Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AWEG 4.72%
2 AZTD 3.50%
3 ABLS 2.90%
4 XHS 2.45%
5 CBSE 2.20%
6 RNIN 1.60%
7 SIXS 1.60%
8 TSME 1.59%
9 RNSC 1.40%
10 FSGS 1.40%
11 GRPZ 1.26%
12 RZG 1.22%
13 SFLO 1.05%
14 PSCH 1.03%
15 BOUT 0.94%
16 OMFS 0.86%
17 EKG 0.84%
18 JSMD 0.80%
19 CAFG 0.78%
20 TMAT 0.68%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 12.00M (16.75%) -960.15K
Decreased by -8.00%
Mar 31, 26
2 Vanguard Group Inc 9.63M (13.45%) -472.76K
Decreased by -4.91%
Dec 31, 25
3 TPG GP A, LLC 6.88M (9.60%) 0.00
Increased by 0.00%
Dec 31, 24
4 FMR Inc 6.50M (9.08%) -66.09K
Decreased by -1.02%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 5.29M (7.39%) 5.29M
Increased by +100.00%
Mar 31, 26
6 KPCB XIII Associates LLC 5.07M (7.09%) 0.00
Increased by 0.00%
Sep 30, 23
7 Pacer Advisors, INC. 3.68M (5.13%) 1.18M
Increased by +32.20%
Dec 31, 24
8 Vanguard Capital Management, LLC 3.48M (4.86%) 3.48M
Increased by +100.00%
Mar 31, 26
9 T. Rowe Price Investment Management,Inc. 3.27M (4.56%) -164.73K
Decreased by -5.04%
Dec 31, 24
10 State Street Corp 3.08M (4.30%) 127.11K
Increased by +4.13%
Mar 31, 26
11 State Street Corporation 2.90M (4.05%) 113.71K
Increased by +3.92%
Mar 31, 24
12 Ameriprise Financial Inc 2.83M (3.95%) 547.28K
Increased by +19.37%
Mar 31, 26
13 Fort Washington Investment Advisors Inc 2.69M (3.76%) 859.29K
Increased by +31.90%
Mar 31, 26
14 International Assets Investment Management, LLC 2.57M (3.58%) 2.41M
Increased by +94.03%
Sep 30, 24
15 Morgan Stanley - Brokerage Accounts 2.29M (3.19%) 1.00M
Increased by +43.76%
Mar 31, 26
16 Wellington Management Company LLP 2.29M (3.19%) 44.11K
Increased by +1.93%
Mar 31, 26
17 American Century Companies Inc 2.23M (3.11%) 873.55K
Increased by +39.23%
Mar 31, 24
18 Citadel Advisors Llc 2.16M (3.02%) 1.24M
Increased by +57.34%
Dec 31, 25
19 Soleus Capital Management, L.P. 2.07M (2.89%) 2.07M
Increased by +100.00%
Mar 31, 26
20 Geode Capital Management, LLC 2.04M (2.85%) 70.75K
Increased by +3.46%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.86M (6.79%) 1.84K
Increased by +0.04%
May 29, 26
2 iShares Core S&P Mid-Cap ETF 2.62M (3.66%) 810.00
Increased by +0.03%
Aug 30, 24
3 Fort Washington Small Company Equity 2.60M (3.63%) 882.98K
Increased by +33.94%
Mar 31, 26
4 Small Company Equity - FTWA 2.60M (3.63%) 882.98K
Increased by +33.94%
Mar 31, 26
5 Vanguard Total Stock Mkt Idx Inv 2.45M (3.42%) 0.00
Increased by 0.00%
Apr 30, 26
6 Vanguard US Total Market Shares ETF 2.35M (3.28%) -196.33K
Decreased by -8.35%
Sep 30, 24
7 Thrivent Mid Cap Stock A 1.97M (2.74%) -122.63K
Decreased by -6.24%
Jun 30, 25
8 Touchstone Small Company A 1.96M (2.74%) 565.86K
Increased by +28.84%
Mar 31, 26
9 ClearBridge Small Cap Growth A 1.94M (2.71%) -81.10K
Decreased by -4.18%
Jun 30, 24
10 Vanguard Small Cap Index 1.79M (2.50%) 1.55K
Increased by +0.09%
Apr 30, 26
11 iShares Russell 2000 ETF 1.79M (2.50%) 16.54K
Increased by +0.92%
May 29, 26
12 Fidelity Small Cap Growth 1.68M (2.34%) 44.78K
Increased by +2.67%
Mar 31, 26
13 T. Rowe Price US Small-Cap Core Equity 1.46M (2.04%) -83.71K
Decreased by -5.72%
Dec 31, 24
14 CT (Lux) American Smaller Com 9U USD 1.45M (2.02%) -72.00K
Decreased by -4.98%
Apr 30, 26
15 BlackRock Global Equity Mkt Netrl Instl 1.17M (1.64%) 459.85K
Increased by +39.18%
Jul 31, 25
16 JPM Small Cap Equity-MA 1.04M (1.46%) 1.03M
Increased by +98.88%
Jun 30, 24
17 JPM US Small Cap Core-Composite 1.04M (1.46%) -51.66K
Decreased by -4.96%
Jun 30, 24
18 BlackRock Advantage Small Cap Core Instl 1.01M (1.41%) 29.95K
Increased by +2.96%
Jul 31, 25
19 Thrivent Mid Cap Stock 1.01M (1.41%) -229.26K
Decreased by -22.65%
Jun 30, 25
20 Vanguard Small Cap Growth Index Inv 999.56K (1.40%) -784.00
Decreased by -0.08%
Apr 30, 26