Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DAT 4.35%
2 JFWD 3.94%
3 RJMG 2.30%
4 BOUT 2.26%
5 IPO 1.98%
6 WCLD 1.62%
7 FCLD 1.22%
8 PTF 1.18%
9 XSW 0.96%
10 FFTY 0.93%
11 XITK 0.88%
12 DBSC 0.54%
13 FPX 0.53%
14 QSML 0.50%
15 HAPS 0.47%
16 MSSM 0.40%
17 FYC 0.39%
18 VCLO 0.29%
19 DWAS 0.29%
20 TRFM 0.29%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.85M (11.44%) 892.63K
Increased by +9.06%
Dec 31, 25
2 BlackRock Inc 6.79M (7.88%) 206.16K
Increased by +3.04%
Sep 30, 25
3 JPMorgan Chase & Co 4.91M (5.70%) 2.59M
Increased by +52.83%
Sep 30, 25
4 Millennium Management LLC 4.01M (4.66%) 529.69K
Increased by +13.20%
Dec 31, 25
5 Morgan Stanley - Brokerage Accounts 3.68M (4.27%) -125.57K
Decreased by -3.41%
Jun 30, 25
6 Battery Management Corp 3.26M (3.79%) 839.86K
Increased by +25.72%
Dec 31, 25
7 Point72 Asset Management, L.P. 3.09M (3.59%) 2.79M
Increased by +90.34%
Dec 31, 25
8 T. Rowe Price Investment Management,Inc. 2.69M (3.13%) 63.00K
Increased by +2.34%
Dec 31, 24
9 Cadian Capital Management LP 2.65M (3.08%) -1.91M
Decreased by -71.85%
Jun 30, 25
10 T. Rowe Price Associates, Inc. 2.20M (2.55%) 1.20M
Increased by +54.75%
Dec 31, 24
11 Westfield Capital Management Company, L.P. 2.19M (2.54%) 9.32K
Increased by +0.43%
Dec 31, 25
12 Alyeska Investment Group, L.P. 2.11M (2.44%) 1.80M
Increased by +85.56%
Dec 31, 25
13 Geode Capital Management, LLC 2.08M (2.42%) 84.36K
Increased by +4.05%
Dec 31, 25
14 AllianceBernstein L.P. 2.01M (2.34%) -306.15K
Decreased by -15.20%
Sep 30, 25
15 Citadel Advisors Llc 2.00M (2.33%) 844.87K
Increased by +42.19%
Dec 31, 25
16 State Street Corp 1.99M (2.31%) 160.23K
Increased by +8.07%
Sep 30, 25
17 Amvescap Plc. 1.78M (2.07%) -183.19K
Decreased by -10.29%
Mar 31, 25
18 Optimus Prime Fund Management Co., Ltd. 1.78M (2.07%) 0.00
Increased by 0.00%
Dec 31, 25
19 Champlain Investment Partners, LLC 1.67M (1.94%) -1.02M
Decreased by -60.89%
Dec 31, 25
20 Sapphire Ventures (GPE) I, L.L.C. 1.67M (1.93%) 0.00
Increased by 0.00%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.68M (3.12%) 5.25K
Increased by +0.20%
Feb 28, 26
2 iShares Russell 2000 ETF 2.08M (2.42%) 2.08M
Increased by +100.00%
Feb 28, 26
3 Vanguard Small Cap Index 1.91M (2.22%) 4.03K
Increased by +0.21%
Feb 28, 26
4 Vanguard Information Technology ETF 1.81M (2.10%) -392.00
Decreased by -0.02%
Feb 28, 26
5 Champlain Small Company Fund, LLC 1.38M (1.60%) -156.89K
Decreased by -11.39%
Feb 28, 26
6 JHancock Small Cap Core NAV 1.28M (1.49%) 168.08K
Increased by +13.13%
Jan 31, 26
7 T. Rowe Price Integrated US SmCapGrEq 1.06M (1.23%) 930.15K
Increased by +87.47%
Dec 31, 24
8 Vanguard Small Cap Growth Index Inv 1.06M (1.23%) -415.00
Decreased by -0.04%
Feb 28, 26
9 FullerThaler Behavioral Small-Cap Growth 953.32K (1.11%) 19.20K
Increased by +2.01%
May 31, 25
10 FullerThaler Behavioral Sm-Cp Gr R6 947.20K (1.10%) 19.20K
Increased by +2.03%
May 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 942.78K (1.09%) 10.43K
Increased by +1.11%
Feb 28, 26
12 Harbor Small Cap Growth Instl 940.60K (1.09%) 21.89K
Increased by +2.33%
Dec 31, 25
13 Westfield Capital Mgt Co Sm-Cap Gr Eq 940.60K (1.09%) 21.89K
Increased by +2.33%
Dec 31, 25
14 AB Small Cap Growth A 885.52K (1.03%) -302.06K
Decreased by -34.11%
Jan 31, 26
15 Old Westbury Small & Mid Cap Strategies 870.00K (1.01%) 95.00K
Increased by +10.92%
Oct 31, 25
16 Stephens SMID Select Growth 844.29K (0.98%) 80.71K
Increased by +9.56%
Dec 31, 25
17 Fidelity Small Cap Index 837.19K (0.97%) 29.55K
Increased by +3.53%
Dec 31, 25
18 Federated Hermes Kaufmann Small Cap A 780.00K (0.91%) 0.00
Increased by 0.00%
Jun 30, 25
19 Federated Hermes Kaufmann Small Cap Grow 780.00K (0.91%) 0.00
Increased by 0.00%
Jun 30, 25
20 Champlain Small Company Adv 763.50K (0.89%) -86.50K
Decreased by -11.33%
Dec 31, 25