mkt Idx Inv 3.16M (3.05%) 0.00
Increased by 0.00%
Feb 28, 26
3 Vanguard US Total Market Shares ETF 2.95M (2.85%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Information Technology ETF 2.55M (2.46%) -584.00
Decreased by -0.02%
Feb 28, 26
5 iShares Russell 2000 ETF 2.43M (2.35%) 584.18K
Increased by +23.99%
Feb 28, 26
6 PRIMECAP Odyssey Aggressive Growth 2.03M (1.96%) -156.02K
Decreased by -7.69%
Dec 31, 25
7 Brandes Global Small Cap Equity Cl F 1.67M (1.61%) 133.85K
Increased by +8.01%
Feb 28, 26
8 Wasatch Small Cap Value 1.62M (1.56%) -129.25K
Decreased by -7.99%
Dec 31, 25
9 Needham Aggressive Growth Retail 1.48M (1.42%) 167.50K
Increased by +11.36%
Dec 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 1.16M (1.12%) 13.29K
Increased by +1.14%
Feb 28, 26
11 Herald Ord 1.10M (1.06%) 0.00
Increased by 0.00%
Sep 30, 25
12 Swedbank Robur Small Cap USA A 1.10M (1.06%) -100.00K
Decreased by -9.09%
Jan 31, 26
13 State Street SPDR Port S&P 600 Sm CpETF 991.14K (0.96%) 2.72K
Increased by +0.27%
Feb 27, 26
14 Fidelity Small Cap Index 974.40K (0.94%) -28.75K
Decreased by -2.95%
Dec 31, 25
15 SPDR® Portfolio S&P 600™ Sm Cap ETF 913.42K (0.88%) 10.96K
Increased by +1.20%
Aug 29, 25
16 iShares S&P Small-Cap 600 Growth ETF 904.13K (0.87%) -29.65K
Decreased by -3.28%
Feb 28, 26
17 Janus Henderson US Small Cap Growth MA 884.62K (0.85%) 884.62K
Increased by +100.00%
Sep 30, 25
18 Janus Henderson US Small Cap Growth 854.73K (0.83%) -29.89K
Decreased by -3.50%
Dec 31, 25
19 Janus Henderson Venture D 845.30K (0.82%) -9.42K
Decreased by -1.11%
Jan 31, 26
20 Fidelity® Small Cap Index 845.03K (0.82%) 23.50K
Increased by +2.78%
Oct 31, 23