Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 FORH 2.25%
3 WFH 1.93%
4 RNIN 1.47%
5 WCLD 1.33%
6 LQPE 0.89%
7 XSW 0.83%
8 SFLO 0.77%
9 GRPZ 0.76%
10 SVAL 0.52%
11 FSCC 0.42%
12 CAFG 0.40%
13 PSCT 0.35%
14 SOCL 0.35%
15 TPSC 0.22%
16 TRFM 0.22%
17 CSML 0.20%
18 CSA 0.17%
19 CSF 0.17%
20 SLYV 0.15%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 19.11M (17.60%) 1.37M
Increased by +7.16%
Mar 30, 26
2 Vanguard Group Inc 16.62M (15.30%) -953.25K
Decreased by -5.74%
Dec 30, 25
3 H&F Corporate Investors IX Ltd 10.86M (10.00%) 0.00
Increased by 0.00%
Mar 30, 26
4 Vanguard Portfolio Management, LLC 10.48M (9.65%) 10.48M
Increased by +100.00%
Mar 30, 26
5 SG Americas Securities, LLC 8.38M (7.72%) 3.85M
Increased by +45.92%
Mar 30, 26
6 Morgan Stanley - Brokerage Accounts 8.30M (7.64%) 729.18K
Increased by +8.79%
Mar 30, 26
7 Sachem Head Capital Management LP 5.75M (5.29%) 0.00
Increased by 0.00%
Mar 30, 26
8 Sixth Street Partners Management Company, L.P. 5.67M (5.22%) 0.00
Increased by 0.00%
Mar 30, 26
9 Jefferies Financial Group Inc 5.62M (5.17%) 27.91K
Increased by +0.50%
Mar 30, 26
10 Vanguard Capital Management, LLC 5.34M (4.92%) 5.34M
Increased by +100.00%
Mar 30, 26
11 Private Management Group Inc 4.92M (4.53%) 2.51M
Increased by +50.97%
Mar 30, 26
12 State Street Corp 4.91M (4.53%) 269.93K
Increased by +5.49%
Mar 30, 26
13 Cadian Capital Management LP 4.65M (4.28%) -1.53M
Decreased by -32.96%
Sep 29, 24
14 State Street Corporation 4.39M (4.04%) 2.03M
Increased by +46.13%
Mar 30, 24
15 Praesidium Capital Mgmt 4.31M (3.97%) -147.76K
Decreased by -3.43%
Dec 30, 23
16 Cat Rock Capital Management LP 3.70M (3.40%) 0.00
Increased by 0.00%
Sep 29, 23
17 Solel Partners LP 3.65M (3.36%) 500.00K
Increased by +13.70%
Mar 30, 26
18 12 West Capital Management LP 3.50M (3.22%) 0.00
Increased by 0.00%
Sep 29, 23
19 HSBC Holdings PLC 3.25M (2.99%) 3.25M
Increased by +100.00%
Mar 30, 24
20 Deutsche Bank AG 2.78M (2.56%) 12.99K
Increased by +0.47%
Mar 30, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.88M (6.34%) 0.00
Increased by 0.00%
Jul 29, 26
2 Vanguard Morn Total Stk Mkt Idx Investor 3.15M (2.90%) -677.80K
Decreased by -21.54%
Jun 29, 26
3 Vanguard Total Stock Mkt Idx Inv 3.15M (2.90%) -677.80K
Decreased by -21.54%
Jun 29, 26
4 Vanguard Information Technology ETF 3.07M (2.83%) 49.06K
Increased by +1.60%
Jun 29, 26
5 iShares Russell 2000 ETF 2.84M (2.61%) -2.06K
Decreased by -0.07%
Jul 29, 26
6 Xtrackers S&P 500 Swap ETF 1C 2.64M (2.43%) -19.44K
Decreased by -0.74%
Dec 30, 25
7 Vanguard Small Cap Index 2.28M (2.10%) -403.81K
Decreased by -17.72%
Jun 29, 26
8 Vanguard Small Cap Growth Index Inv 1.52M (1.40%) -1.18K
Decreased by -0.08%
Apr 29, 26
9 Vanguard Institutional Extnd Mkt Idx Tr 1.30M (1.20%) -92.60K
Decreased by -7.10%
Jun 29, 26
10 Fidelity Small Cap Index 1.15M (1.06%) 20.20K
Increased by +1.76%
May 30, 26
11 Fidelity Enhanced Small Cap Core ETF 1.14M (1.05%) 0.00
Increased by 0.00%
Jul 29, 26
12 AXA Framlington Glbl Tech Fund - R Inc 1.10M (1.01%) 0.00
Increased by 0.00%
Apr 29, 24
13 State Street SPDR Port S&P 600 Sm CpETF 1.06M (0.97%) 0.00
Increased by 0.00%
Jul 29, 26
14 iShares S&P Small-Cap 600 Growth ETF 1.05M (0.97%) -1.11K
Decreased by -0.11%
Jul 29, 26
15 SPDR® Portfolio S&P 600 Sm Cap ETF 1.05M (0.97%) -1.50K
Decreased by -0.14%
May 29, 24
16 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.03M (0.95%) 12.21K
Increased by +1.19%
Aug 28, 25
17 AXA Framlington Global Technology R Inc 1.00M (0.92%) 0.00
Increased by 0.00%
Nov 29, 23
18 Fidelity® Small Cap Index 995.95K (0.92%) 26.74K
Increased by +2.69%
Oct 30, 23
19 Federated Hermes MDT SCC Institutional 978.89K (0.90%) 0.00
Increased by 0.00%
Mar 30, 26
20 Federated Hermes MDT Small Cap Core IS 978.89K (0.90%) 0.00
Increased by 0.00%
Mar 30, 26