Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LMLB 9.98%
2 CCFE 2.01%
3 TSCV 1.47%
4 TMVE 1.25%
5 PSCD 1.05%
6 OOTO 0.78%
7 FLYD 0.61%
8 RZG 0.52%
9 QSML 0.46%
10 ESIX 0.46%
11 OMFS 0.45%
12 OASC 0.44%
13 SLYG 0.36%
14 QVMS 0.36%
15 SPSM 0.27%
16 RFLR 0.25%
17 RWJ 0.25%
18 SAA 0.23%
19 BBSC 0.23%
20 VIOV 0.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 15.16M (18.18%) -217.09K
Decreased by -1.43%
Mar 30, 26
2 Vanguard Group Inc 9.55M (11.45%) -519.00K
Decreased by -5.44%
Dec 30, 25
3 UBS Group AG 9.11M (10.93%) 3.83M
Increased by +42.07%
Mar 30, 26
4 Darlington Partners Capital Management, LP 8.70M (10.43%) 3.50M
Increased by +40.23%
Mar 30, 26
5 Morgan Stanley - Brokerage Accounts 5.92M (7.11%) -3.55M
Decreased by -59.91%
Mar 30, 26
6 Vanguard Portfolio Management, LLC 5.14M (6.17%) 5.14M
Increased by +100.00%
Mar 30, 26
7 Sachem Head Capital Management LP 5.03M (6.03%) 0.00
Increased by 0.00%
Mar 30, 26
8 DENDUR CAPITAL LP 4.95M (5.94%) 0.00
Increased by 0.00%
Mar 30, 26
9 H PARTNERS MANAGEMENT, LLC 4.65M (5.58%) 0.00
Increased by 0.00%
Mar 30, 26
10 Vanguard Capital Management, LLC 4.21M (5.05%) 4.21M
Increased by +100.00%
Mar 30, 26
11 Jana Partners Management LP 4.12M (4.94%) 0.00
Increased by 0.00%
Mar 30, 26
12 59 North Capital Management, LP 3.80M (4.56%) 381.72K
Increased by +10.04%
Mar 30, 25
13 State Street Corp 3.68M (4.42%) 68.33K
Increased by +1.86%
Mar 30, 26
14 Ameriprise Financial Inc 3.40M (4.08%) 1.91M
Increased by +56.01%
Mar 30, 26
15 Long Pond Capital, LP 3.30M (3.95%) 1.17M
Increased by +35.55%
Jun 29, 25
16 The Goldman Sachs Group Inc 2.98M (3.57%) 1.01M
Increased by +33.75%
Mar 30, 26
17 Contour Asset Management LLC 2.83M (3.39%) -1.04M
Decreased by -36.70%
Jun 29, 25
18 Bank of America Corp 2.74M (3.29%) 962.98K
Increased by +35.15%
Dec 30, 25
19 Jericho Capital Asset Management LP 2.62M (3.14%) 0.00
Increased by 0.00%
Jun 29, 25
20 Barclays PLC 2.50M (3.00%) 760.15K
Increased by +30.36%
Mar 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.23M (7.47%) 527.00
Increased by +0.01%
Jul 27, 26
2 Vanguard Morn Total Stk Mkt Idx Investor 2.92M (3.50%) -6.65K
Decreased by -0.23%
Jun 29, 26
3 Vanguard Total Stock Mkt Idx Inv 2.92M (3.50%) -6.65K
Decreased by -0.23%
Jun 29, 26
4 Vanguard US Total Market Shares ETF 2.85M (3.42%) 2.48K
Increased by +0.09%
Sep 29, 24
5 iShares Russell 2000 ETF 2.53M (3.03%) 27.36K
Increased by +1.08%
Jul 27, 26
6 Vanguard Small Cap Index 2.11M (2.53%) 2.08K
Increased by +0.10%
Jun 29, 26
7 EdgePoint Global 1.60M (1.91%) 1.60M
Increased by +100.00%
Sep 29, 25
8 EdgePoint Global Portfolio Series F 1.60M (1.91%) 1.60M
Increased by +100.00%
Sep 29, 25
9 Vanguard Morn Small Cap Growth Index Inv 1.22M (1.46%) 35.73K
Increased by +2.93%
Jun 29, 26
10 Vanguard Small Cap Growth Index Inv 1.22M (1.46%) 35.73K
Increased by +2.93%
Jun 29, 26
11 Vanguard Institutional Extnd Mkt Idx Tr 1.17M (1.41%) 25.03K
Increased by +2.13%
Jun 29, 26
12 Bridge Builder Large Cap Value 1.15M (1.38%) 0.00
Increased by 0.00%
Feb 27, 25
13 Fidelity Small Cap Index 954.17K (1.14%) 5.44K
Increased by +0.57%
May 30, 26
14 State Street SPDR Port S&P 600 Sm CpETF 940.35K (1.13%) -644.00
Decreased by -0.07%
Jun 29, 26
15 iShares Russell 2000 Growth ETF 890.33K (1.07%) 0.00
Increased by 0.00%
Jul 27, 26
16 American Funds SMALLCAP World A 878.12K (1.05%) 0.00
Increased by 0.00%
Mar 30, 25
17 Thrivent Small Cap Stock A 854.01K (1.02%) 23.12K
Increased by +2.71%
Jun 29, 25
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 829.59K (0.99%) 9.97K
Increased by +1.20%
Aug 28, 25
19 EdgePoint Global Growth & Inc Port Sr F 825.46K (0.99%) 825.46K
Increased by +100.00%
Sep 29, 25
20 EdgePoint Global Growth and Income 825.46K (0.99%) 825.46K
Increased by +100.00%
Sep 29, 25