Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 USSE 5.41%
2 BOUT 3.43%
3 CSMD 2.80%
4 MNA 2.74%
5 PKB 2.39%
6 GAST 2.25%
7 HAPS 1.84%
8 VNMC 1.59%
9 FRTY 1.51%
10 FSGS 1.09%
11 RNSC 1.09%
12 LSAF 1.06%
13 HOMZ 0.89%
14 QMID 0.73%
15 NAIL 0.69%
16 AIEQ 0.66%
17 FPX 0.65%
18 FDWM 0.59%
19 EVSTC_old 0.55%
20 HWAY 0.55%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 14.87M (10.55%) 124.66K
Increased by +0.84%
Dec 31, 24
2 Vanguard Group Inc 14.43M (10.24%) 54.73K
Increased by +0.38%
Dec 31, 24
3 Wellington Management Company LLP 13.31M (9.45%) -911.38K
Decreased by -6.85%
Dec 31, 24
4 FMR Inc 12.31M (8.74%) 5.50M
Increased by +44.67%
Dec 31, 24
5 Massachusetts Financial Services Company 5.59M (3.97%) -343.82K
Decreased by -6.15%
Mar 31, 25
6 Capital World Investors 4.34M (3.08%) 0.00
Increased by 0.00%
Dec 31, 24
7 Capital Research Global Investors 4.24M (3.01%) -883.97K
Decreased by -20.84%
Dec 31, 24
8 Balyasny Asset Management LLC 3.43M (2.43%) 2.05M
Increased by +59.84%
Jun 30, 24
9 William Blair Investment Management, LLC 3.41M (2.42%) -136.52K
Decreased by -4.01%
Dec 31, 24
10 AllianceBernstein L.P. 3.29M (2.34%) 429.57K
Increased by +13.04%
Dec 31, 24
11 Citadel Advisors Llc 2.86M (2.03%) -3.44M
Decreased by -120.45%
Sep 30, 23
12 Adage Capital Partners Gp LLC 2.55M (1.81%) 1.80M
Increased by +70.59%
Jun 30, 24
13 State Street Corp 2.52M (1.79%) 65.97K
Increased by +2.62%
Dec 31, 24
14 Dimensional Fund Advisors, Inc. 2.42M (1.72%) -13.55K
Decreased by -0.56%
Dec 31, 24
15 Morgan Stanley - Brokerage Accounts 2.36M (1.67%) 168.00K
Increased by +7.12%
Dec 31, 24
16 State Street Corporation 2.35M (1.67%) 102.11K
Increased by +4.34%
Mar 31, 24
17 Geode Capital Management, LLC 2.33M (1.65%) 240.00
Increased by +0.01%
Dec 31, 24
18 UBS Asset Mgmt Americas Inc 2.24M (1.59%) -680.77K
Decreased by -30.41%
Dec 31, 24
19 Wasatch Advisors Inc. 2.19M (1.55%) -2.28K
Decreased by -0.10%
Sep 30, 23
20 American Century Companies Inc 2.16M (1.53%) 45.04K
Increased by +2.08%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 6.80M (4.83%) -1.40M
Decreased by -20.64%
Mar 31, 25
2 Capital Group AMCAP Composite 4.99M (3.54%) -356.20K
Decreased by -7.14%
Mar 31, 24
3 VA CollegeAmerica Amcap 529A 4.99M (3.54%) -356.20K
Decreased by -7.14%
Mar 31, 24
4 Vanguard US Total Market Shares ETF 4.61M (3.27%) 3.57K
Increased by +0.08%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 4.57M (3.24%) 13.84K
Increased by +0.30%
Mar 31, 25
6 MFS Mid Cap Growth A 3.85M (2.73%) -24.99K
Decreased by -0.65%
Feb 28, 25
7 MFS Mid Cap Growth Equity 3.85M (2.73%) -42.00K
Decreased by -1.09%
Mar 31, 25
8 Vanguard Small Cap Index 3.58M (2.54%) -112.00K
Decreased by -3.13%
Mar 31, 25
9 Vanguard Explorer Inv 2.86M (2.03%) -372.71K
Decreased by -13.02%
Mar 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 2.21M (1.57%) 9.87K
Increased by +0.45%
Mar 31, 25
11 Vanguard Small Cap Growth Index Inv 2.01M (1.43%) -65.65K
Decreased by -3.27%
Mar 31, 25
12 BlackRock Mid-Cap Growth Equity Instl 1.87M (1.33%) -485.84K
Decreased by -25.95%
Feb 28, 25
13 Fidelity VIP Mid Cap Initial 1.37M (0.97%) 0.00
Increased by 0.00%
Mar 31, 25
14 American Century Small Cap Growth Inv 1.34M (0.95%) -184.32K
Decreased by -13.76%
Sep 30, 24
15 American Century U.S. Small Cap Growth 1.34M (0.95%) -184.32K
Decreased by -13.76%
Sep 30, 24
16 Wasatch Small Cap Growth Investor 1.25M (0.88%) 111.72K
Increased by +8.97%
Dec 31, 24
17 UBS: US Equity Small Cap Growth 1.20M (0.85%) 0.00
Increased by 0.00%
Sep 30, 24
18 Calvert Small-Cap A 1.20M (0.85%) 0.00
Increased by 0.00%
Feb 28, 25
19 Calvert US Small-Cap Strategy 1.20M (0.85%) 25.94K
Increased by +2.17%
Dec 31, 24
20 T. Rowe Price Integrated US Sm Gr Eq 1.18M (0.84%) 0.00
Increased by 0.00%
Mar 31, 25