Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MRGR 1.89%
2 XITK 0.73%
3 FYC 0.45%
4 FSCC 0.34%
5 HAPS 0.09%
6 GSSC 0.07%
7 GINN 0.06%
8 VFQY 0.06%
9 FYX 0.05%
10 VFVA 0.05%
11 BBSC 0.05%
12 FAD 0.04%
13 FDIS 0.03%
14 EES 0.03%
15 IWO 0.03%
16 VTWG 0.03%
17 RSSL 0.03%
18 UWM 0.02%
19 VTWO 0.02%
20 VCR 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 INSIGHT HOLDINGS GROUP, LLC 38.03M (37.40%) 0.00
Increased by 0.00%
Dec 31, 25
2 Caledonia (Private) Investments Pty Ltd 13.47M (13.24%) -493.68K
Decreased by -3.67%
Dec 31, 25
3 Vanguard Group Inc 9.15M (9.00%) -2.74M
Decreased by -29.95%
Dec 31, 25
4 BlackRock Inc 7.38M (7.25%) 337.80K
Increased by +4.58%
Sep 30, 25
5 Cypress Point Investment Management, LP 4.38M (4.31%) 4.38M
Increased by +100.00%
Dec 31, 25
6 J. Goldman & Co LP 4.24M (4.17%) 2.70M
Increased by +63.67%
Dec 31, 25
7 Assenagon Asset Management SA 4.19M (4.12%) -287.87K
Decreased by -6.88%
Dec 31, 25
8 NewView Capital Partners I, LLC 4.00M (3.93%) 0.00
Increased by 0.00%
Sep 30, 25
9 Naspers Ltd 3.92M (3.85%) -10.00M
Decreased by -255.46%
Sep 30, 25
10 Sea Cliff Partners Management, LP 3.19M (3.14%) 219.97K
Increased by +6.89%
Dec 31, 25
11 NVP Associates LLC 3.11M (3.06%) 0.00
Increased by 0.00%
Dec 31, 24
12 Geode Capital Management, LLC 2.38M (2.34%) 70.48K
Increased by +2.96%
Sep 30, 25
13 Westerly Capital Management LLC 2.27M (2.23%) 2.27M
Increased by +100.00%
Sep 30, 25
14 JPMorgan Chase & Co 2.22M (2.18%) 1.51M
Increased by +68.23%
Sep 30, 25
15 State Street Corp 2.18M (2.14%) 42.34K
Increased by +1.94%
Sep 30, 25
16 Morgan Stanley - Brokerage Accounts 2.02M (1.99%) 987.93K
Increased by +48.81%
Sep 30, 25
17 D. E. Shaw & Co LP 1.87M (1.84%) 824.90K
Increased by +44.20%
Dec 31, 25
18 State Street Corporation 1.85M (1.82%) 48.80K
Increased by +2.64%
Mar 31, 24
19 UBS Group AG 1.79M (1.76%) 646.75K
Increased by +36.20%
Sep 30, 25
20 Founders Circle Capital LLC 1.68M (1.65%) 0.00
Increased by 0.00%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Invesco S&P 500 ETF 3.46M (3.40%) 3.46M
Increased by +100.00%
Jul 31, 25
2 Vanguard Total Stock Mkt Idx Inv 3.05M (3.00%) 0.00
Increased by 0.00%
Jan 31, 26
3 Vanguard US Total Market Shares ETF 2.92M (2.88%) -183.68K
Decreased by -6.28%
Sep 30, 24
4 iShares Russell 2000 ETF 2.37M (2.33%) 813.58K
Increased by +34.34%
Feb 28, 26
5 Vanguard Small Cap Index 2.16M (2.12%) -2.67K
Decreased by -0.12%
Jan 31, 26
6 Vanguard Small Cap Growth Index Inv 1.20M (1.18%) -17.78K
Decreased by -1.48%
Jan 31, 26
7 Vanguard Institutional Extnd Mkt Idx Tr 989.16K (0.97%) 5.03K
Increased by +0.51%
Jan 31, 26
8 Invenomic Institutional 965.67K (0.95%) -94.58K
Decreased by -9.79%
Jan 31, 25
9 Fidelity Small Cap Growth 956.78K (0.94%) 0.00
Increased by 0.00%
Feb 28, 25
10 Fidelity Small Cap Index 939.43K (0.92%) -45.44K
Decreased by -4.84%
Dec 31, 25
11 Invesco MSCI World ETF 892.18K (0.88%) 892.18K
Increased by +100.00%
Dec 31, 25
12 Federated Hermes MDT SCC Institutional 864.92K (0.85%) 0.00
Increased by 0.00%
Jun 30, 25
13 Federated Hermes MDT Small Cap Core IS 864.92K (0.85%) 0.00
Increased by 0.00%
Jun 30, 25
14 Vanguard Small Cap Value Index Inv 841.61K (0.83%) -12.69K
Decreased by -1.51%
Jun 30, 24
15 Fidelity® Small Cap Index 833.81K (0.82%) 22.99K
Increased by +2.76%
Oct 31, 23
16 Vanguard Explorer Inv 820.00K (0.81%) 381.83K
Increased by +46.56%
Jun 30, 25
17 iShares Russell 2000 Growth ETF 798.28K (0.79%) 65.30K
Increased by +8.18%
Feb 28, 26
18 CREF Stock R1 662.37K (0.65%) 0.00
Increased by 0.00%
Mar 31, 24
19 State St Russell Sm/Mid Cp® Indx SL Cl I 567.78K (0.56%) 43.10K
Increased by +7.59%
Jan 31, 26
20 State St Russell Sm/Mid Cp® Indx NL Cl C 534.48K (0.53%) 2.44K
Increased by +0.46%
Apr 30, 25