Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AAUM 5.63%
2 AWEG 4.33%
3 PSP 2.43%
4 GPZ 2.35%
5 RSMC 1.88%
6 KCE 1.67%
7 DGRS 1.66%
8 MVFD 1.65%
9 NVIR 1.60%
10 LBO 1.40%
11 CGMM 1.40%
12 DBSC 1.29%
13 BOUT 1.27%
14 HAPS 1.06%
15 SURE 1.04%
16 PXSG 0.97%
17 PSCF 0.93%
18 XSMO 0.87%
19 RZG 0.65%
20 IJT 0.64%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 10.27M (14.37%) 827.07K
Increased by +8.05%
Sep 30, 25
2 Vanguard Group Inc 8.45M (11.82%) 728.41K
Increased by +8.62%
Dec 31, 25
3 Wellington Management Company LLP 6.23M (8.71%) 504.68K
Increased by +8.10%
Dec 31, 25
4 Millennium Management LLC 4.46M (6.23%) 561.18K
Increased by +12.59%
Dec 31, 25
5 T. Rowe Price Associates, Inc. 4.38M (6.13%) -1.68M
Decreased by -38.36%
Sep 30, 25
6 Amvescap Plc. 4.14M (5.79%) 95.34K
Increased by +2.30%
Sep 30, 25
7 Pitcairn Wealth Advisors LLC 4.04M (5.65%) 4.04M
Increased by +100.00%
Dec 31, 25
8 Capital World Investors 3.06M (4.28%) 94.82K
Increased by +3.10%
Dec 31, 25
9 Wasatch Advisors Inc. 2.90M (4.06%) 42.74K
Increased by +1.47%
Sep 30, 23
10 State Street Corp 2.76M (3.86%) 220.44K
Increased by +8.00%
Sep 30, 25
11 JPMorgan Chase & Co 2.75M (3.85%) 1.26M
Increased by +45.91%
Sep 30, 25
12 Geode Capital Management, LLC 1.78M (2.49%) 52.71K
Increased by +2.97%
Dec 31, 25
13 Citadel Advisors Llc 1.60M (2.24%) 89.74K
Increased by +5.61%
Dec 31, 25
14 State Street Corporation 1.34M (1.87%) 55.11K
Increased by +4.12%
Mar 31, 24
15 AllianceBernstein L.P. 1.22M (1.70%) 37.68K
Increased by +3.09%
Sep 30, 25
16 Franklin Resources Inc 1.17M (1.64%) 51.69K
Increased by +4.40%
Sep 30, 25
17 T. Rowe Price Investment Management,Inc. 1.12M (1.56%) -673.37K
Decreased by -60.38%
Dec 31, 25
18 FMR Inc 1.03M (1.44%) -801.51K
Decreased by -77.76%
Dec 31, 25
19 Massachusetts Financial Services Company 942.24K (1.32%) 156.02K
Increased by +16.56%
Jun 30, 25
20 Wasatch Advisors LP 917.46K (1.28%) -215.56K
Decreased by -23.50%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.41M (6.17%) 4.41M
Increased by +100.00%
Feb 28, 26
2 American Funds SMALLCAP World A 3.56M (4.98%) 0.00
Increased by 0.00%
Dec 31, 25
3 Vanguard Total Stock Mkt Idx Inv 2.55M (3.57%) 5.83K
Increased by +0.23%
Feb 28, 26
4 Invesco Discovery A 2.00M (2.80%) 0.00
Increased by 0.00%
Jan 31, 26
5 Invesco OFI Small Cap Growth 2.00M (2.80%) 79.66K
Increased by +3.98%
Dec 31, 25
6 Vanguard US Total Market Shares ETF 1.83M (2.56%) -48.72K
Decreased by -2.67%
Sep 30, 24
7 Vanguard Small Cap Index 1.80M (2.52%) 5.74K
Increased by +0.32%
Feb 28, 26
8 iShares Russell 2000 ETF 1.71M (2.39%) 578.47K
Increased by +33.92%
Feb 28, 26
9 Vanguard Explorer Inv 1.48M (2.07%) 56.85K
Increased by +3.84%
Dec 31, 25
10 T. Rowe Price New Horizons 1.35M (1.89%) 194.18K
Increased by +14.40%
Jan 31, 26
11 T. Rowe Price US Mid-Cap Value Equity 1.24M (1.74%) -4.09K
Decreased by -0.33%
Dec 31, 25
12 T. Rowe Price Mid-Cap Value 1.24M (1.73%) -4.43K
Decreased by -0.36%
Jan 31, 26
13 US Small-Cap Growth II Equity Comp 1.15M (1.61%) 105.38K
Increased by +9.13%
Dec 31, 25
14 Wasatch Small Cap Growth Investor 1.02M (1.42%) -790.72K
Decreased by -77.72%
Jun 30, 24
15 Vanguard Small Cap Growth Index Inv 998.12K (1.40%) 3.82K
Increased by +0.38%
Feb 28, 26
16 Fidelity Small Cap Growth 885.35K (1.24%) 0.00
Increased by 0.00%
Jun 30, 25
17 JPMorgan Small Cap Equity A 822.93K (1.15%) -31.70K
Decreased by -3.85%
Jul 31, 25
18 Putnam US Small Cap Growth Equity 798.81K (1.12%) 14.21K
Increased by +1.78%
Sep 30, 25
19 Vanguard Institutional Extnd Mkt Idx Tr 796.07K (1.11%) 6.84K
Increased by +0.86%
Feb 28, 26
20 AB Small Cap Growth A 795.38K (1.11%) -32.38K
Decreased by -4.07%
Feb 28, 25