Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 WFH 1.93%
3 WCLD 1.46%
4 CAFG 1.26%
5 GRPZ 0.77%
6 XSW 0.72%
7 FSCC 0.62%
8 PSCT 0.55%
9 SOCL 0.27%
10 TPSC 0.22%
11 TRFM 0.22%
12 CSML 0.20%
13 CSA 0.17%
14 CSF 0.17%
15 SLYV 0.15%
16 EES 0.14%
17 PSC 0.12%
18 SSLY 0.10%
19 VIOV 0.10%
20 QVMS 0.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 17.87M (13.94%) -979.43K
Decreased by -5.48%
Mar 31, 25
2 Vanguard Group Inc 14.61M (11.39%) 106.23K
Increased by +0.73%
Jun 30, 25
3 H&F Corporate Investors IX Ltd 10.86M (8.47%) 0.00
Increased by 0.00%
Mar 31, 25
4 Battery Management Corp 8.02M (6.26%) -3.70M
Decreased by -46.18%
Jun 30, 25
5 Morgan Stanley - Brokerage Accounts 6.71M (5.24%) -553.28K
Decreased by -8.24%
Mar 31, 25
6 Sachem Head Capital Management LP 5.75M (4.48%) 0.00
Increased by 0.00%
Jun 30, 25
7 Sixth Street Partners Management Company, L.P. 5.67M (4.42%) 0.00
Increased by 0.00%
Mar 31, 25
8 Cadian Capital Management LP 4.65M (3.62%) -1.53M
Decreased by -32.96%
Sep 30, 24
9 State Street Corp 4.57M (3.56%) -254.51K
Decreased by -5.57%
Mar 31, 25
10 State Street Corporation 4.39M (3.43%) 2.03M
Increased by +46.13%
Mar 31, 24
11 Praesidium Capital Mgmt 4.31M (3.36%) -147.76K
Decreased by -3.43%
Dec 31, 23
12 Cat Rock Capital Management LP 3.70M (2.88%) 0.00
Increased by 0.00%
Sep 30, 23
13 Jefferies Financial Group Inc 3.56M (2.77%) -2.25M
Decreased by -63.27%
Mar 31, 25
14 12 West Capital Management LP 3.50M (2.73%) 0.00
Increased by 0.00%
Sep 30, 23
15 HSBC Holdings PLC 3.25M (2.53%) 3.25M
Increased by +100.00%
Mar 31, 24
16 Solel Partners LP 2.97M (2.32%) -750.00K
Decreased by -25.23%
Jun 30, 25
17 Deutsche Bank AG 2.78M (2.17%) -9.72K
Decreased by -0.35%
Mar 31, 25
18 Geode Capital Management, LLC 2.65M (2.07%) 70.03K
Increased by +2.65%
Mar 31, 25
19 Marshall Wace Asset Management Ltd 2.24M (1.75%) -601.13K
Decreased by -26.86%
Dec 31, 23
20 Polygon Management Ltd 2.20M (1.72%) 0.00
Increased by 0.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.85M (5.34%) 1.13K
Increased by +0.02%
Jul 31, 25
2 Vanguard Total Stock Mkt Idx Inv 3.47M (2.71%) -77.02K
Decreased by -2.22%
Jul 31, 25
3 Vanguard Small Cap Index 2.75M (2.15%) -18.16K
Decreased by -0.66%
Jul 31, 25
4 Vanguard Information Technology ETF 2.67M (2.08%) 27.20K
Increased by +1.02%
Jul 31, 25
5 Xtrackers S&P 500 Swap ETF 1C 2.66M (2.07%) 0.00
Increased by 0.00%
Jul 31, 25
6 iShares Russell 2000 ETF 2.62M (2.04%) -49.77K
Decreased by -1.90%
Jul 31, 25
7 Vanguard Small Cap Growth Index Inv 1.54M (1.20%) -20.58K
Decreased by -1.33%
Jul 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 1.23M (0.96%) -540.50K
Decreased by -43.86%
Jul 31, 25
9 Fidelity Small Cap Index 1.19M (0.93%) 594.00
Increased by +0.05%
May 31, 25
10 AXA Framlington Glbl Tech Fund - R Inc 1.10M (0.86%) 0.00
Increased by 0.00%
Apr 30, 24
11 SPDR® Portfolio S&P 600 Sm Cap ETF 1.05M (0.82%) -1.50K
Decreased by -0.14%
May 30, 24
12 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.01M (0.78%) 552.00
Increased by +0.05%
Jul 31, 25
13 AXA Framlington Global Technology R Inc 1.00M (0.78%) 0.00
Increased by 0.00%
Nov 30, 23
14 Fidelity® Small Cap Index 995.95K (0.78%) 26.74K
Increased by +2.69%
Oct 31, 23
15 iShares Russell 2000 Growth ETF 974.78K (0.76%) 0.00
Increased by 0.00%
Jul 31, 25
16 Federated Hermes MDT SCC Institutional 918.11K (0.72%) 0.00
Increased by 0.00%
Jun 30, 25
17 Federated Hermes MDT Small Cap Core IS 918.11K (0.72%) 0.00
Increased by 0.00%
Jun 30, 25
18 Vanguard Tax-Managed Small Cap Adm 693.38K (0.54%) 0.00
Increased by 0.00%
Jul 31, 25
19 SPDR® S&P 600 Small Cap Value ETF 684.40K (0.53%) 0.00
Increased by 0.00%
Nov 27, 24
20 State St Russell Sm/Mid Cp® Indx NL Cl C 679.37K (0.53%) 3.07K
Increased by +0.45%
Apr 30, 25