Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MCHS 4.27%
2 TINY 4.22%
3 PSI 3.50%
4 CHPY 3.20%
5 SOXY 2.76%
6 PTF 2.44%
7 BOUT 2.28%
8 GLRY 1.92%
9 RZG 1.76%
10 WCME 1.69%
11 FDM 1.53%
12 XITK 1.43%
13 PSCT 1.26%
14 FDLS 1.02%
15 FSML 0.82%
16 FYC 0.76%
17 DWAS 0.61%
18 TRFM 0.58%
19 SAWS 0.56%
20 FESM 0.50%

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 Mitsubishi UFJ Trust & Banking Corp 1.36M (2.52%) -942.38K
Decreased by -69.29%
Sep 30, 25
11 Geode Capital Management, LLC 1.32M (2.45%) 85.47K
Increased by +6.46%
Sep 30, 25
12 Fuller & Thaler Asset Management Inc 1.27M (2.35%) 138.01K
Increased by +10.88%
Sep 30, 24
13 State Street Corporation 1.07M (1.97%) 20.58K
Increased by +1.93%
Mar 31, 24
14 Federated Hermes Inc 1.06M (1.97%) -360.45K
Decreased by -33.97%
Sep 30, 25
15 Pertento Partners LLP 1.02M (1.90%) 0.00
Increased by 0.00%
Jun 30, 25
16 Point72 Asset Management, L.P. 934.10K (1.73%) 934.10K
Increased by +100.00%
Mar 31, 25
17 Portolan Capital Management, LLC 921.45K (1.71%) 65.62K
Increased by +7.12%
Sep 30, 24
18 Morgan Stanley - Brokerage Accounts 876.97K (1.63%) 325.19K
Increased by +37.08%
Sep 30, 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 3.23M (5.99%) 3.23M
Increased by +100.00%
Feb 25, 26
2 Vanguard Total Stock Mkt Idx Inv 1.60M (2.97%) 4.27K
Increased by +0.27%
Jan 31, 26
3 Vanguard US Total Market Shares ETF 1.53M (2.84%) 0.00
Increased by 0.00%
Sep 30, 24
4 Asia Pacific Separately Mangaed Account 1.49M (2.76%) 121.26K
Increased by +8.13%
Dec 31, 25
5 Federated Hermes Asia exJpn Eq R EUR Acc 1.38M (2.57%) 0.00
Increased by 0.00%
Jun 30, 25
6 Vanguard Information Technology ETF 1.30M (2.42%) 5.34K
Increased by +0.41%
Jan 31, 26
7 iShares Russell 2000 ETF 1.22M (2.26%) 192.67K
Increased by +15.80%
Feb 25, 26
8 Panview Asian Equity Master Fund 1.17M (2.16%) 504.00K
Increased by +43.18%
Sep 30, 24
9 FullerThaler Behavioral Sm-Cp Gr R6 843.65K (1.56%) 67.80K
Increased by +8.04%
Sep 30, 24
10 Invesco Semiconductors ETF 825.81K (1.53%) 1.85K
Increased by +0.22%
Feb 26, 26
11 R51 FSSA China Growth 806.90K (1.50%) 806.90K
Increased by +100.00%
Oct 31, 24
12 H30 FSSA China Growth 789.50K (1.46%) -224.46K
Decreased by -28.43%
Dec 31, 25
13 Janus Henderson Hrzn GlbTechLdrs A2USD 690.77K (1.28%) 194.00K
Increased by +28.08%
Dec 31, 25
14 Strategic Advisers U.S. Total Stock{mg} 588.54K (1.09%) 167.08K
Increased by +28.39%
Sep 30, 24
15 Vanguard Institutional Extnd Mkt Idx Tr 575.57K (1.07%) 2.29K
Increased by +0.40%
Jan 31, 26
16 Fidelity Small Cap Index 510.25K (0.95%) 2.34K
Increased by +0.46%
Nov 30, 25
17 State Street SPDR Port S&P 600 Sm CpETF 494.49K (0.92%) 0.00
Increased by 0.00%
Feb 26, 26
18 FullerThaler Behavioral Small-Cap Growth 488.63K (0.91%) -367.72K
Decreased by -75.25%
Nov 30, 24
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 454.41K (0.84%) 454.41K
Increased by +100.00%
Feb 25, 26