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 CPAI 0.93%
11 FLRG 0.90%
12 WCEO 0.82%
13 NSCS 0.81%
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 10.94M (10.34%) -748.78K
Decreased by -6.84%
Dec 31, 25
3 AQR Capital Management LLC 7.01M (6.62%) 3.26M
Increased by +46.50%
Dec 31, 25
4 Wasatch Advisors Inc. 6.64M (6.28%) 2.09M
Increased by +31.51%
Sep 30, 23
5 Route One Investment Co, LP 5.80M (5.48%) -4.99M
Decreased by -86.04%
Sep 30, 23
6 Capital Research Global Investors 4.74M (4.48%) 4.74M
Increased by +100.00%
Sep 30, 25
7 State Street Corporation 4.70M (4.44%) 182.62K
Increased by +3.89%
Mar 31, 24
8 Axiom Investors 4.50M (4.25%) 4.06M
Increased by +90.35%
Mar 31, 25
9 Holocene Advisors, LP 3.93M (3.71%) 1.32M
Increased by +33.62%
Jun 30, 25
10 Manufacturers Life Insurance Co 3.83M (3.62%) 2.34M
Increased by +60.99%
Dec 31, 25
11 State Street Corp 3.78M (3.57%) -25.75K
Decreased by -0.68%
Dec 31, 25
12 Wellington Management Company LLP 3.67M (3.47%) 140.81K
Increased by +3.83%
Jun 30, 25
13 Citadel Advisors Llc 3.28M (3.10%) 1.75M
Increased by +53.40%
Jun 30, 25
14 Amvescap Plc. 3.14M (2.97%) -897.96K
Decreased by -28.60%
Sep 30, 25
15 Point72 Asset Management, L.P. 2.85M (2.70%) 1.62M
Increased by +56.75%
Dec 31, 25
16 Alyeska Investment Group, L.P. 2.74M (2.59%) 17.17K
Increased by +0.63%
Dec 31, 25
17 Qube Research & Technologies 2.58M (2.43%) 1.27M
Increased by +49.18%
Dec 31, 25
18 Woodline Partners LP 2.54M (2.40%) 2.54M
Increased by +100.00%
Dec 31, 25
19 D. E. Shaw & Co LP 2.50M (2.36%) -1.04M
Decreased by -41.50%
Dec 31, 25
20 Morgan Stanley - Brokerage Accounts 2.49M (2.36%) 887.53K
Increased by +35.58%
Dec 31, 25

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 3.95M (3.74%) -1.98K
Decreased by -0.05%
Apr 30, 26
3 Vanguard Total Stock Mkt Idx Inv 3.67M (3.47%) -138.33K
Decreased by -3.77%
Mar 31, 26
4 iShares Russell 2000 ETF 3.10M (2.93%) -24.72K
Decreased by -0.80%
Apr 30, 24
5 Vanguard Small Cap Index 2.71M (2.56%) -7.13K
Decreased by -0.26%
Mar 31, 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%) 2.76K
Increased by +0.18%
Mar 31, 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 T. Rowe Price Integrated US SmCapGrEq 1.31M (1.24%) 656.56K
Increased by +50.00%
Dec 31, 24
12 Vanguard Institutional Extnd Mkt Idx Tr 1.31M (1.24%) -64.71K
Decreased by -4.93%
Mar 31, 26
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 1.17M (1.11%) 17.91K
Increased by +1.52%
Mar 31, 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%
Mar 31, 26