Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 SIMS 4.21%
3 WAR 3.33%
4 PSI 3.31%
5 BOTT 2.85%
6 MRGR 2.46%
7 SNSR 2.21%
8 ARB 2.04%
9 HAPY 2.03%
10 XKII 1.97%
11 MOON 1.84%
12 MNA 1.73%
13 SMHX 1.65%
14 XSD 1.63%
15 FFOX 1.27%
16 HAPS 1.21%
17 NIXT 1.05%
18 DTEC 1.00%
19 EVNT 0.99%
20 NSCS 0.94%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 4.93M (15.22%) 5.63K
Increased by +0.11%
Dec 31, 25
2 BlackRock Inc 4.77M (14.73%) 264.82K
Increased by +5.55%
Dec 31, 25
3 Vanguard Group Inc 3.99M (12.33%) 121.43K
Increased by +3.04%
Dec 31, 25
4 State Street Corp 1.54M (4.77%) -10.76K
Decreased by -0.70%
Dec 31, 25
5 State Street Corporation 1.48M (4.57%) 17.52K
Increased by +1.18%
Mar 31, 24
6 Macquarie Group Ltd 997.15K (3.08%) -94.17K
Decreased by -9.44%
Sep 30, 25
7 Delaware Management Holdings Inc 915.72K (2.83%) 915.72K
Increased by +100.00%
Dec 31, 25
8 Geode Capital Management, LLC 824.77K (2.55%) 7.92K
Increased by +0.96%
Dec 31, 25
9 Capital Research Global Investors 811.94K (2.51%) 0.00
Increased by 0.00%
Mar 31, 26
10 GW&K Investment Management, LLC 676.79K (2.09%) -5.26K
Decreased by -0.78%
Mar 31, 25
11 Wellington Management Company LLP 666.47K (2.06%) -159.98K
Decreased by -24.00%
Jun 30, 25
12 AQR Capital Management LLC 653.05K (2.02%) -48.87K
Decreased by -7.48%
Dec 31, 25
13 American Century Companies Inc 651.99K (2.01%) 14.73K
Increased by +2.26%
Dec 31, 25
14 Adage Capital Partners Gp LLC 616.48K (1.90%) 151.66K
Increased by +24.60%
Dec 31, 25
15 The Goldman Sachs Group Inc 592.24K (1.83%) 119.14K
Increased by +20.12%
Dec 31, 25
16 Van Berkom and Associates Inc 557.20K (1.72%) -61.44K
Decreased by -11.03%
Dec 31, 24
17 Westfield Capital Management Company, L.P. 547.40K (1.69%) 205.09K
Increased by +37.47%
Dec 31, 25
18 Dimensional Fund Advisors, Inc. 509.53K (1.57%) -11.94K
Decreased by -2.34%
Mar 31, 26
19 AXA SA 479.34K (1.48%) -615.06K
Decreased by -128.31%
Sep 30, 23
20 Thrivent Financial For Lutherans 467.96K (1.44%) 354.62K
Increased by +75.78%
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 (4.84%) 0.00
Increased by 0.00%
Nov 30, 23
4 iShares Core S&P Mid-Cap ETF 1.11M (3.44%) -560.00
Decreased by -0.05%
Apr 30, 26
5 Vanguard Total Stock Mkt Idx Inv 1.05M (3.23%) 5.12K
Increased by +0.49%
Mar 31, 26
6 Vanguard US Total Market Shares ETF 1.02M (3.16%) 66.20K
Increased by +6.46%
Sep 30, 24
7 iShares Russell 2000 ETF 766.87K (2.37%) 6.49K
Increased by +0.85%
Apr 30, 26
8 Vanguard Small Cap Index 760.78K (2.35%) 14.61K
Increased by +1.92%
Mar 31, 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 Vanguard Information Technology ETF 671.06K (2.07%) -780.00
Decreased by -0.12%
Mar 31, 26
13 Delaware Small Cap Core I 658.49K (2.03%) 0.00
Increased by 0.00%
Oct 31, 24
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 Small Cap Core I 480.00K (1.48%) -8.58K
Decreased by -1.79%
Mar 31, 26
20 Nomura US Small Cap Core Equity 480.00K (1.48%) 33.79K
Increased by +7.04%
Mar 31, 26