Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JPSV 1.59%
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 FSCC 0.07%
9 IWC 0.07%
10 SEIS 0.06%
11 GSSC 0.04%
12 IWO 0.02%
13 VOX 0.02%
14 VTWG 0.02%
15 MMSC 0.02%
16 EES 0.02%
17 FCOM 0.02%
18 RFLR 0.01%
19 RSSL 0.01%
20 JKK 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 White Mountains Insurance Group Ltd. 17.86M (54.34%) 0.00
Increased by 0.00%
 Sep 30, 25
2 Kayne Anderson Rudnick Investment Management LLC 4.68M (14.24%) -411.09K
Decreased by -8.78%
 Jun 30, 24
3 BlackRock Inc 3.57M (10.87%) -430.23K
Decreased by -12.04%
 Sep 30, 25
4 Vanguard Group Inc 2.57M (7.82%) -29.63K
Decreased by -1.15%
 Dec 31, 25
5 Broad Bay Capital Management, LP 2.50M (7.60%) -249.27K
Decreased by -9.98%
 Jun 30, 25
6 JPMorgan Chase & Co 2.12M (6.44%) 1.57M
Increased by +74.38%
 Sep 30, 25
7 Goldman Sachs Group Inc 2.01M (6.11%) 1.27M
Increased by +63.31%
 Jun 30, 25
8 TimesSquare Capital Management, LLC 1.37M (4.18%) -256.64K
Decreased by -18.70%
 Mar 31, 25
9 Clearline Capital LP 1.30M (3.96%) 10.60K
Increased by +0.81%
 Dec 31, 25
10 The Goldman Sachs Group Inc 1.28M (3.90%) -727.23K
Decreased by -56.82%
 Sep 30, 25
11 Ararat Capital Management, LP 1.15M (3.49%) 178.39K
Increased by +15.55%
 Dec 31, 23
12 Renaissance Technologies Corp 1.05M (3.18%) 100.30K
Increased by +9.59%
 Dec 31, 25
13 Driehaus Capital Management LLC 960.76K (2.92%) -1.29M
Decreased by -133.92%
 Dec 31, 24
14 D. E. Shaw & Co LP 895.35K (2.72%) 224.66K
Increased by +25.09%
 Jun 30, 25
15 Morgan Stanley - Brokerage Accounts 872.03K (2.65%) 116.11K
Increased by +13.31%
 Sep 30, 25
16 Arrowstreet Capital Limited Partnership 855.90K (2.60%) 335.45K
Increased by +39.19%
 Dec 31, 25
17 Divisadero Street Capital Management, LP 849.01K (2.58%) 762.10K
Increased by +89.76%
 Dec 31, 25
18 AQR Capital Management LLC 804.10K (2.45%) 33.42K
Increased by +4.16%
 Dec 31, 25
19 J. Goldman & Co LP 786.37K (2.39%) 255.34K
Increased by +32.47%
 Dec 31, 25
20 Geode Capital Management, LLC 777.30K (2.37%) 7.53K
Increased by +0.97%
 Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Virtus KAR Small-Cap Growth I 3.28M (9.97%) -127.97K
Decreased by -3.90%
 Jun 30, 24
2 Vanguard Total Stock Mkt Idx Inv 981.80K (2.99%) 0.00
Increased by 0.00%
 Feb 28, 26
3 Vanguard US Total Market Shares ETF 947.01K (2.88%) 0.00
Increased by 0.00%
 Sep 30, 24
4 JPMorgan Small Cap Blend A 893.62K (2.72%) 125.68K
Increased by +14.06%
 Jan 31, 26
5 iShares Russell 2000 ETF 856.34K (2.61%) 342.38K
Increased by +39.98%
 Feb 28, 26
6 JPM US Small Cap Value-Composite 767.94K (2.34%) 394.75K
Increased by +51.40%
 Dec 31, 25
7 Empower Small Cap Growth/TimesSquare SP 580.00K (1.77%) 183.96K
Increased by +31.72%
 Mar 31, 25
8 Small Cap Growth / TimesSquare Fund SP 580.00K (1.77%) 183.96K
Increased by +31.72%
 Mar 31, 25
9 Invesco Dorsey Wright Technology MomtETF 483.90K (1.47%) 0.00
Increased by 0.00%
 Dec 31, 24
10 RS Small Cap Value Comp 482.37K (1.47%) 0.00
Increased by 0.00%
 Dec 31, 25
11 Victory RS Partners A 482.37K (1.47%) 0.00
Increased by 0.00%
 Dec 31, 25
12 BlackRock Advantage Small Cap Core Instl 377.02K (1.15%) 0.00
Increased by 0.00%
 Feb 28, 26
13 Vanguard Institutional Extnd Mkt Idx Tr 358.47K (1.09%) -2.49K
Decreased by -0.69%
 Feb 28, 26
14 Vanguard Small Cap Index 355.75K (1.08%) 742.00
Increased by +0.21%
 Feb 28, 26
15 Fidelity Small Cap Index 330.74K (1.01%) -5.72K
Decreased by -1.73%
 Dec 31, 25
16 Xtrackers MSCI World Swap ETF 1C 327.61K (1.00%) 0.00
Increased by 0.00%
 Oct 31, 24
17 Nuveen Quant Small/Mid Cap Eq R6 285.77K (0.87%) 0.00
Increased by 0.00%
 Jan 31, 26
18 iShares Russell 2000 Growth ETF 281.38K (0.86%) 130.27K
Increased by +46.30%
 Feb 28, 26
19 Janus Henderson Small/Md Cp Gr Alpha ETF 275.10K (0.84%) 684.00
Increased by +0.25%
 Feb 27, 26
20 Driehaus Small Cap Growth Institutional 265.71K (0.81%) 11.20K
Increased by +4.21%
 Nov 30, 24