Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AWEG 3.42%
2 TCV 1.98%
3 BPAY 1.58%
4 CDIG 1.26%
5 LOPX 1.18%
6 VMAX 1.14%
7 HOMZ 1.08%
8 FPRO 0.99%
9 FFSM 0.84%
10 HAPS 0.76%
11 HQGO 0.67%
12 FNY 0.66%
13 OASC 0.56%
14 FLQS 0.54%
15 PSC 0.54%
16 MMSC 0.51%
17 FESM 0.50%
18 JSML 0.49%
19 ESSC 0.49%
20 FREL 0.45%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 73.84M (10.24%) 3.62M
Increased by +4.91%
Dec 31, 25
2 FMR Inc 69.49M (9.64%) 2.78M
Increased by +4.00%
Dec 31, 25
3 BlackRock Inc 37.25M (5.17%) 2.42M
Increased by +6.49%
Sep 30, 25
4 SB INVESTMENT ADVISERS (UK) LTD 25.06M (3.48%) -19.70M
Decreased by -78.59%
Dec 31, 25
5 Maverick Capital Ltd 12.64M (1.75%) 12.64M
Increased by +100.00%
Dec 31, 25
6 Geode Capital Management, LLC 12.31M (1.71%) 681.81K
Increased by +5.54%
Dec 31, 25
7 Citadel Advisors Llc 10.95M (1.52%) -2.56M
Decreased by -23.35%
Sep 30, 25
8 State Street Corp 10.24M (1.42%) 509.66K
Increased by +4.98%
Sep 30, 25
9 Atreides Management, LP 8.72M (1.21%) 8.72M
Increased by +100.00%
Dec 31, 25
10 Driehaus Capital Management LLC 8.24M (1.14%) 4.19M
Increased by +50.87%
Mar 31, 25
11 Southpoint Capital Advisors LP 8.00M (1.11%) 5.50M
Increased by +68.75%
Dec 31, 25
12 Maple Rock Capital Partners, Inc. 7.77M (1.08%) 0.00
Increased by 0.00%
Jun 30, 24
13 Dimensional Fund Advisors, Inc. 7.43M (1.03%) -341.97K
Decreased by -4.60%
Dec 31, 25
14 Goldman Sachs Group Inc 7.26M (1.01%) 1.97M
Increased by +27.09%
Jun 30, 25
15 Rubric Capital Management LP 7.00M (0.97%) 7.00M
Increased by +100.00%
Dec 31, 25
16 Winslow Capital Management, LLC 6.93M (0.96%) 0.00
Increased by 0.00%
Dec 31, 25
17 State Street Corporation 6.88M (0.95%) 127.14K
Increased by +1.85%
Mar 31, 24
18 Kanen Wealth Management LLC 6.40M (0.89%) 1.57M
Increased by +24.59%
Dec 31, 25
19 Wellington Management Company LLP 6.33M (0.88%) 6.33M
Increased by +100.00%
Dec 31, 25
20 RIMA MANAGEMENT, LLC 5.90M (0.82%) 476.57K
Increased by +8.08%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 24.02M (3.33%) 229.87K
Increased by +0.96%
Feb 28, 26
2 Vanguard Total Stock Mkt Idx Inv 21.47M (2.98%) 109.47K
Increased by +0.51%
Feb 28, 26
3 Vanguard US Total Market Shares ETF 15.86M (2.20%) 13.63K
Increased by +0.09%
Sep 30, 24
4 iShares Russell 2000 ETF 15.63M (2.17%) 6.34M
Increased by +40.58%
Feb 28, 26
5 Vanguard Small Cap Index 15.41M (2.14%) 41.43K
Increased by +0.27%
Feb 28, 26
6 Vanguard Small Cap Value Index Inv 9.90M (1.37%) 28.21K
Increased by +0.29%
Feb 28, 26
7 Fidelity Global Innovators Cl F 9.07M (1.26%) 1.43M
Increased by +15.76%
Sep 30, 25
8 Strategic Advisers Fidelity US TtlStk 8.44M (1.17%) 2.01M
Increased by +23.86%
Jan 31, 26
9 Fidelity Small Cap Value Fund 7.50M (1.04%) 450.00K
Increased by +6.00%
Dec 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 6.85M (0.95%) 65.23K
Increased by +0.95%
Feb 28, 26
11 Fidelity® Value 6.45M (0.89%) 345.00K
Increased by +5.35%
Nov 30, 23
12 Schwab Fundamental U.S. Small CompanyETF 6.32M (0.88%) 2.21K
Increased by +0.03%
Feb 28, 26
13 Fidelity Small Cap Growth 6.01M (0.83%) -332.20K
Decreased by -5.53%
Dec 31, 25
14 US Small-Cap Growth II Equity Comp 5.53M (0.77%) 5.53M
Increased by +100.00%
Dec 31, 25
15 T. Rowe Price New Horizons 5.53M (0.77%) -5.65K
Decreased by -0.10%
Jan 31, 26
16 Fidelity Series Large Cap Stock 5.32M (0.74%) 1.96M
Increased by +36.83%
Jan 31, 26
17 Fidelity VIP Contrafund Initial 5.02M (0.70%) 5.02M
Increased by +100.00%
Jan 31, 26
18 Fidelity Small Cap Index 4.81M (0.67%) 92.84K
Increased by +1.93%
Dec 31, 25
19 American Funds SMALLCAP World A 4.75M (0.66%) 4.75M
Increased by +100.00%
Dec 31, 25
20 Fidelity Real Estate Investment Port 4.30M (0.60%) 0.00
Increased by 0.00%
Jul 31, 25