Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AWEG 4.40%
2 RNEW 3.99%
3 LCG 2.24%
4 AFSC 2.22%
5 SGRW 2.21%
6 DWAQ 2.09%
7 RSMC 2.08%
8 EVX 2.05%
9 UPGR 1.81%
10 PSCI 1.77%
11 AMID 1.65%
12 ALIL 1.63%
13 QWST 1.54%
14 NSCS 1.41%
15 SIXS 1.15%
16 NBSM 1.10%
17 PFUT 1.06%
18 DWAS 0.91%
19 FFOX 0.83%
20 NZRO 0.81%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.57M (10.58%) 581.31K
Increased by +8.84%
Dec 31, 25
2 BlackRock Inc 4.57M (7.35%) -79.41K
Decreased by -1.74%
Sep 30, 25
3 Wasatch Advisors LP 3.77M (6.06%) 56.91K
Increased by +1.51%
Dec 31, 25
4 JPMorgan Chase & Co 3.31M (5.33%) 1.60M
Increased by +48.38%
Sep 30, 25
5 Conestoga Capital Advisors, LLC 2.78M (4.47%) -98.73K
Decreased by -3.56%
Dec 31, 25
6 Capital Research Global Investors 2.49M (4.00%) 477.22K
Increased by +19.18%
Dec 31, 25
7 Amvescap Plc. 2.40M (3.87%) -193.85K
Decreased by -8.06%
Sep 30, 25
8 Capital Research & Mgmt Co - Division 3 2.00M (3.22%) 41.45K
Increased by +2.07%
Dec 31, 25
9 T. Rowe Price Investment Management,Inc. 1.97M (3.17%) 263.91K
Increased by +13.39%
Dec 31, 25
10 Westfield Capital Management Company, L.P. 1.67M (2.68%) 17.32K
Increased by +1.04%
Dec 31, 25
11 Geode Capital Management, LLC 1.54M (2.48%) 5.51K
Increased by +0.36%
Dec 31, 25
12 William Blair Investment Management, LLC 1.47M (2.36%) -341.66K
Decreased by -23.27%
Dec 31, 25
13 State Street Corp 1.44M (2.31%) 2.14K
Increased by +0.15%
Sep 30, 25
14 Allspring Global Investments Holdings, LLC 1.40M (2.26%) -71.63K
Decreased by -5.11%
Jun 30, 24
15 Silvercrest Asset Management Group LLC 1.35M (2.17%) 106.91K
Increased by +7.93%
Dec 31, 25
16 Wellington Management Company LLP 1.31M (2.10%) -83.39K
Decreased by -6.38%
Dec 31, 25
17 Morgan Stanley - Brokerage Accounts 1.27M (2.05%) 100.15K
Increased by +7.88%
Jun 30, 24
18 State Street Corporation 1.27M (2.04%) 13.99K
Increased by +1.10%
Mar 31, 24
19 Geneva Capital Management 1.27M (2.04%) 8.91K
Increased by +0.70%
Dec 31, 25
20 Earnest Partners LLC 1.16M (1.87%) -32.65K
Decreased by -2.81%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.79M (6.09%) 3.79M
Increased by +100.00%
Feb 28, 26
2 American Funds SMALLCAP World A 3.55M (5.72%) 493.88K
Increased by +13.91%
Dec 31, 25
3 Vanguard Total Stock Mkt Idx Inv 1.98M (3.18%) 3.56K
Increased by +0.18%
Feb 28, 26
4 Vanguard US Total Market Shares ETF 1.95M (3.14%) 148.95K
Increased by +7.63%
Sep 30, 24
5 Wasatch Core Growth 1.53M (2.46%) -92.16K
Decreased by -6.04%
Dec 31, 25
6 iShares Russell 2000 ETF 1.52M (2.44%) 446.36K
Increased by +29.41%
Feb 28, 26
7 Vanguard Small Cap Index 1.42M (2.29%) 4.05K
Increased by +0.29%
Feb 28, 26
8 Conestoga Small Cap Investors 1.36M (2.19%) 0.00
Increased by 0.00%
Jan 31, 26
9 Delaware Small Cap Core I 940.06K (1.51%) 0.00
Increased by 0.00%
Oct 31, 24
10 Delaware US Small Cap Core Equity (SMA) 860.97K (1.39%) -10.08K
Decreased by -1.17%
Mar 31, 24
11 Macquarie US Small Cap Core Equity 860.97K (1.39%) -10.08K
Decreased by -1.17%
Mar 31, 24
12 EARNEST Small Cap Value 819.62K (1.32%) 818.05K
Increased by +99.81%
Dec 31, 23
13 Invesco OFI Small Cap Growth 802.06K (1.29%) 50.79K
Increased by +6.33%
Jun 30, 25
14 Macquarie Small Cap Core I 791.05K (1.27%) -59.42K
Decreased by -7.51%
Jul 31, 25
15 Vanguard Small Cap Growth Index Inv 788.31K (1.27%) 1.91K
Increased by +0.24%
Feb 28, 26
16 American Century Small Cap Growth Inv 733.26K (1.18%) 123.06K
Increased by +16.78%
Jun 30, 25
17 American Century U.S. Small Cap Growth 733.26K (1.18%) 123.06K
Increased by +16.78%
Jun 30, 25
18 American Funds IS® Growth 1 701.17K (1.13%) 0.00
Increased by 0.00%
Dec 31, 25
19 Capital Group Growth Composite 701.17K (1.13%) 0.00
Increased by 0.00%
Dec 31, 25
20 T. Rowe Price Integrated US SmCapGrEq 690.68K (1.11%) 140.78K
Increased by +20.38%
Dec 31, 24