Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HAIL 2.12%
2 ISMD 0.21%
3 BCTK 0.20%
4 JHAI 0.07%
5 FPX 0.06%
6 IWN 0.05%
7 VTWV 0.05%
8 IWMW 0.03%
9 IWM 0.03%
10 VTWO 0.03%
11 JKK 0.02%
12 ISCG 0.02%
13 ISCB 0.02%
14 JKJ 0.02%
15 IWO 0.02%
16 JKL 0.02%
17 ISCV 0.02%
18 SMMD 0.01%
19 VB 0.01%
20 VBK 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 EXOR NV 14.12M (24.42%) 0.00
Increased by 0.00%
Mar 31, 26
2 Wellington Management Company LLP 2.48M (4.29%) 570.58K
Increased by +23.01%
Mar 31, 26
3 Capital Research Global Investors 2.14M (3.70%) 0.00
Increased by 0.00%
Mar 31, 26
4 Capital World Investors 1.76M (3.04%) 1.48M
Increased by +84.21%
Mar 31, 26
5 ION Crossover Partners Ltd 1.74M (3.02%) 1.74M
Increased by +100.00%
Mar 31, 26
6 Koch, Inc 1.70M (2.94%) 0.00
Increased by 0.00%
Mar 31, 26
7 Gilder Gagnon Howe & CO LLC 1.54M (2.66%) 301.74K
Increased by +19.60%
Mar 31, 26
8 Principal Financial Group Inc 1.09M (1.88%) 308.28K
Increased by +28.38%
Mar 31, 26
9 Vanguard Group Inc 1.03M (1.79%) 202.16K
Increased by +19.56%
Dec 31, 25
10 HHG PLC 854.59K (1.48%) 252.38K
Increased by +29.53%
Mar 31, 26
11 Adage Capital Partners Gp LLC 826.42K (1.43%) 476.42K
Increased by +57.65%
Mar 31, 26
12 BlackRock Inc 685.91K (1.19%) -377.72K
Decreased by -55.07%
Mar 31, 26
13 Morgan Stanley - Brokerage Accounts 642.61K (1.11%) 166.92K
Increased by +25.97%
Mar 31, 26
14 Citadel Advisors Llc 561.38K (0.97%) 311.38K
Increased by +55.47%
Mar 31, 26
15 Vanguard Capital Management, LLC 490.87K (0.85%) 490.87K
Increased by +100.00%
Mar 31, 26
16 Vanguard Portfolio Management, LLC 479.80K (0.83%) 479.80K
Increased by +100.00%
Mar 31, 26
17 Robert Bosch GmbH 450.00K (0.78%) 0.00
Increased by 0.00%
Mar 31, 26
18 NORGES BANK 425.00K (0.73%) 425.00K
Increased by +100.00%
Dec 31, 25
19 BAMCO Inc 370.99K (0.64%) -148.40K
Decreased by -40.00%
Mar 31, 26
20 FMR Inc 345.23K (0.60%) -325.82K
Decreased by -94.38%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 2.00M (3.46%) -550.00K
Decreased by -27.52%
Mar 31, 26
2 Capital Group Global Equity Canada F 1.72M (2.98%) 1.45M
Increased by +84.22%
Mar 31, 26
3 Vanguard Wellington Inv 1.72M (2.98%) 0.00
Increased by 0.00%
Mar 31, 26
4 iShares Russell 2000 ETF 1.37M (2.36%) 8.12K
Increased by +0.59%
Jun 30, 26
5 Vanguard Total Stock Mkt Idx Inv 1.24M (2.14%) 879.90K
Increased by +71.15%
Jun 30, 26
6 Fidelity Blue Chip Growth 942.49K (1.63%) 137.38K
Increased by +14.58%
May 31, 26
7 Vanguard Small Cap Index 892.25K (1.54%) 632.65K
Increased by +70.91%
Jun 30, 26
8 Janus Henderson Gbl Tech and Innovation 754.44K (1.30%) 270.21K
Increased by +35.82%
Mar 31, 26
9 Janus Henderson Glb Tech and Innovt T 754.44K (1.30%) 0.00
Increased by 0.00%
Apr 30, 26
10 BlackRock Tech and Private Equity Term 623.50K (1.08%) 5.53K
Increased by +0.89%
Dec 31, 25
11 Janus Henderson Gbl Tech & Innov ADR MA 484.23K (0.84%) 484.23K
Increased by +100.00%
Sep 30, 25
12 Principal SmallCap R5 475.45K (0.82%) 0.00
Increased by 0.00%
May 31, 26
13 Principal U.S. Small Cap Equity 475.45K (0.82%) 113.95K
Increased by +23.97%
Mar 31, 26
14 Principal U.S. Small Cap Select Equity 475.45K (0.82%) 113.95K
Increased by +23.97%
Mar 31, 26
15 iShares Russell 2000 Value ETF 383.34K (0.66%) -2.65K
Decreased by -0.69%
Jun 30, 26
16 Baron Opportunity Retail 350.58K (0.61%) 200.00K
Increased by +57.05%
Mar 31, 26
17 Baron Opportunity Strategy 350.58K (0.61%) 200.00K
Increased by +57.05%
Mar 31, 26
18 Stephens Small Cap Growth 335.59K (0.58%) 101.38K
Increased by +30.21%
Mar 31, 26
19 Vanguard Russell 2000 ETF 304.11K (0.53%) 249.83K
Increased by +82.15%
Jun 30, 26
20 Vanguard Small Cap Value Index Inv 283.32K (0.49%) 199.19K
Increased by +70.30%
Jun 30, 26