Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MRAD 4.52%
2 CBLS 3.07%
3 CBSE 2.04%
4 NSCS 1.91%
5 AOTG 1.66%
6 SGRW 1.57%
7 XITK 1.49%
8 FDCF 1.39%
9 QWST 1.33%
10 SMCO 1.12%
11 PEZ 1.11%
12 FDTX 0.98%
13 SFLO 0.79%
14 BOUT 0.71%
15 SMCF 0.65%
16 FSST 0.59%
17 FYC 0.46%
18 MMSC 0.46%
19 CALF 0.43%
20 ETHO 0.37%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.80M (10.48%) 148.20K
Increased by +1.00%
Dec 31, 25
2 Capital Research Global Investors 12.92M (9.15%) 5.94M
Increased by +45.95%
Dec 31, 25
3 BlackRock Inc 11.59M (8.21%) 180.09K
Increased by +1.55%
Dec 31, 25
4 Wellington Management Company LLP 8.63M (6.11%) 3.48M
Increased by +40.38%
Dec 31, 25
5 FMR Inc 6.70M (4.75%) -10.44M
Decreased by -155.79%
Dec 31, 25
6 American Century Companies Inc 5.29M (3.74%) 692.86K
Increased by +13.11%
Dec 31, 25
7 Boston Partners Global Investors, Inc 4.11M (2.91%) -340.11K
Decreased by -8.28%
Dec 31, 25
8 Rubric Capital Management LP 4.00M (2.83%) 1.79M
Increased by +44.65%
Sep 30, 23
9 Dimensional Fund Advisors, Inc. 3.98M (2.82%) 367.85K
Increased by +9.23%
Mar 31, 26
10 Nuveen Asset Management, LLC 3.94M (2.79%) -173.08K
Decreased by -4.39%
Dec 31, 24
11 Marshall Wace Asset Management Ltd 3.64M (2.58%) 2.08M
Increased by +57.21%
Sep 30, 24
12 Nuveen, LLC 3.53M (2.50%) 439.07K
Increased by +12.43%
Dec 31, 25
13 Geode Capital Management, LLC 3.43M (2.43%) 34.97K
Increased by +1.02%
Dec 31, 25
14 State Street Corp 3.14M (2.23%) 15.20K
Increased by +0.48%
Dec 31, 25
15 Granahan Investment Management Inc.. 3.12M (2.21%) -757.25K
Decreased by -24.30%
Dec 31, 25
16 State Street Corporation 3.04M (2.16%) 78.94K
Increased by +2.59%
Mar 31, 24
17 Nine Ten Capital Management LLC 3.00M (2.13%) 145.00K
Increased by +4.83%
Dec 31, 25
18 Edenbrook Capital LLC 2.79M (1.97%) 677.67K
Increased by +24.31%
Dec 31, 25
19 Driehaus Capital Management LLC 2.78M (1.97%) 372.74K
Increased by +13.40%
Jun 30, 25
20 T. Rowe Price Associates, Inc. 2.55M (1.80%) 2.43M
Increased by +95.38%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Advisor® Growth Opps M 5.29M (3.74%) 668.80K
Increased by +12.65%
Nov 30, 23
2 American Funds SMALLCAP World A 4.90M (3.47%) -6.60M
Decreased by -134.73%
Mar 31, 26
3 Vanguard Total Stock Mkt Idx Inv 4.35M (3.08%) -161.03K
Decreased by -3.71%
Mar 31, 26
4 Vanguard US Total Market Shares ETF 4.16M (2.94%) 4.24K
Increased by +0.10%
Sep 30, 24
5 iShares Russell 2000 ETF 3.35M (2.37%) 28.25K
Increased by +0.84%
Apr 30, 26
6 Vanguard Small Cap Index 3.16M (2.24%) -100.26K
Decreased by -3.17%
Mar 31, 26
7 American Century Small Cap Growth Inv 2.91M (2.06%) -93.32K
Decreased by -3.21%
Mar 31, 26
8 American Century U.S. Small Cap Growth 2.91M (2.06%) -93.32K
Decreased by -3.21%
Mar 31, 26
9 Fidelity Advisor Growth Opps M 2.89M (2.04%) -675.14K
Decreased by -23.39%
Sep 30, 24
10 Strategic Advisers Fidelity US TtlStk 2.85M (2.02%) 391.61K
Increased by +13.75%
Jul 31, 25
11 Fidelity Small Cap Growth 2.18M (1.54%) 884.70K
Increased by +40.57%
Jun 30, 25
12 Vanguard Small Cap Value Index Inv 2.01M (1.43%) 967.27K
Increased by +48.01%
Mar 31, 26
13 Vanguard Institutional Extnd Mkt Idx Tr 1.60M (1.13%) 32.38K
Increased by +2.02%
Mar 31, 26
14 Fidelity Select Communication Services 1.49M (1.06%) -227.90K
Decreased by -15.25%
Mar 31, 26
15 CREF Stock R1 1.45M (1.03%) -136.73K
Decreased by -9.41%
Feb 28, 25
16 American Funds IS® Global Small Cap 1 1.43M (1.01%) 632.27K
Increased by +44.23%
Dec 31, 25
17 Fidelity Small Cap Index 1.37M (0.97%) 16.06K
Increased by +1.17%
Feb 28, 26
18 Fidelity Balanced 1.36M (0.96%) -154.41K
Decreased by -11.35%
Feb 28, 26
19 Fidelity VIP Mid Cap Initial 1.34M (0.95%) 752.37K
Increased by +56.29%
Jul 31, 25
20 CREF Total Global Stock Account R3 1.34M (0.95%) -88.68K
Decreased by -6.64%
Mar 31, 26