Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCH 3.58%
2 NBDS 2.89%
3 AWEG 2.44%
4 PJFM 2.25%
5 CBSE 2.22%
6 PTH 2.12%
7 XHE 2.05%
8 HAPS 2.01%
9 CBLS 1.86%
10 HTEC 1.82%
11 PXSG 1.29%
12 XSMO 1.29%
13 BTEC 1.17%
14 IHI 1.10%
15 ESIX 0.82%
16 FDMO 0.80%
17 NSCS 0.79%
18 FMED 0.76%
19 FFTY 0.70%
20 SLYG 0.57%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.09M (15.75%) -74.51K
Decreased by -0.82%
Mar 31, 26
2 FMR Inc 6.34M (10.98%) -201.03K
Decreased by -3.17%
Jun 30, 25
3 Vanguard Group Inc 6.02M (10.43%) -26.03K
Decreased by -0.43%
Dec 31, 25
4 HHG PLC 5.35M (9.27%) 2.33M
Increased by +43.56%
Mar 31, 26
5 PRIMECAP Management Company 3.37M (5.84%) -6.30K
Decreased by -0.19%
Mar 31, 26
6 Wellington Management Company LLP 3.24M (5.62%) 953.61K
Increased by +29.39%
Jun 30, 25
7 Vanguard Portfolio Management, LLC 3.21M (5.56%) 3.21M
Increased by +100.00%
Mar 31, 26
8 Vanguard Capital Management, LLC 2.51M (4.35%) 2.51M
Increased by +100.00%
Mar 31, 26
9 State Street Corp 2.18M (3.78%) 60.22K
Increased by +2.76%
Mar 31, 26
10 State Street Corporation 1.83M (3.16%) 8.80K
Increased by +0.48%
Mar 31, 24
11 Ameriprise Financial Inc 1.61M (2.79%) -493.52K
Decreased by -30.64%
Mar 31, 26
12 Citadel Advisors Llc 1.45M (2.51%) 1.42M
Increased by +98.14%
Mar 31, 26
13 AllianceBernstein L.P. 1.40M (2.42%) -245.89K
Decreased by -17.59%
Mar 31, 26
14 Holocene Advisors, LP 1.38M (2.40%) 84.42K
Increased by +6.10%
Mar 31, 26
15 The Goldman Sachs Group Inc 1.37M (2.38%) 24.53K
Increased by +1.78%
Mar 31, 26
16 Geode Capital Management, LLC 1.36M (2.35%) 38.80K
Increased by +2.86%
Mar 31, 26
17 JPMorgan Chase & Co 1.34M (2.32%) 697.73K
Increased by +52.06%
Sep 30, 25
18 Lord, Abbett & Co LLC 1.31M (2.27%) -219.01K
Decreased by -16.72%
Dec 31, 24
19 Millennium Management LLC 1.17M (2.03%) -436.00K
Decreased by -37.15%
Mar 31, 26
20 Westfield Capital Management Company, L.P. 1.17M (2.02%) 83.67K
Increased by +7.16%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.48M (6.04%) 1.22K
Increased by +0.03%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 1.77M (3.07%) 4.83K
Increased by +0.27%
Apr 30, 26
3 Vanguard Capital Opportunity Inv 1.70M (2.94%) 3.20K
Increased by +0.19%
Mar 31, 26
4 Vanguard US Total Market Shares ETF 1.66M (2.87%) 135.33K
Increased by +8.16%
Sep 30, 24
5 American Funds SMALLCAP World A 1.36M (2.36%) 0.00
Increased by 0.00%
Mar 31, 26
6 iShares Russell 2000 ETF 1.34M (2.32%) 12.38K
Increased by +0.92%
May 29, 26
7 Vanguard Small Cap Index 1.27M (2.20%) -2.79K
Decreased by -0.22%
Apr 30, 26
8 Select Medical Tech and Devcs 1.20M (2.08%) 120.00K
Increased by +10.00%
Nov 30, 23
9 PRIMECAP Odyssey Aggressive Growth 1.10M (1.91%) -9.50K
Decreased by -0.86%
Mar 31, 26
10 Janus Henderson Triton D 1.04M (1.80%) 0.00
Increased by 0.00%
Mar 31, 26
11 Janus Henderson US SMID Cap Growth 1.04M (1.80%) -49.28K
Decreased by -4.74%
Mar 31, 26
12 Vanguard Health Care Inv 1.02M (1.77%) 0.00
Increased by 0.00%
Jun 30, 25
13 Brown Capital Mgmt Small Co Inv 758.29K (1.31%) -197.20K
Decreased by -26.01%
Jun 30, 24
14 Vanguard Small Cap Growth Index Inv 712.78K (1.24%) -511.00
Decreased by -0.07%
Apr 30, 26
15 Strategic Advisers Fidelity US TtlStk 701.58K (1.22%) -54.25K
Decreased by -7.73%
Jun 30, 25
16 Lord Abbett Growth Leaders I 666.39K (1.15%) 0.00
Increased by 0.00%
Feb 28, 25
17 Vanguard Institutional Extnd Mkt Idx Tr 648.80K (1.12%) 6.46K
Increased by +1.00%
Apr 30, 26
18 Janus Henderson US Small Cap Growth 648.59K (1.12%) -7.23K
Decreased by -1.11%
Mar 31, 26
19 Janus Henderson Venture D 648.59K (1.12%) 0.00
Increased by 0.00%
Mar 31, 26
20 Janus Henderson Contrarian D 639.31K (1.11%) 417.18K
Increased by +65.25%
Mar 31, 26