Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCT 4.46%
2 PXSG 4.11%
3 XSMO 4.11%
4 PRN 3.66%
5 SGRT 2.80%
6 XKFF 2.77%
7 ROKT 2.18%
8 DBSC 2.04%
9 QMOM 1.97%
10 ASCE 1.86%
11 XMMO 1.67%
12 OPTZ 1.42%
13 RFG 1.35%
14 AFSM 1.34%
15 FITE 1.31%
16 SVAL 1.25%
17 SLYG 1.24%
18 FDLS 1.24%
19 FCUS 1.18%
20 XSVM 1.12%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 16.08M (15.81%) -881.62K
Decreased by -5.48%
Sep 30, 25
2 Vanguard Group Inc 12.86M (12.65%) -291.75K
Decreased by -2.27%
Dec 31, 25
3 Dimensional Fund Advisors, Inc. 5.19M (5.10%) -608.65K
Decreased by -11.73%
Dec 31, 25
4 Amvescap Plc. 4.81M (4.73%) 2.70M
Increased by +56.08%
Sep 30, 25
5 Whale Rock Capital Management LLC 4.28M (4.20%) 2.26M
Increased by +52.85%
Dec 31, 25
6 State Street Corporation 4.18M (4.11%) 53.50K
Increased by +1.28%
Mar 31, 24
7 State Street Corp 4.01M (3.95%) -32.16K
Decreased by -0.80%
Sep 30, 25
8 FMR Inc 3.21M (3.16%) 210.26K
Increased by +6.54%
Dec 31, 25
9 Geode Capital Management, LLC 2.67M (2.62%) 81.59K
Increased by +3.06%
Dec 31, 25
10 Polar Capital Holdings PLC 2.60M (2.55%) -464.67K
Decreased by -17.89%
Dec 31, 25
11 Arrowstreet Capital Limited Partnership 2.24M (2.20%) 406.20K
Increased by +18.15%
Dec 31, 25
12 Fidelity Management and Research Company 2.19M (2.15%) 2.19M
Increased by +100.00%
Dec 31, 23
13 Macquarie Group Ltd 2.06M (2.02%) -270.92K
Decreased by -13.16%
Sep 30, 25
14 Castle Hook Partners LP 1.93M (1.90%) 1.93M
Increased by +100.00%
Dec 31, 25
15 Franklin Resources Inc 1.84M (1.81%) -156.71K
Decreased by -8.51%
Jun 30, 25
16 D. E. Shaw & Co LP 1.74M (1.71%) 157.09K
Increased by +9.04%
Jun 30, 25
17 Goldman Sachs Group Inc 1.71M (1.68%) 115.77K
Increased by +6.79%
Mar 31, 25
18 The Goldman Sachs Group Inc 1.69M (1.66%) 471.96K
Increased by +27.97%
Dec 31, 25
19 JPMorgan Chase & Co 1.62M (1.59%) -937.20K
Decreased by -57.98%
Sep 30, 24
20 AllianceBernstein L.P. 1.48M (1.45%) -238.76K
Decreased by -16.14%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.04M (5.94%) 0.00
Increased by 0.00%
Aug 31, 25
2 iShares Core S&P Mid-Cap ETF 3.43M (3.37%) 5.63K
Increased by +0.16%
Mar 31, 26
3 Vanguard US Total Market Shares ETF 3.19M (3.14%) 3.75K
Increased by +0.12%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 3.10M (3.05%) 29.47K
Increased by +0.95%
Feb 28, 26
5 iShares Russell 2000 ETF 2.48M (2.44%) -20.30K
Decreased by -0.82%
Mar 31, 26
6 Vanguard Small Cap Index 2.23M (2.19%) 5.76K
Increased by +0.26%
Feb 28, 26
7 Delaware Small Cap Value A 2.17M (2.14%) 0.00
Increased by 0.00%
Oct 31, 24
8 Polar Capital Global Tech Inc 1.72M (1.69%) 238.50K
Increased by +13.87%
Feb 28, 26
9 Vanguard Information Technology ETF 1.70M (1.67%) -590.18K
Decreased by -34.68%
Feb 28, 26
10 Franklin Small Cap Value SMA Composite 1.63M (1.60%) 604.49K
Increased by +37.10%
Jun 30, 25
11 Franklin US Small Cap Value Equity 1.63M (1.60%) 604.49K
Increased by +37.10%
Jun 30, 25
12 Vanguard Small Cap Value Index Inv 1.43M (1.41%) 4.07K
Increased by +0.28%
Feb 28, 26
13 FIAM Small Cap Core CIT Cl B 1.42M (1.40%) 0.00
Increased by 0.00%
Nov 30, 23
14 FIAM Small Cap Core Composite 1.37M (1.35%) -36.80K
Decreased by -2.68%
Dec 31, 23
15 Invesco Discovery A 1.37M (1.35%) 0.00
Increased by 0.00%
Jan 31, 26
16 Invesco OFI Small Cap Growth 1.37M (1.35%) 54.44K
Increased by +3.98%
Dec 31, 25
17 Macquarie Small Cap Value A 1.24M (1.22%) -457.94K
Decreased by -36.95%
Jul 31, 25
18 Delaware VIP Small Cap Value Series Std 1.18M (1.16%) 0.00
Increased by 0.00%
Dec 31, 23
19 Vanguard Institutional Extnd Mkt Idx Tr 1.13M (1.11%) 9.83K
Increased by +0.87%
Feb 28, 26
20 iShares S&P Small-Cap 600 Value ETF 1.04M (1.03%) 0.00
Increased by 0.00%
Nov 30, 24