Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AVRY 5.43%
2 SAMT 1.78%
3 FDHT 1.73%
4 XHE 1.71%
5 EDOC 1.71%
6 BRNY 1.49%
7 PXSG 1.39%
8 HEAL 1.39%
9 HTEC 1.28%
10 SMCP 1.05%
11 ROBO 1.04%
12 PSCH 0.85%
13 NIXT 0.68%
14 DSMC 0.58%
15 QQQS 0.56%
16 ROBT 0.53%
17 SQLV 0.50%
18 CAFG 0.46%
19 SDD 0.46%
20 SBB 0.46%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.21M (17.19%) -328.23K
Decreased by -4.55%
Mar 31, 26
2 Vanguard Group Inc 5.55M (13.24%) -58.96K
Decreased by -1.06%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 3.21M (7.67%) 3.21M
Increased by +100.00%
Mar 31, 26
4 Wellington Management Company LLP 2.71M (6.46%) 631.68K
Increased by +23.33%
Mar 31, 26
5 Dimensional Fund Advisors, Inc. 2.45M (5.84%) 137.83K
Increased by +5.62%
Mar 31, 26
6 Millennium Management LLC 2.29M (5.46%) 543.71K
Increased by +23.76%
Mar 31, 26
7 State Street Corporation 2.05M (4.89%) 36.82K
Increased by +1.80%
Mar 31, 24
8 State Street Corp 1.95M (4.65%) -6.39K
Decreased by -0.33%
Mar 31, 26
9 Vanguard Capital Management, LLC 1.93M (4.61%) 1.93M
Increased by +100.00%
Mar 31, 26
10 Lazard Asset Management LLC 1.47M (3.51%) -87.87K
Decreased by -5.98%
Mar 31, 26
11 Champlain Investment Partners, LLC 1.45M (3.46%) -22.84K
Decreased by -1.57%
Mar 31, 25
12 Sumitomo Mitsui Trust Group Inc 1.41M (3.36%) 27.50K
Increased by +1.95%
Mar 31, 26
13 Victory Capital Management Inc. 1.37M (3.26%) -311.50K
Decreased by -22.76%
Jun 30, 25
14 Pacer Advisors, INC. 1.25M (2.97%) -823.91K
Decreased by -66.10%
Sep 30, 24
15 ClearBridge Advisors, LLC 1.19M (2.83%) -148.92K
Decreased by -12.56%
Dec 31, 23
16 Delaware Management Holdings Inc 1.18M (2.82%) -77.75K
Decreased by -6.57%
Mar 31, 26
17 Cadian Capital Management LP 1.14M (2.72%) -950.76K
Decreased by -83.21%
Dec 31, 25
18 Geode Capital Management, LLC 1.14M (2.72%) 14.88K
Increased by +1.30%
Mar 31, 26
19 Two Sigma Investments LLC 1.05M (2.51%) 439.46K
Increased by +41.78%
Mar 31, 26
20 JPMorgan Chase & Co 1.03M (2.46%) 653.34K
Increased by +63.39%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.72M (6.49%) 1.03K
Increased by +0.04%
May 29, 26
2 Vanguard US Total Market Shares ETF 1.43M (3.42%) 1.40K
Increased by +0.10%
Sep 30, 24
3 Lazard Global Robotics & Automation 1.41M (3.36%) 27.50K
Increased by +1.95%
Mar 31, 26
4 Amova Global Robotics Equity Mother Fund 1.40M (3.33%) 16.45K
Increased by +1.18%
Jul 22, 25
5 Vanguard Total Stock Mkt Idx Inv 1.36M (3.24%) 4.93K
Increased by +0.36%
Apr 30, 26
6 Pacer US Small Cap Cash Cows 100 ETF 1.20M (2.86%) -4.08K
Decreased by -0.34%
Nov 29, 24
7 Victory Small Cap Value CIT (Net 75) 1.14M (2.71%) 295.00K
Increased by +25.99%
Dec 31, 24
8 iShares Russell 2000 ETF 1.07M (2.54%) 9.83K
Increased by +0.92%
May 29, 26
9 Macquarie Small Cap Core I 1.03M (2.45%) -77.30K
Decreased by -7.51%
Jul 31, 25
10 Champlain Small Company Fund, LLC 1.00M (2.39%) -1.08K
Decreased by -0.11%
Mar 31, 25
11 Vanguard Small Cap Index 995.54K (2.37%) 155.00
Increased by +0.02%
Apr 30, 26
12 Victory Sycamore Small Company Opp R 935.00K (2.23%) -285.00K
Decreased by -30.48%
Jun 30, 25
13 Delaware Small Cap Core I 912.27K (2.18%) 0.00
Increased by 0.00%
Oct 31, 24
14 Nomura US Small Cap Core Equity 829.09K (1.98%) 829.09K
Increased by +100.00%
Mar 31, 26
15 Nomura Small Cap Core I 809.39K (1.93%) -19.69K
Decreased by -2.43%
Apr 30, 26
16 Delaware US Small Cap Core Equity (SMA) 688.80K (1.64%) -8.06K
Decreased by -1.17%
Mar 31, 24
17 Macquarie US Small Cap Core Equity 688.80K (1.64%) -8.06K
Decreased by -1.17%
Mar 31, 24
18 Vanguard Small Cap Growth Index Inv 656.48K (1.57%) 3.32K
Increased by +0.51%
Nov 30, 23
19 Vanguard Small Cap Value Index Inv 638.67K (1.52%) 4.34K
Increased by +0.68%
Apr 30, 26
20 DFA US Small Cap Value I 624.67K (1.49%) 4.61K
Increased by +0.74%
Apr 30, 26