Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PABU 1000.00%
2 SUSL 1000.00%
3 SUSA 1000.00%
4 TOK 1000.00%
5 CRBN 1000.00%
6 ACWI 1000.00%
7 USXF 1000.00%
8 USCL 1000.00%
9 EUSA 1000.00%
10 URTH 1000.00%
11 FBT 3.26%
12 JSMD 3.25%
13 FRTY 3.12%
14 PBE 3.06%
15 CSMD 2.58%
16 EASI 2.53%
17 SMAP 2.41%
18 BKIV 2.37%
19 PXSG 2.14%
20 BCSM 1.96%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.99M (11.23%) -626.22K
Decreased by -10.45%
Mar 31, 26
2 Vanguard Group Inc 4.99M (9.36%) -50.25K
Decreased by -1.01%
Dec 31, 25
3 T. Rowe Price Associates, Inc. 4.88M (9.14%) 279.08K
Increased by +5.72%
Mar 31, 26
4 FMR Inc 2.89M (5.41%) 18.94K
Increased by +0.66%
Mar 31, 26
5 United Capital Financial Advisers Inc 2.77M (5.20%) 3.12K
Increased by +0.11%
Mar 31, 26
6 Vanguard Capital Management, LLC 2.40M (4.49%) 2.40M
Increased by +100.00%
Mar 31, 26
7 Vanguard Portfolio Management, LLC 2.31M (4.32%) 2.31M
Increased by +100.00%
Mar 31, 26
8 State Street Corp 1.78M (3.33%) 58.19K
Increased by +3.27%
Mar 31, 26
9 State Street Corporation 1.76M (3.29%) 54.59K
Increased by +3.11%
Mar 31, 24
10 Bank of New York Mellon Corp 1.53M (2.87%) 186.70K
Increased by +12.19%
Mar 31, 26
11 Maverick Capital Ltd 1.52M (2.85%) 1.52M
Increased by +100.00%
Mar 31, 26
12 Massachusetts Financial Services Company 1.40M (2.62%) 181.99K
Increased by +13.02%
Mar 31, 26
13 T. Rowe Price Investment Management,Inc. 1.37M (2.56%) 677.17K
Increased by +49.55%
Mar 31, 26
14 Amvescap Plc. 1.28M (2.40%) 21.82K
Increased by +1.71%
Mar 31, 26
15 Sands Capital Management, LLC 1.25M (2.34%) -43.11K
Decreased by -3.45%
Jun 30, 25
16 Wasatch Advisors LP 1.24M (2.33%) 1.24M
Increased by +100.00%
Mar 31, 26
17 RTW INVESTMENTS, LLC 1.21M (2.26%) 142.00K
Increased by +11.77%
Mar 31, 26
18 Franklin Resources Inc 1.19M (2.24%) 91.69K
Increased by +7.68%
Mar 31, 26
19 Artisan Partners Limited Partnership 1.12M (2.10%) -402.12K
Decreased by -35.88%
Mar 31, 24
20 Citadel Advisors Llc 1.10M (2.06%) -295.07K
Decreased by -26.84%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.80M (3.36%) 336.00
Increased by +0.02%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 1.71M (3.21%) 4.37K
Increased by +0.26%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 1.68M (3.15%) 1.32K
Increased by +0.08%
Sep 30, 24
4 US Small-Cap Growth II Equity Comp 1.26M (2.35%) 319.34K
Increased by +25.43%
Mar 31, 26
5 Vanguard Small Cap Index 1.23M (2.31%) -2.36K
Decreased by -0.19%
Apr 30, 26
6 T. Rowe Price New Horizons 1.23M (2.31%) -24.26K
Decreased by -1.97%
Apr 30, 26
7 Sands Capital Global Growth Equity 1.14M (2.13%) -41.08K
Decreased by -3.61%
Jun 30, 25
8 MFS Mid Cap Growth A 862.37K (1.62%) 0.00
Increased by 0.00%
Apr 30, 26
9 MFS Mid Cap Growth Equity 862.37K (1.62%) 39.40K
Increased by +4.57%
Mar 31, 26
10 Delaware Ivy Mid Cap Growth A 770.94K (1.44%) -34.71K
Decreased by -4.50%
Oct 31, 24
11 T. Rowe Price All-Cap Opportunities Fund 748.46K (1.40%) 0.00
Increased by 0.00%
Mar 31, 26
12 T. Rowe Price US All-Cap Opp Eq Comp 748.46K (1.40%) 0.00
Increased by 0.00%
Mar 31, 26
13 Vanguard Small Cap Growth Index Inv 691.03K (1.29%) -595.00
Decreased by -0.09%
Apr 30, 26
14 BlackRock Mid-Cap Growth Equity Instl 662.94K (1.24%) -26.21K
Decreased by -3.95%
Apr 30, 26
15 First Trust NYSE Arca Biotech ETF 643.19K (1.21%) -2.78K
Decreased by -0.43%
May 31, 26
16 T. Rowe Price New Horizons Tr-A 602.46K (1.13%) 193.99K
Increased by +32.20%
Mar 31, 26
17 Vanguard Institutional Extnd Mkt Idx Tr 597.72K (1.12%) 6.46K
Increased by +1.08%
Apr 30, 26
18 T. Rowe Price US All-Cap Opp Eq SMA 582.25K (1.09%) 204.90K
Increased by +35.19%
Dec 31, 24
19 Macquarie Mid Cap Growth A 552.50K (1.04%) 0.00
Increased by 0.00%
May 31, 25
20 T. Rowe Price US Small-Cap Core Equity 544.21K (1.02%) 294.32K
Increased by +54.08%
Mar 31, 26