Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GCAD 5.13%
2 CSD 4.50%
3 GSC 1.80%
4 ARB 1.09%
5 IDEF 0.61%
6 SQLT 0.35%
7 ISCG 0.34%
8 JKK 0.34%
9 MADE 0.31%
10 FDTS 0.30%
11 LRGF 0.21%
12 ESML 0.19%
13 ISCB 0.17%
14 JKJ 0.17%
15 AVDV 0.15%
16 SMMD 0.15%
17 IYJ 0.13%
18 ISCV 0.12%
19 JKL 0.12%
20 IWS 0.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.81M (9.75%) 267.79K
Increased by +5.57%
Mar 31, 26
2 Vanguard Group Inc 4.58M (9.29%) -53.09K
Decreased by -1.16%
Dec 31, 25
3 Capital World Investors 2.39M (4.84%) -604.18K
Decreased by -25.29%
Mar 31, 26
4 Vanguard Capital Management, LLC 2.20M (4.46%) 2.20M
Increased by +100.00%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 2.10M (4.26%) 2.10M
Increased by +100.00%
Mar 31, 26
6 FMR Inc 2.09M (4.24%) 264.41K
Increased by +12.66%
Mar 31, 26
7 State Street Corp 1.49M (3.01%) 45.28K
Increased by +3.05%
Mar 31, 26
8 NORGES BANK 1.08M (2.18%) 72.95K
Increased by +6.78%
Dec 31, 25
9 Capital Research & Mgmt Co - Division 3 1.07M (2.18%) 652.12K
Increased by +60.73%
Mar 31, 26
10 Gamco Investors, Inc. Et Al 998.39K (2.02%) -66.63K
Decreased by -6.67%
Mar 31, 26
11 AQR Capital Management LLC 979.03K (1.98%) 179.17K
Increased by +18.30%
Mar 31, 26
12 Geode Capital Management, LLC 923.59K (1.87%) 5.91K
Increased by +0.64%
Mar 31, 26
13 Dimensional Fund Advisors, Inc. 845.96K (1.72%) 3.68K
Increased by +0.43%
Mar 31, 26
14 Gabelli Funds LLC 716.21K (1.45%) -33.74K
Decreased by -4.71%
Mar 31, 26
15 Neuberger Berman Group LLC 636.75K (1.29%) 16.31K
Increased by +2.56%
Mar 31, 26
16 Select Equity Group LP 615.82K (1.25%) 64.63K
Increased by +10.49%
Mar 31, 26
17 Morgan Stanley - Brokerage Accounts 588.06K (1.19%) 75.18K
Increased by +12.78%
Mar 31, 26
18 Artemis Investment Management LLP 543.00K (1.10%) 43.74K
Increased by +8.05%
Mar 31, 26
19 The Goldman Sachs Group Inc 519.49K (1.05%) 194.09K
Increased by +37.36%
Mar 31, 26
20 Driehaus Capital Management LLC 505.67K (1.03%) -32.68K
Decreased by -6.46%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 2.61M (5.29%) 352.81K
Increased by +13.51%
Mar 31, 26
2 iShares Core S&P Mid-Cap ETF 1.66M (3.37%) 312.00
Increased by +0.02%
May 29, 26
3 Vanguard Total Stock Mkt Idx Inv 1.56M (3.17%) 3.92K
Increased by +0.25%
Apr 30, 26
4 Vanguard Small Cap Index 1.13M (2.29%) -2.31K
Decreased by -0.20%
Apr 30, 26
5 Vanguard Small Cap Value Index Inv 725.46K (1.47%) 5.20K
Increased by +0.72%
Apr 30, 26
6 Vanguard Institutional Extnd Mkt Idx Tr 552.59K (1.12%) 5.11K
Increased by +0.92%
Apr 30, 26
7 1290 VT GAMCO Small Company Value IB 497.00K (1.01%) 0.00
Increased by 0.00%
Apr 30, 26
8 Global X US Infrastructure Dev ETF 422.78K (0.86%) -630.00
Decreased by -0.15%
May 29, 26
9 Fidelity Equity-Income 389.11K (0.79%) 0.00
Increased by 0.00%
Apr 30, 26
10 American Funds Capital World Gr&Inc A 386.43K (0.78%) -288.25K
Decreased by -74.59%
Mar 31, 26
11 Capital Group World Growth & Inc Cmp 386.43K (0.78%) -288.25K
Decreased by -74.59%
Mar 31, 26
12 State Street® SPDR® S&P MIDCAP 400® ETF 370.38K (0.75%) 1.39K
Increased by +0.38%
Apr 30, 26
13 Artemis US Smaller Companies I Acc GBP 361.12K (0.73%) 0.00
Increased by 0.00%
Apr 30, 26
14 Neuberger Genesis Inv 347.17K (0.70%) 2.92K
Increased by +0.84%
Mar 31, 26
15 Gabelli Small Cap Growth AAA 313.50K (0.64%) -12.50K
Decreased by -3.99%
Mar 31, 26
16 State St Russell Sm/Mid Cp® Indx SL Cl I 304.24K (0.62%) 6.00K
Increased by +1.97%
May 31, 26
17 Fidelity Mid-Cap Stock 297.47K (0.60%) -30.80K
Decreased by -10.35%
Apr 30, 26
18 Fidelity Extended Market Index 260.61K (0.53%) 1.41K
Increased by +0.54%
Apr 30, 26
19 Fidelity VIP Mid Cap Initial 253.54K (0.51%) 0.00
Increased by 0.00%
Apr 30, 26
20 State Street SPDR Port S&P 400 Md CpETF 244.40K (0.50%) 598.00
Increased by +0.24%
May 29, 26