Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BIGY 4.05%
2 IVES 2.09%
3 JSML 1.82%
4 AIVC 1.71%
5 JSMD 1.32%
6 LQPE 1.21%
7 ROBT 1.16%
8 PLAT 0.98%
9 XSW 0.75%
10 XITK 0.75%
11 SKYY 0.60%
12 FCLD 0.59%
13 FYC 0.48%
14 SKYU 0.41%
15 FESM 0.34%
16 BOTZ 0.20%
17 GSSC 0.18%
18 HLGE 0.16%
19 TMFX 0.14%
20 AIEQ 0.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.10M (16.84%) 159.96K
Increased by +2.62%
Dec 31, 25
2 BlackRock Inc 3.40M (9.39%) 211.84K
Increased by +6.23%
Sep 30, 25
3 Lead Edge Capital Management, LLC 1.61M (4.44%) -202.36K
Decreased by -12.58%
Dec 31, 25
4 JONES FINANCIAL COMPANIES LLLP 1.58M (4.36%) 1.58M
Increased by +99.97%
Mar 31, 25
5 Fivespan Partners, LP 1.38M (3.80%) 1.38M
Increased by +100.00%
Dec 31, 25
6 Abdiel Capital Advisors LLC 1.32M (3.66%) -6.39M
Decreased by -482.65%
Sep 30, 25
7 Arrowstreet Capital Limited Partnership 1.30M (3.60%) 13.35K
Increased by +1.02%
Dec 31, 25
8 Morgan Stanley - Brokerage Accounts 1.24M (3.42%) 601.63K
Increased by +48.58%
Sep 30, 25
9 First Trust Advisors L.P. 1.16M (3.20%) 87.56K
Increased by +7.55%
Dec 31, 25
10 D. E. Shaw & Co LP 1.11M (3.07%) 465.27K
Increased by +41.83%
Dec 31, 25
11 State Street Corporation 998.64K (2.76%) 29.24K
Increased by +2.93%
Mar 31, 24
12 Geode Capital Management, LLC 985.88K (2.72%) -22.09K
Decreased by -2.24%
Dec 31, 25
13 State Street Corp 980.71K (2.71%) -48.28K
Decreased by -4.92%
Dec 31, 25
14 Baillie Gifford & Co Limited. 941.11K (2.60%) -52.87K
Decreased by -5.62%
Dec 31, 25
15 Nuveen, LLC 693.87K (1.92%) 100.18K
Increased by +14.44%
Dec 31, 25
16 Marshall Wace Asset Management Ltd 673.25K (1.86%) 227.68K
Increased by +33.82%
Dec 31, 25
17 Acadian Asset Management LLC 672.10K (1.86%) 526.47K
Increased by +78.33%
Sep 30, 25
18 AQR Capital Management LLC 671.79K (1.86%) 49.68K
Increased by +7.40%
Dec 31, 25
19 Jacobs Levy Equity Management, Inc. 621.38K (1.72%) -63.89K
Decreased by -10.28%
Dec 31, 25
20 Citadel Advisors Llc 553.02K (1.53%) -53.49K
Decreased by -9.67%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.31M (3.62%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.16M (3.21%) -117.00K
Decreased by -10.06%
Mar 31, 26
3 iShares Russell 2000 ETF 955.49K (2.64%) -7.80K
Decreased by -0.82%
Mar 31, 26
4 Vanguard Small Cap Index 842.48K (2.33%) -78.95K
Decreased by -9.37%
Mar 31, 26
5 Vanguard Information Technology ETF 796.25K (2.20%) -723.00
Decreased by -0.09%
Mar 31, 26
6 First Trust Cloud Computing ETF 691.88K (1.91%) -1.61K
Decreased by -0.23%
Mar 31, 26
7 Vanguard Strategic Equity Inv 532.29K (1.47%) 82.88K
Increased by +15.57%
Dec 31, 25
8 Vanguard Explorer Inv 499.91K (1.38%) 62.20K
Increased by +12.44%
Dec 31, 25
9 Vanguard Small Cap Growth Index Inv 472.18K (1.30%) -38.98K
Decreased by -8.26%
Mar 31, 26
10 Vanguard Institutional Extnd Mkt Idx Tr 449.39K (1.24%) 9.75K
Increased by +2.17%
Mar 31, 26
11 Fidelity® Small Cap Index 396.13K (1.09%) 10.87K
Increased by +2.74%
Oct 31, 23
12 Fidelity Small Cap Index 381.27K (1.05%) -5.10K
Decreased by -1.34%
Jan 31, 26
13 Edinburgh Worldwide Ord 367.38K (1.01%) 2.00
Increased by +0.00%
Jan 31, 26
14 FT Nasdaq Artfcl Intllgnc and Rbtc ETF 359.17K (0.99%) 0.00
Increased by 0.00%
Mar 31, 26
15 Morgan Stanley Insight 334.57K (0.92%) -46.99K
Decreased by -14.05%
Sep 30, 24
16 Morgan Stanley Insight A 334.57K (0.92%) -46.99K
Decreased by -14.05%
Sep 30, 24
17 Fidelity Enhanced Small Cap ETF 322.78K (0.89%) 0.00
Increased by 0.00%
Mar 31, 26
18 iShares Russell 2000 Growth ETF 320.23K (0.88%) 0.00
Increased by 0.00%
Mar 31, 26
19 Global X Robotics & Artfcl Intllgnc ETF 313.55K (0.87%) -175.00
Decreased by -0.06%
Mar 31, 26
20 Vanguard Strategic Small-Cap Equity Inv 297.70K (0.82%) 33.27K
Increased by +11.18%
Dec 31, 25