Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MARB 3.54%
2 FFTY 2.70%
3 FRTY 2.48%
4 WCLD 2.21%
5 BOUT 1.63%
6 SMAP 1.52%
7 DBSC 1.50%
8 XITK 1.36%
9 BCTK 1.21%
10 JSML 1.07%
11 JSMD 0.92%
12 SHRT 0.82%
13 XSW 0.79%
14 PSC 0.65%
15 MMSC 0.64%
16 USMF 0.63%
17 QMID 0.61%
18 SCDS 0.60%
19 CLDL 0.57%
20 XDAT 0.54%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 33.31M (11.45%) 50.36K
Increased by +0.15%
Dec 31, 25
2 Warburg Pincus LLC 33.22M (11.42%) 0.00
Increased by 0.00%
Sep 30, 23
3 BlackRock Inc 23.62M (8.12%) 946.63K
Increased by +4.01%
Sep 30, 25
4 JPMorgan Chase & Co 13.71M (4.71%) 7.93M
Increased by +57.88%
Sep 30, 25
5 T. Rowe Price Associates, Inc. 12.26M (4.21%) 9.59M
Increased by +78.21%
Sep 30, 25
6 Wasatch Advisors Inc. 12.09M (4.16%) 1.83M
Increased by +15.15%
Dec 31, 23
7 Kayne Anderson Rudnick Investment Management LLC 9.77M (3.36%) -276.15K
Decreased by -2.83%
Jun 30, 25
8 Wasatch Advisors LP 8.43M (2.90%) -778.00K
Decreased by -9.23%
Dec 31, 25
9 Permira Holdings Ltd 7.98M (2.75%) 0.00
Increased by 0.00%
Mar 31, 25
10 BAMCO Inc 7.82M (2.69%) 141.41K
Increased by +1.81%
Dec 31, 25
11 NORGES BANK 7.64M (2.63%) 2.78M
Increased by +36.43%
Dec 31, 25
12 Blair William & Co 7.13M (2.45%) 3.25M
Increased by +45.50%
Sep 30, 25
13 Morgan Stanley - Brokerage Accounts 6.78M (2.33%) 2.50M
Increased by +36.80%
Sep 30, 25
14 Geode Capital Management, LLC 6.59M (2.27%) 399.58K
Increased by +6.06%
Dec 31, 25
15 Citadel Advisors Llc 6.51M (2.24%) 4.65M
Increased by +71.50%
Jun 30, 25
16 Durable Capital Partners LP 6.35M (2.18%) -1.31M
Decreased by -20.66%
Sep 30, 23
17 HMI Capital Management, L.P. 6.34M (2.18%) 978.30K
Increased by +15.43%
Dec 31, 25
18 Conestoga Capital Advisors, LLC 6.10M (2.10%) -613.13K
Decreased by -10.06%
Dec 31, 25
19 AllianceBernstein L.P. 6.02M (2.07%) -469.13K
Decreased by -7.79%
Jun 30, 25
20 Capital World Investors 5.88M (2.02%) 2.09M
Increased by +35.48%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 9.11M (3.13%) 14.66K
Increased by +0.16%
Feb 28, 26
2 American Funds SMALLCAP World A 8.08M (2.78%) 4.30M
Increased by +53.26%
Dec 31, 25
3 iShares Russell 2000 ETF 6.79M (2.33%) 6.79M
Increased by +100.00%
Feb 28, 26
4 Vanguard Small Cap Index 6.54M (2.25%) 17.43K
Increased by +0.27%
Feb 28, 26
5 T. Rowe Price Mid-Cap Value 6.25M (2.15%) -560.40K
Decreased by -8.96%
Dec 31, 25
6 T. Rowe Price US Mid-Cap Value Equity 6.25M (2.15%) 2.08M
Increased by +33.28%
Dec 31, 25
7 Vanguard Information Technology ETF 5.99M (2.06%) -346.87K
Decreased by -5.79%
Feb 28, 26
8 T. Rowe Price U.S. Mid-Cap Val Eq Tr-D 3.84M (1.32%) 1.30M
Increased by +33.74%
Dec 31, 25
9 Vanguard Small Cap Growth Index Inv 3.63M (1.25%) 8.59K
Increased by +0.24%
Feb 28, 26
10 Baron Small Cap Retail 3.25M (1.12%) 0.00
Increased by 0.00%
Dec 31, 25
11 Baron Small Cap Strategy 3.25M (1.12%) 0.00
Increased by 0.00%
Dec 31, 25
12 Conestoga Small Cap Investors 3.15M (1.08%) -696.00K
Decreased by -22.09%
Dec 31, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 3.14M (1.08%) 29.12K
Increased by +0.93%
Feb 28, 26
14 Baron Opp. Small Cap Growth Strategy 3.00M (1.03%) 500.00K
Increased by +16.67%
Jun 30, 25
15 BlackRock Event Driven Equity Instl 2.94M (1.01%) 0.00
Increased by 0.00%
Feb 28, 26
16 Fidelity Small Cap Index 2.74M (0.94%) 241.80K
Increased by +8.84%
Dec 31, 25
17 Hartford MidCap Y 2.62M (0.90%) -14.49K
Decreased by -0.55%
Jul 31, 25
18 JPM US Small Cap Core-Composite 2.59M (0.89%) -48.66K
Decreased by -1.88%
Mar 31, 24
19 JPMorgan Small Cap Equity A 2.59M (0.89%) 0.00
Increased by 0.00%
Mar 31, 24
20 Stephens SMID Select Growth 2.52M (0.87%) 391.91K
Increased by +15.53%
Dec 31, 25