Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WCMG 3.24%
2 XHS 1.64%
3 CPAI 1.64%
4 PTH 1.32%
5 OLD 0.90%
6 WCEO 0.79%
7 EHLS 0.70%
8 AGNG 0.64%
9 FYC 0.58%
10 AFSM 0.55%
11 DWAS 0.55%
12 IHF 0.49%
13 LNGR 0.41%
14 USVM 0.40%
15 FYX 0.38%
16 CVRT 0.29%
17 AVSC 0.27%
18 OMFS 0.23%
19 PRFZ 0.20%
20 VFMO 0.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 31.10M (13.20%) -1.97M
Decreased by -6.33%
Dec 31, 25
2 Vanguard Group Inc 21.95M (9.32%) -164.62K
Decreased by -0.75%
Dec 31, 25
3 Deerfield Management Co 11.64M (4.94%) -4.61K
Decreased by -0.04%
Dec 31, 25
4 Antipodes Partners Limited 11.43M (4.85%) -666.84K
Decreased by -5.83%
Dec 31, 25
5 Wellington Management Company LLP 10.16M (4.31%) -1.45M
Decreased by -14.31%
Dec 31, 25
6 Flat Footed LLC 8.50M (3.61%) -4.21M
Decreased by -49.52%
Dec 31, 25
7 Maple Rock Capital Partners, Inc. 8.16M (3.46%) -339.90K
Decreased by -4.17%
Mar 31, 26
8 Renaissance Technologies Corp 7.66M (3.25%) 1.30M
Increased by +16.96%
Mar 31, 26
9 Carronade Capital Management LP 7.35M (3.12%) 222.14K
Increased by +3.02%
Dec 31, 25
10 Bank of America Corp 6.51M (2.76%) 238.04K
Increased by +3.66%
Jun 30, 25
11 Rush Island Management, LP 6.46M (2.74%) -1.84M
Decreased by -28.50%
Mar 31, 25
12 Camber Capital Management LLC 6.25M (2.65%) -7.68M
Decreased by -122.96%
Mar 31, 25
13 Morgan Stanley - Brokerage Accounts 5.62M (2.38%) -2.59M
Decreased by -46.21%
Dec 31, 25
14 Geode Capital Management, LLC 5.47M (2.32%) 42.38K
Increased by +0.77%
Dec 31, 25
15 State Street Corp 5.41M (2.30%) 185.21K
Increased by +3.42%
Dec 31, 25
16 Edmond de Rothschild Holding S.A. 5.26M (2.23%) -1.53M
Decreased by -29.07%
Jun 30, 25
17 Dimensional Fund Advisors, Inc. 5.19M (2.21%) 173.45K
Increased by +3.34%
Mar 31, 26
18 State Street Corporation 4.47M (1.90%) 71.74K
Increased by +1.61%
Mar 31, 24
19 FMR Inc 4.33M (1.84%) 4.07M
Increased by +94.03%
Dec 31, 25
20 Nuveen Asset Management, LLC 3.81M (1.62%) -1.05M
Decreased by -27.58%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.21M (3.06%) 45.55K
Increased by +0.63%
Mar 31, 26
2 Vanguard US Total Market Shares ETF 5.80M (2.46%) 0.00
Increased by 0.00%
Sep 30, 24
3 iShares Russell 2000 ETF 5.46M (2.32%) 46.01K
Increased by +0.84%
Apr 30, 26
4 Vanguard Small Cap Index 5.22M (2.22%) 88.74K
Increased by +1.70%
Mar 31, 26
5 BlackRock Event Driven Equity Instl 3.56M (1.51%) 1.24M
Increased by +34.85%
Mar 31, 26
6 Vanguard Small Cap Growth Index Inv 2.93M (1.24%) 76.96K
Increased by +2.63%
Mar 31, 26
7 Vanguard Institutional Extnd Mkt Idx Tr 2.65M (1.13%) 65.59K
Increased by +2.47%
Mar 31, 26
8 JNL Multi-Manager Select Equity I 2.30M (0.98%) 2.30M
Increased by +100.00%
Mar 31, 26
9 CREF Stock R1 2.28M (0.97%) 0.00
Increased by 0.00%
Aug 31, 24
10 Fidelity Small Cap Index 2.27M (0.97%) 27.21K
Increased by +1.20%
Feb 28, 26
11 Avantis US Small Cap Value ETF 2.27M (0.96%) 0.00
Increased by 0.00%
Aug 30, 25
12 Fidelity Stock Selector Small Cap 2.19M (0.93%) 117.20K
Increased by +5.35%
Feb 28, 26
13 BSF Global Event Driven Z2 USD 1.83M (0.78%) 0.00
Increased by 0.00%
Jun 30, 25
14 Fidelity® Small Cap Index 1.79M (0.76%) 49.60K
Increased by +2.76%
Oct 31, 23
15 WCM Select Global Growth Equity R/A USD 1.76M (0.75%) 252.70K
Increased by +14.32%
Apr 30, 26
16 iShares Russell 2000 Value ETF 1.72M (0.73%) 0.00
Increased by 0.00%
Apr 30, 24
17 iShares Russell 2000 Growth ETF 1.69M (0.72%) 4.34K
Increased by +0.26%
Apr 30, 26
18 First Eagle Small Cap Opportunity I 1.59M (0.68%) -72.40K
Decreased by -4.54%
Mar 31, 26
19 First Eagle US Small Cap Strategy 1.59M (0.67%) -127.06K
Decreased by -8.01%
Mar 31, 26
20 Fidelity Series Small Cap Opps 1.56M (0.66%) -71.53K
Decreased by -4.60%
Feb 28, 26