Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 CLOU 5.91%
3 SKYY 5.90%
4 AIFD 5.60%
5 CAFG 5.42%
6 ULTI 5.24%
7 XWEB 4.51%
8 MEME 4.05%
9 SKYU 3.57%
10 WCLD 3.57%
11 PTF 3.54%
12 PSCT 3.48%
13 XITK 3.14%
14 WTAI 2.86%
15 FCLD 2.86%
16 WFH 2.81%
17 WAR 2.65%
18 RFG 2.63%
19 AIVC 2.62%
20 RSMC 2.51%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 10.26M (12.08%) 221.45K
Increased by +2.16%
Dec 31, 25
2 Vanguard Group Inc 9.00M (10.61%) -357.96K
Decreased by -3.98%
Dec 31, 25
3 JPMorgan Chase & Co 4.65M (5.47%) 3.31M
Increased by +71.28%
Mar 31, 26
4 Wellington Management Company LLP 3.53M (4.16%) 557.84K
Increased by +15.81%
Jun 30, 25
5 Van Berkom and Associates Inc 2.59M (3.05%) 976.25K
Increased by +37.74%
Mar 31, 26
6 Fuller & Thaler Asset Management Inc 2.56M (3.02%) -2.28M
Decreased by -88.94%
Mar 31, 26
7 State Street Corp 2.50M (2.94%) 79.43K
Increased by +3.18%
Dec 31, 25
8 Citadel Advisors Llc 2.03M (2.39%) -117.38K
Decreased by -5.79%
Dec 31, 25
9 Glenview Capital Management LLC 2.00M (2.36%) 2.00M
Increased by +100.00%
Dec 31, 25
10 Geode Capital Management, LLC 1.61M (1.90%) -17.98K
Decreased by -1.11%
Dec 31, 25
11 Jacobs Levy Equity Management, Inc. 1.60M (1.89%) -45.83K
Decreased by -2.86%
Dec 31, 25
12 The Goldman Sachs Group Inc 1.54M (1.81%) 74.31K
Increased by +4.83%
Dec 31, 25
13 IA Venture Strategies Fund II, LP 1.48M (1.74%) -1.48M
Decreased by -100.00%
Jun 30, 24
14 UBS Group AG 1.47M (1.73%) -567.08K
Decreased by -38.55%
Mar 31, 26
15 Dimensional Fund Advisors, Inc. 1.35M (1.59%) -6.47K
Decreased by -0.48%
Mar 31, 26
16 State Street Corporation 1.34M (1.58%) 3.78K
Increased by +0.28%
Mar 31, 24
17 Amvescap Plc. 1.34M (1.57%) -20.38K
Decreased by -1.52%
Mar 31, 25
18 First Trust Advisors L.P. 1.32M (1.55%) 217.46K
Increased by +16.49%
Dec 31, 25
19 Bank of America Corp 1.22M (1.43%) 254.45K
Increased by +20.91%
Dec 31, 25
20 Arrowstreet Capital Limited Partnership 1.19M (1.41%) 568.82K
Increased by +47.61%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.77M (5.62%) 1.68K
Increased by +0.04%
Mar 31, 26
2 iShares Core S&P Mid-Cap ETF 2.69M (3.16%) -1.36K
Decreased by -0.05%
Apr 30, 26
3 Vanguard Total Stock Mkt Idx Inv 2.44M (2.87%) 272.49K
Increased by +11.17%
Mar 31, 26
4 Vanguard Information Technology ETF 1.87M (2.20%) 188.80K
Increased by +10.09%
Mar 31, 26
5 iShares Russell 2000 ETF 1.79M (2.11%) 15.13K
Increased by +0.84%
Apr 30, 26
6 Vanguard Small Cap Index 1.77M (2.09%) 213.53K
Increased by +12.04%
Mar 31, 26
7 Vanguard US Total Market Shares ETF 1.75M (2.06%) 1.65K
Increased by +0.09%
Sep 30, 24
8 FullerThaler Behavioral Small-Cap Growth 1.69M (1.99%) 60.00K
Increased by +3.55%
Mar 31, 26
9 FullerThaler Behavioral Sm-Cp Gr R6 1.50M (1.76%) 55.00K
Increased by +3.67%
Dec 31, 25
10 Van Berkom Sm-Cap Eq 1.24M (1.46%) -326.10K
Decreased by -26.32%
Mar 31, 26
11 First Trust Cloud Computing ETF 1.01M (1.19%) -2.45K
Decreased by -0.24%
Apr 30, 26
12 Vanguard Small Cap Growth Index Inv 991.58K (1.17%) 125.90K
Increased by +12.70%
Mar 31, 26
13 T. Rowe Price New Horizons 948.85K (1.12%) 399.50K
Increased by +42.10%
Mar 31, 26
14 US Small-Cap Growth II Equity Comp 948.85K (1.12%) 948.85K
Increased by +100.00%
Mar 31, 26
15 Vanguard Institutional Extnd Mkt Idx Tr 888.60K (1.05%) 141.00K
Increased by +15.87%
Mar 31, 26
16 Oberweis Small-Cap Opp 770.30K (0.91%) 49.90K
Increased by +6.48%
Mar 31, 26
17 Wellington CIF II SMID Cap Research S3 731.18K (0.86%) 231.32K
Increased by +31.64%
Dec 31, 24
18 Oberweis Small-Cap Opportunities 720.40K (0.85%) 0.00
Increased by 0.00%
Dec 31, 25
19 State Street SPDR Port S&P 600 Sm CpETF 720.37K (0.85%) -378.00
Decreased by -0.05%
Mar 31, 26
20 JPMorgan Growth Advantage A 715.90K (0.84%) 715.90K
Increased by +100.00%
Mar 31, 26