Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SNSR 4.90%
2 CSMD 4.12%
3 SMHX 4.11%
4 MCOW 3.67%
5 LIVR 3.39%
6 LOUP 3.22%
7 DBSC 3.02%
8 NEWZ 2.98%
9 GRPM 2.91%
10 FFTY 2.81%
11 PTF 2.72%
12 XKII 2.58%
13 XSD 2.38%
14 RFG 2.18%
15 FFOX 2.11%
16 ALIL 2.07%
17 FFLS 2.05%
18 XKFS 2.02%
19 BUL 1.88%
20 NBDS 1.63%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 16.31M (15.19%) 30.12K
Increased by +0.18%
Mar 31, 26
2 Vanguard Group Inc 12.29M (11.45%) -410.84K
Decreased by -3.34%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 6.64M (6.19%) 6.64M
Increased by +100.00%
Mar 31, 26
4 Amvescap Plc. 6.50M (6.06%) 2.35M
Increased by +36.17%
Mar 31, 26
5 Vanguard Capital Management, LLC 4.83M (4.50%) 4.83M
Increased by +100.00%
Mar 31, 26
6 State Street Corporation 4.44M (4.13%) 184.13K
Increased by +4.15%
Mar 31, 24
7 State Street Corp 4.37M (4.07%) 122.05K
Increased by +2.79%
Mar 31, 26
8 T. Rowe Price Associates, Inc. 3.38M (3.15%) -2.01M
Decreased by -59.49%
Mar 31, 26
9 FMR Inc 3.32M (3.09%) 1.73M
Increased by +52.18%
Mar 31, 26
10 Geode Capital Management, LLC 3.12M (2.91%) 281.78K
Increased by +9.02%
Mar 31, 26
11 EdgePoint Investment Group, Inc. 2.79M (2.60%) 1.62M
Increased by +58.05%
Jun 30, 25
12 Lord, Abbett & Co LLC 2.50M (2.33%) 978.48K
Increased by +39.15%
Dec 31, 23
13 T. Rowe Price Investment Management,Inc. 2.39M (2.23%) 1.68M
Increased by +70.26%
Mar 31, 26
14 Hood River Capital Management LLC 2.17M (2.02%) 116.98K
Increased by +5.40%
Jun 30, 24
15 EdgePoint Investment 1.95M (1.81%) 541.06K
Increased by +27.78%
Mar 31, 26
16 AllianceBernstein L.P. 1.90M (1.77%) 78.28K
Increased by +4.12%
Dec 31, 25
17 Whale Rock Capital Management LLC 1.89M (1.76%) 1.12M
Increased by +59.48%
Sep 30, 23
18 JPMorgan Chase & Co 1.84M (1.71%) -228.84K
Decreased by -12.46%
Mar 31, 26
19 Dimensional Fund Advisors, Inc. 1.80M (1.67%) -98.23K
Decreased by -5.47%
Mar 31, 26
20 Westwood Holdings Group Inc 1.74M (1.62%) 504.85K
Increased by +29.06%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 3.65M (3.40%) 684.00
Increased by +0.02%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 3.44M (3.20%) 8.39K
Increased by +0.24%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 3.41M (3.18%) 2.52K
Increased by +0.07%
Sep 30, 24
4 Invesco Small Cap Value A 2.79M (2.60%) 252.36K
Increased by +9.03%
Apr 30, 26
5 iShares Russell 2000 ETF 2.58M (2.41%) 23.87K
Increased by +0.92%
May 29, 26
6 Vanguard Small Cap Index 2.48M (2.31%) -5.25K
Decreased by -0.21%
Apr 30, 26
7 Invesco Value Opportunities A 2.14M (2.00%) 284.92K
Increased by +13.29%
Apr 30, 26
8 iShares Semiconductor ETF 2.04M (1.90%) -59.01K
Decreased by -2.90%
May 29, 26
9 Swedbank Robur Technology A 1.40M (1.30%) 0.00
Increased by 0.00%
May 31, 26
10 Vanguard Information Technology ETF 1.40M (1.30%) -198.96K
Decreased by -14.21%
Apr 30, 26
11 Vanguard Small Cap Growth Index Inv 1.39M (1.30%) 756.00
Increased by +0.05%
Apr 30, 26
12 EdgePoint Global 1.38M (1.28%) -51.12K
Decreased by -3.71%
Sep 30, 25
13 EdgePoint Global Portfolio Series F 1.38M (1.28%) -51.12K
Decreased by -3.71%
Sep 30, 25
14 Vanguard Explorer Inv 1.31M (1.22%) 1.26M
Increased by +96.15%
Jun 30, 24
15 Vanguard Institutional Extnd Mkt Idx Tr 1.22M (1.13%) 12.21K
Increased by +1.00%
Apr 30, 26
16 Hood River Small-Cap Growth Instl 1.14M (1.06%) 145.19K
Increased by +12.77%
Jun 30, 24
17 Polar Capital Global Tech Inc 1.11M (1.04%) 0.00
Increased by 0.00%
Dec 31, 23
18 T. Rowe Price Integrated US SmCapGrEq 1.10M (1.03%) -136.27K
Decreased by -12.36%
Mar 31, 26
19 Fidelity Small Cap Index 1.06M (0.99%) 1.84K
Increased by +0.17%
Mar 31, 26
20 Fidelity® Small Cap Index 1.05M (0.98%) 28.74K
Increased by +2.73%
Oct 31, 23