Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDHT 1.73%
2 EDOC 1.71%
3 XHE 1.55%
4 HEAL 1.42%
5 PXSG 1.39%
6 HTEC 1.38%
7 BRNY 1.34%
8 SMCP 1.05%
9 ROBO 1.04%
10 PSCH 0.90%
11 NIXT 0.69%
12 DSMC 0.58%
13 QQQS 0.56%
14 SVAL 0.56%
15 ROBT 0.53%
16 SQLV 0.50%
17 CAFG 0.46%
18 SDD 0.46%
19 SBB 0.46%
20 FSCC 0.44%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.66M (17.29%) -177.95K
Decreased by -2.32%
Sep 30, 25
2 Vanguard Group Inc 5.55M (12.54%) -58.96K
Decreased by -1.06%
Dec 31, 25
3 Dimensional Fund Advisors, Inc. 2.31M (5.22%) -51.52K
Decreased by -2.23%
Dec 31, 25
4 Wellington Management Company LLP 2.08M (4.69%) 1.27M
Increased by +60.99%
Dec 31, 25
5 State Street Corp 2.05M (4.63%) -41.77K
Decreased by -2.04%
Sep 30, 25
6 State Street Corporation 2.05M (4.63%) 36.82K
Increased by +1.80%
Mar 31, 24
7 Millennium Management LLC 1.74M (3.94%) 903.33K
Increased by +51.77%
Dec 31, 25
8 Lazard Asset Management LLC 1.56M (3.52%) -50.05K
Decreased by -3.21%
Dec 31, 25
9 Champlain Investment Partners, LLC 1.45M (3.28%) -22.84K
Decreased by -1.57%
Mar 31, 25
10 Sumitomo Mitsui Trust Group Inc 1.40M (3.16%) -25.05K
Decreased by -1.79%
Sep 30, 25
11 Victory Capital Management Inc. 1.37M (3.09%) -311.50K
Decreased by -22.76%
Jun 30, 25
12 Pacer Advisors, INC. 1.25M (2.81%) -823.91K
Decreased by -66.10%
Sep 30, 24
13 ClearBridge Advisors, LLC 1.19M (2.68%) -148.92K
Decreased by -12.56%
Dec 31, 23
14 Cadian Capital Management LP 1.14M (2.58%) -950.76K
Decreased by -83.21%
Dec 31, 25
15 Geode Capital Management, LLC 1.13M (2.55%) 11.42K
Increased by +1.01%
Dec 31, 25
16 JPMorgan Chase & Co 1.03M (2.33%) 653.34K
Increased by +63.39%
Sep 30, 25
17 D. E. Shaw & Co LP 911.95K (2.06%) -230.23K
Decreased by -25.25%
Dec 31, 25
18 Citadel Advisors Llc 898.22K (2.03%) 652.12K
Increased by +72.60%
Jun 30, 25
19 Macquarie Group Ltd 763.64K (1.72%) -596.24K
Decreased by -78.08%
Sep 30, 25
20 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 714.75K (1.61%) -482.24K
Decreased by -67.47%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.73M (6.15%) -327.17K
Decreased by -12.00%
Feb 28, 26
2 Vanguard US Total Market Shares ETF 1.43M (3.24%) 1.40K
Increased by +0.10%
Sep 30, 24
3 Amova Global Robotics Equity Mother Fund 1.40M (3.16%) 16.45K
Increased by +1.18%
Jul 22, 25
4 Lazard Global Robotics & Automation 1.38M (3.12%) -15.18K
Decreased by -1.10%
Dec 31, 25
5 Vanguard Total Stock Mkt Idx Inv 1.35M (3.04%) -6.10K
Decreased by -0.45%
Feb 28, 26
6 Pacer US Small Cap Cash Cows 100 ETF 1.20M (2.71%) -4.08K
Decreased by -0.34%
Nov 29, 24
7 Victory Small Cap Value CIT (Net 75) 1.14M (2.56%) 295.00K
Increased by +25.99%
Dec 31, 24
8 iShares Russell 2000 ETF 1.11M (2.51%) 166.85K
Increased by +14.99%
Feb 28, 26
9 Macquarie Small Cap Core I 1.03M (2.32%) -77.30K
Decreased by -7.51%
Jul 31, 25
10 Champlain Small Company Fund, LLC 1.00M (2.26%) -1.08K
Decreased by -0.11%
Mar 31, 25
11 Vanguard Small Cap Index 967.72K (2.18%) 2.07K
Increased by +0.21%
Feb 28, 26
12 Victory Sycamore Small Company Opp R 935.00K (2.11%) -285.00K
Decreased by -30.48%
Jun 30, 25
13 Delaware Small Cap Core I 912.27K (2.06%) 0.00
Increased by 0.00%
Oct 31, 24
14 Nomura Small Cap Core I 875.45K (1.98%) -110.55K
Decreased by -12.63%
Jan 31, 26
15 Delaware US Small Cap Core Equity (SMA) 688.80K (1.56%) -8.06K
Decreased by -1.17%
Mar 31, 24
16 Macquarie US Small Cap Core Equity 688.80K (1.56%) -8.06K
Decreased by -1.17%
Mar 31, 24
17 Vanguard Small Cap Growth Index Inv 656.48K (1.48%) 3.32K
Increased by +0.51%
Nov 30, 23
18 Vanguard Small Cap Value Index Inv 621.91K (1.40%) 1.89K
Increased by +0.30%
Feb 28, 26
19 ClearBridge Small Cap Growth 598.92K (1.35%) 0.00
Increased by 0.00%
Dec 31, 23
20 ClearBridge Small Cap Growth A 598.92K (1.35%) -6.67K
Decreased by -1.11%
Dec 31, 23