Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BFIT 3.39%
2 PSL 2.64%
3 PBJ 2.57%
4 CPAI 2.09%
5 BRNY 1.71%
6 MMSC 1.58%
7 RAYD 1.53%
8 MGNR 1.48%
9 FSCC 1.25%
10 SMIZ 1.14%
11 NSCS 1.07%
12 PAMC 0.98%
13 XMMO 0.87%
14 QMID 0.78%
15 FLRG 0.72%
16 FTHI 0.70%
17 FPX 0.69%
18 FTXG 0.59%
19 WCEO 0.59%
20 AFMC 0.56%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 16.27M (12.71%) -649.99K
Decreased by -3.99%
Mar 31, 24
2 Vanguard Group Inc 13.98M (10.92%) 698.12K
Increased by +4.99%
Mar 31, 24
3 Wasatch Advisors Inc. 6.64M (5.19%) 2.09M
Increased by +31.51%
Sep 30, 23
4 Wasatch Advisors LP 5.98M (4.67%) -533.23K
Decreased by -8.91%
Mar 31, 24
5 Route One Investment Co, LP 5.80M (4.53%) -4.99M
Decreased by -86.04%
Sep 30, 23
6 State Street Corporation 4.70M (3.67%) 182.62K
Increased by +3.89%
Mar 31, 24
7 T. Rowe Price Investment Management,Inc. 4.68M (3.65%) 971.48K
Increased by +20.78%
Mar 31, 24
8 Franklin Resources Inc 4.03M (3.15%) 365.95K
Increased by +9.07%
Mar 31, 24
9 Amvescap Plc. 3.85M (3.01%) 988.38K
Increased by +25.65%
Mar 31, 24
10 AllianceBernstein L.P. 3.72M (2.90%) 1.13M
Increased by +30.29%
Mar 31, 24
11 Geode Capital Management, LLC 3.06M (2.39%) 185.01K
Increased by +6.05%
Mar 31, 24
12 FMR Inc 2.98M (2.33%) -1.55M
Decreased by -51.95%
Dec 31, 23
13 Dimensional Fund Advisors, Inc. 2.34M (1.83%) -458.04K
Decreased by -19.60%
Mar 31, 24
14 London Company of Virginia 2.27M (1.77%) 38.78K
Increased by +1.71%
Dec 31, 23
15 Wellington Management Company LLP 2.25M (1.76%) 330.34K
Increased by +14.70%
Mar 31, 24
16 Driehaus Capital Management LLC 1.97M (1.54%) 179.29K
Increased by +9.09%
Mar 31, 24
17 HHG PLC 1.96M (1.53%) -229.09K
Decreased by -11.70%
Mar 31, 24
18 Loomis, Sayles & Company LP 1.88M (1.47%) -136.01K
Decreased by -7.22%
Sep 30, 23
19 Victory Capital Management Inc. 1.85M (1.44%) -273.32K
Decreased by -14.79%
Sep 30, 23
20 Stephens Inv Mgmt Group LLC 1.77M (1.38%) -3.23K
Decreased by -0.18%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.12M (3.22%) 2.41K
Increased by +0.06%
Jun 30, 24
2 iShares Core S&P Mid-Cap ETF 4.06M (3.17%) 6.72K
Increased by +0.17%
Jun 28, 24
3 Vanguard Small Cap Index 3.28M (2.56%) -62.28K
Decreased by -1.90%
Jun 30, 24
4 iShares Russell 2000 ETF 3.10M (2.42%) -24.72K
Decreased by -0.80%
Apr 30, 24
5 Vanguard Institutional Extnd Mkt Idx Tr 1.98M (1.55%) -1.90K
Decreased by -0.10%
Jun 30, 24
6 Vanguard Small Cap Growth Index Inv 1.84M (1.44%) -57.82K
Decreased by -3.14%
Jun 30, 24
7 Wasatch Core Growth 1.50M (1.17%) -314.50K
Decreased by -20.95%
Mar 31, 24
8 Wasatch Small Cap Growth Investor 1.43M (1.11%) 0.00
Increased by 0.00%
Mar 31, 24
9 T. Rowe Price Small-Cap Stock 1.40M (1.09%) -277.70K
Decreased by -19.89%
Mar 31, 24
10 T. Rowe Price US Small-Cap Core Equity 1.40M (1.09%) -277.70K
Decreased by -19.89%
Mar 31, 24
11 Fidelity Small Cap Index 1.31M (1.02%) -4.82K
Decreased by -0.37%
Apr 30, 24
12 Fidelity® Small Cap Index 1.25M (0.98%) 25.50K
Increased by +2.04%
Sep 30, 23
13 Touchstone Mid Cap Y 1.22M (0.95%) 13.21K
Increased by +1.08%
Jun 30, 24
14 Vanguard Explorer Inv 1.10M (0.86%) 184.83K
Increased by +16.82%
Mar 31, 24
15 Stephens SMID Select Growth 1.09M (0.86%) -14.46K
Decreased by -1.32%
Jun 30, 24
16 Franklin Small Cap Growth Adv 1.08M (0.84%) 0.00
Increased by 0.00%
Jun 30, 24
17 Franklin Small Cap Growth SMA 1.08M (0.84%) 1.08M
Increased by +99.99%
Mar 31, 24
18 Franklin US Small Cap Growth Equity 1.08M (0.84%) 0.00
Increased by 0.00%
Jun 30, 24
19 Strategic Advisers® Fidelity US TtlStk 1.06M (0.83%) -213.46K
Decreased by -20.09%
Oct 31, 23
20 SPDR® S&P MIDCAP 400 ETF Trust 1.05M (0.82%) -31.07K
Decreased by -2.97%
Jun 30, 24