Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BFIT 3.39%
2 PBJ 2.57%
3 MGNR 2.31%
4 CPAI 2.09%
5 PSL 1.55%
6 MMSC 1.40%
7 RAYD 1.29%
8 BOUT 1.24%
9 PAMC 1.08%
10 SMIZ 1.05%
11 SEIS 0.98%
12 NSCS 0.92%
13 FLRG 0.90%
14 FLCV 0.84%
15 LSAF 0.81%
16 XMMO 0.80%
17 QMID 0.77%
18 FPX 0.69%
19 PDP 0.66%
20 WCEO 0.65%

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. 4.27M (3.41%) 1.12M
Increased by +26.29%
Dec 31, 24
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 Morgan Stanley - Brokerage Accounts 2.93M (2.34%) -364.25K
Decreased by -12.42%
Jun 30, 24
13 AllianceBernstein L.P. 2.76M (2.20%) -420.31K
Decreased by -15.23%
Dec 31, 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 T. Rowe Price Investment Management,Inc. 2.36M (1.89%) -87.81K
Decreased by -3.72%
Mar 31, 25
17 Dimensional Fund Advisors, Inc. 2.33M (1.86%) -36.93K
Decreased by -1.58%
Mar 31, 25
18 D. E. Shaw & Co LP 2.32M (1.85%) 564.34K
Increased by +24.31%
Dec 31, 24
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 4.15M (3.32%) -13.39K
Decreased by -0.32%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 4.12M (3.29%) 68.60K
Increased by +1.67%
Apr 30, 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 3.22M (2.57%) 19.52K
Increased by +0.61%
Apr 30, 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 1.99M (1.59%) 7.82K
Increased by +0.39%
Apr 30, 25
7 Vanguard Small Cap Growth Index Inv 1.79M (1.43%) -1.44K
Decreased by -0.08%
Apr 30, 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%) 173.02K
Increased by +15.66%
Dec 31, 24
16 Franklin US Opportunities A(acc)USD 1.11M (0.88%) 0.00
Increased by 0.00%
Apr 30, 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 SPDR® S&P MIDCAP 400 ETF Trust 1.01M (0.81%) -11.27K
Decreased by -1.11%
Apr 30, 25