Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TINY 3.98%
2 PSI 3.50%
3 MCHS 3.06%
4 CHPY 2.58%
5 SOXY 2.26%
6 BOUT 2.22%
7 PTF 2.10%
8 GLRY 2.05%
9 RZG 1.74%
10 WCME 1.55%
11 FDM 1.53%
12 XITK 1.48%
13 PSCT 1.18%
14 XSMO 1.08%
15 PXSG 1.08%
16 FDLS 1.02%
17 FSML 0.82%
18 FYC 0.66%
19 DWAS 0.61%
20 TRFM 0.58%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.59M (14.06%) 3.48M
Increased by +45.88%
Sep 30, 25
2 Vanguard Group Inc 4.97M (9.22%) 125.69K
Increased by +2.53%
Dec 31, 25
3 LSV Asset Management 2.38M (4.41%) -123.78K
Decreased by -5.20%
Dec 31, 25
4 State Street Corp 1.99M (3.69%) 735.55K
Increased by +36.96%
Sep 30, 25
5 Ariose Capital Management Ltd 1.98M (3.67%) 1.23M
Increased by +62.09%
Dec 31, 23
6 Kerrisdale Advisers, LLC 1.95M (3.61%) 1.65M
Increased by +84.63%
Dec 31, 24
7 Triata Capital Limited 1.93M (3.58%) -73.31K
Decreased by -3.80%
Dec 31, 25
8 Southeastern Asset Management Inc 1.68M (3.11%) 194.49K
Increased by +11.58%
Dec 31, 25
9 Panview Capital Ltd 1.37M (2.55%) 1.37M
Increased by +100.00%
Dec 31, 24
10 Geode Capital Management, LLC 1.34M (2.49%) 19.40K
Increased by +1.44%
Dec 31, 25
11 Fuller & Thaler Asset Management Inc 1.27M (2.35%) 138.01K
Increased by +10.88%
Sep 30, 24
12 State Street Corporation 1.07M (1.97%) 20.58K
Increased by +1.93%
Mar 31, 24
13 Federated Hermes Inc 1.06M (1.97%) -360.45K
Decreased by -33.97%
Sep 30, 25
14 Pertento Partners LLP 1.02M (1.90%) 0.00
Increased by 0.00%
Jun 30, 25
15 Point72 Asset Management, L.P. 934.10K (1.73%) 934.10K
Increased by +100.00%
Mar 31, 25
16 Portolan Capital Management, LLC 921.45K (1.71%) 65.62K
Increased by +7.12%
Sep 30, 24
17 Morgan Stanley - Brokerage Accounts 876.97K (1.63%) 325.19K
Increased by +37.08%
Sep 30, 25
18 Mitsubishi UFJ Trust & Banking Corp 829.13K (1.54%) -530.84K
Decreased by -64.02%
Dec 31, 25
19 Amvescap Plc. 825.99K (1.53%) -513.11K
Decreased by -62.12%
Jun 30, 25
20 Bank of America Corp 810.74K (1.50%) -1.14M
Decreased by -141.21%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.20M (5.93%) 1.22K
Increased by +0.04%
Mar 31, 26
2 Vanguard Total Stock Mkt Idx Inv 1.62M (3.00%) 9.24K
Increased by +0.57%
Mar 31, 26
3 Vanguard US Total Market Shares ETF 1.53M (2.84%) 0.00
Increased by 0.00%
Sep 30, 24
4 Federated Hermes Asia exJpn Eq R EUR Acc 1.38M (2.57%) 0.00
Increased by 0.00%
Jun 30, 25
5 Vanguard Information Technology ETF 1.30M (2.41%) -1.50K
Decreased by -0.11%
Mar 31, 26
6 iShares Russell 2000 ETF 1.25M (2.31%) -10.20K
Decreased by -0.82%
Mar 31, 26
7 Panview Asian Equity Master Fund 1.17M (2.16%) 504.00K
Increased by +43.18%
Sep 30, 24
8 FullerThaler Behavioral Sm-Cp Gr R6 843.65K (1.56%) 67.80K
Increased by +8.04%
Sep 30, 24
9 Invesco Semiconductors ETF 825.81K (1.53%) 0.00
Increased by 0.00%
Feb 28, 26
10 R51 FSSA China Growth 806.90K (1.50%) 806.90K
Increased by +100.00%
Oct 31, 24
11 Asia Pacific Separately Mangaed Account 680.75K (1.26%) -810.43K
Decreased by -119.05%
Mar 31, 26
12 Vanguard Institutional Extnd Mkt Idx Tr 595.36K (1.10%) 14.76K
Increased by +2.48%
Mar 31, 26
13 Strategic Advisers U.S. Total Stock{mg} 588.54K (1.09%) 167.08K
Increased by +28.39%
Sep 30, 24
14 Invesco S&P SmallCap Momentum ETF 519.91K (0.96%) -692.00
Decreased by -0.13%
Mar 31, 26
15 Fidelity Small Cap Index 489.22K (0.91%) -6.21K
Decreased by -1.27%
Jan 31, 26
16 FullerThaler Behavioral Small-Cap Growth 488.63K (0.91%) -367.72K
Decreased by -75.25%
Nov 30, 24
17 State Street SPDR Port S&P 600 Sm CpETF 481.64K (0.89%) -252.00
Decreased by -0.05%
Mar 31, 26
18 Janus Henderson Hrzn GlbTechLdrs A2USD 466.64K (0.86%) -224.13K
Decreased by -48.03%
Feb 28, 26
19 Fidelity® Small Cap Index 464.32K (0.86%) 12.59K
Increased by +2.71%
Oct 31, 23
20 iShares S&P Small-Cap 600 Growth ETF 459.61K (0.85%) 0.00
Increased by 0.00%
Mar 31, 26