Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCH 4.62%
2 SGRT 4.55%
3 BOUT 3.69%
4 SAWS 3.37%
5 PTH 2.66%
6 ARWG 2.62%
7 XHS 2.56%
8 IPO 2.45%
9 CPAI 2.20%
10 PXSG 2.12%
11 XSMO 2.12%
12 DBSC 1.90%
13 IHF 1.64%
14 IVSS 1.55%
15 FMED 1.55%
16 FSCC 1.45%
17 ROSC 1.27%
18 FDLS 1.26%
19 SHRT 1.19%
20 FPX 1.16%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Kohlberg Kravis Roberts & Co LP 41.82M (23.67%) -20.12M
Decreased by -48.10%
Mar 31, 26
2 FMR Inc 20.98M (11.87%) -1.70M
Decreased by -8.11%
Mar 31, 26
3 BlackRock Inc 19.60M (11.10%) 2.62M
Increased by +13.34%
Mar 31, 26
4 Vanguard Group Inc 12.53M (7.09%) 2.93M
Increased by +23.37%
Dec 31, 25
5 Amvescap Plc. 11.48M (6.50%) 886.92K
Increased by +7.72%
Mar 31, 26
6 T. Rowe Price Associates, Inc. 10.67M (6.04%) 11.43K
Increased by +0.11%
Mar 31, 26
7 Vanguard Portfolio Management, LLC 8.03M (4.55%) 8.03M
Increased by +100.00%
Mar 31, 26
8 T. Rowe Price Investment Management,Inc. 7.63M (4.32%) 431.87K
Increased by +5.66%
Mar 31, 26
9 Vanguard Capital Management, LLC 6.30M (3.56%) 6.30M
Increased by +100.00%
Mar 31, 26
10 State Street Corp 4.93M (2.79%) 900.79K
Increased by +18.26%
Mar 31, 26
11 Manufacturers Life Insurance Co 4.26M (2.41%) -71.49K
Decreased by -1.68%
Mar 31, 26
12 Geode Capital Management, LLC 3.56M (2.02%) 818.94K
Increased by +22.97%
Mar 31, 26
13 AllianceBernstein L.P. 3.55M (2.01%) -859.94K
Decreased by -24.22%
Mar 31, 26
14 Fuller & Thaler Asset Management Inc 3.25M (1.84%) -2.88M
Decreased by -88.49%
Mar 31, 26
15 Citadel Advisors Llc 3.09M (1.75%) 2.94M
Increased by +95.21%
Mar 31, 26
16 Dimensional Fund Advisors, Inc. 2.89M (1.64%) -218.80K
Decreased by -7.56%
Mar 31, 26
17 Marshall Wace Asset Management Ltd 2.65M (1.50%) 967.14K
Increased by +36.44%
Mar 31, 26
18 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 2.48M (1.40%) 278.52K
Increased by +11.24%
Dec 31, 25
19 Brown Advisory Holdings Inc 2.17M (1.23%) 217.32K
Increased by +10.03%
Mar 31, 26
20 ING Investment Management LLC 2.04M (1.15%) 685.34K
Increased by +33.63%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 8.03M (4.55%) 2.78K
Increased by +0.03%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 4.58M (2.59%) 11.85K
Increased by +0.26%
Apr 30, 26
3 Vanguard Small Cap Index 3.31M (1.87%) -7.04K
Decreased by -0.21%
Apr 30, 26
4 Invesco Discovery A 3.30M (1.87%) 0.00
Increased by 0.00%
Apr 30, 26
5 Invesco OFI Small Cap Growth 3.30M (1.87%) 0.00
Increased by 0.00%
Mar 31, 26
6 iShares Russell 2000 ETF 3.09M (1.75%) 28.50K
Increased by +0.92%
May 29, 26
7 T. Rowe Price US Small-Cap Core Equity 2.43M (1.37%) 659.40K
Increased by +27.16%
Mar 31, 26
8 Fidelity Small Cap Growth 2.41M (1.37%) 0.00
Increased by 0.00%
Mar 31, 26
9 T. Rowe Price Small-Cap Stock 2.33M (1.32%) -93.43K
Decreased by -4.00%
Apr 30, 26
10 T. Rowe Price New Horizons 2.24M (1.27%) 141.49K
Increased by +6.31%
Apr 30, 26
11 FullerThaler Behavioral Small-Cap Growth 2.13M (1.21%) 75.70K
Increased by +3.55%
Mar 31, 26
12 US Small-Cap Growth II Equity Comp 2.10M (1.19%) -716.02K
Decreased by -34.06%
Mar 31, 26
13 FullerThaler Behavioral Sm-Cp Gr R6 2.07M (1.17%) 181.40K
Increased by +8.76%
Mar 31, 26
14 T. Rowe Price Health Sciences 2.07M (1.17%) -448.20K
Decreased by -21.70%
Apr 30, 26
15 Fidelity Select Health Care 2.00M (1.13%) 0.00
Increased by 0.00%
Apr 30, 26
16 Strategic Advisers Fidelity US TtlStk 1.90M (1.08%) 0.00
Increased by 0.00%
Apr 30, 26
17 Fidelity Small Cap Value Fund 1.74M (0.99%) -44.94K
Decreased by -2.58%
Mar 31, 26
18 T. Rowe Price Integrated US Sm Gr Eq 1.59M (0.90%) 0.00
Increased by 0.00%
Apr 30, 26
19 T. Rowe Price Integrated US SmCapGrEq 1.59M (0.90%) 0.00
Increased by 0.00%
Mar 31, 26
20 Vanguard Institutional Extnd Mkt Idx Tr 1.49M (0.85%) 13.82K
Increased by +0.93%
Apr 30, 26