Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 FORH 2.25%
3 WFH 1.93%
4 WCLD 1.57%
5 LQPE 0.89%
6 XSW 0.78%
7 GRPZ 0.76%
8 FSCC 0.42%
9 CAFG 0.40%
10 PSCT 0.35%
11 SOCL 0.29%
12 TPSC 0.22%
13 TRFM 0.22%
14 CSML 0.20%
15 CSA 0.17%
16 CSF 0.17%
17 SLYV 0.15%
18 EES 0.14%
19 PSC 0.12%
20 VIOG 0.12%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 17.26M (13.07%) 95.45K
Increased by +0.55%
Sep 30, 25
2 Vanguard Group Inc 16.62M (12.59%) -953.25K
Decreased by -5.74%
Dec 31, 25
3 H&F Corporate Investors IX Ltd 10.86M (8.23%) 0.00
Increased by 0.00%
Dec 31, 25
4 Morgan Stanley - Brokerage Accounts 7.32M (5.54%) 255.21K
Increased by +3.49%
Sep 30, 25
5 Sachem Head Capital Management LP 5.75M (4.35%) 0.00
Increased by 0.00%
Dec 31, 25
6 Sixth Street Partners Management Company, L.P. 5.67M (4.29%) 0.00
Increased by 0.00%
Dec 31, 25
7 State Street Corp 4.71M (3.57%) 94.48K
Increased by +2.01%
Sep 30, 25
8 Jefferies Financial Group Inc 4.68M (3.55%) 0.00
Increased by 0.00%
Sep 30, 25
9 Cadian Capital Management LP 4.65M (3.52%) -1.53M
Decreased by -32.96%
Sep 30, 24
10 SG Americas Securities, LLC 4.53M (3.43%) 4.49M
Increased by +99.12%
Dec 31, 25
11 State Street Corporation 4.39M (3.33%) 2.03M
Increased by +46.13%
Mar 31, 24
12 Praesidium Capital Mgmt 4.31M (3.26%) -147.76K
Decreased by -3.43%
Dec 31, 23
13 Cat Rock Capital Management LP 3.70M (2.80%) 0.00
Increased by 0.00%
Sep 30, 23
14 12 West Capital Management LP 3.50M (2.65%) 0.00
Increased by 0.00%
Sep 30, 23
15 HSBC Holdings PLC 3.25M (2.46%) 3.25M
Increased by +100.00%
Mar 31, 24
16 Solel Partners LP 3.15M (2.39%) 500.00K
Increased by +15.88%
Dec 31, 25
17 Deutsche Bank AG 2.76M (2.09%) 3.16K
Increased by +0.11%
Dec 31, 25
18 Geode Capital Management, LLC 2.72M (2.06%) 21.32K
Increased by +0.78%
Dec 31, 25
19 Private Management Group Inc 2.41M (1.83%) 2.23M
Increased by +92.59%
Dec 31, 25
20 Battery Management Corp 2.40M (1.82%) -374.48K
Decreased by -15.63%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 7.38M (5.59%) -567.42K
Decreased by -7.69%
Feb 28, 26
2 Vanguard Total Stock Mkt Idx Inv 3.82M (2.90%) 86.80K
Increased by +2.27%
Feb 28, 26
3 Vanguard Information Technology ETF 2.99M (2.26%) -949.00
Decreased by -0.03%
Feb 28, 26
4 iShares Russell 2000 ETF 2.77M (2.10%) 2.77M
Increased by +100.00%
Feb 28, 26
5 Vanguard Small Cap Index 2.75M (2.08%) -1.74K
Decreased by -0.06%
Feb 28, 26
6 Xtrackers S&P 500 Swap ETF 1C 2.64M (2.00%) -19.44K
Decreased by -0.74%
Dec 31, 25
7 Vanguard Small Cap Growth Index Inv 1.52M (1.15%) -598.00
Decreased by -0.04%
Feb 28, 26
8 Vanguard Institutional Extnd Mkt Idx Tr 1.32M (1.00%) 15.57K
Increased by +1.18%
Feb 28, 26
9 State Street SPDR Port S&P 600 Sm CpETF 1.12M (0.85%) 3.10K
Increased by +0.28%
Feb 27, 26
10 Fidelity Small Cap Index 1.10M (0.83%) -35.54K
Decreased by -3.22%
Dec 31, 25
11 AXA Framlington Glbl Tech Fund - R Inc 1.10M (0.83%) 0.00
Increased by 0.00%
Apr 30, 24
12 SPDR® Portfolio S&P 600 Sm Cap ETF 1.05M (0.79%) -1.50K
Decreased by -0.14%
May 30, 24
13 iShares S&P Small-Cap 600 Growth ETF 1.03M (0.78%) 1.03M
Increased by +100.00%
Feb 28, 26
14 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.03M (0.78%) 12.21K
Increased by +1.19%
Aug 29, 25
15 AXA Framlington Global Technology R Inc 1.00M (0.76%) 0.00
Increased by 0.00%
Nov 30, 23
16 Fidelity® Small Cap Index 995.95K (0.75%) 26.74K
Increased by +2.69%
Oct 31, 23
17 Federated Hermes MDT SCC Institutional 978.89K (0.74%) 60.78K
Increased by +6.21%
Dec 31, 25
18 Federated Hermes MDT Small Cap Core IS 978.89K (0.74%) 60.78K
Increased by +6.21%
Dec 31, 25
19 iShares Russell 2000 Growth ETF 945.72K (0.72%) 65.02K
Increased by +6.88%
Feb 28, 26
20 Vanguard Strategic Equity Inv 785.56K (0.60%) 0.00
Increased by 0.00%
Dec 31, 25