Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMHB 4.09%
2 SDEI 3.57%
3 MEME 3.19%
4 ACTX_old 1.92%
5 WFH 1.39%
6 WBIY 1.37%
7 XSVM 1.18%
8 VERS 1.10%
9 RNSC 0.96%
10 FSGS 0.96%
11 PXLV 0.81%
12 ALTL_old 0.81%
13 RZV 0.77%
14 INAU 0.74%
15 NIXT 0.74%
16 QQQS 0.70%
17 SQLV 0.64%
18 MYLD 0.60%
19 TERM 0.57%
20 PSM 0.50%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.38M (9.44%) 983.38K
Increased by +8.64%
Dec 31, 25
2 BlackRock Inc 9.77M (8.10%) -1.23M
Decreased by -12.56%
Dec 31, 25
3 The Goldman Sachs Group Inc 9.29M (7.71%) 7.18M
Increased by +77.24%
Dec 31, 25
4 Dimensional Fund Advisors, Inc. 5.83M (4.84%) -245.80K
Decreased by -4.21%
Mar 31, 26
5 State Street Corp 5.81M (4.82%) 1.41M
Increased by +24.26%
Dec 31, 25
6 State Street Corporation 5.37M (4.45%) 59.40K
Increased by +1.11%
Mar 31, 24
7 D. E. Shaw & Co LP 4.10M (3.40%) 2.70M
Increased by +65.83%
Dec 31, 25
8 Charles Schwab Investment Management Inc 3.50M (2.90%) 854.12K
Increased by +24.42%
Dec 31, 25
9 Federated Hermes Inc 3.32M (2.75%) -362.19K
Decreased by -10.91%
Jun 30, 25
10 Marshall Wace Asset Management Ltd 3.08M (2.56%) -717.93K
Decreased by -23.28%
Dec 31, 25
11 Millennium Management LLC 3.08M (2.55%) 933.35K
Increased by +30.31%
Dec 31, 25
12 Geode Capital Management, LLC 2.92M (2.42%) 571.72K
Increased by +19.61%
Dec 31, 25
13 Arrowstreet Capital Limited Partnership 2.78M (2.30%) 574.99K
Increased by +20.70%
Mar 31, 24
14 Two Sigma Investments LLC 2.64M (2.19%) 166.61K
Increased by +6.30%
Dec 31, 25
15 Two Sigma Advisers, LLC 2.58M (2.14%) 498.30K
Increased by +19.28%
Dec 31, 25
16 Allianz Asset Management AG 2.35M (1.95%) 228.49K
Increased by +9.72%
Mar 31, 26
17 Arnhold & S. Bleichroeder Advisers, LLC 2.18M (1.81%) 1.03M
Increased by +47.19%
Dec 31, 25
18 UBS Group AG 2.15M (1.78%) -3.27M
Decreased by -152.17%
Sep 30, 25
19 Alyeska Investment Group, L.P. 1.92M (1.59%) 1.92M
Increased by +100.00%
Jun 30, 25
20 Amvescap Plc. 1.90M (1.57%) 61.72K
Increased by +3.25%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.96M (5.77%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard Total Stock Mkt Idx Inv 3.58M (2.97%) 0.00
Increased by 0.00%
Mar 31, 26
3 Vanguard US Total Market Shares ETF 3.53M (2.93%) 0.00
Increased by 0.00%
Sep 30, 24
4 Stt Strt®SPDR®S&PKenshoNwEcosComposETF 3.14M (2.60%) 1.56K
Increased by +0.05%
Apr 30, 26
5 iShares Russell 2000 ETF 3.06M (2.54%) 0.00
Increased by 0.00%
Apr 30, 26
6 Vanguard Information Technology ETF 2.95M (2.44%) 1.54K
Increased by +0.05%
Mar 31, 26
7 Federated Hermes MDT SCC Institutional 2.83M (2.35%) -242.24K
Decreased by -8.54%
Jun 30, 25
8 Federated Hermes MDT Small Cap Core IS 2.83M (2.35%) -242.24K
Decreased by -8.54%
Jun 30, 25
9 SEI Tax-Managed Large Cap F (SIMT) 1.73M (1.44%) 0.00
Increased by 0.00%
Feb 28, 25
10 Schwab Fundamental U.S. Large CompanyETF 1.69M (1.40%) 1.18K
Increased by +0.07%
Apr 30, 26
11 DFA US Small Cap Value I 1.56M (1.29%) 0.00
Increased by 0.00%
Mar 31, 26
12 Vanguard Strategic Small-Cap Equity Inv 1.42M (1.17%) 487.66K
Increased by +34.45%
Mar 31, 26
13 Vanguard Small Cap Index 1.37M (1.14%) -9.23K
Decreased by -0.67%
Jul 31, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 1.35M (1.12%) 81.97K
Increased by +6.06%
Mar 31, 26
15 SPDR® S&P Kensho New Economies Comps ETF 1.35M (1.12%) 0.00
Increased by 0.00%
Aug 29, 25
16 BlackRock Global Equity Mkt Netrl Instl 1.35M (1.12%) -51.91K
Decreased by -3.85%
Jul 31, 25
17 DFA US Targeted Value I 1.22M (1.01%) 0.00
Increased by 0.00%
Mar 31, 26
18 iShares U.S. Small-Cap Eq Fac ETF 1.20M (0.99%) 0.00
Increased by 0.00%
Apr 30, 26
19 Invesco S&P SmallCap 600 Revenue ETF 1.18M (0.98%) 0.00
Increased by 0.00%
Aug 29, 25
20 Fidelity Small Cap Index 1.17M (0.97%) 6.01K
Increased by +0.51%
Feb 28, 26