Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 DAT 5.93%
3 BIGY 5.24%
4 LSAT 3.49%
5 BIGD 3.43%
6 LQPE 2.54%
7 CAFG 2.26%
8 CPAI 2.21%
9 INVN 2.15%
10 BOUT 1.78%
11 JMID 1.60%
12 SIXS 1.51%
13 JSMD 1.43%
14 BRNY 1.39%
15 LSAF 1.20%
16 PSCT 1.13%
17 CLSE 1.12%
18 FXL 1.03%
19 XSHQ 1.01%
20 QTUM 1.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.95M (15.58%) 612.62K
Increased by +4.73%
Dec 31, 25
2 BlackRock Inc 12.26M (14.74%) 19.77K
Increased by +0.16%
Dec 31, 25
3 Lynrock Lake LP 9.35M (11.25%) -61.99K
Decreased by -0.66%
Mar 31, 26
4 LSV Asset Management 3.43M (4.12%) 825.62K
Increased by +24.10%
Mar 31, 26
5 AQR Capital Management LLC 3.25M (3.91%) -604.27K
Decreased by -18.57%
Dec 31, 25
6 Boston Partners Global Investors, Inc 3.22M (3.87%) 1.33M
Increased by +41.23%
Mar 31, 26
7 State Street Corp 3.20M (3.85%) -17.03K
Decreased by -0.53%
Dec 31, 25
8 Morgan Stanley - Brokerage Accounts 3.15M (3.79%) 1.13M
Increased by +36.01%
Dec 31, 25
9 State Street Corporation 3.13M (3.76%) 114.86K
Increased by +3.67%
Mar 31, 24
10 Ameriprise Financial Inc 2.86M (3.44%) -1.55M
Decreased by -53.96%
Dec 31, 25
11 Fuller & Thaler Asset Management Inc 2.29M (2.76%) -2.12M
Decreased by -92.28%
Mar 31, 26
12 Geode Capital Management, LLC 2.19M (2.63%) -74.71K
Decreased by -3.41%
Dec 31, 25
13 Allianz Asset Management AG 2.10M (2.52%) 453.91K
Increased by +21.64%
Mar 31, 26
14 Capital Research & Mgmt Co - Division 3 2.02M (2.43%) 0.00
Increased by 0.00%
Sep 30, 23
15 BTIM Corp 1.97M (2.36%) 349.44K
Increased by +17.77%
Jun 30, 25
16 Dimensional Fund Advisors, Inc. 1.91M (2.29%) 200.48K
Increased by +10.52%
Mar 31, 26
17 Alyeska Investment Group, L.P. 1.69M (2.04%) 691.47K
Increased by +40.81%
Sep 30, 23
18 UBS Asset Mgmt Americas Inc 1.51M (1.82%) 128.59K
Increased by +8.51%
Jun 30, 25
19 FMR Inc 1.51M (1.81%) -59.53K
Decreased by -3.95%
Dec 31, 25
20 JPMorgan Chase & Co 1.41M (1.69%) 758.99K
Increased by +53.93%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.68M (6.83%) 1.27K
Increased by +0.02%
Apr 30, 26
2 iShares Core S&P Mid-Cap ETF 3.11M (3.74%) 2.35K
Increased by +0.08%
Feb 28, 25
3 Vanguard US Total Market Shares ETF 3.06M (3.68%) 2.35K
Increased by +0.08%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 2.81M (3.38%) 18.30K
Increased by +0.65%
Mar 31, 26
5 Pacer US Cash Cows 100 ETF 2.17M (2.61%) 3.20K
Increased by +0.15%
Feb 28, 25
6 Vanguard Information Technology ETF 2.10M (2.53%) -2.12K
Decreased by -0.10%
Mar 31, 26
7 Vanguard Small Cap Index 2.04M (2.46%) 33.68K
Increased by +1.65%
Mar 31, 26
8 American Funds SMALLCAP World A 2.02M (2.43%) 0.00
Increased by 0.00%
Sep 30, 23
9 FullerThaler Behavioral Small-Cap Growth 1.53M (1.84%) 7.20K
Increased by +0.47%
Mar 31, 26
10 FullerThaler Behavioral Sm-Cp Gr R6 1.40M (1.68%) 121.60K
Increased by +8.69%
Dec 31, 25
11 Defiance Quantum ETF 1.39M (1.68%) 6.53K
Increased by +0.47%
Apr 30, 26
12 Vanguard Small Cap Value Index Inv 1.30M (1.56%) 9.36K
Increased by +0.72%
Mar 31, 26
13 PIMCO RAE US Small 1.24M (1.49%) 245.80K
Increased by +19.77%
Dec 31, 25
14 PIMCO RAE US Small Instl 1.24M (1.49%) 245.80K
Increased by +19.77%
Dec 31, 25
15 Vanguard Strategic Equity Inv 1.24M (1.49%) 354.31K
Increased by +28.57%
Mar 31, 26
16 Vanguard Institutional Extnd Mkt Idx Tr 1.04M (1.25%) 25.14K
Increased by +2.41%
Mar 31, 26
17 Columbia Select Large Cap Value A 1.03M (1.24%) 0.00
Increased by 0.00%
Jul 31, 25
18 American Century Small Cap Value Inv 965.00K (1.16%) -798.33K
Decreased by -82.73%
Dec 31, 24
19 American Century U.S. Small Cap Value 965.00K (1.16%) -798.33K
Decreased by -82.73%
Dec 31, 24
20 Columbia Focused Large Cap Value 930.00K (1.12%) -184.88K
Decreased by -19.88%
Jun 30, 25