Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BFIT 3.39%
2 PBJ 2.57%
3 ZIG 1.93%
4 FXG 1.41%
5 RAYD 1.29%
6 BOUT 1.24%
7 SMIZ 1.05%
8 PSL 0.95%
9 MGNR 0.94%
10 FLRG 0.90%
11 CPAI 0.90%
12 NSCS 0.81%
13 WCEO 0.76%
14 FPX 0.69%
15 QMID 0.67%
16 ALIL 0.65%
17 BRNY 0.61%
18 PDP 0.60%
19 LSAF 0.59%
20 PAMC 0.59%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.87M (11.22%) -157.88K
Decreased by -1.33%
Dec 31, 25
2 BlackRock Inc 11.27M (10.65%) 326.62K
Increased by +2.90%
Mar 31, 26
3 AQR Capital Management LLC 8.53M (8.07%) 1.53M
Increased by +17.89%
Mar 31, 26
4 Wasatch Advisors Inc. 6.64M (6.28%) 2.09M
Increased by +31.51%
Sep 30, 23
5 Vanguard Portfolio Management, LLC 5.90M (5.58%) 5.90M
Increased by +100.00%
Mar 31, 26
6 Route One Investment Co, LP 5.80M (5.48%) -4.99M
Decreased by -86.04%
Sep 30, 23
7 Vanguard Capital Management, LLC 5.21M (4.92%) 5.21M
Increased by +100.00%
Mar 31, 26
8 Capital Research Global Investors 4.74M (4.48%) 4.74M
Increased by +100.00%
Sep 30, 25
9 State Street Corporation 4.70M (4.44%) 182.62K
Increased by +3.89%
Mar 31, 24
10 Axiom Investors 4.50M (4.25%) 4.06M
Increased by +90.35%
Mar 31, 25
11 Holocene Advisors, LP 3.93M (3.71%) 1.32M
Increased by +33.62%
Jun 30, 25
12 State Street Corp 3.68M (3.48%) -100.91K
Decreased by -2.74%
Mar 31, 26
13 Wellington Management Company LLP 3.67M (3.47%) 140.81K
Increased by +3.83%
Jun 30, 25
14 Two Sigma Investments LLC 3.27M (3.09%) 2.85M
Increased by +87.11%
Mar 31, 26
15 Amvescap Plc. 3.14M (2.97%) -897.96K
Decreased by -28.60%
Sep 30, 25
16 Citadel Advisors Llc 3.05M (2.88%) 2.36M
Increased by +77.31%
Mar 31, 26
17 William Blair Investment Management, LLC 3.03M (2.87%) 803.80K
Increased by +26.51%
Mar 31, 26
18 Point72 Asset Management, L.P. 2.85M (2.70%) 1.62M
Increased by +56.75%
Dec 31, 25
19 Manufacturers Life Insurance Co 2.84M (2.69%) -987.73K
Decreased by -34.75%
Mar 31, 26
20 Qube Research & Technologies 2.76M (2.61%) 189.17K
Increased by +6.84%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 4.06M (3.84%) -75.80K
Decreased by -1.87%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 3.98M (3.76%) 744.00
Increased by +0.02%
May 29, 26
3 Vanguard Total Stock Mkt Idx Inv 3.73M (3.53%) 66.31K
Increased by +1.78%
Apr 30, 26
4 iShares Russell 2000 ETF 3.10M (2.93%) -24.72K
Decreased by -0.80%
Apr 30, 24
5 Vanguard Small Cap Index 2.70M (2.55%) -11.77K
Decreased by -0.44%
Apr 30, 26
6 Diamond Hill Long-Short Inv 2.22M (2.10%) 148.88K
Increased by +6.70%
Apr 30, 26
7 Franklin U.S. Opportunities Composite 1.84M (1.74%) 739.84K
Increased by +40.10%
Jun 30, 25
8 Vanguard Small Cap Growth Index Inv 1.52M (1.43%) -1.18K
Decreased by -0.08%
Apr 30, 26
9 T. Rowe Price Small-Cap Stock 1.40M (1.32%) -277.70K
Decreased by -19.89%
Mar 31, 24
10 T. Rowe Price US Small-Cap Core Equity 1.40M (1.32%) -277.70K
Decreased by -19.89%
Mar 31, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 1.32M (1.25%) 11.58K
Increased by +0.88%
Apr 30, 26
12 T. Rowe Price Integrated US SmCapGrEq 1.31M (1.24%) 656.56K
Increased by +50.00%
Dec 31, 24
13 Fidelity Small Cap Index 1.31M (1.23%) -4.82K
Decreased by -0.37%
Apr 30, 24
14 Fidelity® Small Cap Index 1.25M (1.18%) 25.50K
Increased by +2.04%
Sep 30, 23
15 Touchstone Mid Cap Y 1.24M (1.17%) -8.43K
Decreased by -0.68%
Dec 31, 24
16 Vanguard Consumer Staples ETF 1.18M (1.11%) 1.18K
Increased by +0.10%
Apr 30, 26
17 Clarkston Capital SMID Composite 1.15M (1.09%) 1.15M
Increased by +100.00%
Dec 31, 25
18 Franklin US Opportunities A(acc)USD 1.11M (1.04%) 0.00
Increased by 0.00%
Aug 31, 25
19 Strategic Advisers® Fidelity US TtlStk 1.06M (1.00%) -213.46K
Decreased by -20.09%
Oct 31, 23
20 JHancock Small Cap Core NAV 1.04M (0.99%) 0.00
Increased by 0.00%
Apr 30, 26