Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 3.26%
2 PEJ 3.19%
3 PBJ 3.06%
4 RJMG 2.70%
5 EATZ 2.14%
6 PEZ 1.85%
7 BCSM 1.21%
8 NSCS 1.11%
9 PSCD 0.99%
10 FRTY 0.95%
11 DBSC 0.91%
12 TIME 0.91%
13 PXSG 0.88%
14 XSMO 0.86%
15 ACTV 0.84%
16 FFOX 0.70%
17 ATFV 0.67%
18 RYJ 0.64%
19 RZG 0.57%
20 HAPS 0.57%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.75M (14.97%) -2.56K
Decreased by -0.04%
Mar 31, 26
2 Vanguard Group Inc 4.31M (11.22%) -19.82K
Decreased by -0.46%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 2.30M (5.98%) 2.30M
Increased by +100.00%
Mar 31, 26
4 Vanguard Capital Management, LLC 1.73M (4.51%) 1.73M
Increased by +100.00%
Mar 31, 26
5 Wellington Management Company LLP 1.72M (4.47%) -1.26M
Decreased by -73.55%
Mar 31, 26
6 Van Berkom and Associates Inc 1.70M (4.42%) 775.27K
Increased by +45.64%
Mar 31, 26
7 Balyasny Asset Management LLC 1.69M (4.39%) 1.43M
Increased by +84.61%
Mar 31, 26
8 State Street Corp 1.49M (3.86%) 43.61K
Increased by +2.94%
Mar 31, 26
9 Engaged Capital LLC 1.37M (3.56%) 0.00
Increased by 0.00%
Dec 31, 23
10 State Street Corporation 1.36M (3.54%) 33.85K
Increased by +2.49%
Dec 31, 23
11 Morgan Stanley - Brokerage Accounts 1.31M (3.42%) -73.55K
Decreased by -5.60%
Dec 31, 25
12 D. E. Shaw & Co LP 1.25M (3.26%) 1.24M
Increased by +98.60%
Jun 30, 25
13 12 West Capital Management LP 1.24M (3.23%) -720.00K
Decreased by -57.90%
Mar 31, 26
14 Gilder Gagnon Howe & CO LLC 1.16M (3.01%) -113.54K
Decreased by -9.83%
Mar 31, 26
15 Squarepoint Ops LLC 1.08M (2.80%) -43.30K
Decreased by -4.03%
Dec 31, 25
16 The Goldman Sachs Group Inc 1.05M (2.72%) 486.11K
Increased by +46.42%
Mar 31, 26
17 Anomaly Capital Management, LP 1.02M (2.66%) 1.02M
Increased by +100.00%
Mar 31, 26
18 Citadel Advisors Llc 1.00M (2.61%) 78.50K
Increased by +7.84%
Mar 31, 26
19 Millennium Management LLC 996.86K (2.59%) 736.06K
Increased by +73.84%
Mar 31, 26
20 Geode Capital Management, LLC 947.48K (2.46%) 27.27K
Increased by +2.88%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.44M (6.35%) 905.00
Increased by +0.04%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 1.22M (3.18%) 3.50K
Increased by +0.29%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 1.19M (3.09%) 1.10K
Increased by +0.09%
Sep 30, 24
4 Vanguard Explorer Inv 1.18M (3.06%) 0.00
Increased by 0.00%
Mar 31, 26
5 Swedbank Robur Globalfond A 1.13M (2.94%) 96.00K
Increased by +8.50%
May 31, 26
6 iShares Russell 2000 ETF 928.35K (2.41%) 8.58K
Increased by +0.92%
May 29, 26
7 Vanguard Small Cap Index 880.61K (2.29%) -3.10K
Decreased by -0.35%
Apr 30, 26
8 Van Berkom Sm-Cap Eq 820.63K (2.13%) -70.31K
Decreased by -8.57%
Mar 31, 26
9 Vanguard Small Cap Growth Index Inv 495.11K (1.29%) -343.00
Decreased by -0.07%
Apr 30, 26
10 Invesco Discovery A 487.60K (1.27%) 0.00
Increased by 0.00%
Jul 31, 25
11 Invesco OFI Small Cap Growth 487.60K (1.27%) -39.85K
Decreased by -8.17%
Jun 30, 25
12 UBS: US Equity Small Cap Growth 483.56K (1.26%) 0.00
Increased by 0.00%
Sep 30, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 453.85K (1.18%) 4.33K
Increased by +0.96%
Apr 30, 26
14 Fidelity Small Cap Index 381.22K (0.99%) 630.00
Increased by +0.17%
Mar 31, 26
15 State Street SPDR Port S&P 600 Sm CpETF 371.37K (0.97%) 0.00
Increased by 0.00%
May 29, 26
16 Fidelity® Small Cap Index 363.44K (0.95%) 9.66K
Increased by +2.66%
Oct 31, 23
17 iShares S&P Small-Cap 600 Growth ETF 357.12K (0.93%) 0.00
Increased by 0.00%
May 29, 26
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 355.91K (0.93%) 4.29K
Increased by +1.21%
Aug 29, 25
19 CT (Lux) American Smaller Com 9U USD 348.81K (0.91%) -74.36K
Decreased by -21.32%
Jun 30, 25
20 SPDR® Portfolio S&P 600 Sm Cap ETF 332.16K (0.86%) 340.00
Increased by +0.10%
Mar 28, 24