Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ULTI 5.28%
2 PINK 5.26%
3 UPGR 2.55%
4 CBLS 2.41%
5 ENZL 2.40%
6 SPXZ 1.65%
7 CBSE 1.35%
8 PYZ 1.09%
9 EVX 0.76%
10 NZRO 0.61%
11 DWAS 0.46%
12 OPTZ 0.26%
13 TFPN 0.24%
14 AVSC 0.21%
15 CCSO 0.16%
16 IFGL 0.15%
17 HAUZ 0.13%
18 VNQI 0.13%
19 IWN 0.11%
20 VGSR 0.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Sylebra Capital LLC 34.08M (23.47%) 0.00
Increased by 0.00%
Mar 31, 26
2 Sylebra HK Co Ltd 29.19M (20.10%) 0.00
Increased by 0.00%
Sep 30, 23
3 Vanguard Group Inc 14.93M (10.28%) -273.90K
Decreased by -1.83%
Dec 31, 25
4 BlackRock Inc 9.72M (6.70%) -138.92K
Decreased by -1.43%
Mar 31, 26
5 Longview Management Group LLC 9.72M (6.69%) 0.00
Increased by 0.00%
Mar 31, 26
6 Abundance Wealth Counselors 8.54M (5.88%) 6.72M
Increased by +78.75%
Mar 31, 26
7 Vanguard Portfolio Management, LLC 7.01M (4.83%) 7.01M
Increased by +100.00%
Mar 31, 26
8 Vanguard Capital Management, LLC 6.97M (4.80%) 6.97M
Increased by +100.00%
Mar 31, 26
9 Appian WAY Asset Management 4.32M (2.97%) 459.68K
Increased by +10.65%
Sep 30, 25
10 Shay Capital LLC 3.87M (2.66%) 2.28M
Increased by +58.90%
Mar 31, 26
11 Geode Capital Management, LLC 3.45M (2.38%) 87.03K
Increased by +2.52%
Mar 31, 26
12 Gladstone Institutional Advisory LLC 3.31M (2.28%) -19.11K
Decreased by -0.58%
Mar 31, 26
13 BNP Paribas Investment Partners SA 3.09M (2.13%) -342.07K
Decreased by -11.05%
Sep 30, 23
14 State Street Corp 2.98M (2.05%) -10.31K
Decreased by -0.35%
Mar 31, 26
15 Duquesne Family Office LLC 2.88M (1.98%) 575.35K
Increased by +19.99%
Dec 31, 25
16 Morgan Stanley - Brokerage Accounts 2.86M (1.97%) 1.48M
Increased by +51.96%
Mar 31, 26
17 State Street Corporation 2.63M (1.81%) 96.39K
Increased by +3.67%
Mar 31, 24
18 Encompass Capital Advisors LLC 2.55M (1.76%) 39.61K
Increased by +1.55%
Dec 31, 23
19 Samlyn Capital, LLC 2.54M (1.75%) -2.10M
Decreased by -82.55%
Mar 31, 26
20 T. Rowe Price Investment Management,Inc. 2.25M (1.55%) 897.69K
Increased by +39.90%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 5.69M (3.92%) 492.74K
Increased by +8.65%
Jun 30, 26
2 Vanguard US Total Market Shares ETF 4.43M (3.05%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Small Cap Index 4.11M (2.83%) 362.43K
Increased by +8.83%
Jun 30, 26
4 iShares Russell 2000 ETF 3.81M (2.63%) 22.64K
Increased by +0.59%
Jun 30, 26
5 Simplify Health Care ETF 3.05M (2.10%) 0.00
Increased by 0.00%
Jun 30, 26
6 Vanguard Small Cap Growth Index Inv 2.38M (1.64%) 272.19K
Increased by +11.43%
Jun 30, 26
7 Vanguard Institutional Extnd Mkt Idx Tr 1.64M (1.13%) 27.23K
Increased by +1.66%
Jun 30, 26
8 SWS Partners Growth Equity 1.43M (0.99%) 419.35K
Increased by +29.31%
Jun 30, 26
9 iShares Russell 2000 Growth ETF 1.37M (0.94%) -5.25K
Decreased by -0.38%
Jun 30, 26
10 Fidelity Small Cap Index 1.28M (0.88%) 11.14K
Increased by +0.87%
Apr 30, 26
11 Fidelity® Small Cap Index 1.12M (0.77%) 30.13K
Increased by +2.69%
Oct 31, 23
12 iShares Russell 2000 Value ETF 907.21K (0.62%) 0.00
Increased by 0.00%
May 31, 25
13 Vanguard Russell 2000 ETF 839.73K (0.58%) 171.65K
Increased by +20.44%
Jun 30, 26
14 Russell 2000 Equity Index Fund B 792.96K (0.55%) 1.01K
Increased by +0.13%
Mar 31, 26
15 Russell 2000 Index Non-Lendable Fund 792.96K (0.55%) 430.00
Increased by +0.05%
Mar 31, 26
16 State St Russell Sm/Mid Cp® Indx SL Cl I 776.34K (0.53%) 0.00
Increased by 0.00%
Jun 30, 26
17 Fidelity Extended Market Index 736.99K (0.51%) -28.71K
Decreased by -3.90%
May 31, 26
18 Fidelity® Extended Market Index 726.33K (0.50%) 0.00
Increased by 0.00%
Nov 30, 23
19 State St Russell Sm/Mid Cp® Indx NL Cl C 724.84K (0.50%) 4.05K
Increased by +0.56%
Apr 30, 25
20 Jupiter Merian Glb Eq AbsRet I USD Acc 710.94K (0.49%) 13.95K
Increased by +1.96%
Dec 31, 23