Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EDUT 4.07%
2 ZGEN 3.31%
3 PLAT 1.59%
4 SAMT 1.54%
5 NBCC 1.23%
6 VAMO 0.82%
7 SFLO 0.76%
8 FYC 0.45%
9 FSCC 0.39%
10 ESSC 0.36%
11 JSML 0.33%
12 ISMD 0.31%
13 SMCF 0.28%
14 MILN 0.25%
15 QSML 0.19%
16 HAPS 0.15%
17 SMIZ 0.14%
18 FYX 0.14%
19 VFVA 0.12%
20 RFLR 0.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 16.12M (9.83%) 2.20M
Increased by +13.62%
Dec 31, 25
2 BlackRock Inc 14.89M (9.08%) 417.71K
Increased by +2.81%
Dec 31, 25
3 Baillie Gifford & Co Limited. 14.65M (8.93%) 60.07K
Increased by +0.41%
Mar 31, 26
4 NEA Management Company, LLC 12.87M (7.84%) 0.00
Increased by 0.00%
Dec 31, 25
5 Caledonia (Private) Investments Pty Ltd 12.05M (7.35%) 2.74M
Increased by +22.73%
Dec 31, 25
6 Eventide Asset Management, LLC 4.52M (2.75%) 578.00K
Increased by +12.80%
Mar 31, 24
7 Creative Planning Inc 4.20M (2.56%) 4.15M
Increased by +98.82%
Dec 31, 25
8 T. Rowe Price Investment Management,Inc. 3.79M (2.31%) 1.20M
Increased by +31.78%
Dec 31, 25
9 Mak Capital One LLC 3.75M (2.29%) 3.75M
Increased by +100.00%
Dec 31, 25
10 Ameriprise Financial Inc 3.62M (2.21%) 2.34M
Increased by +64.49%
Dec 31, 25
11 Invenomic Capital Management, LP 3.55M (2.16%) 2.64M
Increased by +74.48%
Mar 31, 26
12 American Century Companies Inc 3.41M (2.08%) 3.09M
Increased by +90.37%
Dec 31, 25
13 Goldman Sachs Group Inc 3.41M (2.08%) 1.98M
Increased by +58.05%
Jun 30, 25
14 Geode Capital Management, LLC 3.36M (2.05%) 106.29K
Increased by +3.16%
Dec 31, 25
15 Arrowstreet Capital Limited Partnership 3.17M (1.93%) 212.27K
Increased by +6.70%
Dec 31, 25
16 State Street Corp 3.11M (1.90%) -23.16K
Decreased by -0.74%
Dec 31, 25
17 JPMorgan Chase & Co 2.94M (1.79%) 2.36M
Increased by +80.36%
Mar 31, 26
18 Dimensional Fund Advisors, Inc. 2.73M (1.66%) -336.57K
Decreased by -12.33%
Mar 31, 26
19 Citadel Advisors Llc 2.73M (1.66%) 1.99M
Increased by +72.80%
Mar 31, 25
20 State Street Corporation 2.65M (1.61%) 30.45K
Increased by +1.15%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Baillie Gifford US Equity Growth 6.28M (3.83%) 0.00
Increased by 0.00%
Oct 31, 24
2 Vanguard US Growth Investor 6.28M (3.83%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 4.55M (2.77%) 0.00
Increased by 0.00%
Mar 31, 26
4 Baillie Gifford Positive Change 4.42M (2.70%) -154.36K
Decreased by -3.49%
Mar 31, 26
5 Baillie Gifford Positive Change B Acc 4.33M (2.64%) -229.06K
Decreased by -5.29%
Mar 31, 26
6 Eventide Gilead N 4.20M (2.56%) 544.24K
Increased by +12.97%
Mar 31, 24
7 Vanguard US Total Market Shares ETF 3.46M (2.11%) 0.00
Increased by 0.00%
Sep 30, 24
8 iShares Russell 2000 ETF 3.35M (2.04%) 28.25K
Increased by +0.84%
Apr 30, 26
9 Vanguard Small Cap Index 3.31M (2.02%) 97.92K
Increased by +2.96%
Mar 31, 26
10 Baillie Gifford WW Pstv Chg B USD Acc 2.74M (1.67%) -105.31K
Decreased by -3.84%
Mar 31, 26
11 Baillie Gifford American B Inc 2.69M (1.64%) 50.02K
Increased by +1.86%
Oct 31, 24
12 American Century Small Cap Growth Inv 2.39M (1.45%) 2.39M
Increased by +100.00%
Dec 31, 25
13 American Century U.S. Small Cap Growth 2.39M (1.45%) 2.39M
Increased by +100.00%
Dec 31, 25
14 Vanguard Small Cap Growth Index Inv 1.86M (1.13%) 74.53K
Increased by +4.02%
Mar 31, 26
15 Vanguard Institutional Extnd Mkt Idx Tr 1.65M (1.00%) 56.36K
Increased by +3.42%
Mar 31, 26
16 T. Rowe Price Small-Cap Value 1.49M (0.91%) 187.09K
Increased by +12.52%
Dec 31, 25
17 Invenomic Institutional 1.49M (0.91%) 1.25M
Increased by +84.37%
Jan 31, 26
18 Columbia Seligman Global Tech A 1.42M (0.87%) 408.76K
Increased by +28.70%
Apr 30, 26
19 Fidelity Small Cap Index 1.40M (0.85%) 13.34K
Increased by +0.95%
Feb 28, 26
20 UBS (Lux) ES Enga for Imp(USD) Q Acc 1.26M (0.77%) 0.00
Increased by 0.00%
Feb 28, 25