Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ARTY 2.15%
2 ERSX 2.04%
3 WOOD 1.86%
4 ACTV 1.81%
5 FCUS 1.63%
6 INVN 1.48%
7 FID 1.38%
8 WCLD 1.32%
9 LSEQ 1.29%
10 CUT 1.19%
11 RNIN 1.17%
12 WDIV 1.05%
13 RFV 0.89%
14 BOUT 0.78%
15 BTAL 0.77%
16 XSW 0.75%
17 XITK 0.74%
18 ICPY 0.72%
19 TAX 0.68%
20 FINX 0.67%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.20M (11.47%) -648.48K
Decreased by -6.36%
Dec 31, 25
2 ER Collective Holdings, LLC 8.52M (9.58%) 8.52M
Increased by +100.00%
Dec 31, 25
3 BlackRock Inc 8.04M (9.04%) -537.92K
Decreased by -6.69%
Dec 31, 25
4 Starboard Value LP 7.02M (7.90%) 0.00
Increased by 0.00%
Dec 31, 25
5 UBS Group AG 5.97M (6.72%) 3.18M
Increased by +53.18%
Sep 30, 25
6 Contour Asset Management LLC 4.71M (5.30%) 1.47M
Increased by +31.25%
Dec 31, 25
7 Groupama Asset Management 4.47M (5.03%) 0.00
Increased by 0.00%
Sep 30, 25
8 Point72 Asset Management, L.P. 4.15M (4.67%) 2.37M
Increased by +57.01%
Dec 31, 25
9 Temasek Holdings Ltd. 3.72M (4.18%) 992.59K
Increased by +26.68%
Mar 31, 25
10 Ameriprise Financial Inc 3.21M (3.61%) 660.63K
Increased by +20.60%
Dec 31, 25
11 Greenhouse Funds LLLP 3.19M (3.59%) 256.68K
Increased by +8.04%
Mar 31, 26
12 Dimensional Fund Advisors, Inc. 3.09M (3.48%) 126.43K
Increased by +4.09%
Mar 31, 26
13 State Street Corp 3.04M (3.42%) 172.67K
Increased by +5.68%
Dec 31, 25
14 Elliott Investment Management LP 3.00M (3.37%) 0.00
Increased by 0.00%
Dec 31, 25
15 Marshall Wace Asset Management Ltd 2.96M (3.33%) 791.20K
Increased by +26.75%
Dec 31, 25
16 T. Rowe Price Associates, Inc. 2.93M (3.30%) -166.78K
Decreased by -5.69%
Dec 31, 25
17 Wellington Management Company LLP 2.89M (3.25%) -544.51K
Decreased by -18.86%
Dec 31, 25
18 Franklin Resources Inc 2.80M (3.15%) -151.81K
Decreased by -5.42%
Mar 31, 24
19 Newlands Management Operations LLC 2.62M (2.95%) 0.00
Increased by 0.00%
Dec 31, 24
20 Abdiel Capital Advisors LLC 2.58M (2.90%) -218.01K
Decreased by -8.45%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 3.19M (3.59%) 2.59K
Increased by +0.08%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 2.97M (3.34%) -1.49K
Decreased by -0.05%
Apr 30, 26
3 Vanguard Total Stock Mkt Idx Inv 2.87M (3.22%) 15.74K
Increased by +0.55%
Mar 31, 26
4 Vanguard Information Technology ETF 2.13M (2.40%) -2.29K
Decreased by -0.11%
Mar 31, 26
5 Vanguard Small Cap Index 2.05M (2.31%) 6.82K
Increased by +0.33%
Mar 31, 26
6 T. Rowe Price New Horizons Tr-Z 1.95M (2.19%) 292.85K
Increased by +15.01%
Mar 31, 25
7 Columbia Seligman Tech & Info A 1.54M (1.73%) 0.00
Increased by 0.00%
Mar 31, 26
8 Columbia Seligman Technology Growth 1.54M (1.73%) 0.00
Increased by 0.00%
Mar 31, 26
9 FullerThaler Behavioral Small-Cap Growth 1.41M (1.58%) 1.41M
Increased by +100.00%
Mar 31, 26
10 T. Rowe Price US All-Cap Opp Eq SMA 1.36M (1.53%) 461.70K
Increased by +34.04%
Dec 31, 24
11 Fidelity Select Technology 1.26M (1.41%) 0.00
Increased by 0.00%
Jul 31, 24
12 T. Rowe Price Mid-Cap Growth 1.25M (1.40%) -5.50K
Decreased by -0.44%
Sep 30, 23
13 T. Rowe Price US Mid-Cap Growth Equity 1.25M (1.40%) -5.50K
Decreased by -0.44%
Sep 30, 23
14 Virtus KAR Small-Cap Growth I 1.23M (1.38%) -98.00K
Decreased by -7.97%
Dec 31, 23
15 Allianz Global Artfcl Intlgc W EUR 1.22M (1.38%) 3.14K
Increased by +0.26%
Apr 30, 24
16 T. Rowe Price US Lrg-Cap Core Gr Eq Comp 1.20M (1.35%) -52.08K
Decreased by -4.33%
Dec 31, 24
17 T. Rowe Price Blue Chip Growth 1.20M (1.35%) -681.00
Decreased by -0.06%
Feb 28, 25
18 Franklin Growth A 1.20M (1.35%) 249.90K
Increased by +20.79%
Dec 31, 23
19 Franklin Growth Fund A 1.20M (1.35%) 0.00
Increased by 0.00%
Mar 31, 24
20 Franklin U.S. Large Cap Gr Eq 1.20M (1.35%) 0.00
Increased by 0.00%
Mar 31, 24