Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CBOT 4.69%
2 FOTO 2.81%
3 CSMD 2.73%
4 KOID 2.07%
5 HTEC 1.91%
6 ROBO 1.84%
7 ALIL 1.75%
8 IBOT 1.46%
9 JSMD 1.10%
10 GDOC 1.00%
11 PEXL 0.98%
12 TSNF 0.80%
13 ACSG 0.76%
14 RCGE 0.61%
15 ESSC 0.60%
16 QSML 0.51%
17 PFF 0.42%
18 ETHO 0.41%
19 SHRT 0.40%
20 IWO 0.35%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.65M (13.17%) 74.17K
Increased by +1.59%
Mar 31, 26
2 Vanguard Group Inc 4.34M (12.28%) -38.19K
Decreased by -0.88%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 2.48M (7.01%) 2.48M
Increased by +100.00%
Mar 31, 26
4 T. Rowe Price Associates, Inc. 1.78M (5.05%) 1.18M
Increased by +65.90%
Mar 31, 26
5 Allspring Global Investments Holdings, LLC 1.78M (5.03%) 377.23K
Increased by +21.23%
Mar 31, 26
6 Vanguard Capital Management, LLC 1.61M (4.56%) 1.61M
Increased by +100.00%
Mar 31, 26
7 Conestoga Capital Advisors, LLC 1.45M (4.10%) -8.44K
Decreased by -0.58%
Mar 31, 26
8 State Street Corp 1.34M (3.79%) 19.69K
Increased by +1.47%
Mar 31, 26
9 State Street Corporation 1.26M (3.55%) 36.14K
Increased by +2.88%
Mar 31, 24
10 Wasatch Advisors LP 996.64K (2.82%) 351.86K
Increased by +35.30%
Mar 31, 26
11 Geode Capital Management, LLC 936.97K (2.65%) 32.16K
Increased by +3.43%
Mar 31, 26
12 Geneva Capital Management 931.27K (2.63%) 28.18K
Increased by +3.03%
Mar 31, 26
13 BAMCO Inc 915.08K (2.59%) -21.88K
Decreased by -2.39%
Mar 31, 26
14 AllianceBernstein L.P. 913.84K (2.59%) -91.04K
Decreased by -9.96%
Mar 31, 25
15 Congress Asset Management Company, LLP 909.71K (2.57%) 297.73K
Increased by +32.73%
Mar 31, 26
16 Wasatch Advisors Inc. 909.70K (2.57%) -782.00
Decreased by -0.09%
Sep 30, 23
17 GW&K Investment Management, LLC 858.65K (2.43%) 121.70K
Increased by +14.17%
Mar 31, 26
18 William Blair Investment Management, LLC 783.08K (2.22%) -125.82K
Decreased by -16.07%
Mar 31, 26
19 Capital Research & Mgmt Co - Division 3 755.39K (2.14%) 0.00
Increased by 0.00%
Jun 30, 25
20 Macquarie Group Ltd 728.48K (2.06%) -19.24K
Decreased by -2.64%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AQR Diversifying Strategies CIF - K 5.35M (15.15%) 5.35M
Increased by +100.00%
Jun 30, 23
2 iShares Core S&P Mid-Cap ETF 1.21M (3.43%) 228.00
Increased by +0.02%
May 29, 26
3 Vanguard Total Stock Mkt Idx Inv 1.15M (3.26%) 3.23K
Increased by +0.28%
Apr 30, 26
4 Vanguard US Total Market Shares ETF 1.14M (3.23%) 924.00
Increased by +0.08%
Sep 30, 24
5 US Small-Cap Growth II Equity Comp 990.90K (2.80%) -18.11K
Decreased by -1.83%
Jun 30, 25
6 T. Rowe Price New Horizons 978.23K (2.77%) -12.66K
Decreased by -1.29%
Jul 31, 25
7 Vanguard Information Technology ETF 882.62K (2.50%) 4.57K
Increased by +0.52%
Apr 30, 26
8 iShares Russell 2000 ETF 863.31K (2.44%) 7.96K
Increased by +0.92%
May 29, 26
9 Vanguard Small Cap Index 824.63K (2.33%) -1.72K
Decreased by -0.21%
Apr 30, 26
10 American Funds SMALLCAP World A 755.39K (2.14%) 0.00
Increased by 0.00%
Jun 30, 25
11 Conestoga Small Cap Investors 690.59K (1.95%) -19.00K
Decreased by -2.75%
Apr 30, 26
12 T. Rowe Price US Mid-Cap Value Equity 660.06K (1.87%) 660.06K
Increased by +100.00%
Mar 31, 26
13 T. Rowe Price Mid-Cap Value 659.63K (1.87%) -431.00
Decreased by -0.07%
Apr 30, 26
14 T. Rowe Price Integrated US SmCapGrEq 648.80K (1.84%) 324.40K
Increased by +50.00%
Dec 31, 24
15 Delaware Ivy Mid Cap Growth A 599.95K (1.70%) 0.00
Increased by 0.00%
Sep 30, 24
16 Macquarie Mid Cap Growth A 593.86K (1.68%) 0.00
Increased by 0.00%
Jul 31, 25
17 Macquarie US Mid Cap Growth Equity 593.86K (1.68%) 473.54K
Increased by +79.74%
Jun 30, 25
18 Allspring Mid Value SMA 519.20K (1.47%) 248.70K
Increased by +47.90%
Mar 31, 26
19 Allspring Special Mid Cap Value Inst 519.20K (1.47%) 0.00
Increased by 0.00%
Apr 30, 26
20 Allspring Special US Mid Cap Value Eq 519.20K (1.47%) 248.70K
Increased by +47.90%
Mar 31, 26