Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CBLS 2.04%
2 CBSE 2.03%
3 XITK 1.01%
4 PLAT 0.92%
5 EBIZ 0.57%
6 FYC 0.50%
7 QSML 0.39%
8 DWAS 0.37%
9 TMAT 0.35%
10 BBSC 0.20%
11 RFLR 0.14%
12 MMSC 0.13%
13 STXK 0.13%
14 BUYZ 0.13%
15 FYX 0.13%
16 BKSE 0.12%
17 RSSL 0.12%
18 FPX 0.11%
19 UWM 0.09%
20 EES 0.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 15.52M (9.93%) -115.98K
Decreased by -0.75%
Dec 31, 25
2 BlackRock Inc 12.95M (8.28%) -135.32K
Decreased by -1.05%
Sep 30, 25
3 Atreides Management, LP 12.41M (7.94%) 6.90M
Increased by +55.60%
Dec 31, 25
4 William Blair Investment Management, LLC 10.89M (6.97%) -580.02K
Decreased by -5.33%
Dec 31, 25
5 FMR Inc 8.23M (5.27%) -321.72K
Decreased by -3.91%
Jun 30, 25
6 Wasatch Advisors LP 7.30M (4.67%) 5.48M
Increased by +75.06%
Jun 30, 25
7 JPMorgan Chase & Co 6.63M (4.24%) 2.66M
Increased by +40.08%
Sep 30, 25
8 AllianceBernstein L.P. 6.33M (4.05%) 784.41K
Increased by +12.39%
Sep 30, 25
9 Jennison Associates LLC 5.77M (3.69%) 87.96K
Increased by +1.53%
Dec 31, 25
10 Massachusetts Financial Services Company 5.54M (3.54%) -1.11M
Decreased by -20.02%
Dec 31, 25
11 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 4.86M (3.11%) -455.22K
Decreased by -9.36%
Jun 30, 25
12 Cramer Rosenthal McGlynn LLC 4.26M (2.72%) 1.32M
Increased by +31.05%
Dec 31, 25
13 Geode Capital Management, LLC 3.95M (2.53%) -4.88K
Decreased by -0.12%
Dec 31, 25
14 State Street Corp 3.73M (2.39%) -18.87K
Decreased by -0.51%
Sep 30, 25
15 Cadian Capital Management LP 3.40M (2.18%) -276.75K
Decreased by -8.14%
Jun 30, 25
16 D. E. Shaw & Co LP 3.37M (2.16%) 2.51M
Increased by +74.41%
Dec 31, 25
17 Frontier Capital Management CO Inc 3.31M (2.12%) 1.64M
Increased by +49.58%
Dec 31, 25
18 RIMA MANAGEMENT, LLC 3.24M (2.07%) 603.40K
Increased by +18.63%
Dec 31, 25
19 Spyglass Capital Management LLC 3.16M (2.02%) 39.50K
Increased by +1.25%
Jun 30, 25
20 Riverbridge Partners LLC 3.12M (2.00%) -445.40K
Decreased by -14.27%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 5.13M (3.28%) 0.00
Increased by 0.00%
Feb 28, 26
2 Vanguard US Total Market Shares ETF 4.31M (2.76%) 4.30K
Increased by +0.10%
Sep 30, 24
3 iShares Russell 2000 ETF 4.07M (2.61%) -33.28K
Decreased by -0.82%
Mar 31, 26
4 Vanguard Small Cap Index 3.71M (2.38%) 7.84K
Increased by +0.21%
Feb 28, 26
5 Wasatch Core Growth 2.67M (1.71%) 2.67M
Increased by +100.00%
Jun 30, 25
6 Fidelity Advisor® Growth Opps M 2.65M (1.70%) 0.00
Increased by 0.00%
Nov 30, 23
7 AB Small Cap Growth A 2.38M (1.52%) -35.49K
Decreased by -1.49%
Jul 31, 25
8 Jennison SMid Cap Core Equity 2.33M (1.49%) 0.00
Increased by 0.00%
Dec 31, 25
9 PGIM Jennison Small Company A 2.33M (1.49%) 0.00
Increased by 0.00%
Jan 31, 26
10 Fidelity Advisor Growth Opps M 2.33M (1.49%) -331.40K
Decreased by -14.23%
Feb 28, 25
11 Fidelity® Blue Chip Growth 2.22M (1.42%) 0.00
Increased by 0.00%
Nov 30, 23
12 MFS Mid Cap Growth A 2.18M (1.39%) 2.18M
Increased by +100.00%
Jan 31, 26
13 MFS Mid Cap Growth Equity 2.18M (1.39%) -895.89K
Decreased by -41.11%
Dec 31, 25
14 Vanguard Small Cap Growth Index Inv 2.06M (1.32%) -807.00
Decreased by -0.04%
Feb 28, 26
15 Xtrackers MSCI World Swap ETF 1C 1.98M (1.27%) -12.48K
Decreased by -0.63%
Dec 31, 25
16 Vanguard Institutional Extnd Mkt Idx Tr 1.88M (1.20%) 22.11K
Increased by +1.18%
Feb 28, 26
17 MFS New Discovery I 1.85M (1.18%) 0.00
Increased by 0.00%
Dec 31, 25
18 Fidelity Small Cap Growth 1.80M (1.15%) -324.10K
Decreased by -17.98%
Jun 30, 25
19 Vanguard Explorer Inv 1.78M (1.14%) -693.15K
Decreased by -38.86%
Jun 30, 25
20 Meridian Growth Legacy 1.77M (1.13%) -108.37K
Decreased by -6.12%
Jun 30, 24