Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IHAK 3.40%
2 NRSH 3.04%
3 IDGT 2.61%
4 XTL 2.10%
5 XITK 1.77%
6 BOUT 1.30%
7 CPAI 1.29%
8 FIVG 1.09%
9 SIXG 1.08%
10 PSCT 0.88%
11 SAWS 0.86%
12 HAPS 0.81%
13 PXSG 0.68%
14 XSMO 0.68%
15 RZG 0.65%
16 IGN 0.63%
17 SSLY 0.60%
18 AFSM 0.56%
19 OASC 0.48%
20 FNY 0.47%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 11.15M (19.33%) -309.54K
Decreased by -2.78%
Mar 31, 26
2 Vanguard Group Inc 8.30M (14.39%) -186.63K
Decreased by -2.25%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 5.53M (9.59%) 5.53M
Increased by +100.00%
Mar 31, 26
4 AllianceBernstein L.P. 3.25M (5.63%) 1.79M
Increased by +55.02%
Mar 31, 26
5 Vanguard Capital Management, LLC 2.69M (4.65%) 2.69M
Increased by +100.00%
Mar 31, 26
6 State Street Corp 2.60M (4.51%) 239.37K
Increased by +9.20%
Mar 31, 26
7 State Street Corporation 2.31M (4.00%) 241.30K
Increased by +10.45%
Mar 31, 24
8 Fuller & Thaler Asset Management Inc 2.19M (3.79%) 2.19M
Increased by +100.00%
Dec 31, 25
9 Millennium Management LLC 1.90M (3.30%) 462.06K
Increased by +24.27%
Mar 31, 26
10 Congress Asset Management Company, LLP 1.64M (2.85%) 196.74K
Increased by +11.97%
Mar 31, 26
11 Westfield Capital Management Company, L.P. 1.55M (2.68%) 400.81K
Increased by +25.92%
Mar 31, 26
12 Geode Capital Management, LLC 1.44M (2.49%) -9.63K
Decreased by -0.67%
Mar 31, 26
13 Ameriprise Financial Inc 1.43M (2.48%) 189.68K
Increased by +13.27%
Sep 30, 23
14 TD Asset Management Inc 1.31M (2.28%) -79.40K
Decreased by -6.04%
Mar 31, 25
15 Arrowstreet Capital Limited Partnership 1.28M (2.21%) 3.08K
Increased by +0.24%
Dec 31, 25
16 Thrivent Financial For Lutherans 1.24M (2.15%) -12.63K
Decreased by -1.02%
Dec 31, 23
17 Dimensional Fund Advisors, Inc. 1.22M (2.11%) 269.88K
Increased by +22.15%
Mar 31, 26
18 Artisan Partners Limited Partnership 1.20M (2.09%) 152.47K
Increased by +12.66%
Jun 30, 25
19 Bank of New York Mellon Corp 1.14M (1.98%) -228.50K
Decreased by -19.96%
Mar 31, 25
20 Alyeska Investment Group, L.P. 1.03M (1.79%) 215.03K
Increased by +20.83%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.66M (6.33%) 1.36K
Increased by +0.04%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 1.91M (3.31%) 5.41K
Increased by +0.28%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 1.79M (3.10%) 2.08K
Increased by +0.12%
Sep 30, 24
4 iShares Core S&P Mid-Cap ETF 1.78M (3.08%) -963.00
Decreased by -0.05%
Jan 31, 24
5 Vanguard Information Technology ETF 1.52M (2.64%) 8.04K
Increased by +0.53%
Apr 30, 26
6 iShares Russell 2000 ETF 1.45M (2.51%) 13.36K
Increased by +0.92%
May 29, 26
7 Vanguard Small Cap Index 1.36M (2.36%) -257.00
Decreased by -0.02%
Apr 30, 26
8 AB Sustainable Glb Thematic AXX USD 913.80K (1.58%) -12.15K
Decreased by -1.33%
Oct 31, 24
9 Congress Small Cap Growth Institutional 895.00K (1.55%) 0.00
Increased by 0.00%
Apr 30, 26
10 Artisan International Small-Mid Investor 800.19K (1.39%) 82.50K
Increased by +10.31%
Jun 30, 25
11 Artisan Non-U.S. Small-Mid Growth Comp 800.19K (1.39%) 82.50K
Increased by +10.31%
Jun 30, 25
12 FullerThaler Behavioral Small-Cap Growth 784.54K (1.36%) 215.92K
Increased by +27.52%
Dec 31, 25
13 Vanguard Small Cap Growth Index Inv 764.99K (1.33%) 54.00
Increased by +0.01%
Apr 30, 26
14 FullerThaler Behavioral Sm-Cp Gr R6 722.00K (1.25%) 200.89K
Increased by +27.82%
Dec 31, 25
15 TD U.S. Capital Reinvestment I 696.58K (1.21%) -20.85K
Decreased by -2.99%
Dec 31, 24
16 Harbor Small Cap Growth Instl 691.07K (1.20%) 197.17K
Increased by +28.53%
Mar 31, 26
17 Westfield Capital Mgt Co Sm-Cap Gr Eq 691.07K (1.20%) 197.17K
Increased by +28.53%
Mar 31, 26
18 Vanguard Institutional Extnd Mkt Idx Tr 680.43K (1.18%) 6.00K
Increased by +0.88%
Apr 30, 26
19 Global X US Infrastructure Dev ETF 668.15K (1.16%) -980.00
Decreased by -0.15%
May 29, 26
20 AB Sustainable Global Thematic A 655.34K (1.14%) -6.62K
Decreased by -1.01%
Oct 31, 24