Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MOON 2.16%
2 QQQS 1.94%
3 XTL 1.67%
4 HYP 1.60%
5 SVAL 0.89%
6 SCDS 0.59%
7 BSVO 0.51%
8 IWC 0.50%
9 FESM 0.46%
10 GSSC 0.24%
11 IWO 0.14%
12 VFVA 0.11%
13 CLMA 0.10%
14 VOX 0.10%
15 SEIS 0.10%
16 VTWV 0.08%
17 KOMP 0.08%
18 QSML 0.08%
19 IWM 0.07%
20 ISCG 0.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.96M (10.21%) 85.44K
Increased by +2.89%
Mar 31, 26
2 Vanguard Group Inc 2.01M (6.94%) 21.30K
Increased by +1.06%
Dec 31, 25
3 Cypress Point Investment Management, LP 1.58M (5.46%) 75.06K
Increased by +4.74%
Mar 31, 26
4 Dimensional Fund Advisors, Inc. 1.55M (5.36%) 91.81K
Increased by +5.92%
Mar 31, 26
5 Vanguard Capital Management, LLC 1.19M (4.12%) 1.19M
Increased by +100.00%
Mar 31, 26
6 Acadian Asset Management LLC 832.69K (2.87%) 793.89K
Increased by +95.34%
Mar 31, 26
7 State Street Corp 723.29K (2.50%) 73.87K
Increased by +10.21%
Mar 31, 26
8 Geode Capital Management, LLC 693.46K (2.39%) 29.91K
Increased by +4.31%
Mar 31, 26
9 Arrowstreet Capital Limited Partnership 688.43K (2.38%) 516.12K
Increased by +74.97%
Mar 31, 26
10 Renaissance Technologies Corp 644.98K (2.23%) 26.08K
Increased by +4.04%
Mar 31, 26
11 The Goldman Sachs Group Inc 609.76K (2.10%) 69.42K
Increased by +11.38%
Dec 31, 25
12 Nuveen Asset Management, LLC 594.28K (2.05%) -18.30K
Decreased by -3.08%
Dec 31, 24
13 Goldman Sachs Group Inc 592.90K (2.05%) 72.95K
Increased by +12.30%
Jun 30, 25
14 Bank of New York Mellon Corp 584.09K (2.02%) -52.30K
Decreased by -8.95%
Mar 31, 24
15 Archon Capital Management LLC 583.12K (2.01%) 136.22K
Increased by +23.36%
Mar 31, 26
16 Ameriprise Financial Inc 579.62K (2.00%) -12.93K
Decreased by -2.23%
Mar 31, 26
17 Vanguard Portfolio Management, LLC 543.91K (1.88%) 543.91K
Increased by +100.00%
Mar 31, 26
18 FMR Inc 524.09K (1.81%) -21.50K
Decreased by -4.10%
Mar 31, 26
19 State Street Corporation 522.45K (1.80%) 28.80K
Increased by +5.51%
Mar 31, 24
20 Citadel Advisors Llc 496.45K (1.71%) -62.19K
Decreased by -12.53%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 872.71K (3.01%) 32.80K
Increased by +3.76%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 752.36K (2.60%) 0.00
Increased by 0.00%
Sep 30, 24
3 iShares Russell 2000 ETF 677.51K (2.34%) 6.24K
Increased by +0.92%
May 29, 26
4 Fidelity Enhanced Small Cap ETF 378.42K (1.31%) -4.39K
Decreased by -1.16%
Apr 30, 26
5 DFA US Small Cap Value I 372.04K (1.28%) 4.29K
Increased by +1.15%
Apr 30, 26
6 Fidelity Enhanced Small Cap Core ETF 346.89K (1.20%) 876.00
Increased by +0.25%
May 29, 26
7 Vanguard Institutional Extnd Mkt Idx Tr 327.66K (1.13%) 1.69K
Increased by +0.52%
Apr 30, 26
8 BNY Mellon Sm/Md Cp Gr I 311.27K (1.07%) -15.16K
Decreased by -4.87%
Mar 31, 24
9 TIAA-CREF Quant Small-Cap Equity Instl 288.62K (1.00%) 0.00
Increased by 0.00%
Dec 31, 23
10 CREF Stock R1 271.24K (0.94%) 5.16K
Increased by +1.90%
Feb 28, 25
11 Fidelity Small Cap Index 270.30K (0.93%) 45.00
Increased by +0.02%
Mar 31, 26
12 Nuveen Quant Small Cap Equity R6 258.44K (0.89%) 0.00
Increased by 0.00%
Apr 30, 26
13 Columbia Small Cap Value Discovery Fund 243.82K (0.84%) 10.80K
Increased by +4.43%
Mar 31, 26
14 Columbia Small Cap Value Discv A 243.82K (0.84%) 0.00
Increased by 0.00%
Apr 30, 26
15 Columbia Small Cap Value I A 227.52K (0.79%) 6.30K
Increased by +2.77%
Jul 31, 25
16 Fidelity® Small Cap Index 224.45K (0.77%) 4.12K
Increased by +1.84%
Oct 31, 23
17 State Street® SPDR® S&P® Telecom ETF 223.08K (0.77%) 0.00
Increased by 0.00%
May 31, 26
18 BlackRock Advantage Small Cap Core Instl 221.84K (0.77%) 0.00
Increased by 0.00%
Apr 30, 26
19 Columbia Small Cap Value I 221.22K (0.76%) -1.38K
Decreased by -0.62%
Jun 30, 25
20 CREF Stock R3 218.30K (0.75%) -52.94K
Decreased by -24.25%
Mar 31, 25