Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 SIMS 4.42%
3 WAR 3.33%
4 PSI 3.31%
5 SNSR 2.94%
6 XSD 2.91%
7 BOTT 2.85%
8 SMHX 2.68%
9 MRGR 2.35%
10 HAPY 2.03%
11 XKII 1.97%
12 MOON 1.84%
13 HAPS 1.61%
14 MNA 1.43%
15 FFOX 1.27%
16 NIXT 1.10%
17 DTEC 1.08%
18 ACSG 0.98%
19 NSCS 0.94%
20 SHRT 0.74%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 4.93M (15.20%) 5.63K
Increased by +0.11%
Dec 31, 25
2 BlackRock Inc 4.51M (13.90%) 111.52K
Increased by +2.47%
Sep 30, 25
3 Vanguard Group Inc 3.99M (12.32%) 121.43K
Increased by +3.04%
Dec 31, 25
4 State Street Corp 1.55M (4.79%) 36.25K
Increased by +2.33%
Sep 30, 25
5 State Street Corporation 1.48M (4.56%) 17.52K
Increased by +1.18%
Mar 31, 24
6 Macquarie Group Ltd 997.15K (3.08%) -94.17K
Decreased by -9.44%
Sep 30, 25
7 Geode Capital Management, LLC 824.77K (2.54%) 7.92K
Increased by +0.96%
Dec 31, 25
8 Capital Research Global Investors 811.94K (2.51%) 0.00
Increased by 0.00%
Dec 31, 25
9 Amvescap Plc. 755.14K (2.33%) 25.27K
Increased by +3.35%
Sep 30, 25
10 GW&K Investment Management, LLC 676.79K (2.09%) -5.26K
Decreased by -0.78%
Mar 31, 25
11 Wellington Management Company LLP 666.47K (2.06%) -159.98K
Decreased by -24.00%
Jun 30, 25
12 AQR Capital Management LLC 653.05K (2.01%) -48.87K
Decreased by -7.48%
Dec 31, 25
13 American Century Companies Inc 651.99K (2.01%) 14.73K
Increased by +2.26%
Dec 31, 25
14 Adage Capital Partners Gp LLC 616.48K (1.90%) 151.66K
Increased by +24.60%
Dec 31, 25
15 Van Berkom and Associates Inc 557.20K (1.72%) -61.44K
Decreased by -11.03%
Dec 31, 24
16 Westfield Capital Management Company, L.P. 547.40K (1.69%) 205.09K
Increased by +37.47%
Dec 31, 25
17 Dimensional Fund Advisors, Inc. 521.47K (1.61%) 4.82K
Increased by +0.92%
Dec 31, 25
18 AXA SA 479.34K (1.48%) -615.06K
Decreased by -128.31%
Sep 30, 23
19 The Goldman Sachs Group Inc 473.10K (1.46%) 171.32K
Increased by +36.21%
Sep 30, 25
20 Thrivent Financial For Lutherans 467.96K (1.44%) 354.62K
Increased by +75.78%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Growth Compy Commingled Pl S 2.31M (7.13%) 6.10K
Increased by +0.26%
Jan 31, 26
2 Fidelity Growth Compy Commingled Pl O 2.28M (7.02%) 0.00
Increased by 0.00%
May 31, 24
3 Fidelity Growth Company Fund 1.69M (5.23%) 0.00
Increased by 0.00%
Jan 31, 26
4 Fidelity® Growth Company 1.57M (4.84%) 0.00
Increased by 0.00%
Nov 30, 23
5 iShares Core S&P Mid-Cap ETF 1.06M (3.28%) 50.14K
Increased by +4.72%
Feb 28, 26
6 Vanguard Total Stock Mkt Idx Inv 1.04M (3.21%) 1.93K
Increased by +0.19%
Feb 28, 26
7 Vanguard US Total Market Shares ETF 1.02M (3.16%) 66.20K
Increased by +6.46%
Sep 30, 24
8 iShares Russell 2000 ETF 796.36K (2.46%) 14.02K
Increased by +1.76%
Feb 28, 26
9 Vanguard Small Cap Index 746.17K (2.30%) 1.98K
Increased by +0.27%
Feb 28, 26
10 American Funds SMALLCAP World A 695.24K (2.15%) 0.00
Increased by 0.00%
Dec 31, 25
11 Delaware US Small Cap Core Equity (SMA) 680.26K (2.10%) 79.70K
Increased by +11.72%
Mar 31, 24
12 Macquarie US Small Cap Core Equity 680.26K (2.10%) 79.70K
Increased by +11.72%
Mar 31, 24
13 Vanguard Information Technology ETF 671.84K (2.07%) -130.49K
Decreased by -19.42%
Feb 28, 26
14 Delaware Small Cap Core I 658.49K (2.03%) 0.00
Increased by 0.00%
Oct 31, 24
15 Fidelity® Growth Company K6 610.59K (1.88%) -11.63K
Decreased by -1.90%
Nov 30, 23
16 Van Berkom Sm-Cap Eq 589.61K (1.82%) -139.61K
Decreased by -23.68%
Jun 30, 24
17 Macquarie Small Cap Core I 583.19K (1.80%) -72.60K
Decreased by -12.45%
Jul 31, 25
18 Nomura Small Cap Core I 500.00K (1.54%) -63.14K
Decreased by -12.63%
Jan 31, 26
19 Fidelity Growth Company K6 488.78K (1.51%) -6.10K
Decreased by -1.25%
Jan 31, 26
20 Vanguard Explorer Inv 437.36K (1.35%) 10.60K
Increased by +2.42%
Dec 31, 25