Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 FORH 2.25%
3 WFH 1.93%
4 WCLD 1.29%
5 CAFG 0.73%
6 GRPZ 0.71%
7 XSW 0.71%
8 LQPE 0.65%
9 FSCC 0.50%
10 PSCT 0.40%
11 SOCL 0.25%
12 TPSC 0.22%
13 TRFM 0.22%
14 CSML 0.20%
15 CSA 0.17%
16 CSF 0.17%
17 SLYV 0.15%
18 EES 0.14%
19 PSC 0.12%
20 SSLY 0.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 17.16M (13.46%) -701.90K
Decreased by -4.09%
Jun 30, 25
2 Vanguard Group Inc 14.61M (11.45%) 106.23K
Increased by +0.73%
Jun 30, 25
3 H&F Corporate Investors IX Ltd 10.86M (8.52%) 0.00
Increased by 0.00%
Jun 30, 25
4 Battery Management Corp 8.02M (6.29%) -3.70M
Decreased by -46.18%
Jun 30, 25
5 Morgan Stanley - Brokerage Accounts 7.06M (5.54%) 348.89K
Increased by +4.94%
Jun 30, 25
6 Sachem Head Capital Management LP 5.75M (4.51%) 0.00
Increased by 0.00%
Jun 30, 25
7 Sixth Street Partners Management Company, L.P. 5.67M (4.45%) 0.00
Increased by 0.00%
Jun 30, 25
8 Jefferies Financial Group Inc 4.68M (3.67%) 1.13M
Increased by +24.03%
Jun 30, 25
9 Cadian Capital Management LP 4.65M (3.64%) -1.53M
Decreased by -32.96%
Sep 30, 24
10 State Street Corp 4.62M (3.62%) 50.84K
Increased by +1.10%
Jun 30, 25
11 State Street Corporation 4.39M (3.44%) 2.03M
Increased by +46.13%
Mar 31, 24
12 Praesidium Capital Mgmt 4.31M (3.38%) -147.76K
Decreased by -3.43%
Dec 31, 23
13 Cat Rock Capital Management LP 3.70M (2.90%) 0.00
Increased by 0.00%
Sep 30, 23
14 12 West Capital Management LP 3.50M (2.74%) 0.00
Increased by 0.00%
Sep 30, 23
15 HSBC Holdings PLC 3.25M (2.54%) 3.25M
Increased by +100.00%
Mar 31, 24
16 Solel Partners LP 2.97M (2.33%) -750.00K
Decreased by -25.23%
Jun 30, 25
17 Deutsche Bank AG 2.75M (2.16%) -34.92K
Decreased by -1.27%
Jun 30, 25
18 Geode Capital Management, LLC 2.60M (2.04%) -47.04K
Decreased by -1.81%
Jun 30, 25
19 Marshall Wace Asset Management Ltd 2.24M (1.76%) -601.13K
Decreased by -26.86%
Dec 31, 23
20 Polygon Management Ltd 2.20M (1.73%) 0.00
Increased by 0.00%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.83M (5.36%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard Total Stock Mkt Idx Inv 3.47M (2.72%) -77.02K
Decreased by -2.22%
Jul 31, 25
3 Vanguard Small Cap Index 2.75M (2.16%) -18.16K
Decreased by -0.66%
Jul 31, 25
4 iShares Russell 2000 ETF 2.67M (2.10%) 0.00
Increased by 0.00%
Aug 31, 25
5 Vanguard Information Technology ETF 2.67M (2.09%) 27.20K
Increased by +1.02%
Jul 31, 25
6 Xtrackers S&P 500 Swap ETF 1C 2.66M (2.08%) 0.00
Increased by 0.00%
Jul 31, 25
7 Vanguard Small Cap Growth Index Inv 1.54M (1.21%) -20.58K
Decreased by -1.33%
Jul 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 1.23M (0.97%) -540.50K
Decreased by -43.86%
Jul 31, 25
9 Fidelity Small Cap Index 1.11M (0.87%) -77.77K
Decreased by -7.01%
Jun 30, 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 1.03M (0.80%) 12.21K
Increased by +1.19%
Aug 29, 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%
Aug 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 First Eagle Small Cap Opportunity I 746.21K (0.59%) 86.89K
Increased by +11.64%
Jul 31, 25
19 Vanguard Tax-Managed Small Cap Adm 693.38K (0.54%) 0.00
Increased by 0.00%
Jul 31, 25
20 SPDR® S&P 600 Small Cap Value ETF 684.40K (0.54%) 0.00
Increased by 0.00%
Nov 27, 24