Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SOXY 4.23%
2 TINY 4.19%
3 GLRY 3.54%
4 PSI 3.50%
5 CHPY 3.36%
6 RZG 2.83%
7 WCME 2.79%
8 XITK 2.26%
9 BOUT 2.22%
10 PTF 2.10%
11 PXSG 1.81%
12 XSMO 1.81%
13 PSCT 1.78%
14 FDM 1.53%
15 MCHS 1.22%
16 FDLS 1.02%
17 SAWS 0.86%
18 FSML 0.82%
19 FYC 0.73%
20 FESM 0.69%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.98M (13.66%) 96.37K
Increased by +1.21%
Mar 31, 26
2 Vanguard Group Inc 4.97M (8.51%) 125.69K
Increased by +2.53%
Dec 31, 25
3 Vanguard Capital Management, LLC 2.26M (3.87%) 2.26M
Increased by +100.00%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 2.20M (3.77%) 2.20M
Increased by +100.00%
Mar 31, 26
5 State Street Corp 2.01M (3.43%) 48.08K
Increased by +2.40%
Mar 31, 26
6 Ariose Capital Management Ltd 1.98M (3.39%) 1.23M
Increased by +62.09%
Dec 31, 23
7 Kerrisdale Advisers, LLC 1.95M (3.33%) 1.65M
Increased by +84.63%
Dec 31, 24
8 Triata Capital Limited 1.93M (3.30%) -73.31K
Decreased by -3.80%
Dec 31, 25
9 WCM Investment Management 1.86M (3.18%) 1.85M
Increased by +99.41%
Mar 31, 26
10 Panview Capital Ltd 1.37M (2.35%) 1.37M
Increased by +100.00%
Dec 31, 24
11 Geode Capital Management, LLC 1.37M (2.35%) 28.33K
Increased by +2.07%
Mar 31, 26
12 Fuller & Thaler Asset Management Inc 1.27M (2.17%) 138.01K
Increased by +10.88%
Sep 30, 24
13 Morgan Stanley - Brokerage Accounts 1.19M (2.04%) -199.60K
Decreased by -16.74%
Mar 31, 26
14 HHG PLC 1.09M (1.86%) 2.65K
Increased by +0.24%
Mar 31, 26
15 State Street Corporation 1.07M (1.82%) 20.58K
Increased by +1.93%
Mar 31, 24
16 Federated Hermes Inc 1.06M (1.82%) -360.45K
Decreased by -33.97%
Sep 30, 25
17 Pertento Partners LLP 1.02M (1.75%) 0.00
Increased by 0.00%
Jun 30, 25
18 Point72 Asset Management, L.P. 934.10K (1.60%) 934.10K
Increased by +100.00%
Mar 31, 25
19 Portolan Capital Management, LLC 921.45K (1.58%) 65.62K
Increased by +7.12%
Sep 30, 24
20 Bank of America Corp 810.74K (1.39%) -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 (5.54%) 1.14K
Increased by +0.04%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 1.62M (2.77%) 4.61K
Increased by +0.28%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 1.53M (2.62%) 0.00
Increased by 0.00%
Sep 30, 24
4 Federated Hermes Asia exJpn Eq R EUR Acc 1.38M (2.37%) 0.00
Increased by 0.00%
Jun 30, 25
5 Vanguard Information Technology ETF 1.31M (2.24%) 6.96K
Increased by +0.53%
Apr 30, 26
6 iShares Russell 2000 ETF 1.23M (2.10%) 11.34K
Increased by +0.92%
May 29, 26
7 Panview Asian Equity Master Fund 1.17M (2.00%) 504.00K
Increased by +43.18%
Sep 30, 24
8 FullerThaler Behavioral Sm-Cp Gr R6 843.65K (1.44%) 67.80K
Increased by +8.04%
Sep 30, 24
9 Invesco Semiconductors ETF 825.81K (1.41%) 0.00
Increased by 0.00%
Feb 28, 26
10 R51 FSSA China Growth 806.90K (1.38%) 806.90K
Increased by +100.00%
Oct 31, 24
11 Janus Henderson Hrzn GlbTechLdrs A2USD 699.27K (1.20%) 0.00
Increased by 0.00%
Apr 30, 26
12 Asia Pacific Separately Mangaed Account 680.75K (1.16%) -810.43K
Decreased by -119.05%
Mar 31, 26
13 Vanguard Institutional Extnd Mkt Idx Tr 600.59K (1.03%) 5.24K
Increased by +0.87%
Apr 30, 26
14 Strategic Advisers U.S. Total Stock{mg} 588.54K (1.01%) 167.08K
Increased by +28.39%
Sep 30, 24
15 Invesco S&P SmallCap Momentum ETF 574.86K (0.98%) 175.00
Increased by +0.03%
May 29, 26
16 Fidelity Small Cap Index 504.09K (0.86%) 9.47K
Increased by +1.88%
Mar 31, 26
17 FullerThaler Behavioral Small-Cap Growth 488.63K (0.84%) -367.72K
Decreased by -75.25%
Nov 30, 24
18 State Street SPDR Port S&P 600 Sm CpETF 488.54K (0.84%) 0.00
Increased by 0.00%
May 29, 26
19 iShares S&P Small-Cap 600 Growth ETF 471.63K (0.81%) -2.11K
Decreased by -0.45%
May 29, 26
20 Fidelity® Small Cap Index 464.32K (0.79%) 12.59K
Increased by +2.71%
Oct 31, 23