Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PTF 3.16%
2 PBW 2.23%
3 IWC 0.66%
4 IWN 0.22%
5 JKL 0.14%
6 IWMW 0.13%
7 IWM 0.13%
8 ISCV 0.12%
9 ISCG 0.09%
10 JKK 0.08%
11 JKJ 0.07%
12 ISCB 0.07%
13 SMMD 0.06%
14 ESML 0.06%
15 IWO 0.04%
16 WSML 0.04%
17 IGM 0.02%
18 ITOT 0.01%
19 IWV 0.01%
20 ITDJ 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 16.66M (7.93%) 2.68M
Increased by +16.11%
Mar 31, 26
2 Vanguard Group Inc 14.69M (6.99%) 1.33M
Increased by +9.06%
Dec 31, 25
3 State Street Corporation 9.68M (4.61%) 3.04M
Increased by +31.35%
Mar 31, 24
4 Davidson Kempner Capital Management LP 9.63M (4.58%) 9.63M
Increased by +100.00%
Dec 31, 25
5 Vanguard Capital Management, LLC 8.67M (4.13%) 8.67M
Increased by +100.00%
Mar 31, 26
6 State Street Corp 8.65M (4.12%) 53.56K
Increased by +0.62%
Mar 31, 26
7 Capricorn Investment Group LLC 7.99M (3.80%) -1.19M
Decreased by -14.87%
Dec 31, 25
8 Geode Capital Management, LLC 5.08M (2.42%) 665.87K
Increased by +13.10%
Mar 31, 26
9 Vanguard Portfolio Management, LLC 4.81M (2.29%) 4.81M
Increased by +100.00%
Mar 31, 26
10 Kodai Capital Management LP 4.68M (2.23%) 168.68K
Increased by +3.60%
Jun 30, 24
11 Neuberger Berman Group LLC 4.48M (2.13%) 4.48M
Increased by +100.00%
Dec 31, 24
12 Marex Group PLC 4.28M (2.04%) 1.61M
Increased by +37.57%
Mar 31, 26
13 Susquehanna International Group, LLP 4.21M (2.00%) -2.09M
Decreased by -49.60%
Dec 31, 25
14 Renaissance Technologies Corp 4.09M (1.94%) 4.09M
Increased by +100.00%
Jun 30, 25
15 D. E. Shaw & Co LP 3.77M (1.79%) 3.20M
Increased by +85.03%
Mar 31, 26
16 The Goldman Sachs Group Inc 3.54M (1.68%) 2.37M
Increased by +66.93%
Mar 31, 26
17 Point72 Asset Management, L.P. 3.43M (1.63%) 1.46M
Increased by +42.43%
Mar 31, 26
18 Slate Path Capital LP 2.88M (1.37%) 2.88M
Increased by +100.00%
Dec 31, 25
19 Morgan Stanley - Brokerage Accounts 2.80M (1.33%) 1.49M
Increased by +53.18%
Mar 31, 26
20 Citadel Advisors Llc 2.58M (1.23%) 895.48K
Increased by +34.64%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.26M (2.98%) 16.72K
Increased by +0.27%
Apr 30, 26
2 iShares Russell 2000 ETF 4.86M (2.31%) 44.93K
Increased by +0.92%
May 29, 26
3 State Street® SPDR® S&P® Smcndctr ETF 4.54M (2.16%) 0.00
Increased by 0.00%
May 31, 26
4 Jupiter Merian Glb Eq AbsRet I USD Acc 4.21M (2.00%) -24.27K
Decreased by -0.58%
Dec 31, 24
5 Vanguard Information Technology ETF 3.56M (1.69%) 18.80K
Increased by +0.53%
Apr 30, 26
6 Invesco Semiconductors ETF 3.19M (1.52%) 0.00
Increased by 0.00%
Feb 28, 26
7 Vanguard Institutional Extnd Mkt Idx Tr 2.24M (1.07%) 22.90K
Increased by +1.02%
Apr 30, 26
8 Fidelity Small Cap Index 1.99M (0.95%) 428.06K
Increased by +21.46%
Mar 31, 26
9 iShares Russell 2000 Value ETF 1.46M (0.70%) 0.00
Increased by 0.00%
May 29, 26
10 SPDR® S&P Semiconductor ETF 1.25M (0.60%) 0.00
Increased by 0.00%
Aug 31, 25
11 T. Rowe Price New Horizons 1.25M (0.60%) 1.25M
Increased by +100.00%
Apr 30, 26
12 State St Russell Sm/Mid Cp® Indx SL Cl I 1.20M (0.57%) 0.00
Increased by 0.00%
May 31, 26
13 Invesco Dorsey Wright Technology MomtETF 1.17M (0.56%) 6.21K
Increased by +0.53%
May 29, 26
14 Penn Capital Small Cap Equity 1.10M (0.53%) 0.00
Increased by 0.00%
Aug 31, 24
15 Baron Discovery Institutional 1.06M (0.51%) -1.50M
Decreased by -140.90%
Mar 31, 24
16 Baron Discovery Strategy 1.06M (0.51%) -1.50M
Decreased by -140.90%
Mar 31, 24
17 Fidelity® Small Cap Index 1.06M (0.50%) 28.32K
Increased by +2.68%
Oct 31, 23
18 Fidelity Extended Market Index 1.05M (0.50%) -3.84K
Decreased by -0.37%
Apr 30, 26
19 Vanguard Russell 2000 ETF 1.03M (0.49%) 26.84K
Increased by +2.61%
Apr 30, 26
20 Oberweis Micro-Cap 1.01M (0.48%) 206.60K
Increased by +20.39%
Jun 30, 24