Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VICE 5.04%
2 AZTD 3.86%
3 TOGA_old 3.16%
4 PEZ 3.04%
5 TOGA 2.98%
6 PSCD 2.67%
7 PXSV 2.39%
8 XRT 2.31%
9 XSVM 2.29%
10 CSD 1.50%
11 RETL 1.34%
12 BSVO 1.00%
13 HGRO 0.99%
14 LSEQ 0.93%
15 IBUY 0.93%
16 FNY 0.86%
17 RZV 0.81%
18 WCEO 0.81%
19 FYT 0.74%
20 FTKI 0.73%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 11.86M (17.16%) 21.23K
Increased by +0.18%
Mar 31, 26
2 BBFIT INVESTMENTS PTE Ltd. 10.31M (14.92%) 0.00
Increased by 0.00%
Mar 31, 26
3 Vanguard Group Inc 8.75M (12.66%) 263.08K
Increased by +3.01%
Dec 31, 25
4 FMR Inc 6.22M (9.00%) 2.84M
Increased by +45.67%
Mar 31, 26
5 WINDACRE PARTNERSHIP LLC 5.30M (7.67%) -1.49M
Decreased by -28.08%
Mar 31, 24
6 Vanguard Portfolio Management, LLC 4.65M (6.73%) 4.65M
Increased by +100.00%
Mar 31, 26
7 UBS Group AG 3.64M (5.27%) 222.10K
Increased by +6.09%
Mar 31, 24
8 Vanguard Capital Management, LLC 3.58M (5.19%) 3.58M
Increased by +100.00%
Mar 31, 26
9 State Street Corp 3.01M (4.35%) -29.62K
Decreased by -0.98%
Mar 31, 26
10 State Street Corporation 2.95M (4.27%) 223.63K
Increased by +7.59%
Mar 31, 24
11 AQR Capital Management LLC 2.71M (3.92%) 1.37M
Increased by +50.51%
Jun 30, 24
12 Goldentree Asset Management LP 2.45M (3.54%) -540.58K
Decreased by -22.08%
Sep 30, 25
13 Geode Capital Management, LLC 2.03M (2.94%) 269.67K
Increased by +13.29%
Mar 31, 26
14 Deutsche Bank AG 1.97M (2.86%) 1.06M
Increased by +53.90%
Mar 31, 24
15 PRIMECAP Management Company 1.97M (2.85%) 1.86M
Increased by +94.07%
Jun 30, 25
16 Dimensional Fund Advisors, Inc. 1.94M (2.81%) 50.01K
Increased by +2.57%
Mar 31, 26
17 BMO Capital Markets Corp. 1.88M (2.72%) 371.00
Increased by +0.02%
Mar 31, 24
18 Bank of Montreal 1.88M (2.72%) 371.00
Increased by +0.02%
Mar 31, 24
19 The Goldman Sachs Group Inc 1.83M (2.65%) -181.66K
Decreased by -9.93%
Mar 31, 26
20 Marshall Wace Asset Management Ltd 1.79M (2.59%) 1.35M
Increased by +75.09%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.87M (7.05%) 1.73K
Increased by +0.04%
May 29, 26
2 Fidelity Blue Chip Growth Composite 3.09M (4.47%) 3.09M
Increased by +100.00%
Mar 31, 26
3 Fidelity Blue Chip Growth 3.06M (4.43%) -25.04K
Decreased by -0.82%
Apr 30, 26
4 Vanguard Total Stock Mkt Idx Inv 2.56M (3.70%) 6.92K
Increased by +0.27%
Apr 30, 26
5 Vanguard PRIMECAP Inv 1.97M (2.85%) 1.86M
Increased by +94.07%
Jun 30, 25
6 Xtrackers S&P 500 Swap ETF 1C 1.86M (2.69%) 0.00
Increased by 0.00%
Apr 30, 24
7 Vanguard Small Cap Index 1.85M (2.68%) -4.64K
Decreased by -0.25%
Apr 30, 26
8 Fidelity® Value 1.69M (2.44%) -67.10K
Decreased by -3.98%
Nov 30, 23
9 iShares Russell 2000 ETF 1.66M (2.40%) 15.34K
Increased by +0.92%
May 29, 26
10 Vanguard Small Cap Value Index Inv 1.19M (1.72%) 8.43K
Increased by +0.71%
Apr 30, 26
11 Hood River Small-Cap Growth Instl 1.14M (1.66%) 20.21K
Increased by +1.77%
Dec 31, 24
12 FullerThaler Behavioral Small-Cap Growth 1.12M (1.62%) 3.20K
Increased by +0.29%
Mar 31, 26
13 FullerThaler Behavioral Sm-Cp Gr R6 1.09M (1.58%) 58.70K
Increased by +5.39%
Mar 31, 26
14 Avantis US Small Cap Value ETF 1.06M (1.53%) 0.00
Increased by 0.00%
May 30, 26
15 American Funds SMALLCAP World A 909.52K (1.32%) 0.00
Increased by 0.00%
Jun 30, 25
16 Fidelity Value 909.03K (1.32%) -689.70K
Decreased by -75.87%
Jul 31, 24
17 Vanguard Institutional Extnd Mkt Idx Tr 906.76K (1.31%) 9.47K
Increased by +1.04%
Apr 30, 26
18 Cardinal Capital SMID Cap Value Equity 867.65K (1.26%) -224.91K
Decreased by -25.92%
Dec 31, 23
19 CT (Lux) American Smaller Com 9U USD 858.68K (1.24%) 11.18K
Increased by +1.30%
Feb 28, 25
20 PIMCO RAE US Small 801.96K (1.16%) 60.82K
Increased by +7.58%
Dec 31, 25