Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HYP 2.16%
2 FORH 2.03%
3 PRN 1.10%
4 FSML 0.89%
5 FYC 0.58%
6 AIPO 0.49%
7 EHLS 0.49%
8 DWAS 0.39%
9 FYX 0.32%
10 BFOR 0.31%
11 IWC 0.06%
12 VFMO 0.03%
13 TSES 0.02%
14 VTWG 0.02%
15 VFQY 0.02%
16 IWO 0.01%
17 SQLT 0.01%
18 VTWO 0.01%
19 IWMW 0.01%
20 IWM 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 715.56K (9.76%) 41.95K
Increased by +5.86%
 Mar 31, 26
2 Vanguard Group Inc 539.98K (7.36%) 37.60K
Increased by +6.96%
 Dec 31, 25
3 Arrowstreet Capital Limited Partnership 466.20K (6.36%) 23.11K
Increased by +4.96%
 Mar 31, 26
4 Situational Awareness LP 432.30K (5.89%) 0.00
Increased by 0.00%
 Mar 31, 26
5 Situational Awareness Partners LP 432.30K (5.89%) 432.30K
Increased by +100.00%
 Mar 31, 26
6 Vanguard Capital Management, LLC 340.97K (4.65%) 340.97K
Increased by +100.00%
 Mar 31, 26
7 Allspring Global Investments Holdings, LLC 301.17K (4.11%) -27.59K
Decreased by -9.16%
 Mar 31, 26
8 Dimensional Fund Advisors, Inc. 283.24K (3.86%) 81.35K
Increased by +28.72%
 Mar 31, 26
9 Barclays PLC 239.05K (3.26%) 212.17K
Increased by +88.76%
 Mar 31, 26
10 Driehaus Capital Management LLC 229.12K (3.12%) 94.62K
Increased by +41.30%
 Dec 31, 25
11 Busey Trust Co 220.00K (3.00%) 0.00
Increased by 0.00%
 Mar 31, 26
12 SG Americas Securities, LLC 216.40K (2.95%) 214.61K
Increased by +99.18%
 Mar 31, 26
13 Geode Capital Management, LLC 196.30K (2.68%) 4.63K
Increased by +2.36%
 Mar 31, 26
14 State Street Corp 170.75K (2.33%) 5.85K
Increased by +3.43%
 Mar 31, 26
15 Morgan Stanley - Brokerage Accounts 167.04K (2.28%) -7.72K
Decreased by -4.62%
 Mar 31, 26
16 LPL Financial Corp 156.19K (2.13%) 69.60K
Increased by +44.57%
 Mar 31, 26
17 Danske Bank A/S. 121.65K (1.66%) 121.65K
Increased by +100.00%
 Mar 31, 26
18 Qube Research & Technologies 114.25K (1.56%) 114.25K
Increased by +100.00%
 Dec 31, 25
19 Navellier & Associates Inc 107.50K (1.47%) 5.77K
Increased by +5.37%
 Mar 31, 26
20 Vanguard Portfolio Management, LLC 105.23K (1.43%) 105.23K
Increased by +100.00%
 Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 256.75K (3.50%) 0.00
Increased by 0.00%
 Jun 30, 26
2 iShares Russell 2000 ETF 228.72K (3.12%) 1.35K
Increased by +0.59%
 Jun 30, 26
3 iShares Global Infrastructure ETF Comm 144.58K (1.97%) 165.00
Increased by +0.11%
 Jun 30, 26
4 Fidelity Small Cap Index 84.75K (1.16%) 714.00
Increased by +0.84%
 Apr 30, 26
5 First Trust Small Cap Gr AlphaDEX® ETF 84.57K (1.15%) 105.00
Increased by +0.12%
 Jun 30, 26
6 Allspring SMID Cap Growth Fund -Cl Admin 82.73K (1.13%) -2.69K
Decreased by -3.26%
 Apr 30, 26
7 iShares Russell 2000 Growth ETF 76.27K (1.04%) -294.00
Decreased by -0.39%
 Jun 30, 26
8 Vanguard Institutional Extnd Mkt Idx Tr 75.60K (1.03%) 0.00
Increased by 0.00%
 Jun 30, 26
9 Defiance AI & Power Infrastructure ETF 71.21K (0.97%) 0.00
Increased by 0.00%
 Jun 30, 26
10 Hussman Strategic Market Cycle Fund 60.00K (0.82%) 30.00K
Increased by +50.00%
 Mar 31, 26
11 Russell 2000 Equity Index Fund B 53.57K (0.73%) -31.00
Decreased by -0.06%
 Mar 31, 26
12 Russell 2000 Index Non-Lendable Fund 53.57K (0.73%) 53.57K
Increased by +100.00%
 Mar 31, 26
13 Danske Invest Select Global Eq Sol EUR W 52.80K (0.72%) 0.00
Increased by 0.00%
 Apr 30, 26
14 Allspring Dis SMID Cap Growth CIT E2 50.90K (0.69%) -596.00
Decreased by -1.17%
 Apr 30, 26
15 Vanguard Russell 2000 ETF 49.87K (0.68%) 5.81K
Increased by +11.65%
 Jun 30, 26
16 Dimensional US Small Cap ETF 49.70K (0.68%) 0.00
Increased by 0.00%
 Jun 30, 26
17 State St Russell Sm/Mid Cp® Indx SL Cl I 49.70K (0.68%) 0.00
Increased by 0.00%
 Jun 30, 26
18 First Trust Small Cap Core AlphaDEX® ETF 47.55K (0.65%) 0.00
Increased by 0.00%
 Jun 30, 26
19 DFA US Small Cap I 43.44K (0.59%) 0.00
Increased by 0.00%
 May 31, 26
20 Victory Small Cap Stock 42.98K (0.59%) 13.19K
Increased by +30.69%
 Jun 30, 26