Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 7.23%
2 MNVT 5.75%
3 ULTI 5.04%
4 HEAL 4.64%
5 ABLS 3.73%
6 EKG 3.68%
7 GIGE 3.25%
8 EDOC 3.15%
9 KIE 3.00%
10 FFTY 2.93%
11 CBLS 2.68%
12 CBSE 2.66%
13 SFLO 2.10%
14 RNIN 2.08%
15 RJMG 2.04%
16 TCV 2.00%
17 OSCX 1.93%
18 AZTD 1.87%
19 PTH 1.64%
20 FSGS 1.53%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 20.70M (8.39%) 540.85K
Increased by +2.61%
Dec 31, 25
2 BlackRock Inc 17.26M (6.99%) 1.07M
Increased by +6.20%
Dec 31, 25
3 Alphabet Inc 14.48M (5.87%) -9.57M
Decreased by -66.07%
Sep 30, 23
4 T. Rowe Price Investment Management,Inc. 12.10M (4.90%) 3.80M
Increased by +31.36%
Dec 31, 25
5 Deerfield Management Co 11.65M (4.72%) -191.23K
Decreased by -1.64%
Jun 30, 25
6 Dragoneer Investment Group, LLC 6.92M (2.80%) -2.57M
Decreased by -37.16%
Mar 31, 25
7 VK Services LLC 6.85M (2.78%) -4.86M
Decreased by -70.91%
Dec 31, 23
8 Morgan Stanley - Brokerage Accounts 6.81M (2.76%) 2.04M
Increased by +29.99%
Dec 31, 25
9 Thrive Capital Management, LLC(NY) 6.34M (2.57%) 0.00
Increased by 0.00%
Mar 31, 26
10 American Century Companies Inc 6.30M (2.55%) 999.82K
Increased by +15.87%
Dec 31, 25
11 D. E. Shaw & Co LP 6.09M (2.47%) 4.50M
Increased by +73.93%
Dec 31, 25
12 Jane Street Group LLC 5.78M (2.34%) 4.01M
Increased by +69.40%
Dec 31, 25
13 Formation8 GP, LLC 5.19M (2.10%) -2.17M
Decreased by -41.75%
Dec 31, 23
14 State Street Corp 5.19M (2.10%) 54.72K
Increased by +1.06%
Dec 31, 25
15 JPMorgan Chase & Co 4.95M (2.01%) -4.97M
Decreased by -100.34%
Sep 30, 25
16 Gilder Gagnon Howe & CO LLC 4.91M (1.99%) -1.37M
Decreased by -27.95%
Jun 30, 25
17 Geode Capital Management, LLC 4.80M (1.94%) 116.43K
Increased by +2.43%
Dec 31, 25
18 State Street Corporation 4.65M (1.89%) 1.18M
Increased by +25.36%
Mar 31, 24
19 Two Sigma Investments LLC 4.20M (1.70%) 3.92M
Increased by +93.40%
Dec 31, 25
20 Dimensional Fund Advisors, Inc. 4.19M (1.70%) 759.84K
Increased by +18.12%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.93M (3.21%) 902.47K
Increased by +11.39%
Mar 31, 26
2 Avantis US Small Cap Value ETF 6.27M (2.54%) 0.00
Increased by 0.00%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 5.99M (2.43%) 232.60K
Increased by +3.88%
Sep 30, 24
4 Vanguard Small Cap Index 5.75M (2.33%) 811.22K
Increased by +14.11%
Mar 31, 26
5 iShares Russell 2000 ETF 4.77M (1.93%) 40.23K
Increased by +0.84%
Apr 30, 26
6 American Funds SMALLCAP World A 3.62M (1.47%) -2.42M
Decreased by -66.89%
Jun 30, 25
7 BIT Global Technology Leaders R-I 3.26M (1.32%) 3.26M
Increased by +100.00%
Jan 31, 26
8 Vanguard Small Cap Growth Index Inv 3.21M (1.30%) 464.94K
Increased by +14.48%
Mar 31, 26
9 Hennessy Cornerstone Mid Cap 30 Inv 2.87M (1.16%) -317.00K
Decreased by -11.04%
Jun 30, 25
10 T. Rowe Price Small-Cap Stock 2.57M (1.04%) 969.70K
Increased by +37.77%
Mar 31, 26
11 T. Rowe Price US Small-Cap Core Equity 2.57M (1.04%) 839.05K
Increased by +32.68%
Mar 31, 26
12 Vanguard Institutional Extnd Mkt Idx Tr 2.43M (0.99%) 86.23K
Increased by +3.55%
Mar 31, 26
13 T. Rowe Price Health Sciences 2.43M (0.98%) -120.17K
Decreased by -4.95%
Mar 31, 25
14 Longleaf Partners Small-Cap 2.09M (0.85%) -1.03M
Decreased by -49.33%
Mar 31, 25
15 T. Rowe Price Small-Cap Value 2.08M (0.84%) 0.00
Increased by 0.00%
Mar 31, 26
16 Fidelity Small Cap Index 1.94M (0.78%) 20.39K
Increased by +1.05%
Feb 28, 26
17 JPMorgan Value Advantage L 1.87M (0.76%) 0.00
Increased by 0.00%
Jul 31, 25
18 JPM US Small Cap Core-Composite 1.84M (0.74%) 134.91K
Increased by +7.34%
Mar 31, 25
19 JPMorgan Small Cap Equity A 1.79M (0.73%) -45.24K
Decreased by -2.52%
May 31, 25
20 Rhenman Healthcare Equity L/S RC2 SEK 1.72M (0.70%) -275.82K
Decreased by -16.07%
Aug 31, 24