Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AWEG 3.27%
2 ARWG 2.64%
3 AZTD 2.02%
4 SPIT 2.01%
5 KIE 1.86%
6 GRPZ 1.44%
7 CPAI 1.40%
8 JSML 1.32%
9 PFI 1.31%
10 JSMD 1.22%
11 SIXS 1.12%
12 XSHQ 1.05%
13 SMCF 1.01%
14 PXSG 0.96%
15 RZG 0.95%
16 XSMO 0.93%
17 FFTY 0.90%
18 PSCF 0.86%
19 HAPS 0.85%
20 FFOX 0.78%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.30M (16.52%) 216.41K
Increased by +5.03%
Sep 30, 25
2 Vanguard Group Inc 2.70M (10.36%) 67.04K
Increased by +2.48%
Dec 31, 25
3 State Street Corp 1.09M (4.19%) 13.05K
Increased by +1.20%
Sep 30, 25
4 State Street Corporation 985.52K (3.79%) 34.31K
Increased by +3.48%
Mar 31, 24
5 Nordea Investment Mgmt Bank Demark A/s 868.32K (3.33%) -271.10K
Decreased by -31.22%
Dec 31, 23
6 Sumitomo Mitsui Trust Holdings Inc 851.34K (3.27%) -75.93K
Decreased by -8.92%
Jun 30, 24
7 Westfield Capital Management Company, L.P. 840.23K (3.23%) 101.70K
Increased by +12.10%
Dec 31, 25
8 Amvescap Plc. 717.15K (2.75%) -81.21K
Decreased by -11.32%
Sep 30, 25
9 Stephens Inv Mgmt Group LLC 694.32K (2.67%) 114.86K
Increased by +16.54%
Dec 31, 25
10 Geode Capital Management, LLC 661.90K (2.54%) 2.29K
Increased by +0.35%
Dec 31, 25
11 Dimensional Fund Advisors, Inc. 629.45K (2.42%) 33.40K
Increased by +5.31%
Dec 31, 25
12 AllianceBernstein L.P. 497.08K (1.91%) 369.70K
Increased by +74.37%
Jun 30, 25
13 Driehaus Capital Management LLC 474.92K (1.82%) -84.23K
Decreased by -17.74%
Jun 30, 25
14 American Century Companies Inc 459.01K (1.76%) 38.11K
Increased by +8.30%
Dec 31, 25
15 Sumitomo Mitsui Trust Group Inc 456.17K (1.75%) 45.66K
Increased by +10.01%
Sep 30, 25
16 Westfield Capital Management Company, LP 394.41K (1.51%) 77.55K
Increased by +19.66%
Sep 30, 24
17 Point72 Asset Management, L.P. 361.01K (1.39%) 246.54K
Increased by +68.29%
Sep 30, 23
18 Champlain Investment Partners, LLC 332.54K (1.28%) -76.20K
Decreased by -22.91%
Dec 31, 25
19 Macquarie Group Ltd 330.37K (1.27%) -23.12K
Decreased by -7.00%
Mar 31, 25
20 Artemis Investment Management LLP 321.19K (1.23%) -211.37K
Decreased by -65.81%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.61M (6.17%) -48.07K
Decreased by -2.99%
Feb 28, 26
2 Vanguard Total Stock Mkt Idx Inv 849.42K (3.26%) 1.99K
Increased by +0.23%
Feb 28, 26
3 Vanguard US Total Market Shares ETF 789.15K (3.03%) 780.00
Increased by +0.10%
Sep 30, 24
4 Nordea 1 - Global Climate & Envir BI EUR 697.18K (2.68%) -172.55K
Decreased by -24.75%
Dec 31, 23
5 iShares Russell 2000 ETF 639.76K (2.46%) 117.00K
Increased by +18.29%
Feb 28, 26
6 Vanguard Explorer Inv 523.73K (2.01%) 76.92K
Increased by +14.69%
Dec 31, 25
7 Stephens SMID Select Growth 484.90K (1.86%) 91.09K
Increased by +18.79%
Dec 31, 25
8 Avantis US Small Cap Value ETF 439.18K (1.69%) 2.37K
Increased by +0.54%
Feb 28, 26
9 Champlain Small Company Fund, LLC 328.69K (1.26%) -1.31K
Decreased by -0.40%
Feb 28, 26
10 Invesco Discovery A 310.38K (1.19%) 0.00
Increased by 0.00%
Jul 31, 25
11 Invesco OFI Small Cap Growth 310.38K (1.19%) 310.38K
Increased by +100.00%
Jun 30, 25
12 Artemis US Smaller Companies I Acc GBP 302.64K (1.16%) -73.93K
Decreased by -24.43%
May 31, 25
13 Vanguard Small Cap Index 300.74K (1.16%) 636.00
Increased by +0.21%
Feb 28, 26
14 Harbor Small Cap Growth Instl 298.02K (1.14%) 34.58K
Increased by +11.60%
Dec 31, 25
15 Westfield Capital Mgt Co Sm-Cap Gr Eq 298.02K (1.14%) 34.58K
Increased by +11.60%
Dec 31, 25
16 American Century Small Cap Growth Inv 293.41K (1.13%) -21.12K
Decreased by -7.20%
Jun 30, 25
17 American Century U.S. Small Cap Growth 293.41K (1.13%) -21.12K
Decreased by -7.20%
Jun 30, 25
18 Champlain Small Company Adv 290.00K (1.11%) -150.00K
Decreased by -51.72%
Dec 31, 24
19 Vanguard Institutional Extnd Mkt Idx Tr 289.13K (1.11%) 2.38K
Increased by +0.82%
Feb 28, 26
20 Fidelity Small Cap Index 258.56K (0.99%) -7.74K
Decreased by -2.99%
Dec 31, 25