Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CBSE 2.74%
2 XHE 1.92%
3 ARKG 1.73%
4 MOON 1.05%
5 HEAL 0.41%
6 EDOC 0.41%
7 KOMP 0.34%
8 IWC 0.15%
9 SNSR 0.15%
10 IHI 0.10%
11 BTEC 0.06%
12 VTWG 0.05%
13 IWO 0.05%
14 SMLF 0.04%
15 RFLR 0.03%
16 IWM 0.02%
17 VTWO 0.02%
18 AVSC 0.02%
19 SCHA 0.01%
20 IWN 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Glenview Capital Management LLC 14.34M (7.92%) 4.38M
Increased by +30.55%
Dec 31, 25
2 BlackRock Inc 13.84M (7.64%) -195.36K
Decreased by -1.41%
Sep 30, 25
3 Vanguard Group Inc 11.32M (6.25%) 275.89K
Increased by +2.44%
Dec 31, 25
4 Fosun International Ltd 10.72M (5.92%) 0.00
Increased by 0.00%
Sep 30, 25
5 Capital World Investors 8.49M (4.69%) 0.00
Increased by 0.00%
Jun 30, 25
6 Hood River Capital Management LLC 6.95M (3.84%) 1.55M
Increased by +22.26%
Dec 31, 25
7 ARK Investment Management LLC 6.15M (3.39%) -270.89K
Decreased by -4.41%
Sep 30, 25
8 State Street Corp 5.96M (3.29%) 831.40K
Increased by +13.96%
Sep 30, 25
9 Geode Capital Management, LLC 4.60M (2.54%) 264.51K
Increased by +5.75%
Sep 30, 25
10 Awm Investment Company Inc 3.40M (1.88%) 3.00M
Increased by +88.24%
Dec 31, 25
11 State Street Corporation 3.11M (1.72%) 36.62K
Increased by +1.18%
Mar 31, 24
12 First Light Asset Management, LLC 2.81M (1.55%) 1.68M
Increased by +59.89%
Dec 31, 25
13 Citadel Advisors Llc 2.69M (1.48%) -17.30K
Decreased by -0.64%
Sep 30, 25
14 UBS Group AG 2.16M (1.19%) 1.77M
Increased by +81.74%
Sep 30, 25
15 Ophir Asset Management Pty Ltd 1.92M (1.06%) -92.12K
Decreased by -4.80%
Jun 30, 25
16 Morgan Stanley - Brokerage Accounts 1.88M (1.04%) -1.43M
Decreased by -75.88%
Sep 30, 25
17 Dimensional Fund Advisors, Inc. 1.80M (0.99%) 1.01M
Increased by +55.86%
Dec 31, 25
18 Charles Schwab Investment Management Inc 1.77M (0.98%) 124.36K
Increased by +7.02%
Dec 31, 25
19 D. E. Shaw & Co LP 1.70M (0.94%) 180.23K
Increased by +10.59%
Dec 31, 24
20 Acadian Asset Management LLC 1.60M (0.88%) 1.25M
Increased by +78.15%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 8.49M (4.69%) 0.00
Increased by 0.00%
Jun 30, 25
2 ARK Genomic Revolution ETF 6.15M (3.40%) 0.00
Increased by 0.00%
Feb 26, 26
3 ARK Genomic Revolution 5.98M (3.30%) 22.33K
Increased by +0.37%
Dec 31, 25
4 Vanguard Total Stock Mkt Idx Inv 5.68M (3.14%) 0.00
Increased by 0.00%
Jan 31, 26
5 iShares Russell 2000 ETF 4.73M (2.61%) 1.85M
Increased by +39.22%
Feb 25, 26
6 Vanguard US Total Market Shares ETF 4.38M (2.42%) 0.00
Increased by 0.00%
Sep 30, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 2.23M (1.23%) -3.67K
Decreased by -0.16%
Jan 31, 26
8 Fidelity Small Cap Index 1.97M (1.09%) -2.34K
Decreased by -0.12%
Nov 30, 25
9 SPDR® S&P Kensho New Economies Comps ETF 1.78M (0.98%) 0.00
Increased by 0.00%
Aug 29, 25
10 Vanguard Small Cap Index 1.74M (0.96%) 5.37K
Increased by +0.31%
Nov 30, 23
11 iShares Russell 2000 Growth ETF 1.62M (0.90%) 1.62M
Increased by +100.00%
Feb 25, 26
12 Hood River New Opportunities Inst 1.50M (0.83%) 1.50M
Increased by +100.00%
Dec 31, 25
13 Hood River New Opportunities CIT Fdrs Cl 1.38M (0.76%) 321.39K
Increased by +23.23%
Dec 31, 25
14 Hood River Small/Mid-Cap Growth 1.38M (0.76%) 241.38K
Increased by +17.45%
Dec 31, 25
15 iShares Russell 2000 Value ETF 1.37M (0.76%) -869.00
Decreased by -0.06%
Mar 28, 24
16 Fidelity® Small Cap Index 1.35M (0.74%) 37.65K
Increased by +2.79%
Oct 31, 23
17 State St Russell Sm/Mid Cp® Indx SL Cl I 1.17M (0.65%) 0.00
Increased by 0.00%
Jan 31, 26
18 Hood River Small/Mid Cap Gr CITFounder's 1.09M (0.60%) 70.23K
Increased by +6.43%
Jun 30, 25
19 Fidelity Extended Market Index 1.09M (0.60%) 28.27K
Increased by +2.61%
Dec 31, 25
20 DWS Small Cap Core S 1.00M (0.55%) 1.00M
Increased by +100.00%
Dec 31, 25