Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 4.07%
2 HVAC 3.65%
3 JXX 3.49%
4 IPO 1.31%
5 AIRR 1.23%
6 NODE 1.19%
7 TMVE 1.18%
8 FSML 1.07%
9 FPX 0.87%
10 IQM 0.86%
11 JSML 0.83%
12 FSCC 0.81%
13 MMSC 0.71%
14 PAVE 0.55%
15 MSSM 0.42%
16 VTWG 0.15%
17 VBK 0.14%
18 IWO 0.14%
19 VTWO 0.13%
20 IWMW 0.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Blackstone Inc 25.34M (44.17%) -480.20K
Decreased by -1.89%
Mar 31, 26
2 HHG PLC 4.34M (7.57%) -59.41K
Decreased by -1.37%
Mar 31, 26
3 Vanguard Group Inc 3.23M (5.63%) 1.42M
Increased by +43.85%
Dec 31, 25
4 FMR Inc 2.96M (5.16%) -1.05M
Decreased by -35.45%
Mar 31, 26
5 BlackRock Inc 2.65M (4.61%) 166.02K
Increased by +6.27%
Mar 31, 26
6 Franklin Resources Inc 2.31M (4.03%) 928.19K
Increased by +40.14%
Mar 31, 26
7 Massachusetts Financial Services Company 1.96M (3.41%) -58.90K
Decreased by -3.01%
Mar 31, 26
8 Westfield Capital Management Company, L.P. 1.86M (3.25%) 248.33K
Increased by +13.34%
Mar 31, 26
9 Vanguard Capital Management, LLC 1.51M (2.64%) 1.51M
Increased by +100.00%
Mar 31, 26
10 Vanguard Portfolio Management, LLC 1.47M (2.56%) 1.47M
Increased by +100.00%
Mar 31, 26
11 BAMCO Inc 1.25M (2.17%) -150.00K
Decreased by -12.04%
Mar 31, 26
12 BNP Paribas Investment Partners SA 1.21M (2.12%) 194.94K
Increased by +16.05%
Mar 31, 26
13 Driehaus Capital Management LLC 914.57K (1.59%) 228.06K
Increased by +24.94%
Mar 31, 26
14 Loomis, Sayles & Company LP 900.66K (1.57%) -46.45K
Decreased by -5.16%
Mar 31, 26
15 Geode Capital Management, LLC 895.95K (1.56%) 29.04K
Increased by +3.24%
Mar 31, 26
16 State Street Corp 822.02K (1.43%) 118.39K
Increased by +14.40%
Mar 31, 26
17 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 784.65K (1.37%) 767.42K
Increased by +97.80%
Mar 31, 26
18 Munro Partners 747.83K (1.30%) -648.81K
Decreased by -86.76%
Mar 31, 26
19 Federated Hermes Inc 736.87K (1.28%) 230.07K
Increased by +31.22%
Mar 31, 26
20 Merewether Investment Management, LP 726.34K (1.27%) -408.09K
Decreased by -56.18%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.71M (2.99%) 618.17K
Increased by +36.06%
Apr 30, 26
2 Franklin DynaTech A 1.60M (2.79%) 150.00K
Increased by +9.38%
Apr 30, 26
3 First Trust RBA Amer Indl RenaisTM ETF 1.53M (2.66%) 927.00
Increased by +0.06%
May 31, 26
4 Franklin Innovation Composite 1.45M (2.53%) 800.00K
Increased by +55.17%
Mar 31, 26
5 Janus Henderson Triton D 1.36M (2.36%) 0.00
Increased by 0.00%
Mar 31, 26
6 Janus Henderson US SMID Cap Growth 1.36M (2.36%) -58.61K
Decreased by -4.32%
Mar 31, 26
7 Vanguard Small Cap Index 1.24M (2.16%) 441.50K
Increased by +35.59%
Apr 30, 26
8 iShares Russell 2000 ETF 1.22M (2.13%) 11.28K
Increased by +0.92%
May 29, 26
9 Baron Small Cap Retail 1.10M (1.92%) -150.00K
Decreased by -13.64%
Mar 31, 26
10 Baron Small Cap Strategy 1.10M (1.92%) -150.00K
Decreased by -13.64%
Mar 31, 26
11 Janus Henderson Contrarian D 938.09K (1.64%) -194.43K
Decreased by -20.73%
Mar 31, 26
12 Janus Henderson US Opportunistic Alpha 938.09K (1.64%) -194.43K
Decreased by -20.73%
Mar 31, 26
13 BNP Clean Energy Solutions C D 845.42K (1.47%) -236.92K
Decreased by -28.02%
Apr 30, 26
14 Harbor Small Cap Growth Instl 835.50K (1.46%) 139.19K
Increased by +16.66%
Mar 31, 26
15 Westfield Capital Mgt Co Sm-Cap Gr Eq 835.50K (1.46%) 139.19K
Increased by +16.66%
Mar 31, 26
16 Janus Henderson US Small Cap Growth 813.53K (1.42%) -9.07K
Decreased by -1.11%
Mar 31, 26
17 Janus Henderson Venture D 813.53K (1.42%) 0.00
Increased by 0.00%
Mar 31, 26
18 Global X US Infrastructure Dev ETF 766.19K (1.34%) -1.12K
Decreased by -0.15%
May 29, 26
19 Vanguard Small Cap Growth Index Inv 694.87K (1.21%) 246.88K
Increased by +35.53%
Apr 30, 26
20 Fidelity Stock Selector Small Cap 659.57K (1.15%) 6.60K
Increased by +1.00%
Mar 31, 26