Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 MRAD 3.67%
3 FINQ 3.15%
4 NEWZ 3.05%
5 ENTR 2.93%
6 WFH 2.76%
7 BOTZ 2.65%
8 FCUS 2.42%
9 QMOM 2.15%
10 BOUT 1.90%
11 XOVR 1.84%
12 ASCE 1.80%
13 SRHQ 1.75%
14 WBIF 1.60%
15 PTF 1.42%
16 XITK 1.40%
17 INVN 1.35%
18 GRNJ 1.32%
19 GLRY 1.26%
20 RSMC 1.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.96M (12.34%) -312.65K
Decreased by -2.85%
Dec 31, 25
2 BlackRock Inc 8.98M (10.11%) -51.00K
Decreased by -0.57%
Dec 31, 25
3 Bares Capital Management Inc 3.38M (3.81%) -162.37K
Decreased by -4.80%
Sep 30, 25
4 Amvescap Plc. 3.13M (3.52%) 402.76K
Increased by +12.88%
Dec 31, 25
5 AQR Capital Management LLC 2.80M (3.15%) -591.31K
Decreased by -21.11%
Dec 31, 25
6 State Street Corp 2.75M (3.10%) -16.47K
Decreased by -0.60%
Dec 31, 25
7 Wellington Management Company LLP 2.72M (3.06%) 599.79K
Increased by +22.04%
Dec 31, 25
8 Dimensional Fund Advisors, Inc. 2.52M (2.84%) -10.74K
Decreased by -0.43%
Mar 31, 26
9 North Peak Capital Management, LLC 2.40M (2.70%) 53.56K
Increased by +2.23%
Dec 31, 25
10 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 2.39M (2.70%) 124.08K
Increased by +5.18%
Dec 31, 25
11 Massachusetts Financial Services Company 2.38M (2.68%) -2.55M
Decreased by -107.32%
Mar 31, 26
12 Geode Capital Management, LLC 2.34M (2.64%) 492.76K
Increased by +21.02%
Dec 31, 25
13 TPG GP A, LLC 2.02M (2.28%) 82.84K
Increased by +4.10%
Mar 31, 25
14 Capital Research Global Investors 1.80M (2.02%) -721.40K
Decreased by -40.16%
Dec 31, 25
15 American Century Companies Inc 1.78M (2.01%) 195.29K
Increased by +10.96%
Dec 31, 25
16 Thrivent Financial For Lutherans 1.71M (1.93%) -213.75K
Decreased by -12.47%
Dec 31, 25
17 Hood River Capital Management LLC 1.59M (1.79%) 9.96K
Increased by +0.63%
Dec 31, 25
18 Jacobs Levy Equity Management, Inc. 1.52M (1.72%) -794.38K
Decreased by -52.11%
Dec 31, 25
19 Boston Partners Global Investors, Inc 1.46M (1.64%) 1.27M
Increased by +87.23%
Mar 31, 26
20 First Trust Advisors L.P. 1.42M (1.60%) 306.84K
Increased by +21.63%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 3.08M (3.47%) -1.55K
Decreased by -0.05%
Apr 30, 26
2 Vanguard Total Stock Mkt Idx Inv 2.97M (3.34%) 15.44K
Increased by +0.52%
Mar 31, 26
3 Vanguard Information Technology ETF 2.23M (2.51%) -2.38K
Decreased by -0.11%
Mar 31, 26
4 Vanguard Small Cap Index 2.15M (2.42%) 27.83K
Increased by +1.30%
Mar 31, 26
5 Global X Robotics & Artfcl Intllgnc ETF 2.02M (2.28%) 0.00
Increased by 0.00%
Feb 27, 26
6 Vanguard Explorer Inv 1.90M (2.14%) 288.26K
Increased by +15.15%
Mar 31, 26
7 American Funds SMALLCAP World A 1.64M (1.84%) -648.63K
Decreased by -39.62%
Dec 31, 25
8 Vanguard US Total Market Shares ETF 1.48M (1.67%) 149.88K
Increased by +10.12%
Sep 30, 24
9 First Trust SMID Cp Rising Div Achv ETF 1.35M (1.52%) 1.82K
Increased by +0.13%
Apr 30, 26
10 MFS Mid Cap Growth A 1.29M (1.45%) 1.29M
Increased by +100.00%
Jan 31, 26
11 MFS Mid Cap Growth Equity 1.29M (1.45%) 0.00
Increased by 0.00%
Dec 31, 25
12 Vanguard Small Cap Growth Index Inv 1.20M (1.35%) 26.08K
Increased by +2.17%
Mar 31, 26
13 Pacer US Cash Cows 100 ETF 1.12M (1.26%) 396.00
Increased by +0.04%
Jun 28, 24
14 Invesco OFI Small Cap Growth 1.06M (1.19%) 42.09K
Increased by +3.98%
Dec 31, 25
15 Thrivent Small Cap Stock A 1.05M (1.18%) -413.00
Decreased by -0.04%
Mar 31, 26
16 Vanguard Institutional Extnd Mkt Idx Tr 1.02M (1.15%) 20.84K
Increased by +2.04%
Mar 31, 26
17 Ranger Small Cap 896.97K (1.01%) -14.00K
Decreased by -1.56%
Mar 31, 26
18 MFS Mid Cap Value A 857.54K (0.97%) -13.21K
Decreased by -1.54%
Mar 31, 26
19 MFS Mid Cap Value Equity 857.54K (0.97%) -36.99K
Decreased by -4.31%
Mar 31, 26
20 Hood River Small-Cap Growth Instl 830.43K (0.93%) 830.43K
Increased by +100.00%
Dec 31, 25