Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HBMX 9.32%
2 BOUT 7.39%
3 FMTM 4.26%
4 COWG 4.13%
5 TINY 3.82%
6 WAR 3.42%
7 PJFM 3.29%
8 CBSE 3.10%
9 PSI 3.01%
10 CBLS 3.00%
11 PTF 2.97%
12 ASCE 2.53%
13 FCUS 2.44%
14 TEC 2.44%
15 FFLS 2.31%
16 HELS 2.12%
17 RSMC 2.09%
18 SAMT 2.06%
19 LOUP 2.06%
20 NBDS 2.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.58M (11.29%) -91.10K
Decreased by -1.63%
Dec 31, 25
2 BlackRock Inc 5.53M (11.20%) 602.44K
Increased by +10.89%
Mar 31, 26
3 Vanguard Portfolio Management, LLC 2.74M (5.55%) 2.74M
Increased by +100.00%
Mar 31, 26
4 Vanguard Capital Management, LLC 2.22M (4.50%) 2.22M
Increased by +100.00%
Mar 31, 26
5 State Street Corporation 1.73M (3.50%) 64.12K
Increased by +3.71%
Mar 31, 24
6 Artisan Partners Limited Partnership 1.52M (3.07%) 444.86K
Increased by +29.36%
Dec 31, 24
7 State Street Corp 1.50M (3.04%) 40.41K
Increased by +2.69%
Mar 31, 26
8 Massachusetts Financial Services Company 1.29M (2.61%) 421.17K
Increased by +32.61%
Mar 31, 25
9 Wellington Management Company LLP 1.22M (2.47%) -180.45K
Decreased by -14.81%
Dec 31, 25
10 Geode Capital Management, LLC 1.21M (2.45%) 83.48K
Increased by +6.89%
Mar 31, 26
11 Point72 Asset Management, L.P. 1.20M (2.44%) 818.89K
Increased by +68.03%
Mar 31, 26
12 Paradigm Capital Management, Inc. 1.10M (2.23%) -23.40K
Decreased by -2.12%
Mar 31, 26
13 Macquarie Group Ltd 1.00M (2.03%) 464.26K
Increased by +46.39%
Mar 31, 25
14 T. Rowe Price Investment Management,Inc. 984.46K (1.99%) 969.11K
Increased by +98.44%
Jun 30, 25
15 William Blair Investment Management, LLC 964.21K (1.95%) -762.37K
Decreased by -79.07%
Mar 31, 26
16 ING Investment Management LLC 917.15K (1.86%) -54.09K
Decreased by -5.90%
Mar 31, 26
17 Qube Research & Technologies 901.18K (1.82%) 845.21K
Increased by +93.79%
Jun 30, 25
18 FMR Inc 828.98K (1.68%) 377.62K
Increased by +45.55%
Mar 31, 26
19 Morgan Stanley - Brokerage Accounts 790.44K (1.60%) 338.61K
Increased by +42.84%
Sep 30, 25
20 Ameriprise Financial Inc 742.11K (1.50%) 252.74K
Increased by +34.06%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.68M (3.41%) 318.00
Increased by +0.02%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 1.58M (3.20%) 6.78K
Increased by +0.43%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 1.56M (3.15%) 1.18K
Increased by +0.08%
Sep 30, 24
4 iShares Russell 2000 ETF 1.15M (2.32%) -9.12K
Decreased by -0.80%
Apr 30, 24
5 Vanguard Small Cap Index 1.15M (2.32%) -2.43K
Decreased by -0.21%
Apr 30, 26
6 iShares Semiconductor ETF 818.99K (1.66%) 0.00
Increased by 0.00%
Aug 31, 25
7 Vanguard Small Cap Growth Index Inv 642.22K (1.30%) -674.00
Decreased by -0.10%
Apr 30, 26
8 Invesco Small Cap Value A 625.84K (1.27%) -70.74K
Decreased by -11.30%
Apr 30, 25
9 Vanguard Information Technology ETF 619.10K (1.25%) -122.18K
Decreased by -19.74%
Apr 30, 26
10 Vanguard Institutional Extnd Mkt Idx Tr 560.58K (1.13%) 5.59K
Increased by +1.00%
Apr 30, 26
11 JPM US Technology A (dist) USD 537.05K (1.09%) 546.00
Increased by +0.10%
Apr 30, 25
12 Franklin Small Cap Value SMA Composite 509.75K (1.03%) -57.84K
Decreased by -11.35%
Sep 30, 23
13 Fidelity Small Cap Index 504.99K (1.02%) 16.08K
Increased by +3.18%
Jun 30, 24
14 Direxion Daily Semicondct Bull 3X ETF 502.67K (1.02%) -3.78K
Decreased by -0.75%
Aug 28, 25
15 Franklin Small Cap Value A 461.64K (0.93%) 19.35K
Increased by +4.19%
Jan 31, 26
16 Fidelity® Small Cap Index 459.38K (0.93%) 9.79K
Increased by +2.13%
Sep 30, 23
17 Franklin US Small Cap Value Equity 442.29K (0.90%) 190.87K
Increased by +43.16%
Dec 31, 25
18 Invesco Discovery A 436.59K (0.88%) 90.17K
Increased by +20.65%
Apr 30, 26
19 AZ InvestEd Ivy Science & Tech E 407.46K (0.82%) 172.38K
Increased by +42.31%
Mar 31, 25
20 Macquarie Science and Technology 407.46K (0.82%) 407.46K
Increased by +100.00%
Mar 31, 25