Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.17%
2 IWO 0.05%
3 IWMW 0.02%
4 IWM 0.02%
5 ISCG 0.02%
6 JKK 0.02%
7 JKJ 0.01%
8 ISCB 0.01%
9 SMMD 0.01%
10 IWV 0.00%
11 ITOT 0.00%
12 ITDI 0.00%
13 ITDH 0.00%
14 ITDJ 0.00%
15 ITDG 0.00%
16 ITDF 0.00%
17 ITDE 0.00%
18 ITDD 0.00%
19 ITDC 0.00%
20 ITDB 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Hudson Executive Capital LP 11.34M (8.75%) 0.00
Increased by 0.00%
Mar 31, 26
2 BlackRock Inc 10.41M (8.03%) 932.42K
Increased by +8.96%
Mar 31, 26
3 NVP Associates LLC 9.80M (7.56%) 0.00
Increased by 0.00%
Dec 31, 25
4 Vanguard Group Inc 9.62M (7.42%) 168.43K
Increased by +1.75%
Dec 31, 25
5 Balyasny Asset Management LLC 8.87M (6.84%) 8.87M
Increased by +100.00%
Mar 31, 26
6 Revolution Growth Management Company, Inc. 7.69M (5.93%) 0.00
Increased by 0.00%
Jun 30, 24
7 Deutsche Bank AG 7.12M (5.49%) 26.71K
Increased by +0.38%
Mar 31, 26
8 Harbor Spring Capital LLC 7.00M (5.40%) -996.56K
Decreased by -14.23%
Sep 30, 23
9 Fidelity International Ltd 6.68M (5.16%) 6.68M
Increased by +100.00%
Mar 31, 26
10 Vanguard Capital Management, LLC 5.40M (4.16%) 5.40M
Increased by +100.00%
Mar 31, 26
11 Magnetar Financial LLC 4.26M (3.29%) 4.26M
Increased by +100.00%
Mar 31, 26
12 Kent Lake Capital LLC 4.00M (3.09%) 4.00M
Increased by +100.00%
Jun 30, 24
13 AllianceBernstein L.P. 3.86M (2.98%) 3.31M
Increased by +85.87%
Mar 31, 26
14 Awm Investment Company Inc 3.83M (2.95%) -102.61K
Decreased by -2.68%
Mar 31, 26
15 Geode Capital Management, LLC 3.48M (2.69%) 69.33K
Increased by +1.99%
Mar 31, 26
16 American Century Companies Inc 3.42M (2.64%) -3.26M
Decreased by -95.16%
Dec 31, 25
17 J. Goldman & Co LP 3.37M (2.60%) 1.18M
Increased by +34.99%
Sep 30, 24
18 Shannon River Fund Management LLC 3.23M (2.49%) -1.67M
Decreased by -51.84%
Dec 31, 24
19 Divisadero Street Capital Management, LP 3.11M (2.40%) 361.72K
Increased by +11.62%
Jun 30, 24
20 Arrowstreet Capital Limited Partnership 3.06M (2.36%) 855.01K
Increased by +27.94%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 DWS Small Cap Core S 6.00M (4.63%) -1.00M
Decreased by -16.67%
Apr 30, 26
2 Small Cap Core Equity Composite 6.00M (4.63%) -1.00M
Decreased by -16.67%
Apr 30, 26
3 Vanguard Total Stock Mkt Idx Inv 3.70M (2.86%) 0.00
Increased by 0.00%
Apr 30, 26
4 iShares Russell 2000 ETF 3.44M (2.66%) 31.82K
Increased by +0.92%
May 29, 26
5 American Century Small Cap Growth Inv 2.52M (1.94%) -2.61M
Decreased by -103.57%
Dec 31, 25
6 American Century U.S. Small Cap Growth 2.52M (1.94%) -2.61M
Decreased by -103.57%
Dec 31, 25
7 Fidelity Canadian Large Cap Sr B 2.25M (1.74%) 2.25M
Increased by +100.00%
Mar 31, 26
8 Vanguard Institutional Extnd Mkt Idx Tr 1.58M (1.22%) 7.95K
Increased by +0.50%
Apr 30, 26
9 SPDR® S&P Kensho New Economies Comps ETF 1.47M (1.14%) 0.00
Increased by 0.00%
Aug 29, 25
10 Vanguard Explorer Inv 1.44M (1.11%) 0.00
Increased by 0.00%
Dec 31, 25
11 Fidelity Small Cap Index 1.40M (1.08%) -11.00K
Decreased by -0.79%
Mar 31, 26
12 Fidelity Global Equity+ Fund - F8 1.21M (0.93%) 1.21M
Increased by +100.00%
Mar 31, 26
13 Fidelity Canadian Large Cp Mlt Ast Bs O 1.20M (0.93%) 1.20M
Increased by +100.00%
Mar 31, 26
14 iShares Russell 2000 Growth ETF 1.16M (0.89%) -7.53K
Decreased by -0.65%
May 29, 26
15 Royce Small-Cap Opportunity Invmt 1.02M (0.78%) 295.30K
Increased by +29.09%
Dec 31, 25
16 FTGF RY US SmCp Opp A USD Dis(A) 957.17K (0.74%) 88.06K
Increased by +9.20%
Feb 28, 26
17 Russell 2000 Equity Index Fund B 924.04K (0.71%) 104.76K
Increased by +11.34%
Dec 31, 25
18 State St Russell Sm/Mid Cp® Indx SL Cl I 868.17K (0.67%) 0.00
Increased by 0.00%
May 31, 26
19 Royce Smaller-Companies Growth Svc 842.46K (0.65%) 255.00K
Increased by +30.27%
Dec 31, 25
20 Fidelity Extended Market Index 751.57K (0.58%) -2.75K
Decreased by -0.37%
Apr 30, 26