Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 RVER 6.68%
3 XWEB 3.00%
4 CPAI 1.08%
5 DEEP 1.01%
6 PLAT 0.89%
7 SFLO 0.88%
8 FYT 0.83%
9 WCEO 0.74%
10 MVPA 0.68%
11 FMET 0.68%
12 NIXT 0.58%
13 FDCF 0.56%
14 SQLV 0.53%
15 XITK 0.50%
16 GBUY 0.49%
17 FYX 0.39%
18 FSCC 0.38%
19 KOMP 0.38%
20 JSML 0.36%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Blackstone Inc 29.91M (28.10%) -7.48M
Decreased by -25.00%
Mar 31, 26
2 Vanguard Group Inc 12.00M (11.28%) 837.63K
Increased by +6.98%
Dec 31, 25
3 BlackRock Inc 6.55M (6.16%) 388.71K
Increased by +5.93%
Mar 31, 26
4 Saba Capital Management, LP 5.34M (5.02%) 0.00
Increased by 0.00%
Mar 31, 26
5 Accel Growth Fund V Associates L.L.C. 5.05M (4.75%) 0.00
Increased by 0.00%
Mar 31, 26
6 RPD Fund Management LLC 4.97M (4.67%) 1.17M
Increased by +23.49%
Mar 31, 25
7 Vanguard Portfolio Management, LLC 4.79M (4.50%) 4.79M
Increased by +100.00%
Mar 31, 26
8 Maple Rock Capital Partners, Inc. 4.57M (4.30%) 4.57M
Increased by +100.00%
Jun 30, 25
9 AQR Capital Management LLC 4.35M (4.08%) 2.73M
Increased by +62.80%
Mar 31, 26
10 Dimensional Fund Advisors, Inc. 4.30M (4.04%) -356.29K
Decreased by -8.29%
Mar 31, 26
11 Renaissance Technologies Corp 4.21M (3.96%) 1.38M
Increased by +32.71%
Mar 31, 26
12 Prudential Financial Inc 3.64M (3.42%) -30.66K
Decreased by -0.84%
Mar 31, 26
13 Vanguard Capital Management, LLC 3.29M (3.09%) 3.29M
Increased by +100.00%
Mar 31, 26
14 D. E. Shaw & Co LP 3.02M (2.84%) 259.75K
Increased by +8.60%
Dec 31, 25
15 State Street Corp 2.95M (2.78%) -206.51K
Decreased by -6.99%
Mar 31, 26
16 FMR Inc 2.91M (2.73%) -3.11M
Decreased by -106.98%
Dec 31, 24
17 State Street Corporation 2.63M (2.48%) 44.87K
Increased by +1.70%
Mar 31, 24
18 Two Sigma Investments LLC 2.63M (2.47%) 1.34M
Increased by +51.01%
Mar 31, 26
19 Manufacturers Life Insurance Co 2.04M (1.92%) 297.06K
Increased by +14.54%
Jun 30, 24
20 Marshall Wace Asset Management Ltd 2.04M (1.91%) -2.07M
Decreased by -101.61%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 CT (Lux) American Smaller Com 9U USD 3.32M (3.12%) 201.59K
Increased by +6.07%
Jan 31, 25
2 Vanguard US Total Market Shares ETF 2.99M (2.81%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 2.32M (2.18%) 0.00
Increased by 0.00%
Apr 30, 26
4 CT American Smaller Coms(US) InstAccGBP 2.11M (1.98%) 11.21K
Increased by +0.53%
Jan 31, 25
5 Fidelity Contrafund 1.95M (1.83%) 0.00
Increased by 0.00%
Aug 31, 24
6 Xtrackers S&P 500 Swap ETF 1C 1.91M (1.80%) -14.13K
Decreased by -0.74%
Dec 31, 25
7 JHancock Small Cap Core NAV 1.85M (1.73%) 0.00
Increased by 0.00%
Jul 31, 24
8 SPDR® S&P Kensho New Economies Comps ETF 1.85M (1.73%) 0.00
Increased by 0.00%
Aug 29, 25
9 Vanguard Strategic Equity Inv 1.82M (1.71%) -437.89K
Decreased by -24.10%
Mar 31, 26
10 iShares Russell 2000 ETF 1.75M (1.64%) 16.17K
Increased by +0.92%
May 29, 26
11 Fidelity® Contrafund® 1.74M (1.64%) 781.40K
Increased by +44.86%
Nov 30, 23
12 DFA US Small Cap Value I 1.61M (1.51%) 161.27K
Increased by +10.04%
Apr 30, 26
13 Fidelity VIP Mid Cap Initial 1.34M (1.25%) 0.00
Increased by 0.00%
Dec 31, 23
14 VIP Mid Cap Initial 1.34M (1.25%) 0.00
Increased by 0.00%
Nov 30, 23
15 Vanguard Strategic Small-Cap Equity Inv 1.27M (1.19%) -484.34K
Decreased by -38.13%
Mar 31, 26
16 Fidelity Select Communication Services 1.16M (1.09%) 0.00
Increased by 0.00%
Sep 30, 24
17 Stt Strt®SPDR®S&PKenshoNwEcosComposETF 1.15M (1.08%) -4.32K
Decreased by -0.38%
May 29, 26
18 Pioneer Disciplined Growth A 1.09M (1.03%) 0.00
Increased by 0.00%
Dec 31, 23
19 Pioneer Core Equity A 1.00M (0.94%) 0.00
Increased by 0.00%
Mar 31, 24
20 Fidelity® Small Cap Index 975.66K (0.92%) 26.00K
Increased by +2.66%
Oct 31, 23