Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PRN 6.14%
2 FCUS 5.04%
3 PSCT 4.46%
4 PXSG 4.11%
5 XSMO 4.11%
6 ROKT 3.68%
7 ASCE 3.27%
8 XMMO 3.05%
9 DBSC 2.82%
10 XKFF 2.77%
11 RFG 2.40%
12 OPTZ 2.39%
13 FEMD 2.19%
14 FITE 2.17%
15 QMOM 1.97%
16 AFSM 1.87%
17 PAMC 1.68%
18 IQM 1.67%
19 SCDS 1.61%
20 DWAS 1.43%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 16.41M (16.05%) 329.82K
Increased by +2.01%
Dec 31, 25
2 Vanguard Group Inc 12.86M (12.58%) -291.75K
Decreased by -2.27%
Dec 31, 25
3 Amvescap Plc. 5.18M (5.07%) 199.42K
Increased by +3.85%
Mar 31, 26
4 Dimensional Fund Advisors, Inc. 4.31M (4.22%) -879.75K
Decreased by -20.41%
Mar 31, 26
5 Whale Rock Capital Management LLC 4.28M (4.18%) 2.26M
Increased by +52.85%
Dec 31, 25
6 State Street Corporation 4.18M (4.09%) 53.50K
Increased by +1.28%
Mar 31, 24
7 State Street Corp 3.91M (3.82%) -107.78K
Decreased by -2.76%
Dec 31, 25
8 FMR Inc 3.21M (3.14%) 210.26K
Increased by +6.54%
Dec 31, 25
9 Geode Capital Management, LLC 2.67M (2.61%) 81.59K
Increased by +3.06%
Dec 31, 25
10 Polar Capital Holdings PLC 2.60M (2.54%) -464.67K
Decreased by -17.89%
Dec 31, 25
11 Arrowstreet Capital Limited Partnership 2.24M (2.19%) 406.20K
Increased by +18.15%
Dec 31, 25
12 Fidelity Management and Research Company 2.19M (2.14%) 2.19M
Increased by +100.00%
Dec 31, 23
13 Castle Hook Partners LP 2.11M (2.07%) 181.52K
Increased by +8.59%
Mar 31, 26
14 Macquarie Group Ltd 2.06M (2.01%) -270.92K
Decreased by -13.16%
Sep 30, 25
15 Franklin Resources Inc 1.84M (1.80%) -156.71K
Decreased by -8.51%
Jun 30, 25
16 Delaware Management Holdings Inc 1.78M (1.74%) 1.78M
Increased by +100.00%
Dec 31, 25
17 D. E. Shaw & Co LP 1.74M (1.70%) 157.09K
Increased by +9.04%
Jun 30, 25
18 Goldman Sachs Group Inc 1.71M (1.67%) 115.77K
Increased by +6.79%
Mar 31, 25
19 The Goldman Sachs Group Inc 1.69M (1.65%) 471.96K
Increased by +27.97%
Dec 31, 25
20 JPMorgan Chase & Co 1.51M (1.48%) 147.42K
Increased by +9.77%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.04M (5.91%) 0.00
Increased by 0.00%
Aug 31, 25
2 iShares Core S&P Mid-Cap ETF 3.49M (3.41%) -1.76K
Decreased by -0.05%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 3.19M (3.12%) 3.75K
Increased by +0.12%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 3.13M (3.06%) 23.75K
Increased by +0.76%
Mar 31, 26
5 iShares Russell 2000 ETF 2.41M (2.36%) 20.35K
Increased by +0.84%
Apr 30, 26
6 Vanguard Small Cap Index 2.27M (2.22%) 38.43K
Increased by +1.69%
Mar 31, 26
7 Delaware Small Cap Value A 2.17M (2.13%) 0.00
Increased by 0.00%
Oct 31, 24
8 Polar Capital Global Tech Inc 1.81M (1.77%) 92.72K
Increased by +5.12%
Mar 31, 26
9 Vanguard Information Technology ETF 1.70M (1.66%) -1.94K
Decreased by -0.11%
Mar 31, 26
10 Franklin Small Cap Value SMA Composite 1.63M (1.59%) 604.49K
Increased by +37.10%
Jun 30, 25
11 Franklin US Small Cap Value Equity 1.63M (1.59%) 604.49K
Increased by +37.10%
Jun 30, 25
12 Invesco Discovery A 1.50M (1.47%) 63.02K
Increased by +4.19%
Mar 31, 26
13 Invesco OFI Small Cap Growth 1.50M (1.47%) 133.32K
Increased by +8.87%
Mar 31, 26
14 FIAM Small Cap Core CIT Cl B 1.42M (1.39%) 0.00
Increased by 0.00%
Nov 30, 23
15 FIAM Small Cap Core Composite 1.37M (1.34%) -36.80K
Decreased by -2.68%
Dec 31, 23
16 Macquarie Small Cap Value A 1.24M (1.21%) -457.94K
Decreased by -36.95%
Jul 31, 25
17 Delaware VIP Small Cap Value Series Std 1.18M (1.16%) 0.00
Increased by 0.00%
Dec 31, 23
18 Vanguard Institutional Extnd Mkt Idx Tr 1.16M (1.13%) 28.78K
Increased by +2.49%
Mar 31, 26
19 Invesco S&P MidCap Momentum ETF 1.12M (1.10%) 2.65K
Increased by +0.24%
Apr 30, 26
20 iShares S&P Small-Cap 600 Value ETF 1.04M (1.02%) 0.00
Increased by 0.00%
Nov 30, 24