Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XITK 1.05%
2 XSW 0.95%
3 JSMD 0.78%
4 IWC 0.13%
5 AVSC 0.09%
6 SMMV 0.08%
7 GSSC 0.05%
8 FCOM 0.05%
9 PSC 0.04%
10 EES 0.03%
11 IWO 0.03%
12 VTWG 0.03%
13 RSSL 0.03%
14 IWM 0.02%
15 UWM 0.02%
16 DFAT 0.02%
17 VTWO 0.02%
18 RYLD 0.02%
19 DFAS 0.02%
20 FTEC 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 RWWM Inc 367.86K (28.27%) 28.91K
Increased by +7.86%
Dec 31, 25
2 Vanguard Group Inc 102.62K (7.89%) 534.00
Increased by +0.52%
Dec 31, 25
3 BlackRock Inc 93.23K (7.17%) -335.00
Decreased by -0.36%
Sep 30, 25
4 AltraVue Capital, LLC 66.82K (5.14%) 10.06K
Increased by +15.06%
Dec 31, 25
5 Advisory Research Inc 65.56K (5.04%) 8.10K
Increased by +12.35%
Dec 31, 25
6 HighTower Advisors, LLC 41.34K (3.18%) 1.00
Increased by +0.00%
Dec 31, 25
7 State Street Corp 36.67K (2.82%) -1.77K
Decreased by -4.84%
Sep 30, 25
8 Dimensional Fund Advisors, Inc. 36.02K (2.77%) -9.30K
Decreased by -25.83%
Dec 31, 25
9 Geode Capital Management, LLC 30.28K (2.33%) 381.00
Increased by +1.26%
Dec 31, 25
10 State Street Corporation 26.16K (2.01%) 1.04K
Increased by +3.99%
Mar 31, 24
11 D. E. Shaw & Co LP 23.93K (1.84%) 23.93K
Increased by +100.00%
Dec 31, 25
12 Millennium Management LLC 23.35K (1.79%) 21.07K
Increased by +90.24%
Dec 31, 25
13 BNP Paribas Arbitrage, SA 15.20K (1.17%) -10.63K
Decreased by -69.93%
Dec 31, 25
14 Legato Capital Management LLC 14.22K (1.09%) 2.19K
Increased by +15.40%
Dec 31, 25
15 New York State Common Retirement Fund 13.45K (1.03%) 1.97K
Increased by +14.64%
Dec 31, 25
16 Morgan Stanley - Brokerage Accounts 13.44K (1.03%) 6.68K
Increased by +49.72%
Sep 30, 25
17 Renaissance Technologies Corp 12.85K (0.99%) 12.85K
Increased by +100.00%
Dec 31, 25
18 Northern Trust Corp 12.72K (0.98%) 1.65K
Increased by +12.96%
Sep 30, 25
19 Aquamarine Zurich AG 11.50K (0.88%) 0.00
Increased by 0.00%
Dec 31, 25
20 GAMMA Investing LLC 9.15K (0.70%) 9.14K
Increased by +99.91%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Advisory Research Partners 53.20K (4.09%) 3.20K
Increased by +6.02%
Dec 31, 25
2 Vanguard US Total Market Shares ETF 43.50K (3.34%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 43.29K (3.33%) 0.00
Increased by 0.00%
Feb 28, 26
4 Vanguard Information Technology ETF 32.28K (2.48%) -10.00
Decreased by -0.03%
Feb 28, 26
5 iShares Russell 2000 ETF 30.74K (2.36%) 4.56K
Increased by +14.84%
Feb 28, 26
6 Fidelity® Small Cap Index 12.63K (0.97%) 181.00
Increased by +1.43%
Oct 31, 23
7 Fidelity Small Cap Index 12.42K (0.95%) -555.00
Decreased by -4.47%
Dec 31, 25
8 Janus Henderson Small/Md Cp Gr Alpha ETF 11.82K (0.91%) 29.00
Increased by +0.25%
Feb 27, 26
9 Vanguard Institutional Extnd Mkt Idx Tr 10.02K (0.77%) 82.00
Increased by +0.82%
Feb 28, 26
10 DFA US Targeted Value I 8.89K (0.68%) 0.00
Increased by 0.00%
Jul 31, 25
11 Principal US Small Cap ETF 8.40K (0.65%) 3.68K
Increased by +43.83%
Feb 28, 26
12 State St Russell Sm/Mid Cp® Indx NL Cl C 8.27K (0.64%) 25.00
Increased by +0.30%
Apr 30, 25
13 State St Russell Sm/Mid Cp® Indx SL Cl I 8.27K (0.64%) 0.00
Increased by 0.00%
Feb 28, 26
14 iShares Russell 2000 Growth ETF 8.14K (0.63%) 6.33K
Increased by +77.80%
Feb 28, 26
15 SPDR® S&P Software & Services ETF 7.73K (0.59%) 0.00
Increased by 0.00%
Aug 29, 25
16 State StreetSPDRS&PSftwr&SvcsETF 7.24K (0.56%) 116.00
Increased by +1.60%
Feb 27, 26
17 Vanguard Russell 2000 ETF 6.24K (0.48%) 233.00
Increased by +3.73%
Feb 28, 26
18 Dimensional US Targeted Value ETF 6.15K (0.47%) 0.00
Increased by 0.00%
Aug 29, 25
19 DFA US Small Cap I 5.94K (0.46%) 400.00
Increased by +6.73%
Jan 31, 26
20 Fidelity® Extended Market Index 5.07K (0.39%) 147.00
Increased by +2.90%
Nov 30, 23