Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BIDS 4.59%
2 ZIG 4.47%
3 CTEF 4.40%
4 TPMN 4.10%
5 ADPV 3.98%
6 NEWZ 2.78%
7 DIV 2.65%
8 ASCE 2.35%
9 ARWG 2.33%
10 OWNB 2.23%
11 DGRS 2.15%
12 AZTD 2.10%
13 FFTY 2.08%
14 CPAI 1.99%
15 GLRY 1.92%
16 AOTG 1.90%
17 KCE 1.86%
18 SMLV 1.82%
19 CSB 1.77%
20 XOVR 1.68%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 10.92M (13.28%) 74.54K
Increased by +0.68%
Dec 31, 25
2 Vanguard Group Inc 9.77M (11.89%) -228.42K
Decreased by -2.34%
Dec 31, 25
3 FMR Inc 4.88M (5.93%) 767.29K
Increased by +15.73%
Dec 31, 25
4 Renaissance Technologies Corp 2.93M (3.56%) -215.80K
Decreased by -7.37%
Mar 31, 26
5 State Street Corp 2.91M (3.54%) -23.93K
Decreased by -0.82%
Dec 31, 25
6 William Blair Investment Management, LLC 2.49M (3.03%) -4.93M
Decreased by -198.09%
Sep 30, 24
7 Amvescap Plc. 2.30M (2.80%) -68.08K
Decreased by -2.96%
Dec 31, 25
8 Ameriprise Financial Inc 1.95M (2.38%) 269.71K
Increased by +13.80%
Dec 31, 23
9 State Street Corporation 1.92M (2.34%) -146.97K
Decreased by -7.64%
Mar 31, 24
10 Dimensional Fund Advisors, Inc. 1.92M (2.34%) 19.89K
Increased by +1.04%
Mar 31, 26
11 Citadel Advisors Llc 1.79M (2.18%) 458.04K
Increased by +25.59%
Dec 31, 25
12 Morgan Stanley - Brokerage Accounts 1.55M (1.89%) 327.49K
Increased by +21.07%
Dec 31, 25
13 Geode Capital Management, LLC 1.40M (1.70%) 14.11K
Increased by +1.01%
Dec 31, 25
14 Allspring Global Investments Holdings, LLC 1.36M (1.65%) 176.18K
Increased by +12.96%
Dec 31, 25
15 D. E. Shaw & Co LP 1.31M (1.59%) 440.07K
Increased by +33.61%
Dec 31, 25
16 AQR Capital Management LLC 1.22M (1.49%) -73.39K
Decreased by -6.00%
Dec 31, 25
17 Qube Research & Technologies 1.21M (1.47%) -158.00K
Decreased by -13.06%
Dec 31, 25
18 Millennium Management LLC 1.13M (1.38%) 811.75K
Increased by +71.69%
Dec 31, 25
19 Balyasny Asset Management LLC 1.12M (1.36%) 1.12M
Increased by +100.00%
Dec 31, 24
20 Capital World Investors 1.12M (1.36%) 0.00
Increased by 0.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.86M (5.92%) 1.05K
Increased by +0.02%
Apr 30, 26
2 Vanguard Total Stock Mkt Idx Inv 2.57M (3.13%) 14.83K
Increased by +0.58%
Mar 31, 26
3 Vanguard US Total Market Shares ETF 2.56M (3.11%) -151.74K
Decreased by -5.93%
Sep 30, 24
4 Vanguard Small Cap Index 1.90M (2.31%) 70.20K
Increased by +3.69%
Mar 31, 26
5 Fidelity Balanced 1.25M (1.52%) -153.20K
Decreased by -12.28%
Feb 28, 26
6 Vanguard Small Cap Value Index Inv 1.21M (1.47%) 32.30K
Increased by +2.67%
Mar 31, 26
7 American Funds SMALLCAP World A 1.12M (1.36%) 0.00
Increased by 0.00%
Sep 30, 23
8 Strategic Advisers Fidelity US TtlStk 1.12M (1.36%) 47.36K
Increased by +4.24%
Mar 31, 26
9 Strategic Advisers U.S. Total Stock 1.08M (1.31%) 177.23K
Increased by +16.47%
Mar 31, 26
10 Vanguard Institutional Extnd Mkt Idx Tr 892.17K (1.09%) 20.88K
Increased by +2.34%
Mar 31, 26
11 William Blair SMID Core CIT Class 4 855.54K (1.04%) 855.54K
Increased by +100.00%
Mar 31, 24
12 iShares S&P Small-Cap 600 Value ETF 839.63K (1.02%) 0.00
Increased by 0.00%
Nov 30, 24
13 William Blair Small-Mid Cap Growth CIT 821.19K (1.00%) -3.80K
Decreased by -0.46%
Aug 31, 24
14 Invesco S&P SmallCap Momentum ETF 781.01K (0.95%) 0.00
Increased by 0.00%
Feb 28, 26
15 CT American Smaller Coms(US) InstAccGBP 770.30K (0.94%) 0.00
Increased by 0.00%
Dec 31, 23
16 Strategic Advisers U.S. Total Stock{mg} 754.56K (0.92%) -137.78K
Decreased by -18.26%
Sep 30, 24
17 Global X SuperDividend™ US ETF 743.47K (0.90%) 0.00
Increased by 0.00%
Dec 31, 24
18 Vanguard Strategic Equity Inv 733.15K (0.89%) -127.45K
Decreased by -17.38%
Mar 31, 26
19 State Street SPDR Port S&P 600 Sm CpETF 729.48K (0.89%) 254.00
Increased by +0.03%
Apr 30, 26
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 715.67K (0.87%) 8.58K
Increased by +1.20%
Aug 29, 25