Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ALIL 3.73%
2 NEWZ 3.55%
3 BAI 3.45%
4 TMFG 3.29%
5 FFTY 3.23%
6 ASCI 3.18%
7 ASCE 2.91%
8 PAMC 2.51%
9 XMMO 2.48%
10 AMID 2.43%
11 XSMO 2.29%
12 GRNJ 2.03%
13 CAFG 1.93%
14 TAX 1.88%
15 RFG 1.87%
16 JSML 1.84%
17 JSMD 1.71%
18 SCDS 1.66%
19 FFSM 1.65%
20 MMSC 1.60%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.36M (14.98%) 184.72K
Increased by +3.45%
Sep 30, 25
2 Vanguard Group Inc 4.06M (11.37%) -71.32K
Decreased by -1.75%
Dec 31, 25
3 FMR Inc 2.32M (6.48%) -10.61K
Decreased by -0.46%
Dec 31, 25
4 T. Rowe Price Associates, Inc. 1.54M (4.30%) 1.12M
Increased by +72.95%
Sep 30, 25
5 State Street Corporation 1.36M (3.81%) 29.26K
Increased by +2.15%
Mar 31, 24
6 JPMorgan Chase & Co 1.29M (3.62%) 656.95K
Increased by +50.82%
Sep 30, 25
7 State Street Corp 1.29M (3.60%) -16.92K
Decreased by -1.31%
Sep 30, 25
8 Wasatch Advisors Inc. 1.22M (3.40%) -51.63K
Decreased by -4.24%
Sep 30, 23
9 Geode Capital Management, LLC 1.11M (3.10%) 50.71K
Increased by +4.57%
Dec 31, 25
10 Wasatch Advisors LP 822.92K (2.30%) -617.73K
Decreased by -75.07%
Dec 31, 25
11 Point72 Asset Management, L.P. 781.32K (2.19%) 236.81K
Increased by +30.31%
Sep 30, 25
12 Victory Capital Management Inc. 719.91K (2.01%) -91.84K
Decreased by -12.76%
Sep 30, 23
13 Capital Research Global Investors 711.31K (1.99%) -297.16K
Decreased by -41.78%
Dec 31, 25
14 Amvescap Plc. 681.85K (1.91%) 170.30K
Increased by +24.98%
Sep 30, 25
15 Westfield Capital Management Company, L.P. 663.31K (1.86%) 336.17K
Increased by +50.68%
Jun 30, 25
16 Dimensional Fund Advisors, Inc. 648.54K (1.81%) -5.60K
Decreased by -0.86%
Jun 30, 25
17 Capital Research & Mgmt Co - Division 3 638.37K (1.79%) -440.58K
Decreased by -69.02%
Sep 30, 25
18 Whale Rock Capital Management LLC 616.05K (1.72%) -65.95K
Decreased by -10.71%
Dec 31, 25
19 Citadel Advisors Llc 608.83K (1.70%) 164.45K
Increased by +27.01%
Sep 30, 25
20 TD Asset Management Inc 599.34K (1.68%) 121.23K
Increased by +20.23%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.42M (6.76%) 0.00
Increased by 0.00%
Aug 30, 24
2 iShares Core S&P Mid-Cap ETF 1.16M (3.24%) 1.16M
Increased by +100.00%
Feb 28, 26
3 Vanguard US Total Market Shares ETF 1.15M (3.20%) 979.00
Increased by +0.09%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.13M (3.17%) 3.74K
Increased by +0.33%
Feb 28, 26
5 iShares Russell 2000 ETF 879.64K (2.46%) 84.90K
Increased by +9.65%
Feb 28, 26
6 American Funds SMALLCAP World A 827.97K (2.32%) -252.52K
Decreased by -30.50%
Dec 31, 25
7 Vanguard Small Cap Index 813.68K (2.28%) 2.11K
Increased by +0.26%
Feb 28, 26
8 iShares A.I. Innovation and Tech Act ETF 522.02K (1.46%) 522.02K
Increased by +100.00%
Feb 28, 26
9 Wasatch Core Growth 516.25K (1.44%) 24.50K
Increased by +4.75%
Jun 30, 25
10 Vanguard Small Cap Growth Index Inv 451.85K (1.26%) 945.00
Increased by +0.21%
Feb 28, 26
11 T. Rowe Price New Horizons 428.77K (1.20%) 17.62K
Increased by +4.11%
Jan 31, 26
12 Vanguard Information Technology ETF 417.42K (1.17%) -44.30K
Decreased by -10.61%
Feb 28, 26
13 US Small-Cap Growth II Equity Comp 411.15K (1.15%) 110.26K
Increased by +26.82%
Dec 31, 25
14 Victory Small Cap Value CIT (Net 75) 395.00K (1.10%) -163.05K
Decreased by -41.28%
Sep 30, 23
15 Victory Sycamore Small Company Opp R 395.00K (1.10%) -163.05K
Decreased by -41.28%
Sep 30, 23
16 Vanguard Institutional Extnd Mkt Idx Tr 390.46K (1.09%) 3.54K
Increased by +0.91%
Feb 28, 26
17 Fidelity® Series Small Cap Opps 389.16K (1.09%) 0.00
Increased by 0.00%
Oct 31, 23
18 VA CollegeAmerica Amcap 529A 377.11K (1.05%) 0.00
Increased by 0.00%
Dec 31, 24
19 Fidelity® Mid-Cap Stock 376.58K (1.05%) 0.00
Increased by 0.00%
Nov 30, 23
20 iShares S&P Small-Cap 600 Growth ETF 366.34K (1.02%) 0.00
Increased by 0.00%
Aug 30, 24