Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCU 3.99%
2 SAEF 3.18%
3 PEJ 2.91%
4 PEZ 2.66%
5 SAMT 2.20%
6 HELS 1.51%
7 RZG 1.40%
8 FSCC 1.22%
9 GOLS 1.14%
10 HYP 0.96%
11 CLSE 0.91%
12 MUSQ 0.79%
13 BSVO 0.76%
14 HGRO 0.70%
15 AFSM 0.69%
16 FYC 0.69%
17 FYT 0.55%
18 USVM 0.45%
19 VIOG 0.41%
20 FYX 0.36%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.91M (15.85%) 1.85M
Increased by +47.31%
 Mar 31, 26
2 Vanguard Group Inc 2.65M (10.76%) -12.68K
Decreased by -0.48%
 Dec 31, 25
3 Jericho Capital Asset Management LP 2.61M (10.57%) 0.00
Increased by 0.00%
 Mar 31, 26
4 Ariel Investments, LLC 2.46M (9.99%) -706.23K
Decreased by -28.68%
 Mar 31, 26
5 Morgan Stanley - Brokerage Accounts 2.05M (8.30%) 125.12K
Increased by +6.11%
 Mar 31, 26
6 Vanguard Portfolio Management, LLC 1.54M (6.25%) 1.54M
Increased by +100.00%
 Mar 31, 26
7 Vanguard Capital Management, LLC 1.20M (4.87%) 1.20M
Increased by +100.00%
 Mar 31, 26
8 State Street Corp 1.02M (4.15%) 391.64K
Increased by +38.26%
 Mar 31, 26
9 Dimensional Fund Advisors, Inc. 897.59K (3.64%) -20.32K
Decreased by -2.26%
 Mar 31, 26
10 Gamco Investors, Inc. Et Al 794.75K (3.22%) -64.13K
Decreased by -8.07%
 Mar 31, 26
11 Geode Capital Management, LLC 730.31K (2.96%) 82.48K
Increased by +11.29%
 Mar 31, 26
12 Steadfast Capital Management LLC 711.66K (2.89%) -356.20K
Decreased by -50.05%
 Mar 31, 26
13 Two Sigma Investments LLC 705.49K (2.86%) 340.50K
Increased by +48.26%
 Mar 31, 26
14 Gilder Gagnon Howe & CO LLC 561.46K (2.28%) 311.00
Increased by +0.06%
 Mar 31, 26
15 Renaissance Technologies Corp 559.93K (2.27%) 335.90K
Increased by +59.99%
 Mar 31, 26
16 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 523.93K (2.13%) 104.19K
Increased by +19.89%
 Mar 31, 26
17 Gabelli Funds LLC 522.34K (2.12%) -17.40K
Decreased by -3.33%
 Mar 31, 26
18 UBS Group AG 518.97K (2.11%) 167.01K
Increased by +32.18%
 Mar 31, 26
19 T. Rowe Price Investment Management,Inc. 444.76K (1.80%) 444.76K
Increased by +100.00%
 Mar 31, 26
20 Jane Street Group LLC 423.38K (1.72%) 325.90K
Increased by +76.98%
 Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.62M (6.56%) 580.00
Increased by +0.04%
 May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 858.04K (3.48%) 2.49K
Increased by +0.29%
 Apr 30, 26
3 Ariel Fund Investor 821.77K (3.33%) -278.09K
Decreased by -33.84%
 Mar 31, 26
4 iShares Russell 2000 ETF 649.20K (2.63%) 5.98K
Increased by +0.92%
 May 29, 26
5 Vanguard Small Cap Index 626.15K (2.54%) -2.60K
Decreased by -0.41%
 Apr 30, 26
6 Xtrackers S&P Global Infra Swap ETF 1C 470.21K (1.91%) -23.57K
Decreased by -5.01%
 Dec 31, 25
7 1290 VT GAMCO Small Company Value IB 337.00K (1.37%) 0.00
Increased by 0.00%
 Apr 30, 26
8 Vanguard Institutional Extnd Mkt Idx Tr 300.56K (1.22%) 3.21K
Increased by +1.07%
 Apr 30, 26
9 Fidelity Small Cap Index 266.13K (1.08%) -5.92K
Decreased by -2.22%
 Mar 31, 26
10 T. Rowe Price Small-Cap Value 248.85K (1.01%) 7.55K
Increased by +3.03%
 Apr 30, 26
11 State Street SPDR Port S&P 600 Sm CpETF 245.82K (1.00%) 0.00
Increased by 0.00%
 May 29, 26
12 Columbia Small Cap Growth 237.35K (0.96%) -17.73K
Decreased by -7.47%
 Mar 31, 26
13 Columbia Small Cap Growth Inst 237.35K (0.96%) 0.00
Increased by 0.00%
 Apr 30, 26
14 iShares Russell 2000 Value ETF 235.92K (0.96%) 1.41K
Increased by +0.60%
 May 29, 26
15 iShares S&P Small-Cap 600 Growth ETF 235.69K (0.96%) -565.00
Decreased by -0.24%
 May 29, 26
16 Neuberger Long Short Instl 232.78K (0.94%) 18.30K
Increased by +7.86%
 Apr 30, 26
17 Vanguard Small Cap Value Index Inv 201.46K (0.82%) 1.57K
Increased by +0.78%
 Apr 30, 26
18 Vanguard Small Cap Growth Index Inv 175.22K (0.71%) -134.00
Decreased by -0.08%
 Apr 30, 26
19 Russell 2000 Equity Index Fund B 173.91K (0.71%) -4.20K
Decreased by -2.41%
 Dec 31, 25
20 State St Russell Sm/Mid Cp® Indx SL Cl I 167.71K (0.68%) 0.00
Increased by 0.00%
 Apr 30, 26