Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IHAK 4.42%
2 XTL 3.30%
3 NRSH 3.04%
4 IDGT 2.50%
5 XITK 1.77%
6 CPAI 1.70%
7 PSCT 1.59%
8 BOUT 1.30%
9 FIVG 1.26%
10 SIXG 1.26%
11 SAWS 0.86%
12 HAPS 0.81%
13 XSMO 0.68%
14 PXSG 0.68%
15 RZG 0.65%
16 IGN 0.63%
17 SSLY 0.60%
18 MSSM 0.57%
19 AFSM 0.56%
20 OASC 0.48%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 11.72M (19.71%) 253.65K
Increased by +2.16%
Sep 30, 25
2 Vanguard Group Inc 8.30M (13.96%) -186.63K
Decreased by -2.25%
Dec 31, 25
3 State Street Corp 2.34M (3.94%) 6.61K
Increased by +0.28%
Sep 30, 25
4 State Street Corporation 2.31M (3.88%) 241.30K
Increased by +10.45%
Mar 31, 24
5 Fuller & Thaler Asset Management Inc 2.19M (3.68%) 2.19M
Increased by +100.00%
Dec 31, 25
6 Congress Asset Management Company, LLP 1.45M (2.43%) -15.66K
Decreased by -1.08%
Dec 31, 25
7 Geode Capital Management, LLC 1.45M (2.43%) 74.23K
Increased by +5.14%
Dec 31, 25
8 Millennium Management LLC 1.44M (2.42%) -523.01K
Decreased by -36.27%
Dec 31, 25
9 Ameriprise Financial Inc 1.43M (2.40%) 189.68K
Increased by +13.27%
Sep 30, 23
10 AllianceBernstein L.P. 1.41M (2.37%) 61.25K
Increased by +4.34%
Sep 30, 25
11 TD Asset Management Inc 1.31M (2.21%) -79.40K
Decreased by -6.04%
Mar 31, 25
12 Arrowstreet Capital Limited Partnership 1.28M (2.15%) 3.08K
Increased by +0.24%
Dec 31, 25
13 Thrivent Financial For Lutherans 1.24M (2.09%) -12.63K
Decreased by -1.02%
Dec 31, 23
14 T. Rowe Price Associates, Inc. 1.23M (2.07%) 1.18M
Increased by +95.92%
Sep 30, 25
15 Artisan Partners Limited Partnership 1.20M (2.03%) 152.47K
Increased by +12.66%
Jun 30, 25
16 Westfield Capital Management Company, L.P. 1.15M (1.93%) 461.20K
Increased by +40.27%
Dec 31, 25
17 Bank of New York Mellon Corp 1.14M (1.93%) -228.50K
Decreased by -19.96%
Mar 31, 25
18 Alyeska Investment Group, L.P. 1.03M (1.74%) 215.03K
Increased by +20.83%
Mar 31, 25
19 Lord, Abbett & Co LLC 987.43K (1.66%) 91.17K
Increased by +9.23%
Dec 31, 25
20 Dimensional Fund Advisors, Inc. 948.62K (1.60%) 2.75K
Increased by +0.29%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.65M (6.15%) -265.83K
Decreased by -7.27%
Feb 28, 26
2 Vanguard Total Stock Mkt Idx Inv 1.88M (3.16%) 19.61K
Increased by +1.05%
Feb 28, 26
3 Vanguard US Total Market Shares ETF 1.79M (3.01%) 2.08K
Increased by +0.12%
Sep 30, 24
4 iShares Core S&P Mid-Cap ETF 1.78M (2.99%) -963.00
Decreased by -0.05%
Jan 31, 24
5 Vanguard Information Technology ETF 1.52M (2.55%) -287.00
Decreased by -0.02%
Feb 28, 26
6 iShares Russell 2000 ETF 1.47M (2.47%) 241.93K
Increased by +16.47%
Feb 28, 26
7 Vanguard Small Cap Index 1.35M (2.28%) 2.86K
Increased by +0.21%
Feb 28, 26
8 AB Sustainable Glb Thematic AXX USD 913.80K (1.54%) -12.15K
Decreased by -1.33%
Oct 31, 24
9 Congress Small Cap Growth Institutional 895.00K (1.51%) 65.00K
Increased by +7.26%
Feb 28, 26
10 Artisan International Small-Mid Investor 800.19K (1.35%) 82.50K
Increased by +10.31%
Jun 30, 25
11 Artisan Non-U.S. Small-Mid Growth Comp 800.19K (1.35%) 82.50K
Increased by +10.31%
Jun 30, 25
12 FullerThaler Behavioral Small-Cap Growth 784.54K (1.32%) 215.92K
Increased by +27.52%
Dec 31, 25
13 Vanguard Small Cap Growth Index Inv 753.09K (1.27%) 1.78K
Increased by +0.24%
Feb 28, 26
14 FullerThaler Behavioral Sm-Cp Gr R6 722.00K (1.21%) 200.89K
Increased by +27.82%
Dec 31, 25
15 TD U.S. Capital Reinvestment I 696.58K (1.17%) -20.85K
Decreased by -2.99%
Dec 31, 24
16 Vanguard Institutional Extnd Mkt Idx Tr 657.33K (1.11%) 6.78K
Increased by +1.03%
Feb 28, 26
17 AB Sustainable Global Thematic A 655.34K (1.10%) -6.62K
Decreased by -1.01%
Oct 31, 24
18 Congress Asset Mgt Small Cap Growth 645.00K (1.08%) 643.58K
Increased by +99.78%
Jun 30, 24
19 Global X US Infrastructure Dev ETF 623.49K (1.05%) 2.69K
Increased by +0.43%
Feb 27, 26
20 iShares Cybersecurity and Tech ETF 617.09K (1.04%) 0.00
Increased by 0.00%
Feb 28, 26