Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOTT 3.13%
2 OSCV 1.88%
3 JSML 1.54%
4 SMAP 1.41%
5 PRN 1.38%
6 PSCI 1.29%
7 IBOT 1.21%
8 SMCP 1.12%
9 JSMD 1.10%
10 DWAS 1.07%
11 SMDV 1.01%
12 GRPZ 1.00%
13 NBSM 0.97%
14 CAFG 0.85%
15 EHLS 0.73%
16 JPSV 0.64%
17 CGMM 0.58%
18 FYC 0.55%
19 SQLV 0.55%
20 OMFS 0.53%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 1.74M (14.94%) -27.80K
Decreased by -1.60%
Sep 30, 25
2 Wasatch Advisors Inc. 1.31M (11.22%) -5.77K
Decreased by -0.44%
Sep 30, 23
3 Vanguard Group Inc 1.30M (11.14%) -21.50K
Decreased by -1.66%
Dec 31, 25
4 Kayne Anderson Rudnick Investment Management LLC 1.19M (10.21%) -88.98K
Decreased by -7.48%
Dec 31, 25
5 Wasatch Advisors LP 913.21K (7.84%) 28.61K
Increased by +3.13%
Dec 31, 25
6 C2P Capital Advisory Group LLC dba Prosperity Capital Advisors 561.16K (4.82%) 561.16K
Increased by +100.00%
Dec 31, 24
7 Capital World Investors 494.77K (4.25%) 178.56K
Increased by +36.09%
Dec 31, 25
8 Capital Research & Mgmt Co - Division 3 477.47K (4.10%) -79.00
Decreased by -0.02%
Dec 31, 25
9 State Street Corp 441.27K (3.79%) -3.89K
Decreased by -0.88%
Sep 30, 25
10 Neuberger Berman Group LLC 402.01K (3.45%) -25.34K
Decreased by -6.30%
Dec 31, 25
11 Allspring Global Investments Holdings, LLC 364.65K (3.13%) -7.99K
Decreased by -2.19%
Sep 30, 23
12 Morgan Stanley - Brokerage Accounts 320.45K (2.75%) -60.82K
Decreased by -18.98%
Sep 30, 25
13 Geode Capital Management, LLC 314.50K (2.70%) 2.29K
Increased by +0.73%
Dec 31, 25
14 Chevy Chase Trust Holdings, Inc. 312.26K (2.68%) -130.63K
Decreased by -41.83%
Jun 30, 25
15 Macquarie Group Ltd 303.80K (2.61%) -25.66K
Decreased by -8.45%
Sep 30, 25
16 Dimensional Fund Advisors, Inc. 279.03K (2.40%) 10.25K
Increased by +3.67%
Dec 31, 25
17 State Street Corporation 266.95K (2.29%) 2.19K
Increased by +0.82%
Mar 31, 24
18 Conestoga Capital Advisors, LLC 216.20K (1.86%) 47.51K
Increased by +21.97%
Dec 31, 25
19 Brown Advisory Holdings Inc 205.19K (1.76%) 55.51K
Increased by +27.05%
Dec 31, 25
20 Royce & Associates, LP 204.94K (1.76%) 48.29K
Increased by +23.56%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 942.20K (8.09%) 170.51K
Increased by +18.10%
Dec 31, 25
2 iShares Core S&P Small-Cap ETF 715.19K (6.14%) 715.19K
Increased by +100.00%
Feb 28, 26
3 Vanguard Total Stock Mkt Idx Inv 374.11K (3.21%) 816.00
Increased by +0.22%
Feb 28, 26
4 Vanguard US Total Market Shares ETF 370.01K (3.18%) 352.00
Increased by +0.10%
Sep 30, 24
5 Neuberger Berman Genesis Inv 303.65K (2.61%) -54.87K
Decreased by -18.07%
Jun 30, 25
6 Macquarie US Small Cap Core Equity 303.16K (2.60%) -57.34K
Decreased by -18.92%
Dec 31, 23
7 iShares Russell 2000 ETF 285.80K (2.45%) 36.97K
Increased by +12.94%
Feb 28, 26
8 Wasatch Core Growth 271.59K (2.33%) -24.95K
Decreased by -9.18%
Dec 31, 25
9 Vanguard Small Cap Index 267.56K (2.30%) 761.00
Increased by +0.28%
Feb 28, 26
10 Neuberger Genesis Inv 246.08K (2.11%) -22.71K
Decreased by -9.23%
Dec 31, 25
11 Delaware US Small Cap Core Equity (SMA) 239.30K (2.05%) -63.86K
Decreased by -26.69%
Mar 31, 24
12 Delaware Small Cap Core I 231.64K (1.99%) 0.00
Increased by 0.00%
Oct 31, 24
13 Macquarie Small Cap Core I 224.88K (1.93%) -16.89K
Decreased by -7.51%
Jul 31, 25
14 Virtus KAR Small-Cap Core I 211.69K (1.82%) -27.00K
Decreased by -12.75%
Dec 31, 25
15 Nomura Small Cap Core I 178.41K (1.53%) -22.53K
Decreased by -12.63%
Jan 31, 26
16 Champlain Small Company Fund, LLC 148.66K (1.28%) -20.27K
Decreased by -13.64%
Feb 28, 26
17 Vanguard Small Cap Growth Index Inv 148.61K (1.28%) 260.00
Increased by +0.17%
Feb 28, 26
18 T. Rowe Price Integrated US Sm Gr Eq 140.76K (1.21%) 0.00
Increased by 0.00%
Jan 31, 26
19 T. Rowe Price Integrated US SmCapGrEq 140.76K (1.21%) 0.00
Increased by 0.00%
Dec 31, 25
20 Vanguard Institutional Extnd Mkt Idx Tr 128.40K (1.10%) 1.10K
Increased by +0.85%
Feb 28, 26