Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ARWG 2.67%
2 EHLS 2.07%
3 BLOK 1.97%
4 ASCE 1.94%
5 BOUT 1.74%
6 SIXS 1.20%
7 PFI 1.06%
8 KBE 1.04%
9 STCE 1.03%
10 GRPZ 1.02%
11 KRE 0.98%
12 NODE 0.94%
13 DEEP 0.93%
14 JSML 0.93%
15 DPST 0.76%
16 RZG 0.76%
17 SQLV 0.72%
18 PXSV 0.71%
19 XSVM 0.70%
20 BLCN 0.63%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.99M (15.84%) -7.11K
Decreased by -0.14%
 Mar 31, 26
2 Wellington Management Company LLP 3.89M (12.34%) 504.21K
Increased by +12.96%
 Mar 31, 26
3 Vanguard Group Inc 2.22M (7.05%) 66.03K
Increased by +2.97%
 Dec 31, 25
4 State Street Corp 1.99M (6.32%) 158.00K
Increased by +7.94%
 Mar 31, 26
5 Dimensional Fund Advisors, Inc. 1.94M (6.16%) 65.95K
Increased by +3.39%
 Mar 31, 26
6 Hood River Capital Management LLC 1.73M (5.49%) 5.61K
Increased by +0.32%
 Mar 31, 26
7 State Street Corporation 1.57M (4.98%) 83.98K
Increased by +5.35%
 Mar 31, 24
8 Vanguard Capital Management, LLC 1.36M (4.33%) 1.36M
Increased by +100.00%
 Mar 31, 26
9 American Century Companies Inc 1.11M (3.51%) 143.12K
Increased by +12.95%
 Mar 31, 26
10 UBS Group AG 1.03M (3.26%) 754.98K
Increased by +73.38%
 Mar 31, 26
11 Geode Capital Management, LLC 882.32K (2.80%) 124.47K
Increased by +14.11%
 Mar 31, 26
12 Assenagon Asset Management SA 778.79K (2.47%) 529.99K
Increased by +68.05%
 Mar 31, 26
13 T. Rowe Price Associates, Inc. 737.88K (2.34%) -133.71K
Decreased by -18.12%
 Mar 31, 26
14 Vanguard Portfolio Management, LLC 642.72K (2.04%) 642.72K
Increased by +100.00%
 Mar 31, 26
15 Driehaus Capital Management LLC 623.51K (1.98%) -142.69K
Decreased by -22.89%
 Mar 31, 26
16 Charles Schwab Investment Management Inc 537.29K (1.70%) 12.55K
Increased by +2.34%
 Mar 31, 26
17 Nuveen Asset Management, LLC 530.57K (1.68%) -29.58K
Decreased by -5.57%
 Dec 31, 24
18 Philadelphia Financial Mgmt Of San Franc 491.24K (1.56%) 192.23K
Increased by +39.13%
 Jun 30, 24
19 Nuveen, LLC 486.93K (1.54%) -76.82K
Decreased by -15.78%
 Mar 31, 26
20 Allspring Global Investments Holdings, LLC 461.96K (1.47%) 40.10K
Increased by +8.68%
 Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.93M (6.13%) 0.00
Increased by 0.00%
 May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 980.82K (3.11%) 3.92K
Increased by +0.40%
 Apr 30, 26
3 Hood River Small-Cap Growth Instl 966.03K (3.06%) 0.00
Increased by 0.00%
 Mar 31, 26
4 Avantis US Small Cap Value ETF 927.92K (2.94%) 759.00
Increased by +0.08%
 May 30, 26
5 Vanguard US Total Market Shares ETF 901.22K (2.86%) 0.00
Increased by 0.00%
 Sep 30, 24
6 iShares Russell 2000 ETF 769.74K (2.44%) 0.00
Increased by 0.00%
 May 29, 26
7 State Street® SPDR® S&PRgnllBkgETF 498.76K (1.58%) 0.00
Increased by 0.00%
 May 31, 26
8 DFA US Small Cap Value I 402.24K (1.28%) 26.25K
Increased by +6.53%
 Apr 30, 26
9 US Small-Cap Growth II Equity Comp 392.30K (1.24%) -99.70K
Decreased by -25.41%
 Mar 31, 26
10 T. Rowe Price New Horizons 392.12K (1.24%) -176.00
Decreased by -0.04%
 Apr 30, 26
11 Vanguard Institutional Extnd Mkt Idx Tr 358.47K (1.14%) 2.61K
Increased by +0.73%
 Apr 30, 26
12 Amplify Blockchain Technology ETF 334.04K (1.06%) 0.00
Increased by 0.00%
 May 29, 26
13 Fidelity Small Cap Index 313.18K (0.99%) 418.00
Increased by +0.13%
 Mar 31, 26
14 Amplify Transformational Data Shrg ETF 312.28K (0.99%) 0.00
Increased by 0.00%
 Aug 29, 25
15 SPDR® S&P Regional Banking ETF 310.69K (0.99%) 0.00
Increased by 0.00%
 Aug 31, 25
16 State Street SPDR Port S&P 600 Sm CpETF 291.54K (0.92%) 0.00
Increased by 0.00%
 May 29, 26
17 iShares S&P Small-Cap 600 Growth ETF 284.28K (0.90%) 0.00
Increased by 0.00%
 Nov 30, 24
18 TIAA-CREF Quant Small-Cap Equity Instl 280.39K (0.89%) 0.00
Increased by 0.00%
 Dec 31, 23
19 Fidelity® Small Cap Index 275.98K (0.88%) 7.20K
Increased by +2.61%
 Oct 31, 23
20 iShares S&P Small-Cap 600 Value ETF 273.09K (0.87%) 0.00
Increased by 0.00%
 Aug 31, 25