Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DAT 4.08%
2 JFWD 3.94%
3 RJMG 2.30%
4 BOUT 2.26%
5 WCLD 2.03%
6 IPO 1.98%
7 FCLD 1.22%
8 PTF 1.18%
9 FFTY 0.93%
10 XSW 0.92%
11 XITK 0.91%
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 6.79M (7.34%) 206.16K
Increased by +3.04%
Sep 30, 25
3 JPMorgan Chase & Co 4.91M (5.31%) 2.59M
Increased by +52.83%
Sep 30, 25
4 Millennium Management LLC 4.01M (4.34%) 529.69K
Increased by +13.20%
Dec 31, 25
5 Morgan Stanley - Brokerage Accounts 3.68M (3.98%) -125.57K
Decreased by -3.41%
Jun 30, 25
6 Battery Management Corp 3.26M (3.53%) 839.86K
Increased by +25.72%
Dec 31, 25
7 Point72 Asset Management, L.P. 3.09M (3.34%) 2.79M
Increased by +90.34%
Dec 31, 25
8 T. Rowe Price Investment Management,Inc. 2.69M (2.91%) 63.00K
Increased by +2.34%
Dec 31, 24
9 Cadian Capital Management LP 2.65M (2.87%) -1.91M
Decreased by -71.85%
Jun 30, 25
10 T. Rowe Price Associates, Inc. 2.20M (2.38%) 1.20M
Increased by +54.75%
Dec 31, 24
11 Westfield Capital Management Company, L.P. 2.19M (2.37%) 9.32K
Increased by +0.43%
Dec 31, 25
12 Alyeska Investment Group, L.P. 2.11M (2.28%) 1.80M
Increased by +85.56%
Dec 31, 25
13 Geode Capital Management, LLC 2.08M (2.25%) 84.36K
Increased by +4.05%
Dec 31, 25
14 AllianceBernstein L.P. 2.01M (2.18%) -306.15K
Decreased by -15.20%
Sep 30, 25
15 Citadel Advisors Llc 2.00M (2.17%) 844.87K
Increased by +42.19%
Dec 31, 25
16 State Street Corp 1.99M (2.15%) 160.23K
Increased by +8.07%
Sep 30, 25
17 Amvescap Plc. 1.78M (1.93%) -183.19K
Decreased by -10.29%
Mar 31, 25
18 Optimus Prime Fund Management Co., Ltd. 1.78M (1.93%) 0.00
Increased by 0.00%
Dec 31, 25
19 Champlain Investment Partners, LLC 1.67M (1.81%) -1.02M
Decreased by -60.89%
Dec 31, 25
20 Sapphire Ventures (GPE) I, L.L.C. 1.67M (1.80%) 0.00
Increased by 0.00%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.68M (2.90%) 1.02K
Increased by +0.04%
Mar 31, 26
2 iShares Russell 2000 ETF 2.13M (2.31%) -17.44K
Decreased by -0.82%
Mar 31, 26
3 Vanguard Small Cap Index 1.95M (2.11%) 37.32K
Increased by +1.92%
Mar 31, 26
4 Vanguard Information Technology ETF 1.81M (1.96%) -1.68K
Decreased by -0.09%
Mar 31, 26
5 Harbor Small Cap Growth Instl 1.80M (1.95%) 862.45K
Increased by +47.83%
Mar 31, 26
6 Westfield Capital Mgt Co Sm-Cap Gr Eq 1.80M (1.95%) 862.45K
Increased by +47.83%
Mar 31, 26
7 JHancock Small Cap Core NAV 1.39M (1.50%) 107.69K
Increased by +7.76%
Feb 28, 26
8 Champlain Small Company Fund, LLC 1.26M (1.36%) -120.41K
Decreased by -9.58%
Mar 31, 26
9 Vanguard Institutional Extnd Mkt Idx Tr 1.09M (1.18%) 151.92K
Increased by +13.88%
Mar 31, 26
10 Vanguard Small Cap Growth Index Inv 1.09M (1.18%) 29.31K
Increased by +2.69%
Mar 31, 26
11 T. Rowe Price Integrated US SmCapGrEq 1.06M (1.15%) 930.15K
Increased by +87.47%
Dec 31, 24
12 FullerThaler Behavioral Small-Cap Growth 953.32K (1.03%) 19.20K
Increased by +2.01%
May 31, 25
13 FullerThaler Behavioral Sm-Cp Gr R6 947.20K (1.02%) 19.20K
Increased by +2.03%
May 31, 25
14 Stephens SMID Select Growth 939.12K (1.02%) 94.83K
Increased by +10.10%
Mar 31, 26
15 AB Small Cap Growth A 885.52K (0.96%) -302.06K
Decreased by -34.11%
Jan 31, 26
16 Old Westbury Small & Mid Cap Strategies 870.00K (0.94%) 95.00K
Increased by +10.92%
Oct 31, 25
17 Fidelity Small Cap Index 827.05K (0.89%) -10.14K
Decreased by -1.23%
Jan 31, 26
18 Federated Hermes Kaufmann Small Cap A 780.00K (0.84%) 0.00
Increased by 0.00%
Jun 30, 25
19 Federated Hermes Kaufmann Small Cap Grow 780.00K (0.84%) 0.00
Increased by 0.00%
Jun 30, 25
20 Champlain Small Company Adv 763.50K (0.83%) -86.50K
Decreased by -11.33%
Dec 31, 25