Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OND 4.40%
2 FSCC 1.08%
3 FGD 1.07%
4 FYLD 0.91%
5 FYC 0.81%
6 FYX 0.46%
7 SLX 0.40%
8 INFL 0.39%
9 IDV 0.34%
10 CCNR 0.33%
11 RFLR 0.30%
12 SQLT 0.15%
13 IGV 0.13%
14 JKK 0.11%
15 ISCG 0.11%
16 ISCF 0.09%
17 PICK 0.08%
18 ESML 0.05%
19 AVDS 0.05%
20 ISCB 0.05%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.92M (11.53%) 5.75M
Increased by +64.50%
Mar 31, 26
2 Vanguard Group Inc 8.19M (10.59%) -78.97K
Decreased by -0.96%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 5.17M (6.69%) 5.17M
Increased by +100.00%
Mar 31, 26
4 Vanguard Capital Management, LLC 3.37M (4.36%) 3.37M
Increased by +100.00%
Mar 31, 26
5 State Street Corp 2.10M (2.71%) 1.19M
Increased by +56.88%
Mar 31, 26
6 Geode Capital Management, LLC 1.18M (1.52%) 25.91K
Increased by +2.20%
Mar 31, 26
7 NORGES BANK 734.28K (0.95%) -190.91K
Decreased by -26.00%
Dec 31, 25
8 Morgan Stanley - Brokerage Accounts 727.23K (0.94%) 310.67K
Increased by +42.72%
Mar 31, 26
9 Allstate Corp 725.29K (0.94%) 286.00
Increased by +0.04%
Mar 31, 26
10 UBS Group AG 712.60K (0.92%) 120.95K
Increased by +16.97%
Mar 31, 26
11 Federated Hermes Inc 588.18K (0.76%) 141.44K
Increased by +24.05%
Dec 31, 25
12 Charles Schwab Investment Management Inc 551.03K (0.71%) 9.82K
Increased by +1.78%
Mar 31, 26
13 Vanguard Fiduciary Trust Co 491.55K (0.64%) 491.55K
Increased by +100.00%
Mar 31, 26
14 The Goldman Sachs Group Inc 479.15K (0.62%) 266.83K
Increased by +55.69%
Mar 31, 26
15 Principal Financial Group Inc 463.44K (0.60%) 379.94K
Increased by +81.98%
Mar 31, 26
16 Northern Trust Corp 432.61K (0.56%) 62.15K
Increased by +14.37%
Mar 31, 26
17 Bank of America Corp 407.30K (0.53%) 308.63K
Increased by +75.78%
Mar 31, 26
18 Greenspring Advisors, LLC 338.64K (0.44%) 338.64K
Increased by +100.00%
Dec 31, 25
19 Bank of New York Mellon Corp 305.02K (0.39%) 178.04K
Increased by +58.37%
Mar 31, 26
20 Dimensional Fund Advisors, Inc. 303.48K (0.39%) 49.43K
Increased by +16.29%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.75M (6.15%) 1.72K
Increased by +0.04%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 2.37M (3.07%) 6.59K
Increased by +0.28%
Apr 30, 26
3 Vanguard Small Cap Index 1.71M (2.22%) -7.09K
Decreased by -0.41%
Apr 30, 26
4 Vanguard Information Technology ETF 1.52M (1.97%) 8.01K
Increased by +0.53%
Apr 30, 26
5 Vanguard Small Cap Growth Index Inv 964.26K (1.25%) 3.93K
Increased by +0.41%
Apr 30, 26
6 Vanguard Institutional Extnd Mkt Idx Tr 884.09K (1.14%) 8.42K
Increased by +0.95%
Apr 30, 26
7 State Street SPDR Port S&P 600 Sm CpETF 723.60K (0.94%) 0.00
Increased by 0.00%
May 29, 26
8 iShares S&P Small-Cap 600 Growth ETF 695.54K (0.90%) 0.00
Increased by 0.00%
May 29, 26
9 iShares Russell 2000 ETF 499.19K (0.65%) 4.63K
Increased by +0.93%
May 29, 26
10 Vanguard Tax-Managed Small Cap Adm 487.62K (0.63%) 7.57K
Increased by +1.55%
Apr 30, 26
11 iShares Expanded Tech-Software Sect ETF 453.56K (0.59%) 13.00K
Increased by +2.87%
May 29, 26
12 State Street® SPDR® S&P 600™ Sm Cp GrETF 437.69K (0.57%) 506.00
Increased by +0.12%
May 29, 26
13 Fidelity Extended Market Index 421.31K (0.54%) -1.54K
Decreased by -0.37%
Apr 30, 26
14 Schwab US Small-Cap ETF™ 377.97K (0.49%) 252.00
Increased by +0.07%
May 30, 26
15 Principal SmallCap S&P 600 Idx SP 315.49K (0.41%) 0.00
Increased by 0.00%
Apr 30, 26
16 Vanguard S&P Small-Cap 600 ETF 270.39K (0.35%) 2.15K
Increased by +0.79%
Apr 30, 26
17 Blackrock Extended Mkt Fund CF 206.49K (0.27%) 0.00
Increased by 0.00%
Apr 30, 26
18 Fidelity Small Cap Index 203.73K (0.26%) 2.80K
Increased by +1.37%
Mar 31, 26
19 Fidelity MSCI Information Tech ETF 203.62K (0.26%) 0.00
Increased by 0.00%
May 30, 26
20 Extended Equity Market Fund B 200.65K (0.26%) 8.94K
Increased by +4.45%
Dec 31, 25