Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EVAV 2.99%
2 SEMI 2.39%
3 FRTY 2.34%
4 CBSE 2.10%
5 CABZ 2.04%
6 SGRW 1.90%
7 MOON 1.70%
8 SPIT 1.39%
9 FDRV 1.20%
10 BCTK 1.15%
11 HAIL 1.09%
12 XSD 0.97%
13 DRIV 0.96%
14 CARZ 0.54%
15 KOMP 0.32%
16 ALAI 0.29%
17 FYC 0.29%
18 ILDR 0.21%
19 IWC 0.15%
20 FYX 0.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 PRIMECAP Management Company 31.07M (14.94%) 1.29M
Increased by +4.16%
Mar 31, 26
2 BAMCO Inc 23.34M (11.23%) 1.63M
Increased by +6.99%
Mar 31, 26
3 Granahan Investment Management Inc.. 20.28M (9.76%) 3.07M
Increased by +15.12%
Mar 31, 26
4 Frontier Capital Management CO Inc 19.25M (9.26%) 402.59K
Increased by +2.09%
Mar 31, 26
5 BlackRock Inc 16.20M (7.79%) -56.30K
Decreased by -0.35%
Mar 31, 26
6 Vanguard Group Inc 15.49M (7.45%) 210.46K
Increased by +1.36%
Dec 31, 25
7 Elemental Capital Partners LLC 12.64M (6.08%) 4.74M
Increased by +37.50%
Mar 31, 26
8 State Street Corp 12.02M (5.78%) 3.00M
Increased by +24.97%
Mar 31, 26
9 Neuberger Berman Group LLC 10.54M (5.07%) 1.15M
Increased by +10.92%
Mar 31, 26
10 State Street Corporation 9.81M (4.72%) 1.75M
Increased by +17.79%
Mar 31, 24
11 Vanguard Capital Management, LLC 7.93M (3.81%) 7.93M
Increased by +100.00%
Mar 31, 26
12 Vanguard Portfolio Management, LLC 5.96M (2.87%) 5.96M
Increased by +100.00%
Mar 31, 26
13 Tudor Investment Corp Et AL 5.50M (2.65%) 5.50M
Increased by +100.00%
Sep 30, 25
14 Artemis Investment Management LLP 5.13M (2.47%) 132.79K
Increased by +2.59%
Mar 31, 26
15 Geode Capital Management, LLC 5.10M (2.45%) 205.25K
Increased by +4.02%
Mar 31, 26
16 Yiheng Capital LLC 4.92M (2.37%) 1.19M
Increased by +24.11%
Sep 30, 23
17 Wasatch Advisors LP 3.81M (1.83%) 2.15M
Increased by +56.52%
Mar 31, 26
18 Harbor Capital Advisors Inc 3.73M (1.80%) -370.39K
Decreased by -9.93%
Jun 30, 25
19 UBS Group AG 3.69M (1.78%) 2.20M
Increased by +59.66%
Mar 31, 26
20 Handelsbanken Fonder AB 3.43M (1.65%) 1.85M
Increased by +53.92%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 PRIMECAP Odyssey Aggressive Growth 20.66M (9.94%) 403.27K
Increased by +1.95%
Mar 31, 26
2 State Street® SPDR® S&P® Smcndctr ETF 7.90M (3.80%) -36.24K
Decreased by -0.46%
May 29, 26
3 Vanguard US Opportunities Ins USD Acc 6.63M (3.19%) 446.98K
Increased by +6.75%
Mar 31, 26
4 Baron Opportunity Retail 6.50M (3.13%) 1.24M
Increased by +19.06%
Mar 31, 26
5 Baron Opportunity Strategy 6.50M (3.13%) 1.24M
Increased by +19.06%
Mar 31, 26
6 Baron Opp. Small Cap Growth Strategy 6.00M (2.89%) 0.00
Increased by 0.00%
Jun 30, 25
7 Baron High Growth Strategy 5.95M (2.86%) 0.00
Increased by 0.00%
Jun 30, 25
8 Baron Small Cap Retail 5.50M (2.65%) -500.00K
Decreased by -9.09%
Mar 31, 26
9 Baron Small Cap Strategy 5.50M (2.65%) -500.00K
Decreased by -9.09%
Mar 31, 26
10 JNL Multi-Manager Small Cap Growth A 5.46M (2.62%) 619.71K
Increased by +11.36%
Mar 31, 26
11 Vanguard Total Stock Mkt Idx Inv 5.41M (2.60%) 0.00
Increased by 0.00%
Apr 30, 26
12 Baron Discovery Institutional 5.25M (2.53%) 0.00
Increased by 0.00%
Mar 31, 26
13 Baron Discovery Strategy 5.25M (2.53%) 0.00
Increased by 0.00%
Mar 31, 26
14 Vanguard Information Technology ETF 4.82M (2.32%) 26.29K
Increased by +0.55%
Apr 30, 26
15 iShares Russell 2000 ETF 4.75M (2.29%) 43.89K
Increased by +0.92%
May 29, 26
16 Vanguard US Total Market Shares ETF 4.58M (2.21%) 68.12K
Increased by +1.49%
Sep 30, 24
17 Embark Small Cap Equity Institutional 4.10M (1.97%) 50.52K
Increased by +1.23%
Mar 31, 25
18 Artemis US Smaller Companies I Acc GBP 3.94M (1.90%) 81.54K
Increased by +2.07%
Feb 28, 26
19 Neuberger Berman Long Short Instl 3.22M (1.55%) 0.00
Increased by 0.00%
Jul 31, 25
20 Frontier Small Cap Growth 2.94M (1.42%) -392.36K
Decreased by -13.33%
Mar 31, 26