Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BFIT 3.39%
2 PBJ 2.57%
3 TMFS 2.56%
4 CPAI 2.09%
5 MGNR 1.79%
6 PSL 1.43%
7 TMFM 1.38%
8 RAYD 1.29%
9 BOUT 1.24%
10 MMSC 1.07%
11 SMIZ 1.05%
12 FLRG 0.90%
13 NSCS 0.81%
14 FLCV 0.74%
15 LSAF 0.72%
16 XMMO 0.71%
17 QMID 0.69%
18 FPX 0.69%
19 WCEO 0.65%
20 BRNY 0.61%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.97M (10.36%) -465.10K
Decreased by -3.59%
Mar 31, 25
2 BlackRock Inc 12.46M (9.95%) 437.49K
Increased by +3.51%
Mar 31, 25
3 Wasatch Advisors Inc. 6.64M (5.30%) 2.09M
Increased by +31.51%
Sep 30, 23
4 Route One Investment Co, LP 5.80M (4.63%) -4.99M
Decreased by -86.04%
Sep 30, 23
5 Wasatch Advisors LP 5.41M (4.32%) -497.71K
Decreased by -9.21%
Mar 31, 25
6 State Street Corporation 4.70M (3.75%) 182.62K
Increased by +3.89%
Mar 31, 24
7 Axiom Investors 4.50M (3.59%) 4.06M
Increased by +90.35%
Mar 31, 25
8 Franklin Resources Inc 4.35M (3.47%) -228.52K
Decreased by -5.25%
Mar 31, 25
9 Amvescap Plc. 4.13M (3.30%) -138.89K
Decreased by -3.36%
Mar 31, 25
10 State Street Corp 4.04M (3.22%) 20.45K
Increased by +0.51%
Mar 31, 25
11 Wellington Management Company LLP 3.53M (2.82%) -124.36K
Decreased by -3.52%
Mar 31, 25
12 D. E. Shaw & Co LP 3.20M (2.56%) 882.55K
Increased by +27.55%
Mar 31, 25
13 Morgan Stanley - Brokerage Accounts 2.93M (2.34%) -364.25K
Decreased by -12.42%
Jun 30, 24
14 Holocene Advisors, LP 2.61M (2.08%) 1.60M
Increased by +61.29%
Mar 31, 25
15 Millennium Management LLC 2.50M (1.99%) -385.61K
Decreased by -15.45%
Dec 31, 24
16 AllianceBernstein L.P. 2.38M (1.90%) -383.59K
Decreased by -16.15%
Mar 31, 25
17 T. Rowe Price Investment Management,Inc. 2.36M (1.89%) -87.81K
Decreased by -3.72%
Mar 31, 25
18 Dimensional Fund Advisors, Inc. 2.33M (1.86%) -36.93K
Decreased by -1.58%
Mar 31, 25
19 Geode Capital Management, LLC 2.26M (1.80%) 14.71K
Increased by +0.65%
Mar 31, 25
20 Bank of America Corp 2.11M (1.69%) 403.62K
Increased by +19.10%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 4.17M (3.33%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 4.12M (3.29%) 2.34K
Increased by +0.06%
May 31, 25
3 Vanguard US Total Market Shares ETF 4.06M (3.24%) -75.80K
Decreased by -1.87%
Sep 30, 24
4 Vanguard Small Cap Index 3.24M (2.58%) 14.73K
Increased by +0.46%
May 31, 25
5 iShares Russell 2000 ETF 3.10M (2.48%) -24.72K
Decreased by -0.80%
Apr 30, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 2.00M (1.60%) 16.82K
Increased by +0.84%
May 31, 25
7 Vanguard Small Cap Growth Index Inv 1.78M (1.42%) -10.73K
Decreased by -0.60%
May 31, 25
8 Wasatch Core Growth 1.47M (1.18%) -175.51K
Decreased by -11.91%
Mar 31, 25
9 T. Rowe Price Small-Cap Stock 1.40M (1.12%) -277.70K
Decreased by -19.89%
Mar 31, 24
10 T. Rowe Price US Small-Cap Core Equity 1.40M (1.12%) -277.70K
Decreased by -19.89%
Mar 31, 24
11 T. Rowe Price Integrated US SmCapGrEq 1.31M (1.05%) 656.56K
Increased by +50.00%
Dec 31, 24
12 Fidelity Small Cap Index 1.31M (1.04%) -4.82K
Decreased by -0.37%
Apr 30, 24
13 Fidelity® Small Cap Index 1.25M (1.00%) 25.50K
Increased by +2.04%
Sep 30, 23
14 Touchstone Mid Cap Y 1.24M (0.99%) -8.43K
Decreased by -0.68%
Dec 31, 24
15 Franklin U.S. Opportunities Composite 1.11M (0.88%) 0.00
Increased by 0.00%
Mar 31, 25
16 Franklin US Opportunities A(acc)USD 1.11M (0.88%) 0.00
Increased by 0.00%
May 31, 25
17 Franklin Small Cap Growth SMA 1.08M (0.86%) 1.08M
Increased by +99.99%
Mar 31, 24
18 Strategic Advisers® Fidelity US TtlStk 1.06M (0.85%) -213.46K
Decreased by -20.09%
Oct 31, 23
19 T. Rowe Price U.S. SC Core Eq Tr-Z 1.03M (0.82%) 3.10K
Increased by +0.30%
Sep 30, 23
20 Stephens SMID Select Growth 1.01M (0.81%) 0.00
Increased by 0.00%
Mar 31, 25