Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NEWZ 3.03%
2 GIGE 2.17%
3 IBUY 2.11%
4 PP 1.86%
5 SAWS 1.65%
6 RNIN 1.32%
7 XITK 1.01%
8 CAFG 1.00%
9 SURE 0.97%
10 RNSC 0.94%
11 FDLS 0.94%
12 FSGS 0.92%
13 XSHQ 0.90%
14 PSCI 0.84%
15 JSML 0.83%
16 SFLO 0.79%
17 FTKI 0.69%
18 TMSL 0.68%
19 JSMD 0.67%
20 WCEO 0.66%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 18.86M (16.47%) -1.21M
Decreased by -6.39%
Mar 31, 26
2 T. Rowe Price Associates, Inc. 17.44M (15.23%) -1.80M
Decreased by -10.30%
Mar 31, 26
3 Vanguard Group Inc 14.99M (13.09%) 322.45K
Increased by +2.15%
Dec 31, 25
4 Vanguard Portfolio Management, LLC 7.77M (6.79%) 7.77M
Increased by +100.00%
Mar 31, 26
5 LSV Asset Management 6.79M (5.93%) 255.25K
Increased by +3.76%
Mar 31, 26
6 Ancient Art, L.P. 5.96M (5.21%) 1.32M
Increased by +22.13%
Mar 31, 26
7 Vanguard Capital Management, LLC 5.61M (4.90%) 5.61M
Increased by +100.00%
Mar 31, 26
8 State Street Corp 5.13M (4.48%) 234.44K
Increased by +4.57%
Mar 31, 26
9 Engine Capital Management LP 4.88M (4.26%) 4.88M
Increased by +100.00%
Sep 30, 24
10 Capital Research & Mgmt Co - Division 3 4.72M (4.13%) 1.43M
Increased by +30.37%
Mar 31, 26
11 Financial Gravity Wealth, Inc. 3.89M (3.40%) 0.00
Increased by 0.00%
Dec 31, 23
12 Dimensional Fund Advisors, Inc. 3.72M (3.25%) 779.51K
Increased by +20.98%
Mar 31, 26
13 Amvescap Plc. 3.59M (3.13%) 576.51K
Increased by +16.08%
Dec 31, 25
14 Divisadero Street Capital Management, LP 3.32M (2.90%) 822.52K
Increased by +24.77%
Jun 30, 24
15 Boston Partners Global Investors, Inc 3.15M (2.76%) 221.10K
Increased by +7.01%
Mar 31, 26
16 Geode Capital Management, LLC 3.14M (2.75%) 59.28K
Increased by +1.89%
Mar 31, 26
17 FMR Inc 3.07M (2.68%) 912.25K
Increased by +29.71%
Mar 31, 26
18 Dorsey Asset Management, LLC 3.05M (2.66%) 398.00K
Increased by +13.07%
Dec 31, 24
19 State Street Corporation 2.98M (2.60%) 71.56K
Increased by +2.40%
Mar 31, 24
20 Morgan Stanley - Brokerage Accounts 2.77M (2.42%) -2.00M
Decreased by -72.46%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price US All-Cap Opp Eq SMA 8.59M (7.51%) 1.46M
Increased by +16.96%
Dec 31, 24
2 iShares Core S&P Small-Cap ETF 7.44M (6.50%) 1.29K
Increased by +0.02%
Jun 30, 26
3 American Funds SMALLCAP World A 4.72M (4.13%) 1.43M
Increased by +30.37%
Mar 31, 26
4 T. Rowe Price US All-Cap Opp Eq Comp 4.68M (4.09%) 1.50M
Increased by +31.93%
Mar 31, 26
5 Vanguard US Total Market Shares ETF 3.92M (3.43%) 0.00
Increased by 0.00%
Sep 30, 24
6 T. Rowe Price All-Cap Opportunities Fund 3.78M (3.31%) -897.91K
Decreased by -23.72%
Apr 30, 26
7 Vanguard Total Stock Mkt Idx Inv 3.69M (3.22%) -252.40K
Decreased by -6.85%
Jun 30, 26
8 T. Rowe Price Integrated US SmCapGrEq 3.51M (3.07%) 0.00
Increased by 0.00%
Mar 31, 26
9 US Small-Cap Growth II Equity Comp 3.34M (2.92%) -2.44M
Decreased by -73.03%
Mar 31, 26
10 iShares Russell 2000 ETF 3.18M (2.78%) 18.88K
Increased by +0.59%
Jun 30, 26
11 T. Rowe Price Integrated US Sm Gr Eq 2.77M (2.42%) -740.20K
Decreased by -26.69%
Apr 30, 26
12 Vanguard Small Cap Index 2.68M (2.34%) -172.97K
Decreased by -6.44%
Jun 30, 26
13 Strategic Advisers U.S. Total Stock 2.18M (1.91%) 357.41K
Increased by +16.36%
May 31, 26
14 T. Rowe Price New Horizons 1.78M (1.55%) -1.57M
Decreased by -88.06%
Apr 30, 26
15 Vanguard Strategic Equity Inv 1.70M (1.49%) 0.00
Increased by 0.00%
Jun 30, 25
16 Fidelity Small Cap Growth 1.60M (1.40%) -336.30K
Decreased by -21.00%
Apr 30, 26
17 T. Rowe Price U.S. SC Value Eq Tr-D 1.60M (1.40%) 503.38K
Increased by +31.45%
Mar 31, 25
18 T. Rowe Price U.S. SC Value Eq Tr-Z 1.60M (1.40%) 503.38K
Increased by +31.45%
Mar 31, 25
19 T. Rowe Price New Horizons Tr-A 1.55M (1.36%) -922.64K
Decreased by -59.35%
Mar 31, 26
20 Vanguard Small Cap Growth Index Inv 1.54M (1.35%) -55.02K
Decreased by -3.56%
Jun 30, 26