Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AZTD 4.21%
2 PSCU 3.49%
3 PEJ 3.22%
4 NEWZ 3.01%
5 QVAL 2.17%
6 GLRY 2.15%
7 PEZ 2.09%
8 BOUT 1.52%
9 KDVD 1.50%
10 LCO 1.33%
11 EVNT 1.02%
12 GK 0.96%
13 RZG 0.96%
14 JSMD 0.86%
15 SSLY 0.81%
16 JSML 0.80%
17 DGRS 0.76%
18 ACTV 0.69%
19 SEIS 0.65%
20 PSC 0.54%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 15.81M (15.37%) 580.34K
Increased by +3.67%
Mar 31, 26
2 Orbis Allan Gray Ltd 15.06M (14.64%) 0.00
Increased by 0.00%
Mar 31, 26
3 Vanguard Group Inc 11.44M (11.13%) -22.28K
Decreased by -0.19%
Dec 31, 25
4 Wellington Management Company LLP 8.76M (8.51%) -781.58K
Decreased by -8.93%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 6.06M (5.89%) 6.06M
Increased by +100.00%
Mar 31, 26
6 Vanguard Capital Management, LLC 4.66M (4.53%) 4.66M
Increased by +100.00%
Mar 31, 26
7 Candlestick Capital Management LP 4.33M (4.21%) -699.86K
Decreased by -16.16%
Sep 30, 25
8 Arrowstreet Capital Limited Partnership 4.10M (3.99%) 2.05M
Increased by +50.06%
Dec 31, 24
9 State Street Corporation 4.03M (3.91%) 43.37K
Increased by +1.08%
Mar 31, 24
10 State Street Corp 4.02M (3.91%) 69.92K
Increased by +1.74%
Mar 31, 26
11 Renaissance Technologies Corp 3.99M (3.88%) -122.60K
Decreased by -3.07%
Mar 31, 26
12 Third Point, LLC 3.75M (3.65%) -3.25M
Decreased by -86.67%
Dec 31, 24
13 Point72 Asset Management, L.P. 3.48M (3.39%) 3.48M
Increased by +100.00%
Sep 30, 25
14 Royal Bank of Canada 3.16M (3.07%) 831.29K
Increased by +26.29%
Sep 30, 25
15 Dimensional Fund Advisors, Inc. 2.96M (2.88%) -23.80K
Decreased by -0.80%
Mar 31, 26
16 Marshall Wace Asset Management Ltd 2.88M (2.80%) -331.71K
Decreased by -11.52%
Dec 31, 25
17 Citadel Advisors Llc 2.78M (2.71%) 1.78M
Increased by +63.81%
Mar 31, 26
18 Millennium Management LLC 2.60M (2.53%) 173.88K
Increased by +6.69%
Mar 31, 26
19 Assenagon Asset Management SA 2.59M (2.52%) 1.34M
Increased by +51.68%
Jun 30, 25
20 Geode Capital Management, LLC 2.49M (2.42%) 78.14K
Increased by +3.14%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.27M (6.09%) 2.31K
Increased by +0.04%
May 29, 26
2 GBM106 A 5.92M (5.76%) 0.00
Increased by 0.00%
Apr 30, 26
3 Orbis SICAV Intl Eq Inv 4.75M (4.61%) 477.18K
Increased by +10.06%
Apr 30, 26
4 Vanguard US Total Market Shares ETF 3.47M (3.37%) 3.04K
Increased by +0.09%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 3.34M (3.25%) 10.91K
Increased by +0.33%
Apr 30, 26
6 Vanguard Explorer Inv 3.01M (2.92%) -356.29K
Decreased by -11.85%
Mar 31, 26
7 Orbis SICAV Global Bal Instl Inv 2.79M (2.71%) 140.54K
Increased by +5.04%
Sep 30, 25
8 iShares Russell 2000 ETF 2.54M (2.47%) 23.45K
Increased by +0.92%
May 29, 26
9 Vanguard Small Cap Index 2.38M (2.32%) -7.33K
Decreased by -0.31%
Apr 30, 26
10 Hennessy Cornerstone Mid Cap 30 Inv 1.63M (1.59%) -180.10K
Decreased by -11.04%
Jun 30, 25
11 Fidelity Blue Chip Growth 1.38M (1.34%) 0.00
Increased by 0.00%
Jul 31, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 1.16M (1.13%) 9.58K
Increased by +0.82%
Apr 30, 26
13 Royal London Global Equity Divers R Acc 1.12M (1.09%) 0.00
Increased by 0.00%
Apr 30, 25
14 Fidelity® Small Cap Index 1.06M (1.03%) 28.09K
Increased by +2.66%
Oct 31, 23
15 Orbis OEIC Global Balanced Fixed Fee 1.05M (1.02%) 0.00
Increased by 0.00%
Nov 30, 25
16 Fidelity Small Cap Index 1.04M (1.01%) 22.31K
Increased by +2.14%
Mar 31, 26
17 Orbis Optimal SA USD 1.03M (1.01%) -89.80K
Decreased by -8.68%
Dec 31, 24
18 State Street SPDR Port S&P 600 Sm CpETF 952.55K (0.93%) 0.00
Increased by 0.00%
May 29, 26
19 SPDR® Portfolio S&P 600 Sm Cap ETF 938.55K (0.91%) 965.00
Increased by +0.10%
Mar 28, 24
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 892.58K (0.87%) 10.69K
Increased by +1.20%
Aug 29, 25