Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XKII 5.08%
2 GUNZ 4.57%
3 PTEC 3.23%
4 IHAK 2.57%
5 SIMS 2.41%
6 TMFM 2.00%
7 JSML 1.94%
8 SPAM 1.87%
9 FSCS 1.04%
10 FSGS 1.03%
11 RNSC 1.03%
12 DGLO 0.98%
13 RNMC 0.97%
14 DTEC 0.97%
15 ALIL 0.93%
16 PSCT 0.89%
17 XSLV 0.83%
18 XSW 0.82%
19 WAR 0.80%
20 PSWD 0.79%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.25M (19.72%) -192.13K
Decreased by -2.08%
Dec 31, 25
2 Vanguard Group Inc 6.29M (13.40%) 53.66K
Increased by +0.85%
Dec 31, 25
3 Disciplined Growth Investors Inc 3.27M (6.97%) -148.53K
Decreased by -4.54%
Mar 31, 26
4 BMO Capital Markets Corp. 2.66M (5.66%) 426.41K
Increased by +16.04%
Mar 31, 26
5 Bank of Montreal 2.66M (5.66%) 426.41K
Increased by +16.04%
Mar 31, 26
6 State Street Corp 2.02M (4.31%) 37.36K
Increased by +1.85%
Dec 31, 25
7 State Street Corporation 1.98M (4.21%) 37.58K
Increased by +1.90%
Mar 31, 24
8 Morgan Stanley - Brokerage Accounts 1.34M (2.85%) 11.83K
Increased by +0.88%
Dec 31, 25
9 Geode Capital Management, LLC 1.22M (2.60%) 7.45K
Increased by +0.61%
Dec 31, 25
10 Dimensional Fund Advisors, Inc. 1.12M (2.38%) 11.62K
Increased by +1.04%
Mar 31, 26
11 Geneva Capital Management 1.07M (2.28%) -84.27K
Decreased by -7.88%
Mar 31, 26
12 Burgundy Asset Management Ltd 999.21K (2.13%) 13.33K
Increased by +1.33%
Sep 30, 25
13 T. Rowe Price Associates, Inc. 895.62K (1.91%) 53.77K
Increased by +6.00%
Dec 31, 25
14 FMR Inc 803.85K (1.71%) 150.56K
Increased by +18.73%
Dec 31, 25
15 Goldman Sachs Group Inc 740.88K (1.58%) -809.68K
Decreased by -109.29%
Jun 30, 25
16 JPMorgan Chase & Co 674.14K (1.44%) 379.17K
Increased by +56.25%
Sep 30, 24
17 Northern Trust Corp 642.21K (1.37%) -1.70K
Decreased by -0.27%
Mar 31, 26
18 Riverbridge Partners LLC 592.85K (1.26%) -130.51K
Decreased by -22.01%
Mar 31, 26
19 NORGES BANK 591.47K (1.26%) 18.42K
Increased by +3.11%
Jun 30, 25
20 The Goldman Sachs Group Inc 590.27K (1.26%) -11.04K
Decreased by -1.87%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.04M (6.48%) 693.00
Increased by +0.02%
Apr 30, 26
2 Vanguard Total Stock Mkt Idx Inv 1.52M (3.23%) 11.10K
Increased by +0.73%
Mar 31, 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 1.16M (2.48%) -1.24K
Decreased by -0.11%
Mar 31, 26
5 iShares Russell 2000 ETF 1.13M (2.40%) 9.49K
Increased by +0.84%
Apr 30, 26
6 Vanguard Small Cap Index 1.09M (2.32%) 14.33K
Increased by +1.31%
Mar 31, 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 (1.52%) 573.94K
Increased by +80.30%
Jun 30, 24
9 Vanguard Small Cap Growth Index Inv 610.08K (1.30%) 11.28K
Increased by +1.85%
Mar 31, 26
10 Vanguard Institutional Extnd Mkt Idx Tr 557.13K (1.19%) 13.66K
Increased by +2.45%
Mar 31, 26
11 Handelsbanken Amerika Små Tema (A10 EUR) 500.00K (1.07%) 19.40K
Increased by +3.88%
Aug 31, 25
12 iShares Cybersecurity and Tech ETF 498.38K (1.06%) 0.00
Increased by 0.00%
Apr 30, 26
13 iShares S&P Small-Cap 600 Growth ETF 483.36K (1.03%) 0.00
Increased by 0.00%
Nov 27, 24
14 Avantis US Small Cap Value ETF 479.13K (1.02%) 0.00
Increased by 0.00%
Apr 30, 26
15 Fidelity Small Cap Index 465.43K (0.99%) 5.26K
Increased by +1.13%
Feb 28, 26
16 Fidelity® Small Cap Index 461.74K (0.98%) 12.49K
Increased by +2.70%
Oct 31, 23
17 State Street SPDR Port S&P 600 Sm CpETF 456.89K (0.97%) 158.00
Increased by +0.03%
Apr 30, 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