Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 PSCU 9.41%
3 HDLV 4.27%
4 XTL 3.86%
5 SKYY 3.62%
6 FCUS 3.13%
7 PUI 2.55%
8 SKYU 2.19%
9 PXSG 1.84%
10 XSMO 1.84%
11 SMCO 1.74%
12 DVYL 1.72%
13 SPVM_old 1.51%
14 RZV 1.50%
15 EES 1.50%
16 SMCP 1.45%
17 SSLY 1.37%
18 NIXT 1.32%
19 METV 1.25%
20 RWJ 1.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 142.46M (15.03%) -2.82M
Decreased by -1.98%
Dec 31, 25
2 Vanguard Group Inc 111.86M (11.81%) -1.70M
Decreased by -1.52%
Dec 31, 25
3 State Street Corporation 52.57M (5.55%) -599.52K
Decreased by -1.14%
Mar 31, 24
4 State Street Corp 44.78M (4.73%) -446.15K
Decreased by -1.00%
Dec 31, 25
5 FMR Inc 26.39M (2.79%) 16.32M
Increased by +61.85%
Dec 31, 25
6 JPMorgan Chase & Co 22.47M (2.37%) 259.52K
Increased by +1.15%
Mar 31, 26
7 Geode Capital Management, LLC 22.12M (2.33%) -149.00K
Decreased by -0.67%
Dec 31, 25
8 Charles Schwab Investment Management Inc 18.39M (1.94%) 473.24K
Increased by +2.57%
Dec 31, 25
9 The Goldman Sachs Group Inc 16.74M (1.77%) 6.19M
Increased by +36.96%
Dec 31, 25
10 Dimensional Fund Advisors, Inc. 14.99M (1.58%) 144.66K
Increased by +0.96%
Mar 31, 26
11 First Trust Advisors L.P. 13.94M (1.47%) -2.49M
Decreased by -17.88%
Dec 31, 25
12 NORGES BANK 13.71M (1.45%) 2.77M
Increased by +20.22%
Dec 31, 25
13 Man Group PLC 11.49M (1.21%) 364.44K
Increased by +3.17%
Jun 30, 25
14 Palestra Capital Management LLC 11.17M (1.18%) 0.00
Increased by 0.00%
Dec 31, 25
15 Goldman Sachs Group Inc 10.97M (1.16%) 193.31K
Increased by +1.76%
Jun 30, 25
16 Northern Trust Corp 10.60M (1.12%) -97.47K
Decreased by -0.92%
Mar 31, 26
17 UBS Group AG 10.41M (1.10%) 777.66K
Increased by +7.47%
Mar 31, 25
18 LM Asset (IM) Inc. 10.37M (1.09%) 563.10K
Increased by +5.43%
Jun 30, 25
19 Morgan Stanley - Brokerage Accounts 10.10M (1.07%) -537.08K
Decreased by -5.32%
Dec 31, 25
20 Renaissance Technologies Corp 9.72M (1.03%) -322.70K
Decreased by -3.32%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 57.53M (6.07%) 381.65K
Increased by +0.66%
Apr 30, 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 29.40M (3.10%) 153.03K
Increased by +0.52%
Mar 31, 26
4 iShares Russell 2000 ETF 22.46M (2.37%) 189.36K
Increased by +0.84%
Apr 30, 26
5 Vanguard Small Cap Index 21.29M (2.25%) 319.37K
Increased by +1.50%
Mar 31, 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 10.58M (1.12%) 819.13K
Increased by +7.74%
Mar 31, 26
9 Vanguard Institutional Extnd Mkt Idx Tr 10.54M (1.11%) 254.53K
Increased by +2.41%
Mar 31, 26
10 First Trust Cloud Computing ETF 9.78M (1.03%) -23.80K
Decreased by -0.24%
Apr 30, 26
11 Fidelity® Small Cap Index 9.71M (1.02%) 264.44K
Increased by +2.72%
Oct 31, 23
12 Fidelity Small Cap Index 9.34M (0.99%) 101.36K
Increased by +1.09%
Feb 28, 26
13 iShares Russell 2000 Value ETF 9.18M (0.97%) 0.00
Increased by 0.00%
May 31, 25
14 SPDR® Portfolio S&P 600™ Sm Cap ETF 9.08M (0.96%) 108.83K
Increased by +1.20%
Aug 29, 25
15 SPDR® Portfolio S&P 600 Sm Cap ETF 8.93M (0.94%) 0.00
Increased by 0.00%
Apr 30, 24
16 Fidelity Growth Company Fund 8.64M (0.91%) 669.70K
Increased by +7.75%
Mar 31, 26
17 State Street SPDR Port S&P 600 Sm CpETF 8.62M (0.91%) 3.00K
Increased by +0.03%
Apr 30, 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 6.93M (0.73%) 43.76K
Increased by +0.63%
Apr 30, 26
20 Vanguard Small Cap Value Index Inv 6.77M (0.71%) -6.69M
Decreased by -98.79%
Mar 31, 26