Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HHH_old 4.52%
2 BOUT 3.85%
3 CAMX 3.00%
4 TIME 1.98%
5 SMLL 1.13%
6 SMCF 1.03%
7 RCGE 0.54%
8 MILN 0.28%
9 QQQJ 0.27%
10 FMDE 0.26%
11 FELV 0.25%
12 QQJG 0.23%
13 GBUY_old 0.21%
14 IQSM 0.17%
15 ISCV 0.17%
16 JKL 0.17%
17 OALC 0.13%
18 IYR 0.12%
19 VFQY 0.11%
20 VNQ 0.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Caledonia (Private) Investments Pty Ltd 11.39M (5.42%) -216.41K
Decreased by -1.90%
Dec 31, 25
2 Vanguard Group Inc 6.68M (3.18%) -392.24K
Decreased by -5.88%
Dec 31, 25
3 Capital World Investors 3.08M (1.47%) 3.08M
Increased by +100.00%
Mar 31, 26
4 FMR Inc 2.87M (1.37%) 1.06M
Increased by +37.04%
Dec 31, 25
5 Independent Franchise Partners LLP 2.74M (1.30%) 713.93K
Increased by +26.07%
Mar 31, 26
6 BlackRock Inc 2.37M (1.13%) -50.63K
Decreased by -2.13%
Dec 31, 25
7 NORGES BANK 2.23M (1.06%) -104.25K
Decreased by -4.68%
Dec 31, 25
8 Geode Capital Management, LLC 1.05M (0.50%) -18.84K
Decreased by -1.79%
Dec 31, 25
9 Tiger Technology Management LLC 1.02M (0.49%) 240.69K
Increased by +23.51%
Dec 31, 25
10 Wellington Management Company LLP 922.69K (0.44%) 364.95K
Increased by +39.55%
Dec 31, 25
11 Tybourne Capital Management (HK) Ltd 899.24K (0.43%) 117.28K
Increased by +13.04%
Jun 30, 24
12 UBS Group AG 835.64K (0.40%) -182.81K
Decreased by -21.88%
Mar 31, 26
13 State Street Corporation 793.71K (0.38%) -6.48K
Decreased by -0.82%
Mar 31, 24
14 Maplelane Capital, LLC 753.00K (0.36%) 323.00K
Increased by +42.90%
Dec 31, 25
15 State Street Corp 729.14K (0.35%) -72.69K
Decreased by -9.97%
Dec 31, 25
16 Echo Street Capital Management LLC 712.49K (0.34%) 0.00
Increased by 0.00%
Sep 30, 23
17 BMO Capital Markets Corp. 638.96K (0.30%) 261.51K
Increased by +40.93%
Dec 31, 23
18 Bank of Montreal 638.96K (0.30%) 261.51K
Increased by +40.93%
Dec 31, 23
19 Hook Mill Capital Partners, LP 617.99K (0.29%) 346.79K
Increased by +56.12%
Jun 30, 24
20 State Of Wisconsin Investment Board 595.21K (0.28%) -1.43M
Decreased by -240.79%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 2.60M (1.24%) 2.60M
Increased by +100.00%
Mar 31, 26
2 Vanguard Real Estate Index Investor 1.75M (0.83%) -11.74K
Decreased by -0.67%
Mar 31, 26
3 Vanguard Total Stock Mkt Idx Inv 1.67M (0.80%) 34.91K
Increased by +2.09%
Mar 31, 26
4 Fidelity Contrafund 1.64M (0.78%) -377.26K
Decreased by -23.01%
Feb 28, 26
5 Vanguard US Total Market Shares ETF 1.25M (0.59%) 0.00
Increased by 0.00%
Sep 30, 24
6 Vanguard Small Cap Index 1.06M (0.51%) -11.86K
Decreased by -1.12%
Mar 31, 26
7 Fidelity Contrafund Commingled Pl S 855.67K (0.41%) 65.99K
Increased by +7.71%
Feb 28, 26
8 Vanguard Small Cap Growth Index Inv 590.84K (0.28%) 29.00
Increased by +0.00%
Mar 31, 26
9 Fidelity Contrafund K6 524.13K (0.25%) 38.16K
Increased by +7.28%
Feb 28, 26
10 Vanguard Institutional Extnd Mkt Idx Tr 485.59K (0.23%) -40.03K
Decreased by -8.24%
Mar 31, 26
11 Vanguard Growth Index Investor 358.72K (0.17%) 4.39K
Increased by +1.22%
Nov 30, 23
12 Vanguard Mid Cap Index Institutional 342.06K (0.16%) -91.54K
Decreased by -26.76%
Mar 31, 24
13 Vanguard Small Cap Value Index Inv 328.56K (0.16%) 6.14K
Increased by +1.87%
Jul 31, 25
14 Vanguard Real Estate II Index 323.04K (0.15%) 1.29K
Increased by +0.40%
Mar 31, 26
15 Columbia Small Cap Growth 309.24K (0.15%) -1.61K
Decreased by -0.52%
Jun 30, 25
16 Columbia Small Cap Growth Inst 309.24K (0.15%) 0.00
Increased by 0.00%
Jun 30, 25
17 State St Russell Sm/Mid Cp® Indx SL Cl I 305.66K (0.15%) 0.00
Increased by 0.00%
Apr 30, 26
18 Fidelity® Extended Market Index 286.91K (0.14%) 0.00
Increased by 0.00%
Nov 30, 23
19 Fidelity Extended Market Index 274.82K (0.13%) -1.20K
Decreased by -0.44%
Mar 31, 26
20 Capital Group U.S. Small and Mid Cap ETF 272.15K (0.13%) 34.56K
Increased by +12.70%
Apr 30, 26