Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AWEG 3.42%
2 TCV 1.98%
3 BPAY 1.58%
4 VMAX 1.18%
5 CDIG 1.18%
6 LOPX 1.18%
7 HOMZ 1.09%
8 FFSM 0.84%
9 HAPS 0.75%
10 FPRO 0.72%
11 FNY 0.66%
12 HQGO 0.64%
13 OASC 0.56%
14 FLQS 0.54%
15 PSC 0.52%
16 MMSC 0.51%
17 FESM 0.50%
18 JSML 0.49%
19 ESSC 0.49%
20 FREL 0.45%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 73.84M (10.24%) 3.62M
Increased by +4.91%
Dec 31, 25
2 FMR Inc 69.49M (9.64%) 2.78M
Increased by +4.00%
Dec 31, 25
3 BlackRock Inc 37.25M (5.17%) 2.42M
Increased by +6.49%
Sep 30, 25
4 SB INVESTMENT ADVISERS (UK) LTD 25.06M (3.48%) -19.70M
Decreased by -78.59%
Dec 31, 25
5 Maverick Capital Ltd 12.64M (1.75%) 12.64M
Increased by +100.00%
Dec 31, 25
6 Geode Capital Management, LLC 12.31M (1.71%) 681.81K
Increased by +5.54%
Dec 31, 25
7 Citadel Advisors Llc 10.95M (1.52%) -2.56M
Decreased by -23.35%
Sep 30, 25
8 State Street Corp 10.24M (1.42%) 509.66K
Increased by +4.98%
Sep 30, 25
9 Atreides Management, LP 8.72M (1.21%) 8.72M
Increased by +100.00%
Dec 31, 25
10 Driehaus Capital Management LLC 8.24M (1.14%) 4.19M
Increased by +50.87%
Mar 31, 25
11 Southpoint Capital Advisors LP 8.00M (1.11%) 5.50M
Increased by +68.75%
Dec 31, 25
12 Maple Rock Capital Partners, Inc. 7.77M (1.08%) 0.00
Increased by 0.00%
Jun 30, 24
13 Dimensional Fund Advisors, Inc. 7.43M (1.03%) -341.97K
Decreased by -4.60%
Dec 31, 25
14 Goldman Sachs Group Inc 7.26M (1.01%) 1.97M
Increased by +27.09%
Jun 30, 25
15 Rubric Capital Management LP 7.00M (0.97%) 7.00M
Increased by +100.00%
Dec 31, 25
16 Winslow Capital Management, LLC 6.93M (0.96%) 0.00
Increased by 0.00%
Dec 31, 25
17 State Street Corporation 6.88M (0.95%) 127.14K
Increased by +1.85%
Mar 31, 24
18 Kanen Wealth Management LLC 6.40M (0.89%) 1.57M
Increased by +24.59%
Dec 31, 25
19 Wellington Management Company LLP 6.33M (0.88%) 6.33M
Increased by +100.00%
Dec 31, 25
20 RIMA MANAGEMENT, LLC 5.90M (0.82%) 476.57K
Increased by +8.08%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 23.92M (3.32%) -95.11K
Decreased by -0.40%
Mar 31, 26
2 Vanguard Total Stock Mkt Idx Inv 22.70M (3.15%) 1.22M
Increased by +5.40%
Mar 31, 26
3 Vanguard Small Cap Index 16.49M (2.29%) 1.08M
Increased by +6.56%
Mar 31, 26
4 Vanguard US Total Market Shares ETF 15.86M (2.20%) 13.63K
Increased by +0.09%
Sep 30, 24
5 iShares Russell 2000 ETF 15.59M (2.16%) -127.37K
Decreased by -0.82%
Mar 31, 26
6 Strategic Advisers Fidelity US TtlStk 12.18M (1.69%) 3.74M
Increased by +30.71%
Feb 28, 26
7 American Funds SMALLCAP World A 11.25M (1.56%) 6.50M
Increased by +57.79%
Mar 31, 26
8 Vanguard Small Cap Value Index Inv 10.49M (1.45%) 597.36K
Increased by +5.69%
Mar 31, 26
9 Fidelity Global Innovators Cl F 9.07M (1.26%) 1.43M
Increased by +15.76%
Sep 30, 25
10 American Funds Fundamental Invs A 8.41M (1.17%) 8.41M
Increased by +100.00%
Mar 31, 26
11 Fidelity Small Cap Value Fund 8.15M (1.13%) 650.00K
Increased by +7.98%
Jan 31, 26
12 Fidelity Series Large Cap Stock 7.43M (1.03%) 2.11M
Increased by +28.33%
Feb 28, 26
13 Vanguard Institutional Extnd Mkt Idx Tr 6.95M (0.96%) 98.92K
Increased by +1.42%
Mar 31, 26
14 Fidelity® Value 6.45M (0.89%) 345.00K
Increased by +5.35%
Nov 30, 23
15 Fidelity Small Cap Index 6.22M (0.86%) -79.84K
Decreased by -1.28%
Jan 31, 26
16 Fidelity Small Cap Growth 6.01M (0.83%) 0.00
Increased by 0.00%
Jan 31, 26
17 US Small-Cap Growth II Equity Comp 5.53M (0.77%) 5.53M
Increased by +100.00%
Dec 31, 25
18 T. Rowe Price New Horizons 5.53M (0.77%) -5.65K
Decreased by -0.10%
Jan 31, 26
19 Schwab Fundamental U.S. Small CompanyETF 5.11M (0.71%) -3.57K
Decreased by -0.07%
Mar 31, 26
20 FullerThaler Behavioral Small-Cap Growth 4.94M (0.68%) 4.94M
Increased by +100.00%
Mar 31, 26