Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 MAKX 3.53%
3 WISE 2.77%
4 VERS 2.70%
5 UFOX 1.77%
6 DRIV 1.43%
7 SIXG 1.34%
8 FIVG 1.19%
9 XSD 0.90%
10 ETHO 0.68%
11 ITEQ 0.64%
12 SSLY 0.57%
13 EHLS 0.49%
14 ISMD 0.38%
15 PSCT 0.24%
16 IWC 0.20%
17 CSML 0.18%
18 ISRA 0.12%
19 AVSC 0.08%
20 GBUY_old 0.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 RIMA MANAGEMENT, LLC 2.39M (9.64%) 177.76K
Increased by +7.45%
Dec 31, 25
2 Vanguard Group Inc 2.37M (9.55%) -88.93K
Decreased by -3.76%
Dec 31, 25
3 BlackRock Inc 2.01M (8.11%) -1.61M
Decreased by -80.33%
Dec 31, 25
4 Morgan Stanley - Brokerage Accounts 1.87M (7.56%) 235.84K
Increased by +12.59%
Dec 31, 25
5 State Street Corporation 1.28M (5.16%) 47.83K
Increased by +3.74%
Mar 31, 24
6 State Street Corp 1.09M (4.41%) -110.09K
Decreased by -10.08%
Dec 31, 25
7 Neuberger Berman Group LLC 1.01M (4.07%) 9.24K
Increased by +0.92%
Mar 31, 26
8 Awm Investment Company Inc 827.81K (3.34%) 160.64K
Increased by +19.41%
Dec 31, 25
9 Acadian Asset Management LLC 758.32K (3.06%) 756.10K
Increased by +99.71%
Mar 31, 26
10 Handelsbanken Fonder AB 684.47K (2.76%) 329.05K
Increased by +48.07%
Dec 31, 25
11 Point72 Asset Management, L.P. 662.03K (2.67%) 662.03K
Increased by +100.00%
Dec 31, 25
12 Amundi 654.36K (2.64%) -9.53K
Decreased by -1.46%
Sep 30, 23
13 Millennium Management LLC 595.60K (2.40%) 574.59K
Increased by +96.47%
Dec 31, 25
14 Dimensional Fund Advisors, Inc. 575.75K (2.32%) 1.28K
Increased by +0.22%
Mar 31, 26
15 Deutsche Bank AG 568.99K (2.30%) 2.34K
Increased by +0.41%
Mar 31, 26
16 Geode Capital Management, LLC 561.24K (2.27%) -3.41K
Decreased by -0.61%
Dec 31, 25
17 Herald Investment Management Ltd 520.00K (2.10%) 70.00K
Increased by +13.46%
Dec 31, 25
18 Capitolis Liquid Global Markets LLC 492.73K (1.99%) 137.80K
Increased by +27.97%
Sep 30, 25
19 Defiance ETFs, LLC 478.62K (1.93%) 478.62K
Increased by +100.00%
Dec 31, 25
20 Penserra Capital Management, LLC 478.62K (1.93%) 46.58K
Increased by +9.73%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.42M (5.74%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard Total Stock Mkt Idx Inv 801.66K (3.24%) 0.00
Increased by 0.00%
Mar 31, 26
3 State Street® SPDR® S&P® Smcndctr ETF 709.11K (2.86%) 6.92K
Increased by +0.98%
Apr 30, 26
4 Vanguard US Total Market Shares ETF 705.14K (2.85%) 0.00
Increased by 0.00%
Sep 30, 24
5 Vanguard Information Technology ETF 662.25K (2.67%) -924.00
Decreased by -0.14%
Mar 31, 26
6 iShares Russell 2000 ETF 619.00K (2.50%) 5.22K
Increased by +0.84%
Apr 30, 26
7 Xtrackers S&P 500 Swap ETF 1C 540.28K (2.18%) -3.98K
Decreased by -0.74%
Dec 31, 25
8 Herald Ord 520.00K (2.10%) 70.00K
Increased by +13.46%
Dec 31, 25
9 Meridian Contrarian Legacy 471.00K (1.90%) -40.00K
Decreased by -8.49%
Mar 31, 26
10 Defiance Connective Technologies ETF 449.47K (1.81%) 0.00
Increased by 0.00%
Apr 30, 26
11 Handelsbanken SC Global (A15 SEK) 449.40K (1.81%) -31.20K
Decreased by -6.94%
Jan 31, 26
12 KBI Global Energy Transition A EUR 341.75K (1.38%) -163.09K
Decreased by -47.72%
Nov 30, 23
13 SPDR® S&P Semiconductor ETF 319.22K (1.29%) 0.00
Increased by 0.00%
Aug 31, 25
14 iShares Future AI & Tech ETF 310.91K (1.26%) -3.27K
Decreased by -1.05%
Jul 31, 24
15 iShares Rbtcs&Artfcl Intllgnc Mltsct ETF 310.91K (1.26%) -3.27K
Decreased by -1.05%
Jul 31, 24
16 Vanguard Institutional Extnd Mkt Idx Tr 305.31K (1.23%) 40.21K
Increased by +13.17%
Mar 31, 26
17 WisdomTree Art Intelligence ETF USD Acc 301.32K (1.22%) 0.00
Increased by 0.00%
Aug 30, 24
18 Disciplined Growth - Small Cap Growth 290.85K (1.17%) -50.07K
Decreased by -17.22%
Sep 30, 25
19 Vanguard Small Cap Index 283.59K (1.15%) 671.00
Increased by +0.24%
Aug 31, 24
20 Neuberger Intrinsic Value I 279.57K (1.13%) 0.00
Increased by 0.00%
Mar 31, 26