Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MRAD 4.52%
2 CBLS 2.34%
3 CBSE 2.29%
4 NSCS 1.91%
5 SGRW 1.69%
6 FDCF 1.69%
7 AOTG 1.66%
8 XITK 1.49%
9 SMCO 1.33%
10 QWST 1.33%
11 PEZ 1.11%
12 FDTX 1.05%
13 SFLO 0.79%
14 BOUT 0.71%
15 SMCF 0.67%
16 FSST 0.59%
17 ACSG 0.56%
18 FYC 0.46%
19 MMSC 0.46%
20 CALF 0.43%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.80M (10.49%) 148.20K
Increased by +1.00%
Dec 31, 25
2 BlackRock Inc 11.66M (8.26%) 64.25K
Increased by +0.55%
Mar 31, 26
3 Wellington Management Company LLP 9.19M (6.51%) 561.84K
Increased by +6.11%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 7.73M (5.47%) 7.73M
Increased by +100.00%
Mar 31, 26
5 Vanguard Capital Management, LLC 6.19M (4.39%) 6.19M
Increased by +100.00%
Mar 31, 26
6 Capital Research Global Investors 5.02M (3.56%) -7.90M
Decreased by -157.36%
Mar 31, 26
7 Boston Partners Global Investors, Inc 4.72M (3.34%) 610.97K
Increased by +12.94%
Mar 31, 26
8 American Century Companies Inc 4.63M (3.28%) -660.11K
Decreased by -14.27%
Mar 31, 26
9 FMR Inc 4.51M (3.19%) -2.19M
Decreased by -48.67%
Mar 31, 26
10 Rubric Capital Management LP 4.00M (2.83%) 1.79M
Increased by +44.65%
Sep 30, 23
11 Dimensional Fund Advisors, Inc. 3.98M (2.82%) 367.85K
Increased by +9.23%
Mar 31, 26
12 Nuveen Asset Management, LLC 3.94M (2.79%) -173.08K
Decreased by -4.39%
Dec 31, 24
13 Marshall Wace Asset Management Ltd 3.64M (2.58%) 2.08M
Increased by +57.21%
Sep 30, 24
14 Nuveen, LLC 3.59M (2.54%) 58.92K
Increased by +1.64%
Mar 31, 26
15 Geode Capital Management, LLC 3.55M (2.52%) 119.73K
Increased by +3.37%
Mar 31, 26
16 Nine Ten Capital Management LLC 3.48M (2.47%) 477.70K
Increased by +13.72%
Mar 31, 26
17 State Street Corp 3.16M (2.24%) 21.15K
Increased by +0.67%
Mar 31, 26
18 State Street Corporation 3.04M (2.16%) 78.94K
Increased by +2.59%
Mar 31, 24
19 Edenbrook Capital LLC 2.80M (1.98%) 10.00K
Increased by +0.36%
Mar 31, 26
20 Driehaus Capital Management LLC 2.78M (1.97%) 372.74K
Increased by +13.40%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Lord Abbett Floating Rate I 9.38M (6.65%) 9.38M
Increased by +100.00%
Mar 31, 26
2 Fidelity Advisor® Growth Opps M 5.29M (3.75%) 668.80K
Increased by +12.65%
Nov 30, 23
3 American Funds SMALLCAP World A 4.90M (3.47%) -6.60M
Decreased by -134.73%
Mar 31, 26
4 Vanguard Total Stock Mkt Idx Inv 4.36M (3.09%) 14.92K
Increased by +0.34%
Apr 30, 26
5 Vanguard US Total Market Shares ETF 4.16M (2.95%) 4.24K
Increased by +0.10%
Sep 30, 24
6 iShares Russell 2000 ETF 3.40M (2.41%) 31.41K
Increased by +0.92%
May 29, 26
7 Vanguard Small Cap Index 3.16M (2.24%) -624.00
Decreased by -0.02%
Apr 30, 26
8 American Century Small Cap Growth Inv 2.91M (2.06%) -93.32K
Decreased by -3.21%
Mar 31, 26
9 American Century U.S. Small Cap Growth 2.91M (2.06%) -93.32K
Decreased by -3.21%
Mar 31, 26
10 Fidelity Advisor Growth Opps M 2.89M (2.04%) -675.14K
Decreased by -23.39%
Sep 30, 24
11 Strategic Advisers Fidelity US TtlStk 2.85M (2.02%) 391.61K
Increased by +13.75%
Jul 31, 25
12 Fidelity Small Cap Growth 2.18M (1.55%) 884.70K
Increased by +40.57%
Jun 30, 25
13 Vanguard Small Cap Value Index Inv 2.03M (1.44%) 18.57K
Increased by +0.91%
Apr 30, 26
14 Vanguard Institutional Extnd Mkt Idx Tr 1.62M (1.15%) 20.30K
Increased by +1.25%
Apr 30, 26
15 CREF Total Global Stock Account R3 1.48M (1.05%) 147.93K
Increased by +9.97%
Apr 30, 26
16 Fidelity Select Communication Services 1.47M (1.04%) -21.50K
Decreased by -1.46%
Apr 30, 26
17 CREF Stock R1 1.45M (1.03%) -136.73K
Decreased by -9.41%
Feb 28, 25
18 American Funds IS® Global Small Cap 1 1.43M (1.01%) 632.27K
Increased by +44.23%
Dec 31, 25
19 Fidelity Small Cap Index 1.40M (0.99%) 23.93K
Increased by +1.72%
Mar 31, 26
20 Fidelity Balanced 1.36M (0.96%) 0.00
Increased by 0.00%
Mar 31, 26