Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PXJ 4.72%
2 XES 4.51%
3 IEZ 4.43%
4 OIH 4.42%
5 OFOS 2.71%
6 EVNT 2.68%
7 ARB 2.54%
8 MARB 2.27%
9 MNA 2.23%
10 FTIF 1.96%
11 PXI 1.78%
12 PEXL 0.99%
13 SCDS 0.98%
14 SDVY 0.98%
15 SMCP 0.91%
16 JPSV 0.86%
17 DBLV 0.79%
18 XMHQ 0.72%
19 TXSS 0.66%
20 PSC 0.65%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 24.34M (12.85%) 418.13K
Increased by +1.72%
Dec 31, 24
2 Vanguard Group Inc 19.96M (10.54%) 227.63K
Increased by +1.14%
Dec 31, 24
3 State Street Corp 7.71M (4.07%) 287.01K
Increased by +3.72%
Dec 31, 24
4 American Century Companies Inc 7.57M (4.00%) 14.25K
Increased by +0.19%
Dec 31, 24
5 State Street Corporation 7.36M (3.89%) 103.29K
Increased by +1.40%
Mar 31, 24
6 Brown Advisory Holdings Inc 4.79M (2.53%) -203.14K
Decreased by -4.24%
Dec 31, 24
7 Geode Capital Management, LLC 4.60M (2.43%) -15.46K
Decreased by -0.34%
Dec 31, 24
8 Congress Asset Management Company, LLP 3.99M (2.11%) 80.63K
Increased by +2.02%
Mar 31, 24
9 FMR Inc 3.57M (1.89%) -2.57M
Decreased by -71.89%
Jun 30, 24
10 Dimensional Fund Advisors, Inc. 3.39M (1.79%) -37.05K
Decreased by -1.09%
Dec 31, 24
11 Westchester Capital Management LLC 3.24M (1.71%) 415.00K
Increased by +12.80%
Dec 31, 24
12 Massachusetts Financial Services Company 3.19M (1.69%) -1.17M
Decreased by -36.65%
Sep 30, 23
13 Bessemer Group Inc 3.13M (1.65%) 45.73K
Increased by +1.46%
Sep 30, 24
14 Millennium Management LLC 3.13M (1.65%) 6.90K
Increased by +0.22%
Sep 30, 24
15 HHG PLC 3.02M (1.60%) -262.74K
Decreased by -8.69%
Mar 31, 24
16 Northern Trust Corp 2.92M (1.54%) 286.85K
Increased by +9.83%
Dec 31, 24
17 Cnh Partners, LLC 2.81M (1.48%) 194.22K
Increased by +6.92%
Dec 31, 24
18 NORGES BANK 2.72M (1.44%) 2.26M
Increased by +83.07%
Dec 31, 24
19 Charles Schwab Investment Management Inc 2.68M (1.41%) 56.28K
Increased by +2.10%
Dec 31, 24
20 Van Eck Associates Corporation 2.64M (1.39%) 9.06K
Increased by +0.34%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 6.20M (3.27%) -3.04K
Decreased by -0.05%
Apr 29, 25
2 Vanguard US Total Market Shares ETF 6.04M (3.19%) 4.46K
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 6.04M (3.19%) 18.16K
Increased by +0.30%
Mar 31, 25
4 Vanguard Small Cap Index 4.76M (2.51%) -102.58K
Decreased by -2.15%
Mar 31, 25
5 iShares Russell 2000 ETF 4.73M (2.50%) -38.30K
Decreased by -0.81%
Apr 29, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 2.93M (1.55%) 38.55K
Increased by +1.32%
Mar 31, 25
7 The Merger Fund A 2.86M (1.51%) 640.45K
Increased by +22.38%
Dec 31, 24
8 Vanguard Small Cap Growth Index Inv 2.67M (1.41%) -63.82K
Decreased by -2.39%
Mar 31, 25
9 ClearBridge Small Cap Growth 2.10M (1.11%) 0.00
Increased by 0.00%
Mar 31, 24
10 ClearBridge Small Cap Growth A 2.10M (1.11%) -181.57K
Decreased by -8.64%
Mar 31, 24
11 Janus Henderson Small Cap Value L 1.92M (1.01%) -229.91K
Decreased by -11.99%
Sep 30, 23
12 Fidelity® Small Cap Index 1.92M (1.01%) 52.12K
Increased by +2.72%
Oct 31, 23
13 Fidelity Small Cap Index 1.88M (0.99%) 0.00
Increased by 0.00%
Feb 28, 25
14 Fidelity® Series Small Cap Opps 1.86M (0.98%) 126.00K
Increased by +6.78%
Oct 31, 23
15 T. Rowe Price Small-Cap Stock 1.71M (0.90%) 237.60K
Increased by +13.87%
Mar 31, 24
16 T. Rowe Price US Small-Cap Core Equity 1.71M (0.90%) 237.60K
Increased by +13.87%
Mar 31, 24
17 iShares Russell 2000 Growth ETF 1.70M (0.90%) 0.00
Increased by 0.00%
Apr 30, 25
18 VanEck Oil Services ETF 1.68M (0.89%) 19.55K
Increased by +1.16%
Apr 30, 25
19 AB Small Cap Growth A 1.62M (0.86%) 63.06K
Increased by +3.89%
Mar 31, 24
20 Fidelity Series Small Cap Opps 1.61M (0.85%) -243.20K
Decreased by -15.09%
Apr 30, 24