Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XHE 2.52%
2 CBSE 2.51%
3 ARKG 2.00%
4 MOON 1.05%
5 HEAL 1.03%
6 EDOC 0.41%
7 IWC 0.39%
8 KOMP 0.34%
9 IHI 0.25%
10 SNSR 0.15%
11 IWO 0.10%
12 BTEC 0.06%
13 IWMW 0.05%
14 IWM 0.05%
15 VTWG 0.05%
16 RFLR 0.03%
17 VTWO 0.03%
18 JKL 0.03%
19 ISCV 0.03%
20 JKJ 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 15.96M (8.37%) 1.03M
Increased by +6.46%
Mar 31, 26
2 Glenview Capital Management LLC 14.34M (7.51%) 0.00
Increased by 0.00%
Mar 31, 26
3 Vanguard Group Inc 11.32M (5.93%) 275.89K
Increased by +2.44%
Dec 31, 25
4 Fosun International Ltd 10.72M (5.62%) 0.00
Increased by 0.00%
Mar 31, 26
5 Hood River Capital Management LLC 8.62M (4.52%) 1.67M
Increased by +19.33%
Mar 31, 26
6 Capital World Investors 8.49M (4.45%) 0.00
Increased by 0.00%
Jun 30, 25
7 Vanguard Capital Management, LLC 8.19M (4.29%) 8.19M
Increased by +100.00%
Mar 31, 26
8 State Street Corp 5.54M (2.90%) 166.66K
Increased by +3.01%
Mar 31, 26
9 ARK Investment Management LLC 5.23M (2.74%) -1.02M
Decreased by -19.45%
Mar 31, 26
10 Geode Capital Management, LLC 4.81M (2.52%) 129.98K
Increased by +2.70%
Mar 31, 26
11 Awm Investment Company Inc 4.43M (2.32%) 1.03M
Increased by +23.26%
Mar 31, 26
12 Bank of America Corp 4.17M (2.18%) 1.73M
Increased by +41.51%
Mar 31, 26
13 Nuveen, LLC 3.75M (1.97%) 3.20M
Increased by +85.28%
Mar 31, 26
14 Millennium Management LLC 3.49M (1.83%) 314.75K
Increased by +9.02%
Mar 31, 26
15 State Street Corporation 3.11M (1.63%) 36.62K
Increased by +1.18%
Mar 31, 24
16 Citadel Advisors Llc 2.69M (1.41%) -17.30K
Decreased by -0.64%
Sep 30, 25
17 Algert Global LLC 2.66M (1.40%) 2.28M
Increased by +85.64%
Mar 31, 26
18 First Light Asset Management, LLC 2.66M (1.39%) -151.96K
Decreased by -5.71%
Mar 31, 26
19 Dimensional Fund Advisors, Inc. 2.36M (1.24%) 557.10K
Increased by +23.62%
Mar 31, 26
20 SEI Investments Co 2.30M (1.21%) 539.17K
Increased by +23.45%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 8.49M (4.45%) 0.00
Increased by 0.00%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 5.68M (2.98%) 0.00
Increased by 0.00%
Apr 30, 26
3 ARK Genomic Revolution 4.95M (2.60%) -1.03M
Decreased by -20.81%
Mar 31, 26
4 iShares Russell 2000 ETF 4.70M (2.46%) 43.42K
Increased by +0.92%
May 29, 26
5 ARK Genomic Revolution ETF 4.46M (2.34%) -11.82K
Decreased by -0.26%
May 31, 26
6 Vanguard US Total Market Shares ETF 4.38M (2.30%) 0.00
Increased by 0.00%
Sep 30, 24
7 Hood River New Opportunities Inst 2.75M (1.44%) 1.25M
Increased by +45.41%
Mar 31, 26
8 Vanguard Institutional Extnd Mkt Idx Tr 2.32M (1.22%) 25.69K
Increased by +1.11%
Apr 30, 26
9 Nuveen Quant Small Cap Equity R6 2.25M (1.18%) 0.00
Increased by 0.00%
Apr 30, 26
10 Fidelity Small Cap Index 1.92M (1.01%) 3.63K
Increased by +0.19%
Mar 31, 26
11 Fidelity Enhanced Small Cap Core ETF 1.86M (0.97%) 4.70K
Increased by +0.25%
May 29, 26
12 DWS Small Cap Core S 1.79M (0.94%) 195.00K
Increased by +10.86%
Apr 30, 26
13 Small Cap Core Equity Composite 1.79M (0.94%) 195.00K
Increased by +10.86%
Apr 30, 26
14 SPDR® S&P Kensho New Economies Comps ETF 1.78M (0.93%) 0.00
Increased by 0.00%
Aug 29, 25
15 Vanguard Small Cap Index 1.74M (0.91%) 5.37K
Increased by +0.31%
Nov 30, 23
16 iShares Russell 2000 Growth ETF 1.59M (0.83%) -10.37K
Decreased by -0.65%
May 29, 26
17 Hood River New Opportunities 1.53M (0.80%) 150.48K
Increased by +9.81%
Mar 31, 26
18 Hood River New Opportunities CIT Fdrs Cl 1.53M (0.80%) -95.27K
Decreased by -6.21%
Mar 31, 26
19 Hood River Small/Mid-Cap Growth 1.38M (0.73%) 241.38K
Increased by +17.45%
Dec 31, 25
20 iShares Russell 2000 Value ETF 1.37M (0.72%) -869.00
Decreased by -0.06%
Mar 28, 24