Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LFSC 7.32%
2 BOUT 3.82%
3 SPIT 2.89%
4 MDEV 2.41%
5 HTEC 2.25%
6 XHE 2.07%
7 JPSV 1.58%
8 FDLS 1.05%
9 FSML 0.98%
10 DBSC 0.83%
11 RFG 0.62%
12 IHI 0.61%
13 HART 0.60%
14 BUL 0.50%
15 QQQS 0.49%
16 AGNG 0.47%
17 SVAL 0.44%
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 7.32M (13.39%) 74.87K
Increased by +1.02%
Dec 31, 25
2 PRIMECAP Management Company 4.21M (7.69%) -17.80K
Decreased by -0.42%
Mar 31, 26
3 Millennium Management LLC 3.48M (6.37%) 514.27K
Increased by +14.76%
Dec 31, 25
4 Vanguard Group Inc 2.33M (4.26%) 34.81K
Increased by +1.49%
Dec 31, 25
5 AQR Capital Management LLC 2.16M (3.94%) 496.17K
Increased by +23.02%
Dec 31, 25
6 Artisan Partners Limited Partnership 2.12M (3.88%) -192.51K
Decreased by -9.07%
Mar 31, 26
7 Capital Research Global Investors 2.08M (3.80%) 465.61K
Increased by +22.40%
Mar 31, 25
8 Wellington Management Company LLP 2.02M (3.69%) -328.86K
Decreased by -16.31%
Dec 31, 25
9 State Street Corp 2.01M (3.68%) -43.95K
Decreased by -2.18%
Dec 31, 25
10 State Street Corporation 2.00M (3.66%) 11.15K
Increased by +0.56%
Mar 31, 24
11 Dimensional Fund Advisors, Inc. 1.83M (3.34%) 38.32K
Increased by +2.10%
Mar 31, 26
12 Amvescap Plc. 1.62M (2.97%) 533.12K
Increased by +32.82%
Mar 31, 26
13 AllianceBernstein L.P. 1.54M (2.82%) 44.51K
Increased by +2.88%
Dec 31, 23
14 Geode Capital Management, LLC 1.46M (2.67%) 12.75K
Increased by +0.87%
Dec 31, 25
15 American Century Companies Inc 1.32M (2.42%) 595.42K
Increased by +45.03%
Dec 31, 25
16 Barrow Hanley Mewhinney & Strauss LLC 1.30M (2.37%) -1.06M
Decreased by -82.21%
Jun 30, 24
17 Congress Asset Management Company, LLP 1.27M (2.33%) 1.27M
Increased by +100.00%
Mar 31, 26
18 Greenlight Capital, Inc 1.23M (2.25%) 42.04K
Increased by +3.42%
Dec 31, 23
19 The Goldman Sachs Group Inc 1.10M (2.01%) 3.27K
Increased by +0.30%
Sep 30, 25
20 Goldman Sachs Group Inc 1.10M (2.01%) 282.40K
Increased by +25.73%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 UBS: Global Equity 3.58M (6.55%) 0.00
Increased by 0.00%
Dec 31, 23
2 American Funds SMALLCAP World A 1.95M (3.57%) 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 1.84M (3.37%) -928.00
Decreased by -0.05%
Apr 30, 26
5 Avantis US Small Cap Value ETF 1.60M (2.92%) 0.00
Increased by 0.00%
Apr 30, 26
6 Invesco Small Cap Value A 1.43M (2.62%) 530.22K
Increased by +37.08%
Mar 31, 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 1.28M (2.34%) 10.81K
Increased by +0.84%
Apr 30, 26
10 PRIMECAP Odyssey Aggressive Growth 818.69K (1.50%) -200.00
Decreased by -0.02%
Mar 31, 26
11 Congress Small Cap Growth Institutional 740.00K (1.35%) 115.00K
Increased by +15.54%
Mar 31, 26
12 Barrow Hanley Global Value Equity 682.76K (1.25%) -70.26K
Decreased by -10.29%
Jun 30, 24
13 Bridge Builder Large Cap Value 657.65K (1.20%) 0.00
Increased by 0.00%
Mar 31, 24
14 Fidelity Small Cap Value Fund 650.53K (1.19%) 534.13K
Increased by +82.11%
Feb 28, 26
15 Vanguard Institutional Extnd Mkt Idx Tr 609.97K (1.12%) 15.02K
Increased by +2.46%
Mar 31, 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 (1.00%) 0.00
Increased by 0.00%
Mar 31, 26
19 Fidelity Small Cap Index 533.03K (0.97%) 5.70K
Increased by +1.07%
Feb 28, 26
20 Bestinver Internacional FI 530.30K (0.97%) 59.53K
Increased by +11.23%
Dec 31, 25