Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LFSC 7.71%
2 BOUT 3.82%
3 SPIT 2.98%
4 MDEV 2.65%
5 HTEC 2.31%
6 XHE 2.17%
7 JPSV 1.64%
8 FDLS 1.09%
9 FSML 0.98%
10 DBSC 0.83%
11 IHI 0.68%
12 RFG 0.62%
13 HART 0.60%
14 BUL 0.53%
15 QQQS 0.49%
16 SVAL 0.44%
17 AGNG 0.39%
18 LNGR 0.39%
19 FSCC 0.38%
20 SIXL 0.37%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.14M (13.06%) -184.61K
Decreased by -2.59%
Mar 31, 26
2 PRIMECAP Management Company 4.21M (7.70%) -17.80K
Decreased by -0.42%
Mar 31, 26
3 FMR Inc 2.67M (4.88%) 2.62M
Increased by +98.28%
Mar 31, 26
4 AQR Capital Management LLC 2.49M (4.56%) 339.23K
Increased by +13.60%
Mar 31, 26
5 Millennium Management LLC 2.44M (4.46%) -1.05M
Decreased by -42.87%
Mar 31, 26
6 Vanguard Group Inc 2.33M (4.27%) 34.81K
Increased by +1.49%
Dec 31, 25
7 Artisan Partners Limited Partnership 2.12M (3.88%) -192.51K
Decreased by -9.07%
Mar 31, 26
8 Capital Research Global Investors 2.08M (3.80%) 465.61K
Increased by +22.40%
Mar 31, 25
9 State Street Corp 2.07M (3.79%) 60.77K
Increased by +2.93%
Mar 31, 26
10 State Street Corporation 2.00M (3.66%) 11.15K
Increased by +0.56%
Mar 31, 24
11 Wellington Management Company LLP 1.89M (3.46%) -126.00K
Decreased by -6.66%
Mar 31, 26
12 Dimensional Fund Advisors, Inc. 1.83M (3.34%) 38.32K
Increased by +2.10%
Mar 31, 26
13 American Century Companies Inc 1.79M (3.28%) 472.56K
Increased by +26.33%
Mar 31, 26
14 Amvescap Plc. 1.62M (2.97%) 533.12K
Increased by +32.82%
Mar 31, 26
15 AllianceBernstein L.P. 1.54M (2.82%) 44.51K
Increased by +2.88%
Dec 31, 23
16 Geode Capital Management, LLC 1.50M (2.74%) 38.93K
Increased by +2.60%
Mar 31, 26
17 Vanguard Portfolio Management, LLC 1.34M (2.46%) 1.34M
Increased by +100.00%
Mar 31, 26
18 Barrow Hanley Mewhinney & Strauss LLC 1.30M (2.37%) -1.06M
Decreased by -82.21%
Jun 30, 24
19 Congress Asset Management Company, LLP 1.27M (2.33%) 1.27M
Increased by +100.00%
Mar 31, 26
20 Greenlight Capital, Inc 1.23M (2.25%) 42.04K
Increased by +3.42%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 UBS: Global Equity 3.58M (6.56%) 0.00
Increased by 0.00%
Dec 31, 23
2 American Funds SMALLCAP World A 1.95M (3.58%) 465.61K
Increased by +23.83%
Mar 31, 25
3 Vanguard Capital Opportunity Inv 1.91M (3.50%) -8.10K
Decreased by -0.42%
Mar 31, 26
4 iShares Core S&P Mid-Cap ETF 1.85M (3.39%) 348.00
Increased by +0.02%
May 29, 26
5 Invesco Small Cap Value A 1.68M (3.07%) 249.50K
Increased by +14.85%
Apr 30, 26
6 Avantis US Small Cap Value ETF 1.62M (2.96%) 0.00
Increased by 0.00%
May 30, 26
7 Artisan International Small-Mid Investor 1.32M (2.42%) -73.29K
Decreased by -5.55%
Mar 31, 26
8 Artisan Non-U.S. Small-Mid Growth Comp 1.32M (2.42%) -73.29K
Decreased by -5.55%
Mar 31, 26
9 iShares Russell 2000 ETF 1.31M (2.39%) 12.06K
Increased by +0.92%
May 29, 26
10 Fidelity Small Cap Value Fund 872.53K (1.60%) 222.00K
Increased by +25.44%
Mar 31, 26
11 PRIMECAP Odyssey Aggressive Growth 818.69K (1.50%) -200.00
Decreased by -0.02%
Mar 31, 26
12 Congress Small Cap Growth Institutional 750.00K (1.37%) 10.00K
Increased by +1.33%
Apr 30, 26
13 Barrow Hanley Global Value Equity 682.76K (1.25%) -70.26K
Decreased by -10.29%
Jun 30, 24
14 Bridge Builder Large Cap Value 657.65K (1.20%) 0.00
Increased by 0.00%
Mar 31, 24
15 Vanguard Institutional Extnd Mkt Idx Tr 616.88K (1.13%) 6.90K
Increased by +1.12%
Apr 30, 26
16 Vanguard PRIMECAP Core Inv 582.43K (1.07%) 0.00
Increased by 0.00%
Mar 31, 26
17 Bestinfond FI 556.96K (1.02%) 65.34K
Increased by +11.73%
Dec 31, 25
18 Oddo BHF Avenir Europe CR-EUR 549.45K (1.01%) 0.00
Increased by 0.00%
May 31, 26
19 Fidelity Small Cap Index 534.13K (0.98%) 1.10K
Increased by +0.21%
Mar 31, 26
20 Bestinver Internacional FI 530.30K (0.97%) 59.53K
Increased by +11.23%
Dec 31, 25