Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VICE 4.84%
2 JPSE 0.41%
3 IWC 0.34%
4 SMLF 0.30%
5 IWO 0.15%
6 IWM 0.08%
7 ISCG 0.07%
8 JKK 0.07%
9 ESML 0.04%
10 JKJ 0.03%
11 ISCB 0.03%
12 WSML 0.02%
13 ITOT 0.00%
14 IWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 5.15M (10.50%) 1.53M
Increased by +29.79%
Dec 31, 25
2 Syon Capital LLC 4.44M (9.05%) 4.44M
Increased by +100.00%
Dec 31, 23
3 BlackRock Inc 3.44M (7.01%) 287.62K
Increased by +8.36%
Sep 30, 25
4 Vanguard Group Inc 3.15M (6.42%) 237.51K
Increased by +7.54%
Dec 31, 25
5 Fuller & Thaler Asset Management Inc 2.76M (5.63%) 2.76M
Increased by +100.00%
Dec 31, 25
6 Wellington Management Company LLP 2.43M (4.96%) 439.96K
Increased by +18.09%
Dec 31, 25
7 Wasatch Advisors LP 2.04M (4.15%) -691.34K
Decreased by -33.92%
Dec 31, 25
8 Bryn Mawr Trust Company 1.48M (3.01%) 1.48M
Increased by +100.00%
Sep 30, 25
9 Artisan Partners Limited Partnership 1.47M (3.00%) -601.13K
Decreased by -40.83%
Dec 31, 25
10 D. E. Shaw & Co LP 1.31M (2.67%) -92.14K
Decreased by -7.03%
Dec 31, 25
11 Ameriprise Financial Inc 1.28M (2.61%) 737.82K
Increased by +57.54%
Sep 30, 25
12 Loomis, Sayles & Company LP 1.16M (2.37%) -54.31K
Decreased by -4.67%
Dec 31, 25
13 Geode Capital Management, LLC 1.15M (2.33%) 72.40K
Increased by +6.32%
Dec 31, 25
14 Westfield Capital Management Company, L.P. 1.07M (2.19%) 10.85K
Increased by +1.01%
Dec 31, 25
15 Driehaus Capital Management LLC 1.01M (2.07%) 387.69K
Increased by +38.22%
Dec 31, 25
16 Dimensional Fund Advisors, Inc. 1.01M (2.06%) 25.10K
Increased by +2.48%
Dec 31, 25
17 State Street Corp 945.16K (1.93%) 74.10K
Increased by +7.84%
Sep 30, 25
18 abrdn PLC 846.67K (1.73%) -69.99K
Decreased by -8.27%
Sep 30, 24
19 Pictet Asset Manangement SA 846.66K (1.73%) 296.68K
Increased by +35.04%
Jun 30, 25
20 Champlain Investment Partners, LLC 838.40K (1.71%) -285.25K
Decreased by -34.02%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.54M (3.14%) 3.38K
Increased by +0.22%
Feb 28, 26
2 Fidelity Small Cap Growth 1.23M (2.51%) -51.53K
Decreased by -4.18%
Dec 31, 25
3 Vanguard US Total Market Shares ETF 1.23M (2.50%) -25.80K
Decreased by -2.10%
Sep 30, 24
4 Fidelity® Small Cap Growth 1.20M (2.44%) -1.46K
Decreased by -0.12%
Oct 31, 23
5 iShares Russell 2000 ETF 1.16M (2.37%) 612.85K
Increased by +52.72%
Feb 28, 26
6 FullerThaler Behavioral Small-Cap Growth 943.78K (1.92%) 13.20K
Increased by +1.40%
Dec 31, 25
7 FullerThaler Behavioral Sm-Cp Gr R6 865.90K (1.76%) 13.20K
Increased by +1.52%
Dec 31, 25
8 Columbia Small Cap Growth 853.75K (1.74%) 470.85K
Increased by +55.15%
Dec 31, 25
9 Columbia Small Cap Growth Inst 853.75K (1.74%) 0.00
Increased by 0.00%
Jan 31, 26
10 Champlain Small Company Fund, LLC 783.73K (1.60%) -13.85K
Decreased by -1.77%
Oct 31, 24
11 T. Rowe Price New Horizons 712.63K (1.45%) 0.00
Increased by 0.00%
Dec 31, 25
12 US Small-Cap Growth II Equity Comp 712.63K (1.45%) 422.63K
Increased by +59.31%
Dec 31, 25
13 Fidelity Stock Selector Small Cap 648.39K (1.32%) 11.21K
Increased by +1.73%
Dec 31, 25
14 Loomis Sayles Small Cap Growth Instl 630.77K (1.29%) -12.65K
Decreased by -2.01%
Jan 31, 26
15 Fidelity Small Cap Growth K6 614.16K (1.25%) -27.60K
Decreased by -4.49%
Dec 31, 25
16 Fidelity Balanced 591.30K (1.20%) 0.00
Increased by 0.00%
Nov 30, 23
17 Fidelity® Balanced 591.30K (1.20%) 106.84K
Increased by +18.07%
Oct 31, 23
18 Artisan Small Cap Investor 514.46K (1.05%) -265.81K
Decreased by -51.67%
Dec 31, 25
19 Artisan U.S. Small-Cap Growth 514.46K (1.05%) -265.81K
Decreased by -51.67%
Dec 31, 25
20 Wasatch Micro Cap 494.80K (1.01%) -33.49K
Decreased by -6.77%
Jun 30, 25