Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 DAT 5.68%
3 BIGY 5.24%
4 LSAT 3.49%
5 BIGD 3.43%
6 LQPE 2.54%
7 CAFG 2.18%
8 CPAI 2.13%
9 INVN 2.10%
10 SCOW 1.90%
11 BOUT 1.78%
12 SIXS 1.51%
13 JMID 1.51%
14 JSMD 1.40%
15 BRNY 1.39%
16 LSAF 1.13%
17 CLSE 1.12%
18 PSCT 1.11%
19 QTUM 1.01%
20 XSHQ 0.99%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.95M (15.01%) 612.62K
Increased by +4.73%
Dec 31, 25
2 BlackRock Inc 12.55M (14.54%) 293.62K
Increased by +2.34%
Mar 31, 26
3 Lynrock Lake LP 9.35M (10.84%) -61.99K
Decreased by -0.66%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 9.21M (10.67%) 9.21M
Increased by +100.00%
Mar 31, 26
5 Ameriprise Financial Inc 4.16M (4.82%) 1.29M
Increased by +31.10%
Mar 31, 26
6 Vanguard Capital Management, LLC 4.02M (4.66%) 4.02M
Increased by +100.00%
Mar 31, 26
7 LSV Asset Management 3.43M (3.97%) 825.62K
Increased by +24.10%
Mar 31, 26
8 State Street Corp 3.34M (3.87%) 136.73K
Increased by +4.09%
Mar 31, 26
9 Boston Partners Global Investors, Inc 3.22M (3.73%) 1.33M
Increased by +41.23%
Mar 31, 26
10 State Street Corporation 3.13M (3.62%) 114.86K
Increased by +3.67%
Mar 31, 24
11 Morgan Stanley - Brokerage Accounts 2.54M (2.95%) -607.97K
Decreased by -23.90%
Mar 31, 26
12 Geode Capital Management, LLC 2.54M (2.94%) 351.33K
Increased by +13.83%
Mar 31, 26
13 AQR Capital Management LLC 2.36M (2.73%) -895.55K
Decreased by -37.96%
Mar 31, 26
14 Fuller & Thaler Asset Management Inc 2.29M (2.66%) -2.12M
Decreased by -92.28%
Mar 31, 26
15 Allianz Asset Management AG 2.10M (2.43%) 453.91K
Increased by +21.64%
Mar 31, 26
16 Capital Research & Mgmt Co - Division 3 2.02M (2.34%) 0.00
Increased by 0.00%
Sep 30, 23
17 Citadel Advisors Llc 1.97M (2.29%) 1.75M
Increased by +88.47%
Mar 31, 26
18 BTIM Corp 1.97M (2.28%) 349.44K
Increased by +17.77%
Jun 30, 25
19 Dimensional Fund Advisors, Inc. 1.91M (2.21%) 200.48K
Increased by +10.52%
Mar 31, 26
20 Alyeska Investment Group, L.P. 1.69M (1.96%) 691.47K
Increased by +40.81%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.65M (6.55%) 2.07K
Increased by +0.04%
May 29, 26
2 iShares Core S&P Mid-Cap ETF 3.11M (3.60%) 2.35K
Increased by +0.08%
Feb 28, 25
3 Vanguard US Total Market Shares ETF 3.06M (3.55%) 2.35K
Increased by +0.08%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 2.82M (3.27%) 9.00K
Increased by +0.32%
Apr 30, 26
5 Pacer US Cash Cows 100 ETF 2.17M (2.51%) 3.20K
Increased by +0.15%
Feb 28, 25
6 Vanguard Information Technology ETF 2.11M (2.45%) 10.95K
Increased by +0.52%
Apr 30, 26
7 Vanguard Small Cap Index 2.04M (2.37%) -1.22K
Decreased by -0.06%
Apr 30, 26
8 American Funds SMALLCAP World A 2.02M (2.34%) 0.00
Increased by 0.00%
Sep 30, 23
9 Defiance Quantum ETF 1.55M (1.80%) 6.53K
Increased by +0.42%
May 29, 26
10 FullerThaler Behavioral Small-Cap Growth 1.53M (1.77%) 7.20K
Increased by +0.47%
Mar 31, 26
11 FullerThaler Behavioral Sm-Cp Gr R6 1.48M (1.72%) 82.80K
Increased by +5.58%
Mar 31, 26
12 PIMCO RAE US Small Instl 1.47M (1.70%) 225.55K
Increased by +15.36%
Mar 31, 26
13 Vanguard Small Cap Value Index Inv 1.31M (1.52%) 12.86K
Increased by +0.98%
Apr 30, 26
14 PIMCO RAE US Small 1.24M (1.44%) 245.80K
Increased by +19.77%
Dec 31, 25
15 Vanguard Strategic Equity Inv 1.24M (1.44%) 354.31K
Increased by +28.57%
Mar 31, 26
16 Vanguard Institutional Extnd Mkt Idx Tr 1.05M (1.22%) 9.61K
Increased by +0.91%
Apr 30, 26
17 Columbia Select Large Cap Value A 1.03M (1.20%) 0.00
Increased by 0.00%
Jul 31, 25
18 American Century Small Cap Value Inv 965.00K (1.12%) -798.33K
Decreased by -82.73%
Dec 31, 24
19 American Century U.S. Small Cap Value 965.00K (1.12%) -798.33K
Decreased by -82.73%
Dec 31, 24
20 Columbia Focused Large Cap Value 930.00K (1.08%) -184.88K
Decreased by -19.88%
Jun 30, 25