Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 MAKX 4.08%
3 VERS 3.19%
4 WISE 2.77%
5 ARWG 2.53%
6 UFOX 1.94%
7 DRIV 1.61%
8 SIXG 1.34%
9 FIVG 1.19%
10 XSD 1.05%
11 ETHO 0.73%
12 ITEQ 0.72%
13 SSLY 0.57%
14 EHLS 0.49%
15 ISMD 0.42%
16 IWC 0.29%
17 PSCT 0.24%
18 CSML 0.18%
19 ISRA 0.12%
20 AVSC 0.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 2.37M (9.58%) -88.93K
Decreased by -3.76%
Dec 31, 25
2 RIMA MANAGEMENT, LLC 2.36M (9.55%) -28.92K
Decreased by -1.23%
Mar 31, 26
3 BlackRock Inc 2.21M (8.94%) 199.85K
Increased by +9.05%
Mar 31, 26
4 Morgan Stanley - Brokerage Accounts 1.84M (7.46%) -32.18K
Decreased by -1.75%
Mar 31, 26
5 State Street Corporation 1.28M (5.17%) 47.83K
Increased by +3.74%
Mar 31, 24
6 State Street Corp 1.24M (5.03%) 150.30K
Increased by +12.10%
Mar 31, 26
7 Vanguard Portfolio Management, LLC 1.13M (4.59%) 1.13M
Increased by +100.00%
Mar 31, 26
8 Vanguard Capital Management, LLC 1.13M (4.59%) 1.13M
Increased by +100.00%
Mar 31, 26
9 Neuberger Berman Group LLC 1.01M (4.08%) 9.24K
Increased by +0.92%
Mar 31, 26
10 Awm Investment Company Inc 864.81K (3.50%) 37.00K
Increased by +4.28%
Mar 31, 26
11 Acadian Asset Management LLC 758.32K (3.07%) 756.10K
Increased by +99.71%
Mar 31, 26
12 T. Rowe Price Investment Management,Inc. 687.75K (2.79%) 687.75K
Increased by +100.00%
Mar 31, 26
13 Handelsbanken Fonder AB 684.47K (2.77%) 329.05K
Increased by +48.07%
Dec 31, 25
14 Amundi 654.36K (2.65%) -9.53K
Decreased by -1.46%
Sep 30, 23
15 Geode Capital Management, LLC 642.02K (2.60%) 80.78K
Increased by +12.58%
Mar 31, 26
16 Point72 Asset Management, L.P. 607.43K (2.46%) -54.60K
Decreased by -8.99%
Mar 31, 26
17 Millennium Management LLC 595.60K (2.41%) 574.59K
Increased by +96.47%
Dec 31, 25
18 Dimensional Fund Advisors, Inc. 575.75K (2.33%) 1.28K
Increased by +0.22%
Mar 31, 26
19 Deutsche Bank AG 568.99K (2.30%) 2.34K
Increased by +0.41%
Mar 31, 26
20 Herald Investment Management Ltd 520.00K (2.11%) 0.00
Increased by 0.00%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.42M (5.76%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard Total Stock Mkt Idx Inv 801.66K (3.25%) 0.00
Increased by 0.00%
Apr 30, 26
3 State Street® SPDR® S&P® Smcndctr ETF 754.08K (3.05%) 0.00
Increased by 0.00%
May 31, 26
4 Vanguard US Total Market Shares ETF 705.14K (2.86%) 0.00
Increased by 0.00%
Sep 30, 24
5 Vanguard Information Technology ETF 665.88K (2.70%) 3.63K
Increased by +0.54%
Apr 30, 26
6 iShares Russell 2000 ETF 633.00K (2.56%) 5.82K
Increased by +0.92%
May 29, 26
7 Xtrackers S&P 500 Swap ETF 1C 540.28K (2.19%) -3.98K
Decreased by -0.74%
Dec 31, 25
8 Herald Ord 520.00K (2.11%) 70.00K
Increased by +13.46%
Dec 31, 25
9 Meridian Contrarian Legacy 471.00K (1.91%) -40.00K
Decreased by -8.49%
Mar 31, 26
10 Defiance Connective Technologies ETF 458.14K (1.86%) 4.32K
Increased by +0.94%
May 29, 26
11 Handelsbanken SC Global (A15 SEK) 449.40K (1.82%) -31.20K
Decreased by -6.94%
Jan 31, 26
12 T. Rowe Price Small-Cap Stock 440.97K (1.79%) 440.97K
Increased by +100.00%
Apr 30, 26
13 KBI Global Energy Transition A EUR 341.75K (1.38%) -163.09K
Decreased by -47.72%
Nov 30, 23
14 SPDR® S&P Semiconductor ETF 319.22K (1.29%) 0.00
Increased by 0.00%
Aug 31, 25
15 iShares Future AI & Tech ETF 310.91K (1.26%) -3.27K
Decreased by -1.05%
Jul 31, 24
16 iShares Rbtcs&Artfcl Intllgnc Mltsct ETF 310.91K (1.26%) -3.27K
Decreased by -1.05%
Jul 31, 24
17 Vanguard Institutional Extnd Mkt Idx Tr 307.14K (1.24%) 1.83K
Increased by +0.60%
Apr 30, 26
18 WisdomTree Art Intelligence ETF USD Acc 301.32K (1.22%) 0.00
Increased by 0.00%
Aug 30, 24
19 Disciplined Growth - Small Cap Growth 290.85K (1.18%) -50.07K
Decreased by -17.22%
Sep 30, 25
20 Vanguard Small Cap Index 283.59K (1.15%) 671.00
Increased by +0.24%
Aug 31, 24