Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XKII 5.08%
2 GUNZ 4.57%
3 IHAK 3.35%
4 PTEC 3.23%
5 SIMS 2.52%
6 TMFM 2.09%
7 JSML 1.94%
8 SPAM 1.82%
9 FSCS 1.02%
10 FSGS 1.00%
11 RNSC 1.00%
12 DGLO 0.98%
13 RNMC 0.97%
14 DTEC 0.95%
15 ALIL 0.93%
16 PSCT 0.85%
17 XSLV 0.83%
18 XSW 0.82%
19 PSWD 0.81%
20 WAR 0.80%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.14M (19.50%) -114.50K
Decreased by -1.25%
Mar 31, 26
2 Vanguard Group Inc 6.29M (13.41%) 53.66K
Increased by +0.85%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 3.96M (8.44%) 3.96M
Increased by +100.00%
Mar 31, 26
4 Disciplined Growth Investors Inc 3.27M (6.98%) -148.53K
Decreased by -4.54%
Mar 31, 26
5 BMO Capital Markets Corp. 2.66M (5.67%) 426.41K
Increased by +16.04%
Mar 31, 26
6 Bank of Montreal 2.66M (5.67%) 426.41K
Increased by +16.04%
Mar 31, 26
7 Vanguard Capital Management, LLC 2.15M (4.60%) 2.15M
Increased by +100.00%
Mar 31, 26
8 State Street Corp 2.04M (4.34%) 13.92K
Increased by +0.68%
Mar 31, 26
9 State Street Corporation 1.98M (4.22%) 37.58K
Increased by +1.90%
Mar 31, 24
10 Morgan Stanley - Brokerage Accounts 1.26M (2.69%) -75.25K
Decreased by -5.96%
Mar 31, 26
11 Geode Capital Management, LLC 1.26M (2.68%) 36.04K
Increased by +2.87%
Mar 31, 26
12 Dimensional Fund Advisors, Inc. 1.12M (2.38%) 11.62K
Increased by +1.04%
Mar 31, 26
13 Geneva Capital Management 1.07M (2.28%) -84.27K
Decreased by -7.88%
Mar 31, 26
14 Burgundy Asset Management Ltd 999.21K (2.13%) 13.33K
Increased by +1.33%
Sep 30, 25
15 FMR Inc 969.13K (2.07%) 165.27K
Increased by +17.05%
Mar 31, 26
16 Arrowstreet Capital Limited Partnership 779.20K (1.66%) 237.63K
Increased by +30.50%
Mar 31, 26
17 Goldman Sachs Group Inc 740.88K (1.58%) -809.68K
Decreased by -109.29%
Jun 30, 25
18 Two Sigma Investments LLC 681.28K (1.45%) 371.65K
Increased by +54.55%
Mar 31, 26
19 JPMorgan Chase & Co 674.14K (1.44%) 379.17K
Increased by +56.25%
Sep 30, 24
20 Northern Trust Corp 642.21K (1.37%) -1.70K
Decreased by -0.27%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.03M (6.46%) 1.14K
Increased by +0.04%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 1.52M (3.25%) 5.31K
Increased by +0.35%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 1.49M (3.19%) 1.16K
Increased by +0.08%
Sep 30, 24
4 Vanguard Information Technology ETF 1.17M (2.49%) 6.13K
Increased by +0.52%
Apr 30, 26
5 iShares Russell 2000 ETF 1.15M (2.46%) 10.66K
Increased by +0.92%
May 29, 26
6 Vanguard Small Cap Index 1.09M (2.32%) -1.60K
Decreased by -0.15%
Apr 30, 26
7 Disciplined Growth - Mid Cap Growth 910.26K (1.94%) -72.69K
Decreased by -7.99%
Mar 31, 26
8 Disciplined Growth - Small Cap Growth 714.75K (1.53%) 573.94K
Increased by +80.30%
Jun 30, 24
9 Vanguard Small Cap Growth Index Inv 609.61K (1.30%) -476.00
Decreased by -0.08%
Apr 30, 26
10 Vanguard Institutional Extnd Mkt Idx Tr 563.93K (1.20%) 6.80K
Increased by +1.21%
Apr 30, 26
11 Avantis US Small Cap Value ETF 525.62K (1.12%) -18.66K
Decreased by -3.55%
May 30, 26
12 Handelsbanken Amerika Små Tema (A10 EUR) 500.00K (1.07%) 19.40K
Increased by +3.88%
Aug 31, 25
13 iShares Cybersecurity and Tech ETF 490.50K (1.05%) 0.00
Increased by 0.00%
May 29, 26
14 iShares S&P Small-Cap 600 Growth ETF 483.36K (1.03%) 0.00
Increased by 0.00%
Nov 27, 24
15 Fidelity Small Cap Index 466.03K (0.99%) 600.00
Increased by +0.13%
Mar 31, 26
16 Fidelity® Small Cap Index 461.74K (0.99%) 12.49K
Increased by +2.70%
Oct 31, 23
17 State Street SPDR Port S&P 600 Sm CpETF 461.16K (0.98%) 0.00
Increased by 0.00%
May 29, 26
18 SPDR® Portfolio S&P 600 Sm Cap ETF 442.87K (0.94%) 0.00
Increased by 0.00%
Apr 30, 24
19 SPDR® Portfolio S&P 600™ Sm Cap ETF 441.73K (0.94%) 5.28K
Increased by +1.20%
Aug 29, 25
20 Brown Capital Mgmt Small Co Inv 440.40K (0.94%) -86.91K
Decreased by -19.73%
Sep 30, 25