Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 USSE 5.41%
2 MNA 4.17%
3 MARB 4.14%
4 BOUT 3.43%
5 CSMD 2.71%
6 PKB 2.39%
7 GAST 2.25%
8 HAPS 1.84%
9 VNMC 1.59%
10 FRTY 1.51%
11 RNSC 1.09%
12 FSGS 1.09%
13 LSAF 1.06%
14 NAIL 0.93%
15 HOMZ 0.89%
16 QMID 0.69%
17 FDWM 0.67%
18 AIEQ 0.66%
19 FPX 0.65%
20 HWAY 0.56%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.23M (9.38%) -1.20M
Decreased by -9.09%
Mar 31, 25
2 Wellington Management Company LLP 11.92M (8.45%) -1.40M
Decreased by -11.72%
Mar 31, 25
3 FMR Inc 11.28M (8.00%) -1.03M
Decreased by -9.15%
Mar 31, 25
4 BlackRock Inc 7.30M (5.18%) -7.57M
Decreased by -103.79%
Mar 31, 25
5 Massachusetts Financial Services Company 5.59M (3.96%) -343.82K
Decreased by -6.15%
Mar 31, 25
6 Capital World Investors 4.34M (3.08%) 0.00
Increased by 0.00%
Mar 31, 25
7 Morgan Stanley - Brokerage Accounts 3.46M (2.45%) 1.10M
Increased by +31.75%
Mar 31, 25
8 AllianceBernstein L.P. 3.29M (2.34%) 429.57K
Increased by +13.04%
Dec 31, 24
9 Citadel Advisors Llc 2.86M (2.03%) -3.44M
Decreased by -120.45%
Sep 30, 23
10 Capital Research Global Investors 2.76M (1.96%) -1.48M
Decreased by -53.70%
Mar 31, 25
11 Adage Capital Partners Gp LLC 2.55M (1.81%) 1.80M
Increased by +70.59%
Jun 30, 24
12 William Blair Investment Management, LLC 2.52M (1.79%) -889.22K
Decreased by -35.31%
Mar 31, 25
13 Geode Capital Management, LLC 2.43M (1.72%) 100.13K
Increased by +4.12%
Mar 31, 25
14 State Street Corp 2.43M (1.72%) -91.36K
Decreased by -3.77%
Mar 31, 25
15 Dimensional Fund Advisors, Inc. 2.42M (1.72%) 1.26K
Increased by +0.05%
Mar 31, 25
16 State Street Corporation 2.35M (1.67%) 102.11K
Increased by +4.34%
Mar 31, 24
17 UBS Asset Mgmt Americas Inc 2.20M (1.56%) -42.42K
Decreased by -1.93%
Mar 31, 25
18 Wasatch Advisors Inc. 2.19M (1.55%) -2.28K
Decreased by -0.10%
Sep 30, 23
19 American Century Companies Inc 2.16M (1.53%) 45.04K
Increased by +2.08%
Sep 30, 24
20 Balyasny Asset Management LLC 2.16M (1.53%) 478.56K
Increased by +22.15%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 6.80M (4.82%) -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 Total Stock Mkt Idx Inv 4.61M (3.27%) 42.98K
Increased by +0.93%
Apr 30, 25
5 Vanguard US Total Market Shares ETF 4.61M (3.27%) 3.57K
Increased by +0.08%
Sep 30, 24
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 3.60M (2.56%) 21.45K
Increased by +0.60%
Apr 30, 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 2.22M (1.58%) 12.02K
Increased by +0.54%
Apr 30, 25
11 Vanguard Small Cap Growth Index Inv 2.01M (1.42%) -2.60K
Decreased by -0.13%
Apr 30, 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 T. Rowe Price Integrated US Sm Gr Eq 1.18M (0.84%) 0.00
Increased by 0.00%
Mar 31, 25
19 T. Rowe Price Integrated US SmCapGrEq 1.18M (0.84%) -1.18M
Decreased by -100.00%
Mar 31, 25
20 Fidelity VIP Contrafund Initial 1.18M (0.84%) 254.30K
Increased by +21.59%
Mar 31, 25