Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMLL 3.27%
2 IWO 0.22%
3 JKK 0.12%
4 ISCG 0.12%
5 IWMW 0.12%
6 IWM 0.12%
7 JKJ 0.06%
8 ISCB 0.06%
9 SMMD 0.05%
10 WSML 0.04%
11 ESML 0.03%
12 IALT 0.01%
13 ITOT 0.01%
14 IWV 0.01%
15 ITDI 0.00%
16 ITDH 0.00%
17 ITDJ 0.00%
18 ITDG 0.00%
19 ITDF 0.00%
20 ITDE 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 16.05M (8.67%) -98.20K
Decreased by -0.61%
Dec 31, 25
2 BlackRock Inc 14.69M (7.94%) -875.38K
Decreased by -5.96%
Mar 31, 26
3 Naspers Ltd 13.44M (7.27%) -12.00M
Decreased by -89.27%
Mar 31, 26
4 Baillie Gifford & Co Limited. 11.82M (6.39%) 159.75K
Increased by +1.35%
Mar 31, 26
5 FMR Inc 10.74M (5.80%) 10.52M
Increased by +97.97%
Mar 31, 26
6 Generation Investment Management LLP 7.69M (4.16%) 0.00
Increased by 0.00%
Mar 31, 26
7 Vanguard Capital Management, LLC 7.53M (4.07%) 7.53M
Increased by +100.00%
Mar 31, 26
8 Vanguard Portfolio Management, LLC 7.46M (4.03%) 7.46M
Increased by +100.00%
Mar 31, 26
9 Marshall Wace Asset Management Ltd 6.40M (3.46%) 403.66K
Increased by +6.31%
Mar 31, 26
10 Citadel Advisors Llc 5.81M (3.14%) 522.09K
Increased by +8.98%
Dec 31, 25
11 Bank of America Corp 5.15M (2.79%) 4.25M
Increased by +82.51%
Mar 31, 26
12 Divisadero Street Capital Management, LP 5.10M (2.76%) 4.56M
Increased by +89.46%
Jun 30, 25
13 Arrowstreet Capital Limited Partnership 4.74M (2.56%) -67.93K
Decreased by -1.43%
Mar 31, 26
14 Geode Capital Management, LLC 4.29M (2.32%) 137.34K
Increased by +3.20%
Mar 31, 26
15 JPMorgan Chase & Co 4.28M (2.31%) 2.24M
Increased by +52.45%
Sep 30, 25
16 Citigroup Inc 4.17M (2.25%) 4.04M
Increased by +96.86%
Jun 30, 25
17 State Street Corp 3.88M (2.10%) 95.51K
Increased by +2.46%
Mar 31, 26
18 Morgan Stanley - Brokerage Accounts 3.86M (2.09%) -223.60K
Decreased by -5.79%
Mar 31, 25
19 AllianceBernstein L.P. 3.85M (2.08%) -1.29M
Decreased by -33.55%
Jun 30, 25
20 T. Rowe Price Associates, Inc. 3.84M (2.08%) 3.68M
Increased by +95.71%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 10.41M (5.63%) 0.00
Increased by 0.00%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 5.33M (2.88%) 15.40K
Increased by +0.29%
Apr 30, 26
3 Strategic Advisers Fidelity US TtlStk 4.35M (2.35%) 4.35M
Increased by +100.00%
Apr 30, 26
4 iShares Russell 2000 ETF 4.05M (2.19%) 0.00
Increased by 0.00%
May 29, 26
5 Vanguard Small Cap Index 3.88M (2.10%) -6.13K
Decreased by -0.16%
Apr 30, 26
6 Baillie Gifford Positive Change 3.51M (1.90%) -96.96K
Decreased by -2.76%
Apr 30, 26
7 Baillie Gifford Positive Change B Acc 3.49M (1.89%) -45.07K
Decreased by -1.29%
Apr 30, 26
8 Fidelity Value 2.83M (1.53%) -591.40K
Decreased by -20.89%
Apr 30, 26
9 American Funds SMALLCAP World A 2.64M (1.43%) 873.65K
Increased by +33.14%
Mar 31, 26
10 Baillie Gifford WW Pstv Chg B USD Acc 2.20M (1.19%) -18.24K
Decreased by -0.83%
Apr 30, 26
11 Vanguard Small Cap Growth Index Inv 2.18M (1.18%) 8.46K
Increased by +0.39%
Apr 30, 26
12 Vanguard Institutional Extnd Mkt Idx Tr 1.93M (1.05%) 16.89K
Increased by +0.87%
Apr 30, 26
13 MFS New Discovery I 1.79M (0.97%) -458.92K
Decreased by -25.70%
Oct 31, 24
14 Fidelity® Small Cap Growth 1.74M (0.94%) -2.11K
Decreased by -0.12%
Oct 31, 23
15 Fidelity Small Cap Index 1.68M (0.91%) 25.12K
Increased by +1.50%
Mar 31, 26
16 State Street SPDR Port S&P 600 Sm CpETF 1.58M (0.85%) 0.00
Increased by 0.00%
May 29, 26
17 iShares Russell 2000 Growth ETF 1.42M (0.77%) 0.00
Increased by 0.00%
May 29, 26
18 Fidelity VIP Mid Cap Initial 1.40M (0.76%) 381.40K
Increased by +27.22%
Apr 30, 26
19 JPM US Mid Cap Growth-MA 1.40M (0.76%) 230.31K
Increased by +16.44%
Mar 31, 24
20 FullerThaler Behavioral Small-Cap Growth 1.35M (0.73%) 1.35M
Increased by +100.00%
Mar 31, 26