Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MOON 2.32%
2 WCLD 1.28%
3 PTF 1.06%
4 NIXT 0.87%
5 XITK 0.78%
6 XSW 0.71%
7 SKYY 0.53%
8 FWD 0.48%
9 FYC 0.48%
10 ETHO 0.40%
11 KOMP 0.37%
12 HAPS 0.37%
13 SKYU 0.35%
14 FESM 0.33%
15 FYX 0.29%
16 TMFX 0.28%
17 ITAN 0.19%
18 GSSC 0.19%
19 TRFM 0.19%
20 CSML 0.19%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.17M (13.48%) 48.85K
Increased by +0.37%
Dec 31, 25
2 BlackRock Inc 8.35M (8.55%) -70.75K
Decreased by -0.85%
Dec 31, 25
3 Arrowstreet Capital Limited Partnership 7.18M (7.35%) 1.97M
Increased by +27.42%
Mar 31, 26
4 D. E. Shaw & Co LP 6.88M (7.04%) 222.02K
Increased by +3.23%
Mar 31, 26
5 ING Investment Management LLC 4.72M (4.83%) -116.97K
Decreased by -2.48%
Mar 31, 26
6 The Goldman Sachs Group Inc 4.17M (4.26%) 1.37M
Increased by +32.99%
Mar 31, 26
7 Champlain Investment Partners, LLC 4.00M (4.09%) -32.20K
Decreased by -0.81%
Jun 30, 24
8 Morgan Stanley - Brokerage Accounts 3.61M (3.69%) 959.53K
Increased by +26.60%
Mar 31, 26
9 Two Sigma Investments LLC 3.46M (3.55%) 1.80M
Increased by +51.85%
Mar 31, 26
10 Goldman Sachs Group Inc 3.10M (3.18%) 1.48M
Increased by +47.66%
Jun 30, 25
11 JPMorgan Chase & Co 2.86M (2.92%) 2.57M
Increased by +89.88%
Mar 31, 26
12 Millennium Management LLC 2.74M (2.80%) 1.80M
Increased by +65.91%
Mar 31, 26
13 State Street Corp 2.71M (2.77%) 207.43K
Increased by +7.66%
Mar 31, 26
14 Marshall Wace Asset Management Ltd 2.65M (2.72%) 689.55K
Increased by +25.99%
Dec 31, 25
15 State Street Corporation 2.50M (2.56%) 56.01K
Increased by +2.24%
Mar 31, 24
16 UBS Group AG 2.44M (2.50%) 1.48M
Increased by +60.42%
Mar 31, 26
17 Jacobs Levy Equity Management, Inc. 2.33M (2.38%) 778.40K
Increased by +33.48%
Mar 31, 26
18 Geode Capital Management, LLC 2.02M (2.07%) -59.44K
Decreased by -2.95%
Mar 31, 26
19 Gilder Gagnon Howe & CO LLC 1.97M (2.02%) 592.98K
Increased by +30.09%
Mar 31, 25
20 First Trust Advisors L.P. 1.76M (1.80%) 236.13K
Increased by +13.40%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 2.84M (2.91%) 0.00
Increased by 0.00%
Sep 30, 24
2 Allianz Global Artfcl Intlgc W EUR 2.70M (2.77%) -15.51K
Decreased by -0.57%
Mar 31, 26
3 Vanguard Total Stock Mkt Idx Inv 2.69M (2.75%) 0.00
Increased by 0.00%
Apr 30, 26
4 Champlain Small Company Fund, LLC 2.57M (2.63%) -1.18K
Decreased by -0.05%
Aug 31, 24
5 Vanguard Information Technology ETF 2.12M (2.17%) 9.81K
Increased by +0.46%
Apr 30, 26
6 iShares Russell 2000 ETF 2.05M (2.10%) 17.30K
Increased by +0.84%
Apr 30, 26
7 Vanguard Small Cap Index 2.01M (2.06%) 18.97K
Increased by +0.94%
Apr 30, 26
8 SMDS Global AI Equity Mother 1.76M (1.80%) 1.76M
Increased by +100.00%
Sep 25, 25
9 Champlain Small Company Adv 1.63M (1.66%) -30.00K
Decreased by -1.85%
Jun 30, 24
10 First Trust Cloud Computing ETF 1.60M (1.64%) -3.90K
Decreased by -0.24%
Apr 30, 26
11 Vanguard Strategic Equity Inv 1.33M (1.36%) 0.00
Increased by 0.00%
Mar 31, 26
12 Vanguard Small Cap Growth Index Inv 1.13M (1.16%) -876.00
Decreased by -0.08%
Apr 30, 26
13 Fidelity Enhanced Small Cap Core ETF 1.12M (1.15%) -13.05K
Decreased by -1.16%
Apr 30, 26
14 Fidelity Enhanced Small Cap ETF 1.12M (1.15%) -13.05K
Decreased by -1.16%
Apr 30, 26
15 Vanguard Institutional Extnd Mkt Idx Tr 1.04M (1.06%) 6.05K
Increased by +0.58%
Apr 30, 26
16 Jupiter Merian Glb Eq AbsRet I USD Acc 955.11K (0.98%) 899.13K
Increased by +94.14%
Dec 31, 25
17 Old Westbury Small & Mid Cap Strategies 950.00K (0.97%) 0.00
Increased by 0.00%
Jul 31, 24
18 Vanguard Explorer Inv 859.96K (0.88%) 0.00
Increased by 0.00%
Mar 31, 26
19 Fidelity Small Cap Index 848.03K (0.87%) 8.72K
Increased by +1.03%
Feb 28, 26
20 Fidelity® Small Cap Index 766.57K (0.78%) 20.45K
Increased by +2.67%
Oct 31, 23