Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ACT_old 10.00%
2 LSAT 3.23%
3 VICE 2.78%
4 TOKE 2.72%
5 PBJ 2.69%
6 BAD 2.66%
7 FXG 2.65%
8 CBSE 2.32%
9 CBLS 1.97%
10 ENTR 1.19%
11 JMID 1.11%
12 MYLD 1.04%
13 LSAF 1.02%
14 SMLL 0.88%
15 PXMG 0.85%
16 PSL 0.82%
17 HAPS 0.71%
18 DSMC 0.59%
19 NIXT 0.58%
20 FTXG 0.55%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 1.04M (15.33%) 89.05K
Increased by +8.57%
Dec 31, 25
2 BlackRock Inc 770.25K (11.36%) 44.72K
Increased by +5.81%
Mar 31, 26
3 T. Rowe Price Investment Management,Inc. 703.48K (10.38%) 29.41K
Increased by +4.18%
Dec 31, 24
4 AQR Capital Management LLC 651.98K (9.62%) 211.76K
Increased by +32.48%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 634.47K (9.36%) 634.47K
Increased by +100.00%
Mar 31, 26
6 Vanguard Capital Management, LLC 340.90K (5.03%) 340.90K
Increased by +100.00%
Mar 31, 26
7 Nuveen, LLC 311.61K (4.60%) 311.61K
Increased by +100.00%
Mar 31, 25
8 American Century Companies Inc 288.08K (4.25%) 96.48K
Increased by +33.49%
Mar 31, 26
9 State Street Corporation 276.26K (4.08%) 5.95K
Increased by +2.16%
Mar 31, 24
10 Dimensional Fund Advisors, Inc. 273.61K (4.04%) 15.61K
Increased by +5.71%
Mar 31, 26
11 State Street Corp 255.19K (3.77%) 898.00
Increased by +0.35%
Mar 31, 26
12 Arrowstreet Capital Limited Partnership 245.25K (3.62%) -26.27K
Decreased by -10.71%
Mar 31, 26
13 Fisher Asset Management, LLC 231.47K (3.42%) -615.00
Decreased by -0.27%
Sep 30, 25
14 Quantinno Capital Management LP 230.59K (3.40%) 140.25K
Increased by +60.82%
Mar 31, 26
15 UBS Group AG 218.60K (3.23%) 1.97K
Increased by +0.90%
Mar 31, 26
16 Point72 Asset Management, L.P. 217.71K (3.21%) 160.94K
Increased by +73.92%
Mar 31, 25
17 Armistice Capital, LLC 210.55K (3.11%) 88.62K
Increased by +42.09%
Mar 31, 25
18 FMR Inc 195.37K (2.88%) -165.51K
Decreased by -84.72%
Mar 31, 26
19 Gotham Asset Management, LLC 170.32K (2.51%) -78.59K
Decreased by -46.14%
Mar 31, 26
20 Baird Financial Group, Inc. 168.03K (2.48%) -1.16K
Decreased by -0.69%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Avantis US Small Cap Value ETF 310.64K (4.58%) 286.00
Increased by +0.09%
May 30, 26
2 Vanguard US Total Market Shares ETF 275.97K (4.07%) 51.06K
Increased by +18.50%
Sep 30, 24
3 iShares Core S&P Mid-Cap ETF 260.91K (3.85%) 48.00
Increased by +0.02%
May 29, 26
4 Vanguard Total Stock Mkt Idx Inv 237.26K (3.50%) 4.21K
Increased by +1.77%
Apr 30, 26
5 Vanguard Small Cap Index 173.73K (2.56%) -739.00
Decreased by -0.43%
Apr 30, 26
6 Fidelity® Blue Chip Growth 173.38K (2.56%) 0.00
Increased by 0.00%
Nov 30, 23
7 T. Rowe Price Mid-Cap Growth 169.60K (2.50%) 0.00
Increased by 0.00%
Dec 31, 24
8 T. Rowe Price US Mid-Cap Growth Equity 169.60K (2.50%) -29.90K
Decreased by -17.63%
Dec 31, 24
9 Longleaf Partners Small-Cap 118.22K (1.74%) -29.55K
Decreased by -25.00%
Mar 31, 26
10 Vanguard Strategic Equity Inv 114.67K (1.69%) 19.87K
Increased by +17.33%
Mar 31, 26
11 Fidelity® Mid-Cap Stock 101.57K (1.50%) 0.00
Increased by 0.00%
Nov 30, 23
12 VIP Mid Cap Initial 99.80K (1.47%) 0.00
Increased by 0.00%
Nov 30, 23
13 Baird Mid Cap Growth Institutional 97.08K (1.43%) 0.00
Increased by 0.00%
Mar 31, 24
14 Fidelity Blue Chip Growth 93.85K (1.38%) -79.53K
Decreased by -84.73%
Dec 31, 23
15 T. Rowe Price US Small-Cap Core Equity 91.56K (1.35%) -15.73K
Decreased by -17.18%
Dec 31, 24
16 Vanguard Consumer Staples ETF 88.60K (1.31%) 65.00
Increased by +0.07%
Apr 30, 26
17 Vanguard Institutional Extnd Mkt Idx Tr 86.67K (1.28%) 878.00
Increased by +1.01%
Apr 30, 26
18 T. Rowe Price Small-Cap Stock 84.69K (1.25%) -6.87K
Decreased by -8.11%
Jan 31, 25
19 Fidelity Mid-Cap Stock 79.87K (1.18%) 0.00
Increased by 0.00%
Aug 31, 24
20 Fidelity VIP Mid Cap Initial 77.20K (1.14%) 0.00
Increased by 0.00%
Feb 29, 24