Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NEWZ 2.86%
2 AFSC 2.71%
3 PSCD 2.25%
4 CSMD 2.19%
5 EHLS 1.80%
6 NSCS 1.71%
7 PEZ 1.53%
8 GSC 1.52%
9 XRT 1.38%
10 DBSC 1.09%
11 XSMO 1.00%
12 PXSG 1.00%
13 GRPZ 0.97%
14 HAPS 0.94%
15 RETL 0.93%
16 BOUT 0.90%
17 IJT 0.76%
18 QSML 0.73%
19 SGRW 0.72%
20 VIOG 0.71%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.60M (15.18%) -71.19K
Decreased by -1.55%
Sep 30, 25
2 Vanguard Group Inc 3.26M (10.76%) -31.88K
Decreased by -0.98%
Dec 31, 25
3 FMR Inc 1.66M (5.49%) 274.08K
Increased by +16.47%
Dec 31, 25
4 Wasatch Advisors Inc. 1.51M (4.97%) -3.28K
Decreased by -0.22%
Sep 30, 23
5 Wasatch Advisors LP 1.37M (4.52%) -533.19K
Decreased by -38.94%
Sep 30, 24
6 Capital World Investors 1.33M (4.39%) -265.62K
Decreased by -19.99%
Sep 30, 24
7 Wellington Management Company LLP 1.21M (3.98%) 49.79K
Increased by +4.13%
Dec 31, 25
8 State Street Corporation 1.19M (3.93%) 45.85K
Increased by +3.85%
Mar 31, 24
9 State Street Corp 1.17M (3.86%) -12.54K
Decreased by -1.07%
Sep 30, 25
10 Amvescap Plc. 917.41K (3.03%) 290.49K
Increased by +31.66%
Sep 30, 25
11 Fuller & Thaler Asset Management Inc 869.99K (2.87%) 466.04K
Increased by +53.57%
Dec 31, 25
12 Holocene Advisors, LP 833.53K (2.75%) 833.53K
Increased by +100.00%
Sep 30, 23
13 Artemis Investment Management LLP 734.02K (2.42%) 494.52K
Increased by +67.37%
Mar 31, 25
14 Geode Capital Management, LLC 711.19K (2.35%) -2.14K
Decreased by -0.30%
Dec 31, 25
15 Dimensional Fund Advisors, Inc. 635.53K (2.10%) 705.00
Increased by +0.11%
Dec 31, 25
16 Congress Asset Management Company, LLP 622.41K (2.05%) 62.35K
Increased by +10.02%
Dec 31, 25
17 AllianceBernstein L.P. 614.86K (2.03%) -27.60K
Decreased by -4.49%
Sep 30, 25
18 T. Rowe Price Associates, Inc. 601.17K (1.98%) 574.69K
Increased by +95.60%
Sep 30, 25
19 Macquarie Group Ltd 595.01K (1.96%) 2.08K
Increased by +0.35%
Sep 30, 25
20 Millennium Management LLC 582.74K (1.92%) 143.71K
Increased by +24.66%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.85M (6.09%) -179.58K
Decreased by -9.72%
Feb 28, 26
2 Vanguard Total Stock Mkt Idx Inv 970.99K (3.20%) 1.77K
Increased by +0.18%
Feb 28, 26
3 Vanguard US Total Market Shares ETF 957.31K (3.16%) 796.00
Increased by +0.08%
Sep 30, 24
4 iShares Russell 2000 ETF 750.67K (2.48%) 114.36K
Increased by +15.23%
Feb 28, 26
5 Vanguard Small Cap Index 692.42K (2.29%) 1.92K
Increased by +0.28%
Feb 28, 26
6 American Funds SMALLCAP World A 457.38K (1.51%) 49.02K
Increased by +10.72%
Jun 30, 25
7 Macquarie US Mid Cap Growth Equity 453.71K (1.50%) 356.09K
Increased by +78.48%
Jun 30, 25
8 US Small-Cap Growth II Equity Comp 446.88K (1.47%) 96.09K
Increased by +21.50%
Dec 31, 25
9 Invesco Discovery A 441.08K (1.46%) 0.00
Increased by 0.00%
Jan 31, 26
10 Invesco OFI Small Cap Growth 441.08K (1.46%) 133.70K
Increased by +30.31%
Dec 31, 25
11 Hartford MidCap Y 413.83K (1.37%) -3.11K
Decreased by -0.75%
Jul 31, 25
12 Macquarie Mid Cap Growth A 413.73K (1.37%) -39.98K
Decreased by -9.66%
Jul 31, 25
13 Wasatch Small Cap Growth Investor 392.50K (1.30%) -235.79K
Decreased by -60.08%
Jun 30, 24
14 Vanguard Small Cap Growth Index Inv 384.46K (1.27%) 617.00
Increased by +0.16%
Feb 28, 26
15 Columbia Acorn Inst 381.07K (1.26%) 18.20K
Increased by +4.77%
Mar 31, 24
16 American Century Small Cap Growth Inv 380.69K (1.26%) 0.00
Increased by 0.00%
Dec 31, 25
17 American Century U.S. Small Cap Growth 380.69K (1.26%) 0.00
Increased by 0.00%
Dec 31, 25
18 Nomura US Mid Cap Growth Equity 378.51K (1.25%) -75.20K
Decreased by -19.87%
Sep 30, 25
19 Franklin Small Cap Growth Adv 376.66K (1.24%) 0.00
Increased by 0.00%
Mar 31, 24
20 Franklin Small Cap Growth SMA 376.66K (1.24%) 376.64K
Increased by +99.99%
Mar 31, 24