Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TMFG 3.76%
2 NEWZ 3.55%
3 ALIL 3.47%
4 FFTY 3.41%
5 ASCE 3.36%
6 BAI 3.32%
7 ASCI 2.94%
8 XMMO 2.88%
9 AMID 2.55%
10 XSMO 2.29%
11 CBLS 2.26%
12 CBSE 2.11%
13 RFG 2.06%
14 GRNJ 2.03%
15 CAFG 1.93%
16 TAX 1.88%
17 JSML 1.83%
18 JSMD 1.74%
19 FFSM 1.73%
20 SCDS 1.70%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.36M (14.98%) 184.72K
Increased by +3.45%
Sep 30, 25
2 Vanguard Group Inc 4.06M (11.37%) -71.32K
Decreased by -1.75%
Dec 31, 25
3 FMR Inc 2.32M (6.48%) -10.61K
Decreased by -0.46%
Dec 31, 25
4 T. Rowe Price Associates, Inc. 1.54M (4.30%) 1.12M
Increased by +72.95%
Sep 30, 25
5 State Street Corporation 1.36M (3.81%) 29.26K
Increased by +2.15%
Mar 31, 24
6 JPMorgan Chase & Co 1.29M (3.62%) 656.95K
Increased by +50.82%
Sep 30, 25
7 State Street Corp 1.29M (3.60%) -16.92K
Decreased by -1.31%
Sep 30, 25
8 Wasatch Advisors Inc. 1.22M (3.40%) -51.63K
Decreased by -4.24%
Sep 30, 23
9 Geode Capital Management, LLC 1.11M (3.10%) 50.71K
Increased by +4.57%
Dec 31, 25
10 Wasatch Advisors LP 822.92K (2.30%) -617.73K
Decreased by -75.07%
Dec 31, 25
11 Point72 Asset Management, L.P. 781.32K (2.19%) 236.81K
Increased by +30.31%
Sep 30, 25
12 Victory Capital Management Inc. 719.91K (2.01%) -91.84K
Decreased by -12.76%
Sep 30, 23
13 Capital Research Global Investors 711.31K (1.99%) -297.16K
Decreased by -41.78%
Dec 31, 25
14 Amvescap Plc. 681.85K (1.91%) 170.30K
Increased by +24.98%
Sep 30, 25
15 Westfield Capital Management Company, L.P. 663.31K (1.86%) 336.17K
Increased by +50.68%
Jun 30, 25
16 Dimensional Fund Advisors, Inc. 648.54K (1.81%) -5.60K
Decreased by -0.86%
Jun 30, 25
17 Capital Research & Mgmt Co - Division 3 638.37K (1.79%) -440.58K
Decreased by -69.02%
Sep 30, 25
18 Whale Rock Capital Management LLC 616.05K (1.72%) -65.95K
Decreased by -10.71%
Dec 31, 25
19 Citadel Advisors Llc 608.83K (1.70%) 164.45K
Increased by +27.01%
Sep 30, 25
20 TD Asset Management Inc 599.34K (1.68%) 121.23K
Increased by +20.23%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.42M (6.76%) 0.00
Increased by 0.00%
Aug 30, 24
2 iShares Core S&P Mid-Cap ETF 1.19M (3.32%) 1.85K
Increased by +0.16%
Mar 31, 26
3 Vanguard US Total Market Shares ETF 1.15M (3.20%) 979.00
Increased by +0.09%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.14M (3.19%) 8.68K
Increased by +0.76%
Mar 31, 26
5 iShares Russell 2000 ETF 876.28K (2.45%) -7.14K
Decreased by -0.82%
Mar 31, 26
6 Vanguard Small Cap Index 827.20K (2.31%) 13.52K
Increased by +1.63%
Mar 31, 26
7 American Funds SMALLCAP World A 800.15K (2.24%) -27.81K
Decreased by -3.48%
Mar 31, 26
8 iShares A.I. Innovation and Tech Act ETF 567.97K (1.59%) 11.77K
Increased by +2.07%
Mar 31, 26
9 Wasatch Core Growth 516.25K (1.44%) 24.50K
Increased by +4.75%
Jun 30, 25
10 Vanguard Small Cap Growth Index Inv 462.94K (1.29%) 11.09K
Increased by +2.40%
Mar 31, 26
11 Vanguard Information Technology ETF 416.94K (1.17%) -473.00
Decreased by -0.11%
Mar 31, 26
12 US Small-Cap Growth II Equity Comp 411.15K (1.15%) 110.26K
Increased by +26.82%
Dec 31, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 400.45K (1.12%) 9.98K
Increased by +2.49%
Mar 31, 26
14 Victory Small Cap Value CIT (Net 75) 395.00K (1.10%) -163.05K
Decreased by -41.28%
Sep 30, 23
15 Victory Sycamore Small Company Opp R 395.00K (1.10%) -163.05K
Decreased by -41.28%
Sep 30, 23
16 Fidelity® Series Small Cap Opps 389.16K (1.09%) 0.00
Increased by 0.00%
Oct 31, 23
17 VA CollegeAmerica Amcap 529A 377.11K (1.05%) 0.00
Increased by 0.00%
Dec 31, 24
18 Fidelity® Mid-Cap Stock 376.58K (1.05%) 0.00
Increased by 0.00%
Nov 30, 23
19 iShares S&P Small-Cap 600 Growth ETF 366.34K (1.02%) 0.00
Increased by 0.00%
Aug 30, 24
20 Fidelity® Small Cap Index 354.94K (0.99%) 9.68K
Increased by +2.73%
Oct 31, 23