Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JFWD 5.14%
2 TMFS 2.82%
3 XHE 1.40%
4 AFSC 1.23%
5 ACSG 1.19%
6 TMFM 1.04%
7 NSCS 1.00%
8 PTH 0.89%
9 TMFG 0.79%
10 EKG 0.72%
11 LFSC 0.61%
12 QQQS 0.56%
13 DBSC 0.51%
14 FFTY 0.48%
15 FYC 0.45%
16 DWAS 0.45%
17 SCDS 0.43%
18 JSML 0.42%
19 ESSC 0.38%
20 AGNG 0.37%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 10.09M (8.30%) -69.47K
Decreased by -0.69%
Mar 31, 26
2 JPMorgan Chase & Co 8.03M (6.60%) 1.14M
Increased by +14.24%
Sep 30, 24
3 Vanguard Group Inc 6.88M (5.66%) 68.57K
Increased by +1.00%
Dec 31, 25
4 American Century Companies Inc 6.42M (5.28%) -84.69K
Decreased by -1.32%
Mar 31, 26
5 First Light Asset Management, LLC 5.33M (4.38%) -90.65K
Decreased by -1.70%
Jun 30, 24
6 Vanguard Capital Management, LLC 4.91M (4.04%) 4.91M
Increased by +100.00%
Mar 31, 26
7 Royal Bank of Canada 4.52M (3.71%) -395.92K
Decreased by -8.77%
Mar 31, 26
8 BNP Paribas Investment Partners SA 3.62M (2.97%) 439.51K
Increased by +12.15%
Mar 31, 26
9 Deutsche Bank AG 3.34M (2.75%) 220.82K
Increased by +6.61%
Dec 31, 25
10 State Street Corp 3.03M (2.49%) 141.92K
Increased by +4.68%
Mar 31, 26
11 Geode Capital Management, LLC 2.91M (2.39%) 78.40K
Increased by +2.70%
Mar 31, 26
12 Driehaus Capital Management LLC 2.86M (2.35%) 1.45M
Increased by +50.69%
Dec 31, 25
13 Nuveen, LLC 2.85M (2.34%) -24.33K
Decreased by -0.85%
Mar 31, 26
14 Millennium Management LLC 2.81M (2.31%) 583.62K
Increased by +20.77%
Mar 31, 26
15 Fred Alger Management, LLC 2.64M (2.17%) 21.08K
Increased by +0.80%
Jun 30, 24
16 Nuveen Asset Management, LLC 2.58M (2.13%) 1.14M
Increased by +43.96%
Dec 31, 24
17 Bank of America Corp 2.56M (2.11%) 543.06K
Increased by +21.21%
Mar 31, 26
18 Point72 Asset Management, L.P. 2.49M (2.05%) 1.39M
Increased by +55.89%
Mar 31, 26
19 Next Century Growth Investors LLC 2.37M (1.95%) -47.92K
Decreased by -2.02%
Mar 31, 26
20 State Street Corporation 2.37M (1.95%) -31.17K
Decreased by -1.32%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Century Small Cap Growth Inv 4.90M (4.03%) -157.43K
Decreased by -3.21%
Mar 31, 26
2 American Century U.S. Small Cap Growth 4.90M (4.03%) -157.43K
Decreased by -3.21%
Mar 31, 26
3 BioPharma Credit Ord 3.81M (3.14%) 3.81M
Increased by +100.00%
Dec 31, 24
4 Vanguard Total Stock Mkt Idx Inv 3.60M (2.96%) 80.10K
Increased by +2.23%
Apr 30, 26
5 Vanguard US Total Market Shares ETF 3.04M (2.50%) 0.00
Increased by 0.00%
Sep 30, 24
6 iShares Russell 2000 ETF 2.82M (2.32%) 26.05K
Increased by +0.92%
May 29, 26
7 CREF Stock R1 2.01M (1.65%) 0.00
Increased by 0.00%
Feb 28, 25
8 Alger Small Cap Focus Composite 2.01M (1.65%) -343.52K
Decreased by -17.10%
Jul 31, 24
9 Alger Small Cap Focus I 2.01M (1.65%) -343.52K
Decreased by -17.10%
Jul 31, 24
10 Vanguard Mid Cap Growth Inv 1.89M (1.55%) 1.89M
Increased by +100.00%
Mar 31, 26
11 JPMorgan Small Cap Growth A 1.73M (1.42%) 0.00
Increased by 0.00%
Sep 30, 24
12 BNP Paribas US Small Cap Classic R 1.59M (1.31%) -31.99K
Decreased by -2.01%
May 31, 25
13 BNP Paribas US Small Cap ClassicC 1.58M (1.30%) 401.00
Increased by +0.03%
Apr 30, 26
14 BNP Paribas Health Cr Innovtr Cl Cap 1.58M (1.30%) -226.79K
Decreased by -14.40%
Apr 30, 26
15 CREF Total Global Stock Account R3 1.56M (1.29%) -83.54K
Decreased by -5.34%
Mar 31, 26
16 Hood River Small-Cap Growth Instl 1.51M (1.24%) 795.57K
Increased by +52.81%
Mar 31, 26
17 CREF Stock R3 1.50M (1.23%) -118.30K
Decreased by -7.89%
Jul 31, 25
18 Vanguard Institutional Extnd Mkt Idx Tr 1.29M (1.06%) 6.30K
Increased by +0.49%
Apr 30, 26
19 Fidelity Small Cap Index 1.15M (0.94%) 1.08K
Increased by +0.09%
Mar 31, 26
20 AZ InvestEd Ivy Small Cap Growth E 1.05M (0.87%) 174.58K
Increased by +16.58%
Apr 30, 26