Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BFIT 3.39%
2 PBJ 2.57%
3 BOUT 2.43%
4 MGNR 2.21%
5 CPAI 2.09%
6 MMSC 2.06%
7 PSL 1.85%
8 FSCC 1.20%
9 NSCS 1.19%
10 PAMC 1.08%
11 XMMO 1.07%
12 FLCV 1.06%
13 SMIZ 1.05%
14 LSAF 1.04%
15 QMID 1.03%
16 FLRG 0.90%
17 PDP 0.87%
18 BRNY 0.83%
19 FNY 0.77%
20 FPX 0.69%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.44M (10.62%) 135.10K
Increased by +1.01%
Dec 31, 24
2 BlackRock Inc 12.02M (9.50%) 536.66K
Increased by +4.46%
Dec 31, 24
3 Wasatch Advisors Inc. 6.64M (5.25%) 2.09M
Increased by +31.51%
Sep 30, 23
4 Wasatch Advisors LP 5.90M (4.67%) -798.50K
Decreased by -13.53%
Dec 31, 24
5 Route One Investment Co, LP 5.80M (4.59%) -4.99M
Decreased by -86.04%
Sep 30, 23
6 State Street Corporation 4.70M (3.71%) 182.62K
Increased by +3.89%
Mar 31, 24
7 Franklin Resources Inc 4.58M (3.62%) 96.99K
Increased by +2.12%
Dec 31, 24
8 Amvescap Plc. 4.27M (3.37%) 1.12M
Increased by +26.29%
Dec 31, 24
9 State Street Corp 4.02M (3.17%) 129.99K
Increased by +3.24%
Dec 31, 24
10 Wellington Management Company LLP 3.66M (2.89%) 898.88K
Increased by +24.59%
Dec 31, 24
11 Morgan Stanley - Brokerage Accounts 2.93M (2.32%) -364.25K
Decreased by -12.42%
Jun 30, 24
12 AllianceBernstein L.P. 2.76M (2.18%) -420.31K
Decreased by -15.23%
Dec 31, 24
13 Millennium Management LLC 2.50M (1.97%) -385.61K
Decreased by -15.45%
Dec 31, 24
14 T. Rowe Price Investment Management,Inc. 2.45M (1.94%) -318.53K
Decreased by -13.00%
Dec 31, 24
15 Dimensional Fund Advisors, Inc. 2.37M (1.87%) -78.16K
Decreased by -3.30%
Dec 31, 24
16 D. E. Shaw & Co LP 2.32M (1.83%) 564.34K
Increased by +24.31%
Dec 31, 24
17 AQR Capital Management LLC 2.28M (1.80%) 1.69M
Increased by +73.97%
Dec 31, 24
18 Geode Capital Management, LLC 2.25M (1.77%) 5.45K
Increased by +0.24%
Dec 31, 24
19 Driehaus Capital Management LLC 2.06M (1.63%) 91.15K
Increased by +4.42%
Jun 30, 24
20 Loomis, Sayles & Company LP 1.88M (1.49%) -136.01K
Decreased by -7.22%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 4.19M (3.31%) 7.36K
Increased by +0.18%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 4.09M (3.23%) 42.41K
Increased by +1.04%
Feb 28, 25
3 Vanguard Small Cap Index 3.29M (2.60%) 2.71K
Increased by +0.08%
Feb 28, 25
4 iShares Russell 2000 ETF 3.10M (2.45%) -24.72K
Decreased by -0.80%
Apr 30, 24
5 Vanguard Institutional Extnd Mkt Idx Tr 1.96M (1.55%) -4.56K
Decreased by -0.23%
Feb 28, 25
6 Vanguard Small Cap Growth Index Inv 1.85M (1.46%) -10.66K
Decreased by -0.58%
Feb 28, 25
7 Wasatch Core Growth 1.65M (1.30%) -169.02K
Decreased by -10.25%
Dec 31, 24
8 T. Rowe Price Small-Cap Stock 1.40M (1.10%) -277.70K
Decreased by -19.89%
Mar 31, 24
9 T. Rowe Price US Small-Cap Core Equity 1.40M (1.10%) -277.70K
Decreased by -19.89%
Mar 31, 24
10 T. Rowe Price Integrated US SmCapGrEq 1.31M (1.04%) 656.56K
Increased by +50.00%
Dec 31, 24
11 Fidelity Small Cap Index 1.31M (1.03%) -4.82K
Decreased by -0.37%
Apr 30, 24
12 Fidelity® Small Cap Index 1.25M (0.99%) 25.50K
Increased by +2.04%
Sep 30, 23
13 Touchstone Mid Cap Y 1.24M (0.98%) -8.43K
Decreased by -0.68%
Dec 31, 24
14 Franklin U.S. Opportunities Composite 1.11M (0.87%) 173.02K
Increased by +15.66%
Dec 31, 24
15 Franklin US Opportunities A(acc)USD 1.11M (0.87%) 0.00
Increased by 0.00%
Feb 28, 25
16 Franklin Small Cap Growth SMA 1.08M (0.85%) 1.08M
Increased by +99.99%
Mar 31, 24
17 Wasatch Small Cap Growth Investor 1.07M (0.84%) -246.35K
Decreased by -23.06%
Dec 31, 24
18 Strategic Advisers® Fidelity US TtlStk 1.06M (0.84%) -213.46K
Decreased by -20.09%
Oct 31, 23
19 SPDR® S&P MIDCAP 400 ETF Trust 1.04M (0.83%) 9.94K
Increased by +0.95%
Feb 28, 25
20 T. Rowe Price U.S. SC Core Eq Tr-Z 1.03M (0.81%) 3.10K
Increased by +0.30%
Sep 30, 23