Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PRN 5.99%
2 PSCT 4.46%
3 PXSG 4.11%
4 XSMO 4.11%
5 ROKT 3.65%
6 FCUS 3.33%
7 ASCE 3.04%
8 XMMO 2.95%
9 DBSC 2.82%
10 XKFF 2.77%
11 FEMD 2.41%
12 RFG 2.30%
13 OPTZ 2.13%
14 FITE 2.09%
15 QMOM 1.97%
16 IQM 1.64%
17 GRNJ 1.61%
18 PAMC 1.58%
19 SCDS 1.52%
20 SGRT 1.36%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 13.64M (13.34%) -2.77M
Decreased by -20.31%
Mar 31, 26
2 Vanguard Group Inc 12.86M (12.59%) -291.75K
Decreased by -2.27%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 6.40M (6.26%) 6.40M
Increased by +100.00%
Mar 31, 26
4 Amvescap Plc. 5.18M (5.07%) 199.42K
Increased by +3.85%
Mar 31, 26
5 Vanguard Capital Management, LLC 4.46M (4.37%) 4.46M
Increased by +100.00%
Mar 31, 26
6 Dimensional Fund Advisors, Inc. 4.31M (4.22%) -879.75K
Decreased by -20.41%
Mar 31, 26
7 State Street Corporation 4.18M (4.09%) 53.50K
Increased by +1.28%
Mar 31, 24
8 State Street Corp 3.81M (3.73%) -92.36K
Decreased by -2.42%
Mar 31, 26
9 Whale Rock Capital Management LLC 3.51M (3.44%) -761.76K
Decreased by -21.67%
Mar 31, 26
10 Geode Capital Management, LLC 3.16M (3.09%) 488.23K
Increased by +15.47%
Mar 31, 26
11 Polar Capital Holdings PLC 2.92M (2.86%) 326.87K
Increased by +11.18%
Mar 31, 26
12 FMR Inc 2.51M (2.45%) -705.37K
Decreased by -28.13%
Mar 31, 26
13 Arrowstreet Capital Limited Partnership 2.21M (2.16%) -28.00K
Decreased by -1.27%
Mar 31, 26
14 Fidelity Management and Research Company 2.19M (2.14%) 2.19M
Increased by +100.00%
Dec 31, 23
15 Castle Hook Partners LP 2.11M (2.07%) 181.52K
Increased by +8.59%
Mar 31, 26
16 Macquarie Group Ltd 2.06M (2.01%) -270.92K
Decreased by -13.16%
Sep 30, 25
17 Franklin Resources Inc 1.84M (1.80%) -156.71K
Decreased by -8.51%
Jun 30, 25
18 D. E. Shaw & Co LP 1.74M (1.70%) 157.09K
Increased by +9.04%
Jun 30, 25
19 Goldman Sachs Group Inc 1.71M (1.67%) 115.77K
Increased by +6.79%
Mar 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 3.51M (3.43%) 660.00
Increased by +0.02%
May 29, 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 (3.07%) 7.75K
Increased by +0.25%
Apr 30, 26
5 iShares Russell 2000 ETF 2.45M (2.40%) 22.62K
Increased by +0.92%
May 29, 26
6 Vanguard Small Cap Index 2.26M (2.21%) -4.61K
Decreased by -0.20%
Apr 30, 26
7 Delaware Small Cap Value A 2.17M (2.13%) 0.00
Increased by 0.00%
Oct 31, 24
8 Franklin Small Cap Value SMA Composite 1.63M (1.59%) 604.49K
Increased by +37.10%
Jun 30, 25
9 Franklin US Small Cap Value Equity 1.63M (1.59%) 604.49K
Increased by +37.10%
Jun 30, 25
10 Invesco OFI Small Cap Growth 1.50M (1.47%) 133.32K
Increased by +8.87%
Mar 31, 26
11 Polar Capital Global Tech Inc 1.45M (1.42%) -362.98K
Decreased by -25.05%
Apr 30, 26
12 FIAM Small Cap Core CIT Cl B 1.42M (1.39%) 0.00
Increased by 0.00%
Nov 30, 23
13 Vanguard Information Technology ETF 1.38M (1.35%) -321.00K
Decreased by -23.28%
Apr 30, 26
14 FIAM Small Cap Core Composite 1.37M (1.34%) -36.80K
Decreased by -2.68%
Dec 31, 23
15 Invesco Discovery A 1.32M (1.29%) -181.91K
Decreased by -13.77%
Apr 30, 26
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 Invesco S&P MidCap Momentum ETF 1.18M (1.15%) 1.59K
Increased by +0.14%
May 29, 26
19 Vanguard Institutional Extnd Mkt Idx Tr 1.17M (1.14%) 11.78K
Increased by +1.01%
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