Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 7.23%
2 HEAL 5.83%
3 MNVT 5.75%
4 ABLS 5.70%
5 ULTI 5.04%
6 EKG 4.45%
7 KIE 3.80%
8 GIGE 3.25%
9 CBLS 3.18%
10 EDOC 3.15%
11 RNIN 2.68%
12 CBSE 2.66%
13 SFLO 2.62%
14 RJMG 2.04%
15 TCV 2.00%
16 OSCX 1.93%
17 AZTD 1.87%
18 FFTY 1.81%
19 PTH 1.64%
20 FSGS 1.53%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 20.70M (8.31%) 540.85K
Increased by +2.61%
Dec 31, 25
2 BlackRock Inc 17.31M (6.95%) 53.69K
Increased by +0.31%
Mar 31, 26
3 Alphabet Inc 14.48M (5.81%) -9.57M
Decreased by -66.07%
Sep 30, 23
4 Deerfield Management Co 11.65M (4.67%) -191.23K
Decreased by -1.64%
Jun 30, 25
5 T. Rowe Price Investment Management,Inc. 11.64M (4.67%) -458.04K
Decreased by -3.93%
Mar 31, 26
6 Vanguard Capital Management, LLC 10.78M (4.33%) 10.78M
Increased by +100.00%
Mar 31, 26
7 Vanguard Portfolio Management, LLC 10.55M (4.23%) 10.55M
Increased by +100.00%
Mar 31, 26
8 American Century Companies Inc 7.03M (2.82%) 731.20K
Increased by +10.40%
Mar 31, 26
9 Dragoneer Investment Group, LLC 6.92M (2.78%) -2.57M
Decreased by -37.16%
Mar 31, 25
10 VK Services LLC 6.85M (2.75%) -4.86M
Decreased by -70.91%
Dec 31, 23
11 Thrive Capital Management, LLC(NY) 6.34M (2.55%) 0.00
Increased by 0.00%
Mar 31, 26
12 D. E. Shaw & Co LP 5.49M (2.20%) -602.08K
Decreased by -10.98%
Mar 31, 26
13 State Street Corp 5.26M (2.11%) 75.80K
Increased by +1.44%
Mar 31, 26
14 Formation8 GP, LLC 5.19M (2.08%) -2.17M
Decreased by -41.75%
Dec 31, 23
15 Geode Capital Management, LLC 5.03M (2.02%) 233.94K
Increased by +4.65%
Mar 31, 26
16 JPMorgan Chase & Co 4.95M (1.99%) -4.97M
Decreased by -100.34%
Sep 30, 25
17 Gilder Gagnon Howe & CO LLC 4.91M (1.97%) -1.37M
Decreased by -27.95%
Jun 30, 25
18 State Street Corporation 4.65M (1.87%) 1.18M
Increased by +25.36%
Mar 31, 24
19 Dimensional Fund Advisors, Inc. 4.19M (1.68%) 759.84K
Increased by +18.12%
Mar 31, 26
20 Capital World Investors 3.62M (1.45%) 0.00
Increased by 0.00%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.95M (3.19%) 21.30K
Increased by +0.27%
Apr 30, 26
2 Avantis US Small Cap Value ETF 6.45M (2.59%) 0.00
Increased by 0.00%
May 30, 26
3 Vanguard US Total Market Shares ETF 5.99M (2.40%) 232.60K
Increased by +3.88%
Sep 30, 24
4 Vanguard Small Cap Index 5.74M (2.30%) -8.45K
Decreased by -0.15%
Apr 30, 26
5 iShares Russell 2000 ETF 4.84M (1.94%) 44.72K
Increased by +0.92%
May 29, 26
6 American Funds SMALLCAP World A 3.62M (1.45%) -2.42M
Decreased by -66.89%
Jun 30, 25
7 T. Rowe Price Small-Cap Stock 3.34M (1.34%) 775.12K
Increased by +23.19%
Apr 30, 26
8 Vanguard Small Cap Growth Index Inv 3.22M (1.29%) 10.98K
Increased by +0.34%
Apr 30, 26
9 BIT Global Technology Leaders R-I 3.22M (1.29%) -348.89K
Decreased by -10.84%
Apr 30, 26
10 Hennessy Cornerstone Mid Cap 30 Inv 2.87M (1.15%) -317.00K
Decreased by -11.04%
Jun 30, 25
11 T. Rowe Price US Small-Cap Core Equity 2.57M (1.03%) 839.05K
Increased by +32.68%
Mar 31, 26
12 Vanguard Institutional Extnd Mkt Idx Tr 2.45M (0.98%) 21.53K
Increased by +0.88%
Apr 30, 26
13 T. Rowe Price Health Sciences 2.43M (0.97%) -120.17K
Decreased by -4.95%
Mar 31, 25
14 T. Rowe Price Small-Cap Value 2.15M (0.86%) 66.06K
Increased by +3.08%
Apr 30, 26
15 Longleaf Partners Small-Cap 2.09M (0.84%) -1.03M
Decreased by -49.33%
Mar 31, 25
16 Fidelity Small Cap Index 1.99M (0.80%) 55.01K
Increased by +2.76%
Mar 31, 26
17 T. Rowe Price US Smlr Coms Eq A 1.95M (0.78%) 239.40K
Increased by +12.31%
Apr 30, 26
18 JPMorgan Value Advantage L 1.87M (0.75%) 0.00
Increased by 0.00%
Jul 31, 25
19 JPM US Small Cap Core-Composite 1.84M (0.74%) 134.91K
Increased by +7.34%
Mar 31, 25
20 JPMorgan Small Cap Equity A 1.79M (0.72%) -45.24K
Decreased by -2.52%
May 31, 25