Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.16%
2 IWO 0.05%
3 IWM 0.03%
4 JKK 0.02%
5 ISCG 0.01%
6 JKJ 0.01%
7 ISCB 0.01%
8 IWV 0.00%
9 ITOT 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Hudson Executive Capital LP 11.34M (8.83%) 0.00
Increased by 0.00%
Dec 31, 25
2 NVP Associates LLC 9.80M (7.63%) 0.00
Increased by 0.00%
Dec 31, 25
3 Vanguard Group Inc 9.62M (7.49%) 168.43K
Increased by +1.75%
Dec 31, 25
4 BlackRock Inc 9.08M (7.06%) 728.94K
Increased by +8.03%
Sep 30, 25
5 Revolution Growth Management Company, Inc. 7.69M (5.99%) 0.00
Increased by 0.00%
Jun 30, 24
6 Deutsche Bank AG 7.09M (5.52%) 905.30K
Increased by +12.76%
Dec 31, 25
7 Harbor Spring Capital LLC 7.00M (5.45%) -996.56K
Decreased by -14.23%
Sep 30, 23
8 State Street Corp 4.26M (3.32%) 11.58K
Increased by +0.27%
Sep 30, 25
9 Kent Lake Capital LLC 4.00M (3.11%) 4.00M
Increased by +100.00%
Jun 30, 24
10 Awm Investment Company Inc 3.93M (3.06%) -39.00K
Decreased by -0.99%
Dec 31, 25
11 American Century Companies Inc 3.42M (2.66%) -3.26M
Decreased by -95.16%
Dec 31, 25
12 Geode Capital Management, LLC 3.41M (2.66%) 15.44K
Increased by +0.45%
Dec 31, 25
13 J. Goldman & Co LP 3.37M (2.62%) 1.18M
Increased by +34.99%
Sep 30, 24
14 Shannon River Fund Management LLC 3.23M (2.51%) -1.67M
Decreased by -51.84%
Dec 31, 24
15 Divisadero Street Capital Management, LP 3.11M (2.42%) 361.72K
Increased by +11.62%
Jun 30, 24
16 Royce & Associates, LP 3.04M (2.36%) 862.10K
Increased by +28.39%
Dec 31, 25
17 Metavasi Capital LP 2.70M (2.10%) 1.18M
Increased by +43.60%
Dec 31, 25
18 Dimensional Fund Advisors, Inc. 2.42M (1.88%) 251.38K
Increased by +10.41%
Dec 31, 25
19 Mak Capital One LLC 2.22M (1.72%) 2.22M
Increased by +100.00%
Dec 31, 25
20 Arnhold & S. Bleichroeder Advisers, LLC 2.21M (1.72%) 315.50K
Increased by +14.30%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Small Cap Core Equity Composite 7.00M (5.45%) 0.00
Increased by 0.00%
Dec 31, 25
2 DWS Small Cap Core S 7.00M (5.45%) 0.00
Increased by 0.00%
Jan 31, 26
3 Vanguard Total Stock Mkt Idx Inv 3.70M (2.88%) 0.00
Increased by 0.00%
Feb 28, 26
4 iShares Russell 2000 ETF 3.50M (2.72%) 3.50M
Increased by +100.00%
Feb 28, 26
5 American Century Small Cap Growth Inv 2.52M (1.96%) -2.61M
Decreased by -103.57%
Dec 31, 25
6 American Century U.S. Small Cap Growth 2.52M (1.96%) -2.61M
Decreased by -103.57%
Dec 31, 25
7 First Eagle US Small Cap Strategy 1.92M (1.50%) 272.19K
Increased by +14.14%
Dec 31, 25
8 First Eagle Small Cap Opportunity I 1.84M (1.43%) -214.05K
Decreased by -11.62%
Feb 28, 26
9 Vanguard Institutional Extnd Mkt Idx Tr 1.55M (1.20%) 1.18K
Increased by +0.08%
Feb 28, 26
10 SPDR® S&P Kensho New Economies Comps ETF 1.47M (1.15%) 0.00
Increased by 0.00%
Aug 29, 25
11 Vanguard Explorer Inv 1.44M (1.12%) 0.00
Increased by 0.00%
Dec 31, 25
12 Fidelity Small Cap Index 1.41M (1.10%) -39.70K
Decreased by -2.81%
Dec 31, 25
13 iShares Russell 2000 Growth ETF 1.21M (0.95%) 1.21M
Increased by +100.00%
Feb 28, 26
14 Royce Small-Cap Opportunity Invmt 1.02M (0.79%) 295.30K
Increased by +29.09%
Dec 31, 25
15 FTGF RY US SmCp Opp A USD Dis(A) 957.17K (0.74%) 88.06K
Increased by +9.20%
Feb 28, 26
16 Royce Smaller-Companies Growth Svc 842.46K (0.66%) 255.00K
Increased by +30.27%
Dec 31, 25
17 AB Small Cap Core Z 840.74K (0.65%) 382.29K
Increased by +45.47%
Jan 31, 26
18 State St Russell Sm/Mid Cp® Indx SL Cl I 771.58K (0.60%) 48.60K
Increased by +6.30%
Feb 28, 26
19 Fidelity Extended Market Index 743.13K (0.58%) -3.08K
Decreased by -0.42%
Jan 31, 26
20 Fidelity® Extended Market Index 728.97K (0.57%) 25.62K
Increased by +3.51%
Nov 30, 23