Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IHAK 4.40%
2 SPAM 3.72%
3 NRSH 3.58%
4 AZTD 2.36%
5 JSML 2.24%
6 GRPZ 2.15%
7 FORH 2.14%
8 PTF 1.92%
9 JSMD 1.86%
10 PSCT 1.85%
11 XSHQ 1.70%
12 SFLO 1.48%
13 CAFG 1.45%
14 XITK 1.43%
15 PSWD 1.34%
16 FDLS 1.33%
17 RNIN 1.26%
18 CSB 1.18%
19 RNSC 1.13%
20 FSGS 1.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 16.11M (21.31%) -32.52K
Decreased by -0.20%
Mar 31, 25
2 Vanguard Group Inc 12.40M (16.41%) -109.31K
Decreased by -0.88%
Jun 30, 25
3 DELTA AIR LINES, INC. 8.28M (10.95%) 0.00
Increased by 0.00%
Jun 30, 24
4 Durable Capital Partners LP 7.49M (9.91%) 4.53M
Increased by +60.49%
Jun 30, 25
5 T. Rowe Price Investment Management,Inc. 7.17M (9.49%) -951.80K
Decreased by -13.28%
Dec 31, 23
6 FMR Inc 3.62M (4.80%) -1.17M
Decreased by -32.34%
Mar 31, 25
7 State Street Corp 3.46M (4.57%) -181.65K
Decreased by -5.25%
Mar 31, 25
8 Arrowstreet Capital Limited Partnership 3.37M (4.46%) 606.22K
Increased by +17.97%
Mar 31, 25
9 Pacer Advisors, INC. 3.05M (4.04%) 3.04M
Increased by +99.59%
Dec 31, 24
10 First Trust Advisors L.P. 3.03M (4.01%) 805.79K
Increased by +26.61%
Jun 30, 25
11 Renaissance Technologies Corp 2.82M (3.74%) -874.00K
Decreased by -30.95%
Mar 31, 25
12 Foxhaven Asset Management, LP 2.71M (3.59%) -72.70K
Decreased by -2.68%
Dec 31, 23
13 Geode Capital Management, LLC 2.60M (3.44%) 163.28K
Increased by +6.29%
Mar 31, 25
14 Copeland Capital Management, LLC 2.47M (3.27%) 497.87K
Increased by +20.12%
Jun 30, 25
15 Wellington Management Company LLP 2.35M (3.11%) 4.34K
Increased by +0.18%
Jun 30, 25
16 Greenhouse Funds LLLP 2.04M (2.70%) -448.65K
Decreased by -21.97%
Dec 31, 24
17 General Atlantic Llc 2.03M (2.68%) -1.95M
Decreased by -96.05%
Dec 31, 23
18 State Street Corporation 1.86M (2.46%) 93.24K
Increased by +5.02%
Dec 31, 23
19 Jennison Associates LLC 1.78M (2.36%) -542.82K
Decreased by -30.45%
Dec 31, 23
20 Brown Advisory Holdings Inc 1.61M (2.13%) -379.60K
Decreased by -23.55%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.52M (7.31%) 820.00
Increased by +0.01%
Jul 31, 25
2 Vanguard Total Stock Mkt Idx Inv 2.89M (3.82%) -61.87K
Decreased by -2.14%
Jul 31, 25
3 First Trust SMID Cp Rising Div Achv ETF 2.67M (3.53%) -5.19K
Decreased by -0.19%
Jul 31, 25
4 Vanguard Small Cap Index 2.24M (2.96%) -13.58K
Decreased by -0.61%
Jul 31, 25
5 Vanguard Information Technology ETF 2.09M (2.77%) 21.32K
Increased by +1.02%
Jul 31, 25
6 iShares Russell 2000 ETF 1.98M (2.62%) -37.70K
Decreased by -1.90%
Jul 31, 25
7 Fidelity® Contrafund® 1.71M (2.27%) 0.00
Increased by 0.00%
Nov 30, 23
8 T. Rowe Price Mid-Cap Growth 1.68M (2.23%) -4.00K
Decreased by -0.24%
Dec 31, 23
9 T. Rowe Price US Mid-Cap Growth Equity 1.68M (2.23%) -4.00K
Decreased by -0.24%
Dec 31, 23
10 American Funds SMALLCAP World A 1.60M (2.12%) 0.00
Increased by 0.00%
Mar 31, 24
11 T. Rowe Price Small-Cap Stock 1.37M (1.82%) -423.10K
Decreased by -30.77%
Dec 31, 23
12 T. Rowe Price US Small-Cap Core Equity 1.37M (1.82%) -423.10K
Decreased by -30.77%
Dec 31, 23
13 Vanguard Small Cap Growth Index Inv 1.26M (1.67%) -413.00
Decreased by -0.03%
Jul 31, 25
14 iShares Cybersecurity and Tech ETF 1.12M (1.48%) 0.00
Increased by 0.00%
Jul 31, 25
15 Brown Advisory Small-Cap Growth Inv 1.11M (1.47%) 0.00
Increased by 0.00%
Mar 31, 24
16 Vanguard Institutional Extnd Mkt Idx Tr 991.82K (1.31%) -431.25K
Decreased by -43.48%
Jul 31, 25
17 Fidelity Contrafund Commingled Pl S 991.40K (1.31%) -5.92K
Decreased by -0.60%
Sep 30, 24
18 Fidelity Contrafund Commingled Pl O 972.67K (1.29%) 0.00
Increased by 0.00%
Mar 31, 24
19 Vanguard Explorer Inv 931.20K (1.23%) 0.00
Increased by 0.00%
Jun 30, 25
20 Fidelity Small Cap Index 901.41K (1.19%) 1.98K
Increased by +0.22%
May 31, 25