Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TMFS 3.03%
2 CSMD 2.16%
3 XHE 1.60%
4 GRPZ 1.43%
5 PTH 0.91%
6 PSCH 0.90%
7 ALIL 0.89%
8 SAWS 0.82%
9 MGMT 0.69%
10 CAFG 0.68%
11 DWAS 0.66%
12 TFPN 0.64%
13 JSMD 0.60%
14 ROSC 0.58%
15 JSML 0.54%
16 RZG 0.53%
17 AFSM 0.52%
18 IWC 0.48%
19 SIXL 0.45%
20 FYC 0.44%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 1.09M (14.69%) 17.01K
Increased by +1.56%
Sep 30, 25
2 Wasatch Advisors LP 736.03K (9.93%) 93.64K
Increased by +12.72%
Dec 31, 25
3 Vanguard Group Inc 533.58K (7.20%) 5.96K
Increased by +1.12%
Dec 31, 25
4 Congress Asset Management Company, LLP 441.12K (5.95%) 107.91K
Increased by +24.46%
Dec 31, 25
5 Neuberger Berman Group LLC 309.67K (4.18%) -18.60K
Decreased by -6.01%
Dec 31, 25
6 Wasatch Advisors Inc. 295.51K (3.98%) 5.22K
Increased by +1.77%
Sep 30, 23
7 State Street Corp 288.81K (3.89%) 5.49K
Increased by +1.90%
Sep 30, 25
8 State Street Corporation 287.01K (3.87%) -3.55K
Decreased by -1.24%
Mar 31, 24
9 American Century Companies Inc 267.13K (3.60%) 13.60K
Increased by +5.09%
Dec 31, 25
10 Thrivent Financial For Lutherans 248.13K (3.35%) 223.12K
Increased by +89.92%
Dec 31, 25
11 BTIM Corp 232.68K (3.14%) -19.17K
Decreased by -8.24%
Dec 31, 25
12 Geode Capital Management, LLC 184.86K (2.49%) 1.39K
Increased by +0.75%
Dec 31, 25
13 T. Rowe Price Associates, Inc. 179.98K (2.43%) 3.00K
Increased by +1.67%
Sep 30, 25
14 Amvescap Plc. 175.92K (2.37%) -2.25K
Decreased by -1.28%
Jun 30, 25
15 Dimensional Fund Advisors, Inc. 168.84K (2.28%) 2.24K
Increased by +1.32%
Dec 31, 25
16 Brown Capital Management, LLC 168.11K (2.27%) -2.70K
Decreased by -1.61%
Sep 30, 25
17 Allspring Global Investments Holdings, LLC 166.13K (2.24%) 62.47K
Increased by +37.60%
Dec 31, 25
18 Morgan Stanley - Brokerage Accounts 163.84K (2.21%) 31.97K
Increased by +19.51%
Sep 30, 25
19 Massachusetts Financial Services Company 161.75K (2.18%) 29.18K
Increased by +18.04%
Jun 30, 25
20 Swedbank AB 160.00K (2.16%) -25.00K
Decreased by -15.62%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 468.38K (6.32%) -3.21K
Decreased by -0.69%
Feb 28, 26
2 Vanguard Total Stock Mkt Idx Inv 230.81K (3.11%) 404.00
Increased by +0.18%
Feb 28, 26
3 Vanguard US Total Market Shares ETF 229.47K (3.09%) 220.00
Increased by +0.10%
Sep 30, 24
4 Neuberger Berman Genesis Inv 215.28K (2.90%) -8.24K
Decreased by -3.83%
Jun 30, 25
5 Congress Small Cap Growth Institutional 200.00K (2.70%) 20.00K
Increased by +10.00%
Feb 28, 26
6 American Century Small Cap Growth Inv 193.75K (2.61%) 12.07K
Increased by +6.23%
Dec 31, 25
7 American Century U.S. Small Cap Growth 193.75K (2.61%) 12.07K
Increased by +6.23%
Dec 31, 25
8 Neuberger Genesis Inv 191.36K (2.58%) -17.66K
Decreased by -9.23%
Dec 31, 25
9 iShares Russell 2000 ETF 182.25K (2.46%) 32.99K
Increased by +18.10%
Feb 28, 26
10 Wasatch Small Cap Growth Investor 143.18K (1.93%) -26.87K
Decreased by -18.77%
Dec 31, 25
11 Wasatch Small Cap Value 138.91K (1.87%) 31.61K
Increased by +22.75%
Dec 31, 25
12 Thrivent Small Cap Stock A 132.88K (1.79%) -829.00
Decreased by -0.62%
Jan 31, 26
13 T. Rowe Price Integrated US Sm Gr Eq 128.82K (1.74%) 0.00
Increased by 0.00%
Jan 31, 26
14 T. Rowe Price Integrated US SmCapGrEq 128.82K (1.74%) 0.00
Increased by 0.00%
Dec 31, 25
15 Putnam US Small Cap Growth Managed Acct 105.24K (1.42%) -8.66K
Decreased by -8.23%
Jun 30, 25
16 Congress Asset Mgt Small Cap Growth 105.00K (1.42%) 104.73K
Increased by +99.74%
Jun 30, 24
17 Swedbank Robur Small Cap USA A 105.00K (1.42%) -45.00K
Decreased by -42.86%
Jan 31, 26
18 Putnam Small Cap Growth A 103.64K (1.40%) -1.60K
Decreased by -1.54%
Jul 31, 25
19 Putnam US Small Cap Growth Equity 90.32K (1.22%) -14.92K
Decreased by -16.52%
Sep 30, 25
20 Boston Trust Walden Small Cap 88.06K (1.19%) -1.17K
Decreased by -1.32%
Feb 28, 26