Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BFIT 3.39%
2 TMFS 2.70%
3 PBJ 2.57%
4 CPAI 2.09%
5 RAYD 1.29%
6 BOUT 1.24%
7 ALIL 1.19%
8 SMIZ 1.05%
9 PSL 0.95%
10 MGNR 0.94%
11 FLRG 0.90%
12 SMDX 0.89%
13 NSCS 0.81%
14 FPX 0.69%
15 QMID 0.67%
16 WCEO 0.65%
17 BRNY 0.61%
18 PDP 0.60%
19 LSAF 0.59%
20 FNY 0.51%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 12.52M (10.08%) 58.86K
Increased by +0.47%
Jun 30, 25
2 Vanguard Group Inc 12.33M (9.93%) -639.62K
Decreased by -5.19%
Jun 30, 25
3 Wasatch Advisors Inc. 6.64M (5.34%) 2.09M
Increased by +31.51%
Sep 30, 23
4 Route One Investment Co, LP 5.80M (4.67%) -4.99M
Decreased by -86.04%
Sep 30, 23
5 Wasatch Advisors LP 5.17M (4.16%) -230.88K
Decreased by -4.46%
Jun 30, 25
6 State Street Corporation 4.70M (3.78%) 182.62K
Increased by +3.89%
Mar 31, 24
7 D. E. Shaw & Co LP 4.52M (3.64%) 1.32M
Increased by +29.20%
Jun 30, 25
8 Axiom Investors 4.50M (3.62%) 4.06M
Increased by +90.35%
Mar 31, 25
9 Franklin Resources Inc 4.13M (3.33%) -217.93K
Decreased by -5.28%
Jun 30, 25
10 Amvescap Plc. 4.04M (3.25%) -89.36K
Decreased by -2.21%
Jun 30, 25
11 Holocene Advisors, LP 3.93M (3.16%) 1.32M
Increased by +33.62%
Jun 30, 25
12 State Street Corp 3.86M (3.10%) -179.77K
Decreased by -4.66%
Jun 30, 25
13 Wellington Management Company LLP 3.67M (2.96%) 140.81K
Increased by +3.83%
Jun 30, 25
14 Citadel Advisors Llc 3.28M (2.64%) 1.75M
Increased by +53.40%
Jun 30, 25
15 Millennium Management LLC 2.50M (2.01%) -385.61K
Decreased by -15.45%
Dec 31, 24
16 T. Rowe Price Investment Management,Inc. 2.36M (1.90%) -87.81K
Decreased by -3.72%
Mar 31, 25
17 Dimensional Fund Advisors, Inc. 2.29M (1.84%) -44.00K
Decreased by -1.92%
Jun 30, 25
18 Geode Capital Management, LLC 2.24M (1.81%) -15.08K
Decreased by -0.67%
Jun 30, 25
19 UBS Group AG 2.18M (1.76%) 1.05M
Increased by +48.09%
Jun 30, 25
20 William Blair Investment Management, LLC 2.15M (1.73%) 2.15M
Increased by +100.00%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 4.13M (3.33%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard US Total Market Shares ETF 4.06M (3.27%) -75.80K
Decreased by -1.87%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 3.98M (3.20%) -84.26K
Decreased by -2.12%
Jul 31, 25
4 iShares Russell 2000 ETF 3.10M (2.50%) -24.72K
Decreased by -0.80%
Apr 30, 24
5 Vanguard Small Cap Index 3.08M (2.48%) -18.54K
Decreased by -0.60%
Jul 31, 25
6 Franklin U.S. Opportunities Composite 1.84M (1.49%) 739.84K
Increased by +40.10%
Jun 30, 25
7 Vanguard Small Cap Growth Index Inv 1.74M (1.40%) -1.88K
Decreased by -0.11%
Jul 31, 25
8 T. Rowe Price Small-Cap Stock 1.40M (1.12%) -277.70K
Decreased by -19.89%
Mar 31, 24
9 T. Rowe Price US Small-Cap Core Equity 1.40M (1.12%) -277.70K
Decreased by -19.89%
Mar 31, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 1.36M (1.10%) -591.34K
Decreased by -43.39%
Jul 31, 25
11 Wasatch Core Growth 1.34M (1.08%) -129.45K
Decreased by -9.63%
Jun 30, 25
12 T. Rowe Price Integrated US SmCapGrEq 1.31M (1.06%) 656.56K
Increased by +50.00%
Dec 31, 24
13 Fidelity Small Cap Index 1.31M (1.05%) -4.82K
Decreased by -0.37%
Apr 30, 24
14 Fidelity® Small Cap Index 1.25M (1.01%) 25.50K
Increased by +2.04%
Sep 30, 23
15 Touchstone Mid Cap Y 1.24M (0.99%) -8.43K
Decreased by -0.68%
Dec 31, 24
16 Franklin US Opportunities A(acc)USD 1.11M (0.89%) 0.00
Increased by 0.00%
Aug 31, 25
17 Strategic Advisers® Fidelity US TtlStk 1.06M (0.86%) -213.46K
Decreased by -20.09%
Oct 31, 23
18 T. Rowe Price U.S. SC Core Eq Tr-Z 1.03M (0.83%) 3.10K
Increased by +0.30%
Sep 30, 23
19 T. Rowe Price Instl Small-Cap Stock 1.01M (0.81%) 0.00
Increased by 0.00%
Sep 30, 23
20 SPDR® S&P MIDCAP 400 ETF Trust 972.80K (0.78%) -24.33K
Decreased by -2.50%
Jul 31, 25