Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IHAK 3.15%
2 NRSH 3.04%
3 XTL 2.47%
4 XITK 1.77%
5 IDGT 1.74%
6 CPAI 1.57%
7 BOUT 1.30%
8 FIVG 1.09%
9 SIXG 1.08%
10 PSCT 1.04%
11 SAWS 0.86%
12 HAPS 0.81%
13 XSMO 0.68%
14 PXSG 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 11.46M (19.87%) -255.31K
Decreased by -2.23%
Dec 31, 25
2 Vanguard Group Inc 8.30M (14.39%) -186.63K
Decreased by -2.25%
Dec 31, 25
3 State Street Corp 2.36M (4.10%) 23.02K
Increased by +0.97%
Dec 31, 25
4 State Street Corporation 2.31M (4.00%) 241.30K
Increased by +10.45%
Mar 31, 24
5 Fuller & Thaler Asset Management Inc 2.19M (3.79%) 2.19M
Increased by +100.00%
Dec 31, 25
6 Congress Asset Management Company, LLP 1.64M (2.85%) 196.74K
Increased by +11.97%
Mar 31, 26
7 AllianceBernstein L.P. 1.46M (2.54%) 52.64K
Increased by +3.60%
Dec 31, 25
8 Geode Capital Management, LLC 1.45M (2.51%) 74.23K
Increased by +5.14%
Dec 31, 25
9 Millennium Management LLC 1.44M (2.50%) -523.01K
Decreased by -36.27%
Dec 31, 25
10 Ameriprise Financial Inc 1.43M (2.48%) 189.68K
Increased by +13.27%
Sep 30, 23
11 TD Asset Management Inc 1.31M (2.28%) -79.40K
Decreased by -6.04%
Mar 31, 25
12 Arrowstreet Capital Limited Partnership 1.28M (2.21%) 3.08K
Increased by +0.24%
Dec 31, 25
13 Thrivent Financial For Lutherans 1.24M (2.15%) -12.63K
Decreased by -1.02%
Dec 31, 23
14 Artisan Partners Limited Partnership 1.20M (2.09%) 152.47K
Increased by +12.66%
Jun 30, 25
15 Westfield Capital Management Company, L.P. 1.15M (1.99%) 461.20K
Increased by +40.27%
Dec 31, 25
16 Bank of New York Mellon Corp 1.14M (1.98%) -228.50K
Decreased by -19.96%
Mar 31, 25
17 Alyeska Investment Group, L.P. 1.03M (1.79%) 215.03K
Increased by +20.83%
Mar 31, 25
18 Lord, Abbett & Co LLC 987.43K (1.71%) 91.17K
Increased by +9.23%
Dec 31, 25
19 Dimensional Fund Advisors, Inc. 948.62K (1.64%) 2.75K
Increased by +0.29%
Dec 31, 25
20 Assenagon Asset Management SA 947.74K (1.64%) 545.49K
Increased by +57.56%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.68M (6.37%) 5.21K
Increased by +0.14%
Apr 29, 26
2 Vanguard Total Stock Mkt Idx Inv 1.90M (3.30%) 27.45K
Increased by +1.44%
Mar 31, 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 (3.09%) -963.00
Decreased by -0.05%
Jan 31, 24
5 Vanguard Information Technology ETF 1.51M (2.63%) -1.70K
Decreased by -0.11%
Mar 31, 26
6 iShares Russell 2000 ETF 1.41M (2.44%) -6.63K
Decreased by -0.47%
Apr 29, 26
7 Vanguard Small Cap Index 1.36M (2.36%) 7.82K
Increased by +0.57%
Mar 31, 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%
Mar 31, 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 764.93K (1.33%) 11.84K
Increased by +1.55%
Mar 31, 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 674.43K (1.17%) 17.10K
Increased by +2.54%
Mar 31, 26
19 AB Sustainable Global Thematic A 655.34K (1.14%) -6.62K
Decreased by -1.01%
Oct 31, 24
20 Global X US Infrastructure Dev ETF 650.62K (1.13%) 1.23K
Increased by +0.19%
Apr 29, 26