Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GVIP 1.88%
2 BEEX 0.95%
3 NETZ 0.90%
4 PWRD 0.90%
5 SUPP 0.82%
6 LOPP 0.63%
7 FYC 0.56%
8 FPX 0.55%
9 ESSC 0.51%
10 PAVE 0.33%
11 VTWG 0.15%
12 IWO 0.14%
13 VBK 0.09%
14 VTWO 0.08%
15 IWMW 0.07%
16 IWM 0.07%
17 JKK 0.07%
18 ISCG 0.07%
19 VFMO 0.05%
20 VB 0.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 ICAHN CARL C 14.34M (14.26%) 0.00
Increased by 0.00%
Mar 31, 26
2 Vanguard Group Inc 7.96M (7.91%) -101.53K
Decreased by -1.28%
Dec 31, 25
3 BlackRock Inc 7.19M (7.15%) 521.18K
Increased by +7.25%
Mar 31, 26
4 FMR Inc 6.19M (6.16%) 708.99K
Increased by +11.45%
Mar 31, 26
5 D. E. Shaw & Co LP 4.71M (4.69%) 910.09K
Increased by +19.30%
Mar 31, 26
6 Carronade Capital Management LP 4.56M (4.54%) 574.65K
Increased by +12.59%
Mar 31, 26
7 Vanguard Portfolio Management, LLC 4.27M (4.25%) 4.27M
Increased by +100.00%
Mar 31, 26
8 Vanguard Capital Management, LLC 4.24M (4.22%) 4.24M
Increased by +100.00%
Mar 31, 26
9 Hill City Capital, LP 4.03M (4.01%) 0.00
Increased by 0.00%
Mar 31, 26
10 Two Sigma Investments LLC 2.71M (2.70%) 1.73M
Increased by +63.69%
Mar 31, 26
11 J. Goldman & Co LP 2.19M (2.18%) -317.39K
Decreased by -14.48%
Dec 31, 25
12 Bornite Capital Management LP 2.11M (2.10%) 2.11M
Increased by +100.00%
Mar 31, 26
13 Channing Capital Management, LLC 2.01M (2.00%) 464.51K
Increased by +23.13%
Mar 31, 26
14 Geode Capital Management, LLC 1.96M (1.95%) 159.94K
Increased by +8.15%
Mar 31, 26
15 State Street Corp 1.95M (1.94%) 189.55K
Increased by +9.70%
Mar 31, 26
16 Federated Hermes Inc 1.94M (1.93%) -185.47K
Decreased by -9.54%
Mar 31, 26
17 Wellington Management Company LLP 1.94M (1.93%) -1.54M
Decreased by -79.42%
Mar 31, 26
18 Qube Research & Technologies 1.94M (1.93%) 1.10M
Increased by +56.86%
Mar 31, 26
19 UBS Group AG 1.92M (1.91%) 897.24K
Increased by +46.68%
Mar 31, 26
20 Delaware Management Holdings Inc 1.88M (1.86%) -30.18K
Decreased by -1.61%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.21M (3.20%) 9.34K
Increased by +0.29%
Apr 30, 26
2 Vanguard Small Cap Index 2.32M (2.31%) -1.89K
Decreased by -0.08%
Apr 30, 26
3 iShares Russell 2000 ETF 2.11M (2.09%) 19.45K
Increased by +0.92%
May 29, 26
4 Fidelity Value 1.97M (1.96%) -203.75K
Decreased by -10.36%
Apr 30, 26
5 Federated Hermes Kaufmann Small Cap A 1.36M (1.35%) 40.64K
Increased by +3.00%
Mar 31, 26
6 Federated Hermes Kaufmann Small Cap Grow 1.36M (1.35%) 40.64K
Increased by +3.00%
Mar 31, 26
7 Global X US Infrastructure Dev ETF 1.31M (1.31%) -1.93K
Decreased by -0.15%
May 29, 26
8 Vanguard Small Cap Growth Index Inv 1.31M (1.30%) 5.14K
Increased by +0.39%
Apr 30, 26
9 Delaware Sm-Cap Val Eq 1.23M (1.23%) -38.90K
Decreased by -3.15%
Mar 31, 26
10 Fidelity Mid-Cap Stock 1.22M (1.21%) 25.90K
Increased by +2.13%
Apr 30, 26
11 Nomura Small Cap Value A 1.19M (1.18%) -44.00K
Decreased by -3.70%
Apr 30, 26
12 Vanguard Institutional Extnd Mkt Idx Tr 942.97K (0.94%) 8.44K
Increased by +0.90%
Apr 30, 26
13 Fidelity Small Cap Index 863.54K (0.86%) 97.16K
Increased by +11.25%
Mar 31, 26
14 iShares Russell 2000 Growth ETF 716.90K (0.71%) -4.67K
Decreased by -0.65%
May 29, 26
15 Needham Aggressive Growth Retail 642.50K (0.64%) 20.00K
Increased by +3.11%
Mar 31, 26
16 NEOS MLP & Engy Infras Hi Inc ETF 621.58K (0.62%) 0.00
Increased by 0.00%
May 29, 26
17 Fidelity US All Cap Series F 619.60K (0.62%) 14.70K
Increased by +2.37%
Mar 31, 26
18 Nomura VIP Small Cap Value Series Std 613.99K (0.61%) 0.00
Increased by 0.00%
Apr 30, 26
19 Fidelity Value Strategies 613.30K (0.61%) 38.20K
Increased by +6.23%
Mar 31, 26
20 Federated Hermes US Smid Eq R EUR Acc 578.76K (0.58%) -17.79K
Decreased by -3.07%
Mar 31, 26