Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCH 4.61%
2 NBDS 3.69%
3 AWEG 2.44%
4 CBSE 2.22%
5 PTH 2.12%
6 XHE 2.02%
7 HAPS 2.01%
8 FFTY 2.00%
9 CBLS 1.86%
10 HTEC 1.74%
11 PJFM 1.49%
12 IHI 1.29%
13 PXSG 1.29%
14 XSMO 1.29%
15 BTEC 1.17%
16 ESIX 0.82%
17 FDMO 0.80%
18 NSCS 0.79%
19 FMED 0.76%
20 SLYG 0.70%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.09M (16.00%) -74.51K
Decreased by -0.82%
Mar 31, 26
2 FMR Inc 6.34M (11.16%) -201.03K
Decreased by -3.17%
Jun 30, 25
3 Vanguard Group Inc 6.02M (10.60%) -26.03K
Decreased by -0.43%
Dec 31, 25
4 HHG PLC 5.35M (9.42%) 2.33M
Increased by +43.56%
Mar 31, 26
5 PRIMECAP Management Company 3.37M (5.93%) -6.30K
Decreased by -0.19%
Mar 31, 26
6 Wellington Management Company LLP 3.24M (5.71%) 953.61K
Increased by +29.39%
Jun 30, 25
7 Vanguard Portfolio Management, LLC 3.21M (5.65%) 3.21M
Increased by +100.00%
Mar 31, 26
8 Vanguard Capital Management, LLC 2.51M (4.42%) 2.51M
Increased by +100.00%
Mar 31, 26
9 State Street Corp 2.18M (3.84%) 60.22K
Increased by +2.76%
Mar 31, 26
10 State Street Corporation 1.83M (3.21%) 8.80K
Increased by +0.48%
Mar 31, 24
11 Ameriprise Financial Inc 1.61M (2.84%) -493.52K
Decreased by -30.64%
Mar 31, 26
12 Citadel Advisors Llc 1.45M (2.55%) 1.42M
Increased by +98.14%
Mar 31, 26
13 AllianceBernstein L.P. 1.40M (2.46%) -245.89K
Decreased by -17.59%
Mar 31, 26
14 Holocene Advisors, LP 1.38M (2.44%) 84.42K
Increased by +6.10%
Mar 31, 26
15 The Goldman Sachs Group Inc 1.37M (2.42%) 24.53K
Increased by +1.78%
Mar 31, 26
16 Geode Capital Management, LLC 1.36M (2.39%) 38.80K
Increased by +2.86%
Mar 31, 26
17 JPMorgan Chase & Co 1.34M (2.36%) 697.73K
Increased by +52.06%
Sep 30, 25
18 Lord, Abbett & Co LLC 1.31M (2.31%) -219.01K
Decreased by -16.72%
Dec 31, 24
19 Millennium Management LLC 1.17M (2.07%) -436.00K
Decreased by -37.15%
Mar 31, 26
20 Westfield Capital Management Company, L.P. 1.17M (2.06%) 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 3.54M (6.23%) 502.00
Increased by +0.01%
Jun 30, 26
2 Vanguard Total Stock Mkt Idx Inv 1.77M (3.12%) 19.10K
Increased by +1.08%
Jun 30, 26
3 Vanguard Capital Opportunity Inv 1.70M (2.99%) 3.20K
Increased by +0.19%
Mar 31, 26
4 Vanguard US Total Market Shares ETF 1.66M (2.92%) 135.33K
Increased by +8.16%
Sep 30, 24
5 iShares Russell 2000 ETF 1.49M (2.62%) 8.84K
Increased by +0.59%
Jun 30, 26
6 Vanguard Small Cap Index 1.28M (2.25%) 10.37K
Increased by +0.81%
Jun 30, 26
7 Select Medical Tech and Devcs 1.20M (2.11%) 120.00K
Increased by +10.00%
Nov 30, 23
8 PRIMECAP Odyssey Aggressive Growth 1.10M (1.94%) -9.50K
Decreased by -0.86%
Mar 31, 26
9 Janus Henderson US SMID Cap Growth 1.04M (1.83%) -49.28K
Decreased by -4.74%
Mar 31, 26
10 Vanguard Health Care Inv 1.02M (1.80%) 0.00
Increased by 0.00%
Jun 30, 25
11 Janus Henderson Triton D 1.02M (1.79%) -23.46K
Decreased by -2.31%
Apr 30, 26
12 American Funds SMALLCAP World A 989.06K (1.74%) -373.34K
Decreased by -37.75%
Jun 30, 26
13 Brown Capital Mgmt Small Co Inv 758.29K (1.34%) -197.20K
Decreased by -26.01%
Jun 30, 24
14 Vanguard Small Cap Growth Index Inv 739.17K (1.30%) 24.34K
Increased by +3.29%
Jun 30, 26
15 Janus Henderson Enterprise D 708.70K (1.25%) 72.40K
Increased by +10.22%
Apr 30, 26
16 Strategic Advisers Fidelity US TtlStk 701.58K (1.24%) -54.25K
Decreased by -7.73%
Jun 30, 25
17 Vanguard Institutional Extnd Mkt Idx Tr 674.10K (1.19%) 24.39K
Increased by +3.62%
Jun 30, 26
18 Lord Abbett Growth Leaders I 666.39K (1.17%) 0.00
Increased by 0.00%
Feb 28, 25
19 Janus Henderson US Small Cap Growth 648.59K (1.14%) -7.23K
Decreased by -1.11%
Mar 31, 26
20 Janus Henderson Contrarian D 639.31K (1.13%) 0.00
Increased by 0.00%
Apr 30, 26