Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VFIN 12.86%
2 KYLD 5.07%
3 AZTD 4.24%
4 STBQ 4.15%
5 LOUP 3.32%
6 BBHM 2.52%
7 BPAY 2.36%
8 BRNY 2.35%
9 MVPA 2.23%
10 SMLL 2.06%
11 LMBO 1.98%
12 VCLO 1.97%
13 GIGE 1.75%
14 FFTY 1.75%
15 DECO 1.56%
16 FDIG 1.55%
17 HECO 1.52%
18 TEKX 1.50%
19 SPIT 1.33%
20 SMCO 1.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wasatch Advisors LP 6.78M (14.69%) 621.80K
Increased by +9.17%
Dec 31, 25
2 Durable Capital Partners LP 6.61M (14.31%) 980.49K
Increased by +14.84%
Dec 31, 25
3 BlackRock Inc 6.31M (13.67%) -3.56K
Decreased by -0.06%
Sep 30, 25
4 Vanguard Group Inc 6.07M (13.15%) -50.59K
Decreased by -0.83%
Dec 31, 25
5 Darlington Partners Capital Management, LP 5.57M (12.07%) 500.00K
Increased by +8.97%
Dec 31, 25
6 Neuberger Berman Group LLC 2.70M (5.84%) 352.73K
Increased by +13.08%
Dec 31, 25
7 Ensign Peak Advisors Inc 2.64M (5.73%) 188.59K
Increased by +7.13%
Dec 31, 25
8 Wasatch Advisors Inc. 2.57M (5.57%) 616.45K
Increased by +23.99%
Dec 31, 23
9 Morgan Stanley - Brokerage Accounts 2.30M (4.98%) 178.29K
Increased by +7.75%
Sep 30, 25
10 FMR Inc 2.28M (4.95%) 1.98M
Increased by +86.69%
Dec 31, 24
11 Wellington Management Company LLP 2.04M (4.41%) -2.10M
Decreased by -103.25%
Mar 31, 24
12 State Street Corp 2.01M (4.35%) -18.54K
Decreased by -0.92%
Sep 30, 25
13 ClearBridge Advisors, LLC 1.99M (4.32%) 62.23K
Increased by +3.12%
Sep 30, 25
14 UBS Group AG 1.99M (4.31%) -381.01K
Decreased by -19.15%
Sep 30, 25
15 HHG PLC 1.82M (3.95%) -30.91K
Decreased by -1.70%
Sep 30, 25
16 Manufacturers Life Insurance Co 1.71M (3.70%) -24.66K
Decreased by -1.45%
Sep 30, 24
17 Spyglass Capital Management LLC 1.70M (3.68%) 455.71K
Increased by +26.84%
Dec 31, 25
18 Millennium Management LLC 1.67M (3.61%) -637.63K
Decreased by -38.28%
Dec 31, 23
19 Marshall Wace Asset Management Ltd 1.66M (3.59%) 816.15K
Increased by +49.30%
Dec 31, 25
20 Jennison Associates LLC 1.64M (3.55%) 41.55K
Increased by +2.54%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 2.18M (4.72%) 2.18M
Increased by +100.00%
Feb 28, 26
2 Vanguard US Total Market Shares ETF 2.07M (4.48%) 91.12K
Increased by +4.41%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 2.03M (4.39%) 4.04K
Increased by +0.20%
Feb 28, 26
4 Wasatch Core Growth 1.79M (3.89%) 103.51K
Increased by +5.77%
Dec 31, 25
5 Vanguard Small Cap Index 1.46M (3.16%) 4.69K
Increased by +0.32%
Feb 28, 26
6 Delaware Ivy Science and Technology C 1.09M (2.35%) -259.15K
Decreased by -23.87%
Jun 30, 23
7 FullerThaler Behavioral Small-Cap Value 1.08M (2.34%) -69.05K
Decreased by -6.39%
Dec 31, 25
8 Manulife Dividend Income F 1.04M (2.25%) 129.48K
Increased by +12.46%
Sep 30, 24
9 Janus Henderson US SMID Cap Growth MA 1.00M (2.18%) 1.00M
Increased by +99.99%
Jun 30, 25
10 Spyglass Growth Institutional 985.32K (2.13%) 985.32K
Increased by +100.00%
Dec 31, 25
11 Undiscovered Managers Behavioral Val L 968.90K (2.10%) -56.40K
Decreased by -5.82%
Jan 31, 26
12 Janus Henderson US SMID Cap Growth 921.46K (2.00%) -56.67K
Decreased by -6.15%
Dec 31, 25
13 Fidelity Contrafund 900.20K (1.95%) 0.00
Increased by 0.00%
Feb 28, 25
14 Janus Henderson Triton D 899.38K (1.95%) -22.08K
Decreased by -2.45%
Jan 31, 26
15 Columbia Seligman Technology Growth 823.35K (1.78%) 71.70K
Increased by +8.71%
Jun 30, 25
16 Vanguard Small Cap Growth Index Inv 809.71K (1.75%) 1.91K
Increased by +0.24%
Feb 28, 26
17 Neuberger Berman Glb Eq Mgtrnd USD IAcc 808.22K (1.75%) 99.83K
Increased by +12.35%
Jan 31, 26
18 Nomura Global AI Related Stock Fund MF 795.80K (1.72%) 0.00
Increased by 0.00%
May 14, 24
19 ClearBridge Small Cap Growth 775.66K (1.68%) -262.20K
Decreased by -33.80%
Dec 31, 24
20 Vanguard Institutional Extnd Mkt Idx Tr 736.26K (1.60%) 6.29K
Increased by +0.85%
Feb 28, 26