Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BIDS 6.40%
2 FCTE 5.98%
3 UTRN 4.09%
4 MGRO 4.01%
5 CVAR 3.40%
6 MDPL 3.11%
7 EQWM 2.99%
8 SCOW 2.74%
9 EASI 2.56%
10 KONG 2.46%
11 FRTY 2.40%
12 FDIV 2.22%
13 GFGF 2.05%
14 SWIN_old 1.92%
15 MVAL 1.62%
16 KCE 1.56%
17 NBSM 1.43%
18 FEMD 1.40%
19 HAPY 1.35%
20 BCDF 1.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Lombard Odier Asset Management (Europe) Ltd 4.61M (15.00%) 4.59M
Increased by +99.46%
Sep 30, 25
2 BlackRock Inc 4.08M (13.25%) 328.68K
Increased by +8.07%
Mar 31, 26
3 Vanguard Group Inc 3.84M (12.49%) -14.42K
Decreased by -0.38%
Dec 31, 25
4 PRIMECAP Management Company 3.35M (10.88%) 171.70K
Increased by +5.13%
Mar 31, 26
5 AQR Capital Management LLC 2.68M (8.73%) 125.65K
Increased by +4.68%
Mar 31, 26
6 Vanguard Portfolio Management, LLC 2.16M (7.04%) 2.16M
Increased by +100.00%
Mar 31, 26
7 North Reef Capital Management LP 1.88M (6.10%) 265.67K
Increased by +14.17%
Mar 31, 26
8 HSBC Holdings PLC 1.80M (5.85%) 1.74M
Increased by +96.75%
Sep 30, 25
9 State Street Corporation 1.73M (5.62%) 27.91K
Increased by +1.62%
Mar 31, 24
10 Vanguard Capital Management, LLC 1.61M (5.23%) 1.61M
Increased by +100.00%
Mar 31, 26
11 Royal Bank of Canada 1.54M (5.02%) -227.30K
Decreased by -14.73%
Mar 31, 24
12 FMR Inc 1.52M (4.94%) -485.20K
Decreased by -31.93%
Mar 31, 26
13 T. Rowe Price Investment Management,Inc. 1.37M (4.46%) -961.29K
Decreased by -70.13%
Sep 30, 25
14 State Street Corp 1.28M (4.16%) 32.54K
Increased by +2.54%
Mar 31, 26
15 Van Eck Associates Corporation 1.24M (4.03%) 24.32K
Increased by +1.96%
Mar 31, 26
16 Millennium Management LLC 1.09M (3.53%) 785.52K
Increased by +72.25%
Mar 31, 26
17 BMO Capital Markets Corp. 1.02M (3.32%) 69.53K
Increased by +6.81%
Mar 31, 26
18 Bank of Montreal 1.02M (3.32%) 69.53K
Increased by +6.81%
Mar 31, 26
19 Neuberger Berman Group LLC 966.03K (3.14%) 416.39K
Increased by +43.10%
Mar 31, 26
20 T. Rowe Price Associates, Inc. 868.83K (2.82%) 618.53K
Increased by +71.19%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.26M (7.34%) 0.00
Increased by 0.00%
May 29, 26
2 Vanguard Capital Opportunity Inv 1.83M (5.96%) 81.70K
Increased by +4.46%
Mar 31, 26
3 Vanguard US Total Market Shares ETF 1.14M (3.70%) -58.38K
Decreased by -5.13%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.13M (3.68%) 2.63K
Increased by +0.23%
Apr 30, 26
5 Vanguard Institutional 500 Index Trust 1.07M (3.48%) 6.63K
Increased by +0.62%
May 31, 25
6 T. Rowe Price US Mid-Cap Growth Equity 1.05M (3.40%) -1.20K
Decreased by -0.11%
Jun 30, 25
7 T. Rowe Price Mid-Cap Growth 1.05M (3.40%) -1.90K
Decreased by -0.18%
Jul 31, 25
8 Vanguard 500 Index Investor 928.63K (3.02%) -136.14K
Decreased by -14.66%
Jul 31, 25
9 PRIMECAP Odyssey Aggressive Growth 894.76K (2.91%) 33.80K
Increased by +3.78%
Mar 31, 26
10 VanEck Morningstar Wide Moat 842.30K (2.74%) -187.00
Decreased by -0.02%
Mar 31, 26
11 Vanguard Small Cap Index 819.05K (2.66%) -1.75K
Decreased by -0.21%
Apr 30, 26
12 VanEck Morningstar Wide Moat ETF 801.46K (2.61%) -1.06K
Decreased by -0.13%
May 30, 26
13 Delaware Ivy Mid Cap Growth A 657.75K (2.14%) -6.91K
Decreased by -1.05%
Sep 30, 24
14 Invesco S&P 500® Equal Weight ETF 628.48K (2.04%) 928.00
Increased by +0.15%
Aug 29, 25
15 Neuberger Genesis Inv 545.08K (1.77%) 234.43K
Increased by +43.01%
Mar 31, 26
16 GuardCap Global Equity I USD Acc 496.47K (1.61%) -33.68K
Decreased by -6.78%
Feb 28, 26
17 Findlay Park American I USD Dist 480.60K (1.56%) -50.30K
Decreased by -10.47%
Mar 31, 26
18 Fidelity 500 Index 475.38K (1.55%) 204.00
Increased by +0.04%
Jul 31, 25
19 SPDR® S&P 500 ETF 470.64K (1.53%) -6.82K
Decreased by -1.45%
Mar 31, 25
20 Vanguard Small Cap Growth Index Inv 459.13K (1.49%) -380.00
Decreased by -0.08%
Apr 30, 26