Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JPSV 1.25%
2 XITK 0.88%
3 JSML 0.82%
4 PTF 0.71%
5 JSMD 0.68%
6 DWAS 0.22%
7 AFSM 0.09%
8 IWC 0.07%
9 FSCC 0.07%
10 SEIS 0.06%
11 GSSC 0.04%
12 VTWG 0.03%
13 IWO 0.02%
14 VOX 0.02%
15 MMSC 0.02%
16 EES 0.02%
17 FCOM 0.02%
18 RFLR 0.01%
19 RSSL 0.01%
20 IWM 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 White Mountains Insurance Group Ltd. 17.86M (78.90%) 0.00
Increased by 0.00%
Jun 30, 25
2 Kayne Anderson Rudnick Investment Management LLC 4.68M (20.68%) -411.09K
Decreased by -8.78%
Jun 30, 24
3 BlackRock Inc 4.00M (17.69%) 305.69K
Increased by +7.64%
Jun 30, 25
4 Vanguard Group Inc 2.86M (12.63%) -54.13K
Decreased by -1.89%
Jun 30, 25
5 Broad Bay Capital Management, LP 2.50M (11.04%) -249.27K
Decreased by -9.98%
Jun 30, 25
6 Goldman Sachs Group Inc 2.01M (8.87%) 1.27M
Increased by +63.31%
Jun 30, 25
7 Clearline Capital LP 1.43M (6.30%) -1.23M
Decreased by -86.27%
Jun 30, 25
8 TimesSquare Capital Management, LLC 1.37M (6.06%) -256.64K
Decreased by -18.70%
Mar 31, 25
9 Ararat Capital Management, LP 1.15M (5.07%) 178.39K
Increased by +15.55%
Dec 31, 23
10 Driehaus Capital Management LLC 960.76K (4.25%) -1.29M
Decreased by -133.92%
Dec 31, 24
11 Nuveen, LLC 900.79K (3.98%) 394.88K
Increased by +43.84%
Jun 30, 25
12 D. E. Shaw & Co LP 895.35K (3.96%) 224.66K
Increased by +25.09%
Jun 30, 25
13 Jacobs Asset Management, LLC 798.67K (3.53%) 390.25K
Increased by +48.86%
Jun 30, 25
14 Renaissance Technologies Corp 772.30K (3.41%) 206.80K
Increased by +26.78%
Jun 30, 25
15 Geode Capital Management, LLC 764.70K (3.38%) 36.95K
Increased by +4.83%
Jun 30, 25
16 Morgan Stanley - Brokerage Accounts 755.93K (3.34%) 18.00K
Increased by +2.38%
Jun 30, 25
17 Divisadero Street Capital Management, LP 748.69K (3.31%) 144.59K
Increased by +19.31%
Sep 30, 24
18 Philadelphia Financial Mgmt Of San Franc 728.73K (3.22%) 728.73K
Increased by +100.00%
Jun 30, 24
19 Shay Capital LLC 670.00K (2.96%) 98.16K
Increased by +14.65%
Jun 30, 25
20 State Street Corp 652.84K (2.88%) 29.05K
Increased by +4.45%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Virtus KAR Small-Cap Growth I 3.28M (14.48%) -127.97K
Decreased by -3.90%
Jun 30, 24
2 Vanguard Total Stock Mkt Idx Inv 947.91K (4.19%) -91.65K
Decreased by -9.67%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 947.01K (4.18%) 0.00
Increased by 0.00%
Sep 30, 24
4 iShares Russell 2000 ETF 814.49K (3.60%) 0.00
Increased by 0.00%
Aug 31, 25
5 Empower Small Cap Growth/TimesSquare SP 580.00K (2.56%) 183.96K
Increased by +31.72%
Mar 31, 25
6 Small Cap Growth / TimesSquare Fund SP 580.00K (2.56%) 183.96K
Increased by +31.72%
Mar 31, 25
7 Janus Henderson Small/Md Cp Gr Alpha ETF 518.38K (2.29%) 1.66K
Increased by +0.32%
Aug 29, 25
8 Invesco Dorsey Wright Technology MomtETF 483.90K (2.14%) 0.00
Increased by 0.00%
Dec 31, 24
9 BlackRock Advantage Small Cap Core Instl 420.51K (1.86%) 0.00
Increased by 0.00%
Jul 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 351.05K (1.55%) -167.17K
Decreased by -47.62%
Jul 31, 25
11 Vanguard Small Cap Index 339.08K (1.50%) -2.22K
Decreased by -0.66%
Jul 31, 25
12 Fidelity Small Cap Index 333.62K (1.47%) 24.68K
Increased by +7.40%
Jun 30, 25
13 Xtrackers MSCI World Swap ETF 1C 327.61K (1.45%) 0.00
Increased by 0.00%
Oct 31, 24
14 Pacer US Small Cap Cash Cows 100 ETF 301.52K (1.33%) -1.75K
Decreased by -0.58%
Aug 29, 25
15 iShares Russell 2000 Growth ETF 288.92K (1.28%) 0.00
Increased by 0.00%
Aug 31, 25
16 Driehaus Small Cap Growth Institutional 265.71K (1.17%) 11.20K
Increased by +4.21%
Nov 30, 24
17 AST Small-Cap Equity Portfolio 262.69K (1.16%) 0.00
Increased by 0.00%
Mar 31, 25
18 Heptagon Driehaus US Sm Cp Eq C USD Acc 262.15K (1.16%) 18.59K
Increased by +7.09%
Nov 30, 24
19 BlackRock Global Equity Mkt Netrl Instl 262.02K (1.16%) 8.20K
Increased by +3.13%
Oct 31, 24
20 Emerald Growth A 254.97K (1.13%) -71.68K
Decreased by -28.11%
Jun 30, 24