Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 PSCU 7.97%
3 HDLV 4.27%
4 XTL 3.54%
5 FCUS 3.13%
6 SKYY 3.02%
7 PUI 2.55%
8 SKYU 1.98%
9 DVYL 1.72%
10 XSMO 1.61%
11 PXSG 1.61%
12 SPVM_old 1.51%
13 RZV 1.50%
14 EES 1.50%
15 SMCO 1.46%
16 SMCP 1.45%
17 SSLY 1.37%
18 METV 1.25%
19 DQML 1.13%
20 EBIT 1.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 137.47M (14.51%) -4.99M
Decreased by -3.63%
Mar 31, 26
2 Vanguard Group Inc 111.86M (11.81%) -1.70M
Decreased by -1.52%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 62.12M (6.56%) 62.12M
Increased by +100.00%
Mar 31, 26
4 State Street Corporation 52.57M (5.55%) -599.52K
Decreased by -1.14%
Mar 31, 24
5 State Street Corp 46.01M (4.86%) 1.24M
Increased by +2.68%
Mar 31, 26
6 Vanguard Capital Management, LLC 41.63M (4.39%) 41.63M
Increased by +100.00%
Mar 31, 26
7 FMR Inc 31.41M (3.32%) 5.02M
Increased by +15.98%
Mar 31, 26
8 Geode Capital Management, LLC 22.87M (2.41%) 743.96K
Increased by +3.25%
Mar 31, 26
9 The Goldman Sachs Group Inc 22.54M (2.38%) 5.81M
Increased by +25.76%
Mar 31, 26
10 JPMorgan Chase & Co 22.47M (2.37%) 259.52K
Increased by +1.15%
Mar 31, 26
11 Charles Schwab Investment Management Inc 17.18M (1.81%) -1.21M
Decreased by -7.07%
Mar 31, 26
12 D. E. Shaw & Co LP 15.03M (1.59%) 10.99M
Increased by +73.11%
Mar 31, 26
13 Dimensional Fund Advisors, Inc. 14.99M (1.58%) 144.66K
Increased by +0.96%
Mar 31, 26
14 NORGES BANK 13.71M (1.45%) 2.77M
Increased by +20.22%
Dec 31, 25
15 First Trust Advisors L.P. 12.77M (1.35%) -1.17M
Decreased by -9.14%
Mar 31, 26
16 Morgan Stanley - Brokerage Accounts 11.89M (1.26%) 1.79M
Increased by +15.09%
Mar 31, 26
17 Barclays PLC 11.67M (1.23%) 2.10M
Increased by +18.04%
Mar 31, 26
18 Man Group PLC 11.49M (1.21%) 364.44K
Increased by +3.17%
Jun 30, 25
19 Palestra Capital Management LLC 11.17M (1.18%) 0.00
Increased by 0.00%
Dec 31, 25
20 Goldman Sachs Group Inc 10.97M (1.16%) 193.31K
Increased by +1.76%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 57.30M (6.05%) 0.00
Increased by 0.00%
May 29, 26
2 Vanguard US Total Market Shares ETF 32.05M (3.38%) 24.83K
Increased by +0.08%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 29.48M (3.11%) 75.03K
Increased by +0.25%
Apr 30, 26
4 iShares Russell 2000 ETF 22.81M (2.41%) 210.76K
Increased by +0.92%
May 29, 26
5 Vanguard Small Cap Index 21.24M (2.24%) -44.10K
Decreased by -0.21%
Apr 30, 26
6 Schwab Fundamental US Large Company ETF 14.01M (1.48%) 12.26K
Increased by +0.09%
Apr 30, 24
7 Invesco S&P SmallCap 600 Revenue ETF 13.48M (1.42%) 0.00
Increased by 0.00%
Aug 30, 24
8 Fidelity Growth Compy Commingled Pl S 12.99M (1.37%) 2.41M
Increased by +18.57%
Apr 30, 26
9 Vanguard Institutional Extnd Mkt Idx Tr 10.65M (1.12%) 106.91K
Increased by +1.00%
Apr 30, 26
10 Fidelity Growth Company Fund 10.20M (1.08%) 1.56M
Increased by +15.27%
Apr 30, 26
11 First Trust Cloud Computing ETF 10.09M (1.06%) 47.59K
Increased by +0.47%
May 31, 26
12 Fidelity® Small Cap Index 9.71M (1.02%) 264.44K
Increased by +2.72%
Oct 31, 23
13 Fidelity Small Cap Index 9.36M (0.99%) 16.03K
Increased by +0.17%
Mar 31, 26
14 iShares Russell 2000 Value ETF 9.18M (0.97%) 0.00
Increased by 0.00%
May 31, 25
15 SPDR® Portfolio S&P 600™ Sm Cap ETF 9.08M (0.96%) 108.83K
Increased by +1.20%
Aug 29, 25
16 SPDR® Portfolio S&P 600 Sm Cap ETF 8.93M (0.94%) 0.00
Increased by 0.00%
Apr 30, 24
17 State Street SPDR Port S&P 600 Sm CpETF 8.67M (0.92%) 0.00
Increased by 0.00%
May 29, 26
18 Hennessy Cornerstone Mid Cap 30 Inv 6.97M (0.74%) -768.90K
Decreased by -11.04%
Jun 30, 25
19 iShares Russell 2000 Growth ETF 6.88M (0.73%) -44.82K
Decreased by -0.65%
May 29, 26
20 Vanguard Small Cap Value Index Inv 6.82M (0.72%) 47.84K
Increased by +0.70%
Apr 30, 26