Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CAFG 2.79%
2 XPH 2.39%
3 PJP 2.32%
4 PILL 1.58%
5 PINK 1.53%
6 PSCH 0.81%
7 SFLO 0.76%
8 IHE 0.55%
9 SQLV 0.53%
10 QQQS 0.53%
11 SIXS 0.51%
12 DSMC 0.49%
13 NSCS 0.47%
14 RZV 0.46%
15 DWAS 0.42%
16 SVAL 0.40%
17 AFSM 0.40%
18 BSVO 0.38%
19 PSM 0.35%
20 FYT 0.28%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.65M (19.22%) -56.46K
Decreased by -0.74%
Mar 31, 25
2 Vanguard Group Inc 5.41M (13.57%) 164.16K
Increased by +3.04%
Jun 30, 25
3 D. E. Shaw & Co LP 2.25M (5.66%) -10.54K
Decreased by -0.47%
Jun 30, 25
4 Renaissance Technologies Corp 2.24M (5.63%) 248.00K
Increased by +11.07%
Mar 31, 25
5 Dimensional Fund Advisors, Inc. 2.15M (5.40%) 102.21K
Increased by +4.75%
Jun 30, 25
6 State Street Corp 1.98M (4.97%) 13.89K
Increased by +0.70%
Mar 31, 25
7 State Street Corporation 1.90M (4.78%) -32.55K
Decreased by -1.71%
Mar 31, 24
8 Frontier Capital Management CO Inc 1.84M (4.61%) -77.47K
Decreased by -4.22%
Jun 30, 24
9 Doma Perpetual Capital Management LLC 1.80M (4.53%) 0.00
Increased by 0.00%
Jun 30, 25
10 Macquarie Group Ltd 1.57M (3.93%) 5.97K
Increased by +0.38%
Jun 30, 24
11 Balyasny Asset Management LLC 1.57M (3.93%) 1.13M
Increased by +72.26%
Mar 31, 25
12 Millennium Management LLC 1.49M (3.73%) 879.47K
Increased by +59.20%
Dec 31, 24
13 Stephens Inv Mgmt Group LLC 1.43M (3.58%) 108.74K
Increased by +7.62%
Mar 31, 24
14 UBS Group AG 1.37M (3.45%) 1.18M
Increased by +86.12%
Dec 31, 24
15 Citadel Advisors Llc 1.33M (3.34%) 1.28M
Increased by +96.43%
Mar 31, 25
16 Goldman Sachs Group Inc 1.31M (3.29%) 204.10K
Increased by +15.59%
Jun 30, 25
17 Alyeska Investment Group, L.P. 1.31M (3.28%) 1.31M
Increased by +100.00%
Mar 31, 25
18 Prosight Management, LP 1.21M (3.04%) 332.79K
Increased by +27.49%
Sep 30, 23
19 Vestal Point Capital LP 1.20M (3.01%) 1.20M
Increased by +100.00%
Dec 31, 23
20 American Century Companies Inc 1.18M (2.97%) 515.09K
Increased by +43.56%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.76M (6.94%) 460.00
Increased by +0.02%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 1.37M (3.45%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.37M (3.43%) -30.32K
Decreased by -2.22%
Jul 31, 25
4 Delaware Small Cap Core I 1.30M (3.26%) 0.00
Increased by 0.00%
May 31, 24
5 Delaware US Small Cap Core Equity (SMA) 1.30M (3.26%) 182.66K
Increased by +14.09%
Mar 31, 24
6 Macquarie US Small Cap Core Equity 1.30M (3.26%) 182.66K
Increased by +14.09%
Mar 31, 24
7 iShares Russell 2000 ETF 1.09M (2.73%) -20.68K
Decreased by -1.90%
Jul 31, 25
8 Vanguard Small Cap Index 1.07M (2.68%) -7.22K
Decreased by -0.68%
Jul 31, 25
9 Avantis US Small Cap Value ETF 937.37K (2.35%) 1.42K
Increased by +0.15%
Jul 31, 25
10 Polar Capital Healthcare Opports Inc 910.46K (2.29%) 0.00
Increased by 0.00%
Jun 30, 25
11 ClearBridge Small Cap Growth 900.69K (2.26%) 0.00
Increased by 0.00%
Mar 31, 24
12 ClearBridge Small Cap Growth A 900.69K (2.26%) -9.12K
Decreased by -1.01%
Mar 31, 24
13 Stephens SMID Select Growth 863.32K (2.17%) -4.92K
Decreased by -0.57%
Jun 30, 24
14 Vanguard Small Cap Value Index Inv 688.17K (1.73%) 2.33K
Increased by +0.34%
Jul 31, 25
15 Vanguard Explorer Inv 678.29K (1.70%) 24.47K
Increased by +3.61%
Mar 31, 24
16 Janus Henderson Small Cap Value L 650.48K (1.63%) 0.00
Increased by 0.00%
May 31, 24
17 Vanguard Small Cap Growth Index Inv 637.07K (1.60%) -1.17K
Decreased by -0.18%
Mar 31, 24
18 DFA US Small Cap Value I 569.64K (1.43%) 1.54K
Increased by +0.27%
Jun 30, 25
19 Vanguard Institutional Extnd Mkt Idx Tr 496.01K (1.25%) -214.17K
Decreased by -43.18%
Jul 31, 25
20 iShares S&P Small-Cap 600 Growth ETF 472.16K (1.19%) 0.00
Increased by 0.00%
Nov 30, 23