Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LSEQ 1.80%
2 FXH 1.17%
3 PSCH 0.61%
4 SSPX 0.55%
5 CAFG 0.50%
6 AFSM 0.37%
7 SLYV 0.29%
8 SSLY 0.26%
9 GRZZ 0.25%
10 DARP 0.25%
11 SLY 0.19%
12 TPSC 0.15%
13 CSA 0.15%
14 CSF 0.15%
15 HAPS 0.15%
16 ESIX 0.14%
17 DFAT 0.12%
18 QVMS 0.11%
19 SLYG 0.11%
20 EES 0.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 14.31M (13.34%) 381.01K
Increased by +2.66%
Mar 31, 26
2 Vanguard Group Inc 11.92M (11.11%) -491.28K
Decreased by -4.12%
Dec 31, 25
3 Mubadala Investment Company PJSC 9.62M (8.96%) 0.00
Increased by 0.00%
Sep 30, 24
4 Dimensional Fund Advisors, Inc. 8.56M (7.98%) 175.02K
Increased by +2.04%
Mar 31, 26
5 Baillie Gifford & Co Limited. 8.36M (7.79%) -180.24K
Decreased by -2.16%
Jun 30, 24
6 Deerfield Management Co 7.81M (7.28%) 0.00
Increased by 0.00%
Mar 31, 26
7 Jefferies Financial Group Inc 6.86M (6.39%) 3.83M
Increased by +55.80%
Mar 31, 26
8 Vanguard Portfolio Management, LLC 5.97M (5.57%) 5.97M
Increased by +100.00%
Mar 31, 26
9 Vanguard Capital Management, LLC 5.36M (5.00%) 5.36M
Increased by +100.00%
Mar 31, 26
10 Wasatch Advisors LP 5.27M (4.92%) -11.95M
Decreased by -226.68%
Mar 31, 26
11 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 4.59M (4.28%) -892.99K
Decreased by -19.44%
Mar 31, 26
12 Citadel Advisors Llc 4.55M (4.24%) 1.36M
Increased by +29.81%
Mar 31, 26
13 Wasatch Advisors Inc. 3.99M (3.72%) 737.98K
Increased by +18.49%
Dec 31, 23
14 State Street Corp 3.94M (3.67%) 21.71K
Increased by +0.55%
Mar 31, 26
15 State Street Corporation 3.56M (3.32%) 69.21K
Increased by +1.95%
Mar 31, 24
16 UBS Group AG 3.42M (3.19%) 931.03K
Increased by +27.22%
Mar 31, 26
17 Morgan Stanley - Brokerage Accounts 3.24M (3.02%) -1.82M
Decreased by -56.03%
Mar 31, 26
18 Teacher Retirement System Of Texas 2.96M (2.76%) -2.64M
Decreased by -89.22%
Mar 31, 26
19 ClearBridge Advisors, LLC 2.78M (2.59%) -1.31M
Decreased by -47.25%
Sep 30, 24
20 Geneva Capital Management 2.74M (2.56%) -2.67M
Decreased by -97.26%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 7.24M (6.75%) 3.15K
Increased by +0.04%
May 29, 26
2 Vanguard US Total Market Shares ETF 3.82M (3.56%) 20.40K
Increased by +0.53%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 3.81M (3.55%) 0.00
Increased by 0.00%
Apr 30, 26
4 Vanguard Small Cap Index 2.75M (2.57%) -11.77K
Decreased by -0.43%
Apr 30, 26
5 CT (Lux) American Smaller Com 9U USD 2.66M (2.48%) -475.80K
Decreased by -17.89%
Jul 31, 25
6 Fort Washington Small Company Equity 2.62M (2.45%) 477.24K
Increased by +18.19%
Mar 31, 26
7 ClearBridge Small Cap Growth A 2.47M (2.30%) -596.10K
Decreased by -24.13%
Sep 30, 24
8 American Funds SMALLCAP World A 2.16M (2.01%) 0.00
Increased by 0.00%
Dec 31, 25
9 DFA US Small Cap Value I 2.02M (1.89%) 7.70K
Increased by +0.38%
Apr 30, 26
10 Canada Life US Small-Mid Cap Growth F 2.02M (1.88%) 0.00
Increased by 0.00%
Mar 31, 26
11 Touchstone Small Company A 2.02M (1.88%) 271.86K
Increased by +13.47%
Mar 31, 26
12 First Trust Health Care AlphaDEX® ETF 1.95M (1.82%) 12.85K
Increased by +0.66%
May 31, 26
13 Wasatch Small Cap Growth Investor 1.70M (1.59%) -337.30K
Decreased by -19.80%
Dec 31, 25
14 T. Rowe Price US Small-Cap Core Equity 1.53M (1.42%) 60.59K
Increased by +3.97%
Jun 30, 24
15 CT American Smaller Coms(US) InstAccGBP 1.52M (1.42%) -255.52K
Decreased by -16.80%
Jul 31, 25
16 Vanguard Small Cap Growth Index Inv 1.50M (1.40%) -589.00
Decreased by -0.04%
Feb 28, 26
17 Vanguard Explorer Inv 1.41M (1.31%) -358.29K
Decreased by -25.41%
Mar 31, 26
18 T. Rowe Price Small-Cap Stock 1.38M (1.29%) -146.97K
Decreased by -10.66%
Aug 31, 24
19 Wasatch Small Cap Value 1.37M (1.28%) -345.09K
Decreased by -25.22%
Mar 31, 26
20 Canada Life US Small-Mid Cap Growth A 1.36M (1.27%) 89.11K
Increased by +6.54%
Jan 31, 25