Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 SIMS 4.31%
3 WAR 3.33%
4 PSI 3.31%
5 BOTT 2.85%
6 MRGR 2.39%
7 SNSR 2.37%
8 ARB 2.04%
9 HAPY 2.03%
10 XKII 1.97%
11 MOON 1.84%
12 MNA 1.74%
13 SMHX 1.67%
14 XSD 1.66%
15 FFOX 1.27%
16 HAPS 1.18%
17 DTEC 1.04%
18 NIXT 1.01%
19 EVNT 0.99%
20 NSCS 0.94%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.99M (15.43%) 222.44K
Increased by +4.45%
Mar 31, 26
2 FMR Inc 4.93M (15.23%) 5.63K
Increased by +0.11%
Dec 31, 25
3 Vanguard Group Inc 3.99M (12.34%) 121.43K
Increased by +3.04%
Dec 31, 25
4 Vanguard Portfolio Management, LLC 2.14M (6.61%) 2.14M
Increased by +100.00%
Mar 31, 26
5 State Street Corporation 1.48M (4.57%) 17.52K
Increased by +1.18%
Mar 31, 24
6 Vanguard Capital Management, LLC 1.47M (4.55%) 1.47M
Increased by +100.00%
Mar 31, 26
7 State Street Corp 1.47M (4.53%) -76.23K
Decreased by -5.20%
Mar 31, 26
8 Balyasny Asset Management LLC 1.23M (3.81%) 1.23M
Increased by +100.00%
Mar 31, 26
9 Macquarie Group Ltd 997.15K (3.08%) -94.17K
Decreased by -9.44%
Sep 30, 25
10 Geode Capital Management, LLC 851.38K (2.63%) 26.61K
Increased by +3.13%
Mar 31, 26
11 Capital Research Global Investors 811.94K (2.51%) 0.00
Increased by 0.00%
Mar 31, 26
12 GW&K Investment Management, LLC 676.79K (2.09%) -5.26K
Decreased by -0.78%
Mar 31, 25
13 Wellington Management Company LLP 666.47K (2.06%) -159.98K
Decreased by -24.00%
Jun 30, 25
14 Delaware Management Holdings Inc 661.44K (2.04%) -254.29K
Decreased by -38.44%
Mar 31, 26
15 AQR Capital Management LLC 653.05K (2.02%) -48.87K
Decreased by -7.48%
Dec 31, 25
16 American Century Companies Inc 636.33K (1.97%) -15.66K
Decreased by -2.46%
Mar 31, 26
17 Morgan Stanley - Brokerage Accounts 590.91K (1.83%) 183.53K
Increased by +31.06%
Mar 31, 26
18 Adage Capital Partners Gp LLC 566.34K (1.75%) -50.14K
Decreased by -8.85%
Mar 31, 26
19 Van Berkom and Associates Inc 557.20K (1.72%) -61.44K
Decreased by -11.03%
Dec 31, 24
20 Westfield Capital Management Company, L.P. 547.40K (1.69%) 205.09K
Increased by +37.47%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Growth Compy Commingled Pl S 2.31M (7.14%) 6.10K
Increased by +0.26%
Jan 31, 26
2 Fidelity Growth Compy Commingled Pl O 2.28M (7.03%) 0.00
Increased by 0.00%
May 31, 24
3 Fidelity® Growth Company 1.57M (4.85%) 0.00
Increased by 0.00%
Nov 30, 23
4 iShares Core S&P Mid-Cap ETF 1.12M (3.46%) 210.00
Increased by +0.02%
May 29, 26
5 Vanguard Total Stock Mkt Idx Inv 1.05M (3.24%) 2.40K
Increased by +0.23%
Apr 30, 26
6 Vanguard US Total Market Shares ETF 1.02M (3.17%) 66.20K
Increased by +6.46%
Sep 30, 24
7 iShares Russell 2000 ETF 780.57K (2.41%) 7.23K
Increased by +0.93%
May 29, 26
8 Vanguard Small Cap Index 759.27K (2.35%) -1.51K
Decreased by -0.20%
Apr 30, 26
9 American Funds SMALLCAP World A 695.24K (2.15%) 0.00
Increased by 0.00%
Mar 31, 26
10 Delaware US Small Cap Core Equity (SMA) 680.26K (2.10%) 79.70K
Increased by +11.72%
Mar 31, 24
11 Macquarie US Small Cap Core Equity 680.26K (2.10%) 79.70K
Increased by +11.72%
Mar 31, 24
12 Delaware Small Cap Core I 658.49K (2.03%) 0.00
Increased by 0.00%
Oct 31, 24
13 Vanguard Information Technology ETF 634.67K (1.96%) -36.39K
Decreased by -5.73%
Apr 30, 26
14 Fidelity® Growth Company K6 610.59K (1.89%) -11.63K
Decreased by -1.90%
Nov 30, 23
15 Van Berkom Sm-Cap Eq 589.61K (1.82%) -139.61K
Decreased by -23.68%
Jun 30, 24
16 Macquarie Small Cap Core I 583.19K (1.80%) -72.60K
Decreased by -12.45%
Jul 31, 25
17 Fidelity Growth Company K6 488.78K (1.51%) -6.10K
Decreased by -1.25%
Jan 31, 26
18 Fidelity Growth Company Fund 488.74K (1.51%) -1.21M
Decreased by -246.55%
Feb 28, 26
19 Nomura US Small Cap Core Equity 480.00K (1.48%) 33.79K
Increased by +7.04%
Mar 31, 26
20 Nomura Small Cap Core I 468.60K (1.45%) -11.40K
Decreased by -2.43%
Apr 30, 26