Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JFWD 3.94%
2 DAT 3.24%
3 RJMG 2.30%
4 BOUT 2.26%
5 IPO 1.98%
6 WCLD 1.75%
7 FCLD 1.22%
8 PTF 1.18%
9 FFTY 0.93%
10 XSW 0.79%
11 XITK 0.75%
12 DBSC 0.54%
13 FPX 0.53%
14 QSML 0.50%
15 HAPS 0.47%
16 FYC 0.39%
17 MSSM 0.39%
18 VCLO 0.29%
19 DWAS 0.29%
20 TRFM 0.29%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.85M (10.66%) 892.63K
Increased by +9.06%
Dec 31, 25
2 BlackRock Inc 7.86M (8.51%) 692.20K
Increased by +8.80%
Mar 31, 26
3 Vanguard Portfolio Management, LLC 5.46M (5.91%) 5.46M
Increased by +100.00%
Mar 31, 26
4 FMR Inc 4.70M (5.09%) 4.70M
Increased by +99.86%
Mar 31, 26
5 Battery Management Corp 4.63M (5.01%) 1.36M
Increased by +29.46%
Mar 31, 26
6 Millennium Management LLC 4.38M (4.75%) 372.36K
Increased by +8.49%
Mar 31, 26
7 Westfield Capital Management Company, L.P. 3.97M (4.30%) 1.79M
Increased by +44.96%
Mar 31, 26
8 Vanguard Capital Management, LLC 3.93M (4.26%) 3.93M
Increased by +100.00%
Mar 31, 26
9 Morgan Stanley - Brokerage Accounts 3.68M (3.98%) -125.57K
Decreased by -3.41%
Jun 30, 25
10 UBS Group AG 3.36M (3.63%) 1.78M
Increased by +53.03%
Mar 31, 26
11 Point72 Asset Management, L.P. 3.11M (3.37%) 21.15K
Increased by +0.68%
Mar 31, 26
12 T. Rowe Price Investment Management,Inc. 2.69M (2.92%) 63.00K
Increased by +2.34%
Dec 31, 24
13 Cadian Capital Management LP 2.65M (2.87%) -1.91M
Decreased by -71.85%
Jun 30, 25
14 AllianceBernstein L.P. 2.58M (2.79%) 562.40K
Increased by +21.83%
Dec 31, 25
15 Citadel Advisors Llc 2.40M (2.60%) 402.13K
Increased by +16.72%
Mar 31, 26
16 JPMorgan Chase & Co 2.30M (2.49%) -18.32K
Decreased by -0.80%
Mar 31, 26
17 State Street Corp 2.28M (2.47%) 199.09K
Increased by +8.72%
Mar 31, 26
18 Geode Capital Management, LLC 2.28M (2.47%) 198.02K
Increased by +8.68%
Mar 31, 26
19 T. Rowe Price Associates, Inc. 2.20M (2.38%) 1.20M
Increased by +54.75%
Dec 31, 24
20 Alyeska Investment Group, L.P. 2.11M (2.28%) 1.80M
Increased by +85.56%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.69M (2.92%) 8.86K
Increased by +0.33%
Apr 30, 26
2 iShares Russell 2000 ETF 2.11M (2.28%) 19.50K
Increased by +0.92%
May 29, 26
3 Vanguard Small Cap Index 1.95M (2.11%) -286.00
Decreased by -0.01%
Apr 30, 26
4 Fidelity Series All-Sector Equity 1.85M (2.00%) 919.80K
Increased by +49.84%
Apr 30, 26
5 Vanguard Information Technology ETF 1.82M (1.97%) 9.26K
Increased by +0.51%
Apr 30, 26
6 Harbor Small Cap Growth Instl 1.80M (1.95%) 862.45K
Increased by +47.83%
Mar 31, 26
7 Westfield Capital Mgt Co Sm-Cap Gr Eq 1.80M (1.95%) 862.45K
Increased by +47.83%
Mar 31, 26
8 JHancock Small Cap Core NAV 1.43M (1.55%) 43.57K
Increased by +3.04%
Mar 31, 26
9 Vanguard Institutional Extnd Mkt Idx Tr 1.11M (1.20%) 11.00K
Increased by +1.00%
Apr 30, 26
10 Vanguard Small Cap Growth Index Inv 1.09M (1.18%) -842.00
Decreased by -0.08%
Apr 30, 26
11 T. Rowe Price Integrated US SmCapGrEq 1.06M (1.15%) 930.15K
Increased by +87.47%
Dec 31, 24
12 Fidelity Special Situations Series F 1.04M (1.12%) 698.75K
Increased by +67.40%
Mar 31, 26
13 FullerThaler Behavioral Small-Cap Growth 953.32K (1.03%) 19.20K
Increased by +2.01%
May 31, 25
14 FullerThaler Behavioral Sm-Cp Gr R6 947.20K (1.03%) 19.20K
Increased by +2.03%
May 31, 25
15 Stephens SMID Select Growth 939.12K (1.02%) 94.83K
Increased by +10.10%
Mar 31, 26
16 AB Small Cap Growth A 885.52K (0.96%) -302.06K
Decreased by -34.11%
Jan 31, 26
17 Old Westbury Small & Mid Cap Strategies 870.00K (0.94%) 95.00K
Increased by +10.92%
Oct 31, 25
18 Fidelity Small Cap Index 864.25K (0.94%) 27.64K
Increased by +3.20%
Mar 31, 26
19 Federated Hermes Kaufmann Small Cap A 780.00K (0.84%) 0.00
Increased by 0.00%
Jun 30, 25
20 Federated Hermes Kaufmann Small Cap Grow 780.00K (0.84%) 0.00
Increased by 0.00%
Jun 30, 25