Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JFWD 3.94%
2 DAT 3.04%
3 RJMG 2.30%
4 BOUT 2.26%
5 IPO 1.98%
6 WCLD 1.62%
7 FCLD 1.22%
8 PTF 1.18%
9 FFTY 0.93%
10 XSW 0.72%
11 XITK 0.71%
12 DBSC 0.54%
13 FPX 0.53%
14 QSML 0.50%
15 HAPS 0.47%
16 FYC 0.39%
17 VCLO 0.29%
18 DWAS 0.29%
19 TRFM 0.29%
20 MSSM 0.28%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.85M (11.59%) 892.63K
Increased by +9.06%
Dec 31, 25
2 BlackRock Inc 6.79M (7.99%) 206.16K
Increased by +3.04%
Sep 30, 25
3 JPMorgan Chase & Co 4.91M (5.78%) 2.59M
Increased by +52.83%
Sep 30, 25
4 Morgan Stanley - Brokerage Accounts 3.68M (4.33%) -125.57K
Decreased by -3.41%
Jun 30, 25
5 Millennium Management LLC 3.48M (4.10%) 836.43K
Increased by +24.02%
Sep 30, 25
6 Battery Management Corp 3.26M (3.84%) 839.86K
Increased by +25.72%
Dec 31, 25
7 T. Rowe Price Investment Management,Inc. 2.69M (3.17%) 63.00K
Increased by +2.34%
Dec 31, 24
8 Cadian Capital Management LP 2.65M (3.12%) -1.91M
Decreased by -71.85%
Jun 30, 25
9 Citadel Advisors Llc 2.23M (2.62%) 1.77M
Increased by +79.26%
Jun 30, 25
10 T. Rowe Price Associates, Inc. 2.20M (2.59%) 1.20M
Increased by +54.75%
Dec 31, 24
11 Westfield Capital Management Company, L.P. 2.19M (2.57%) 9.32K
Increased by +0.43%
Dec 31, 25
12 Alyeska Investment Group, L.P. 2.11M (2.48%) 1.80M
Increased by +85.56%
Dec 31, 25
13 AllianceBernstein L.P. 2.01M (2.37%) -306.15K
Decreased by -15.20%
Sep 30, 25
14 Geode Capital Management, LLC 2.00M (2.35%) 200.83K
Increased by +10.05%
Sep 30, 25
15 State Street Corp 1.99M (2.34%) 160.23K
Increased by +8.07%
Sep 30, 25
16 Amvescap Plc. 1.78M (2.10%) -183.19K
Decreased by -10.29%
Mar 31, 25
17 Optimus Prime Fund Management Co., Ltd. 1.78M (2.09%) 0.00
Increased by 0.00%
Dec 31, 25
18 Champlain Investment Partners, LLC 1.67M (1.97%) -1.02M
Decreased by -60.89%
Dec 31, 25
19 Sapphire Ventures (GPE) I, L.L.C. 1.67M (1.96%) 0.00
Increased by 0.00%
Sep 30, 25
20 Deutsche Bank AG 1.65M (1.94%) 253.03K
Increased by +15.36%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.68M (3.15%) 7.92K
Increased by +0.30%
Jan 31, 26
2 iShares Russell 2000 ETF 2.08M (2.45%) 2.08M
Increased by +100.00%
Feb 28, 26
3 Vanguard Small Cap Index 1.91M (2.24%) -2.30K
Decreased by -0.12%
Jan 31, 26
4 Vanguard Information Technology ETF 1.81M (2.13%) 7.47K
Increased by +0.41%
Jan 31, 26
5 Champlain Small Company Fund, LLC 1.53M (1.81%) -98.63K
Decreased by -6.43%
Jan 31, 26
6 JHancock Small Cap Core NAV 1.11M (1.31%) -46.59K
Decreased by -4.19%
Dec 31, 25
7 T. Rowe Price Integrated US SmCapGrEq 1.06M (1.25%) 930.15K
Increased by +87.47%
Dec 31, 24
8 Vanguard Small Cap Growth Index Inv 1.06M (1.25%) -15.73K
Decreased by -1.48%
Jan 31, 26
9 FullerThaler Behavioral Small-Cap Growth 953.32K (1.12%) 19.20K
Increased by +2.01%
May 31, 25
10 FullerThaler Behavioral Sm-Cp Gr R6 947.20K (1.11%) 19.20K
Increased by +2.03%
May 31, 25
11 Harbor Small Cap Growth Instl 940.60K (1.11%) 21.89K
Increased by +2.33%
Dec 31, 25
12 Westfield Capital Mgt Co Sm-Cap Gr Eq 940.60K (1.11%) 21.89K
Increased by +2.33%
Dec 31, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 932.35K (1.10%) 771.00
Increased by +0.08%
Jan 31, 26
14 AB Small Cap Growth A 885.52K (1.04%) -302.06K
Decreased by -34.11%
Jan 31, 26
15 Old Westbury Small & Mid Cap Strategies 870.00K (1.02%) 95.00K
Increased by +10.92%
Oct 31, 25
16 Stephens SMID Select Growth 844.29K (0.99%) 80.71K
Increased by +9.56%
Dec 31, 25
17 Fidelity Small Cap Index 837.19K (0.99%) 29.55K
Increased by +3.53%
Dec 31, 25
18 Federated Hermes Kaufmann Small Cap A 780.00K (0.92%) 0.00
Increased by 0.00%
Jun 30, 25
19 Federated Hermes Kaufmann Small Cap Grow 780.00K (0.92%) 0.00
Increased by 0.00%
Jun 30, 25
20 Champlain Small Company Adv 763.50K (0.90%) -86.50K
Decreased by -11.33%
Dec 31, 25