Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 WISE 2.77%
3 VERS 1.76%
4 SIXG 1.16%
5 FIVG 1.16%
6 XSD 0.79%
7 DRIV 0.76%
8 SSLY 0.57%
9 EHLS 0.49%
10 ITEQ 0.33%
11 PSCT 0.24%
12 ISMD 0.21%
13 CSML 0.18%
14 ISRA 0.12%
15 IWC 0.10%
16 AVSC 0.08%
17 GBUY_old 0.08%
18 GINN 0.07%
19 AIBU 0.07%
20 SMLV 0.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.62M (14.73%) 16.20K
Increased by +0.45%
Sep 30, 25
2 RIMA MANAGEMENT, LLC 2.39M (9.71%) 177.76K
Increased by +7.45%
Dec 31, 25
3 Vanguard Group Inc 2.37M (9.62%) -88.93K
Decreased by -3.76%
Dec 31, 25
4 Morgan Stanley - Brokerage Accounts 1.64M (6.66%) -52.65K
Decreased by -3.22%
Sep 30, 25
5 State Street Corporation 1.28M (5.19%) 47.83K
Increased by +3.74%
Mar 31, 24
6 State Street Corp 1.20M (4.89%) -8.46K
Decreased by -0.70%
Sep 30, 25
7 Neuberger Berman Group LLC 998.82K (4.06%) 305.54K
Increased by +30.59%
Dec 31, 25
8 Awm Investment Company Inc 827.81K (3.37%) 160.64K
Increased by +19.41%
Dec 31, 25
9 Handelsbanken Fonder AB 684.47K (2.78%) 329.05K
Increased by +48.07%
Dec 31, 25
10 Point72 Asset Management, L.P. 662.03K (2.69%) 662.03K
Increased by +100.00%
Dec 31, 25
11 Amundi 654.36K (2.66%) -9.53K
Decreased by -1.46%
Sep 30, 23
12 Acadian Asset Management LLC 627.38K (2.55%) 627.11K
Increased by +99.96%
Sep 30, 25
13 Disciplined Growth Investors Inc 607.75K (2.47%) 67.68K
Increased by +11.14%
Dec 31, 25
14 Millennium Management LLC 595.60K (2.42%) 574.59K
Increased by +96.47%
Dec 31, 25
15 Dimensional Fund Advisors, Inc. 574.47K (2.34%) -68.78K
Decreased by -11.97%
Dec 31, 25
16 Deutsche Bank AG 566.65K (2.30%) -29.94K
Decreased by -5.28%
Dec 31, 25
17 Geode Capital Management, LLC 561.24K (2.28%) -3.41K
Decreased by -0.61%
Dec 31, 25
18 Herald Investment Management Ltd 520.00K (2.11%) 70.00K
Increased by +13.46%
Dec 31, 25
19 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 511.00K (2.08%) 116.00K
Increased by +22.70%
Dec 31, 25
20 Capitolis Liquid Global Markets LLC 492.73K (2.00%) 137.80K
Increased by +27.97%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.42M (5.79%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard Total Stock Mkt Idx Inv 801.66K (3.26%) 0.00
Increased by 0.00%
Feb 28, 26
3 Vanguard US Total Market Shares ETF 705.14K (2.87%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Information Technology ETF 663.18K (2.70%) -127.00
Decreased by -0.02%
Feb 28, 26
5 State Street® SPDR® S&P® Smcndctr ETF 573.36K (2.33%) 0.00
Increased by 0.00%
Feb 28, 26
6 iShares Russell 2000 ETF 567.96K (2.31%) 87.03K
Increased by +15.32%
Feb 28, 26
7 Xtrackers S&P 500 Swap ETF 1C 540.28K (2.20%) -3.98K
Decreased by -0.74%
Dec 31, 25
8 Meridian Contrarian Legacy 511.00K (2.08%) 116.00K
Increased by +22.70%
Dec 31, 25
9 Defiance Connective Technologies ETF 476.78K (1.94%) 328.36K
Increased by +68.87%
Feb 27, 26
10 Herald Ord 450.00K (1.83%) 125.00K
Increased by +27.78%
Sep 30, 25
11 Handelsbanken SC Global (A15 SEK) 449.40K (1.83%) -31.20K
Decreased by -6.94%
Jan 31, 26
12 KBI Global Energy Transition A EUR 341.75K (1.39%) -163.09K
Decreased by -47.72%
Nov 30, 23
13 SPDR® S&P Semiconductor ETF 319.22K (1.30%) 0.00
Increased by 0.00%
Aug 31, 25
14 iShares Future AI & Tech ETF 310.91K (1.26%) -3.27K
Decreased by -1.05%
Jul 31, 24
15 iShares Rbtcs&Artfcl Intllgnc Mltsct ETF 310.91K (1.26%) -3.27K
Decreased by -1.05%
Jul 31, 24
16 WisdomTree Art Intelligence ETF USD Acc 301.32K (1.23%) 0.00
Increased by 0.00%
Aug 30, 24
17 Disciplined Growth - Small Cap Growth 290.85K (1.18%) -50.07K
Decreased by -17.22%
Sep 30, 25
18 Vanguard Small Cap Index 283.59K (1.15%) 671.00
Increased by +0.24%
Aug 31, 24
19 Neuberger Intrinsic Value I 279.57K (1.14%) 0.00
Increased by 0.00%
Feb 28, 26
20 Vanguard Institutional Extnd Mkt Idx Tr 265.09K (1.08%) 3.56K
Increased by +1.34%
Feb 28, 26