Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PXJ 4.72%
2 XES 4.38%
3 OIH 4.32%
4 IEZ 4.29%
5 EVNT 2.68%
6 ARB 2.54%
7 OFOS 2.45%
8 MNA 2.23%
9 MARB 2.12%
10 FTIF 1.87%
11 PXI 1.78%
12 PEXL 0.99%
13 SDVY 0.98%
14 SCDS 0.94%
15 SMCP 0.91%
16 JPSV 0.85%
17 DBLV 0.79%
18 XMHQ 0.68%
19 TXSS 0.64%
20 PSC 0.60%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 24.48M (12.93%) 144.14K
Increased by +0.59%
Mar 31, 25
2 Vanguard Group Inc 19.71M (10.41%) -251.95K
Decreased by -1.28%
Mar 31, 25
3 State Street Corp 7.68M (4.05%) -32.44K
Decreased by -0.42%
Mar 31, 25
4 State Street Corporation 7.36M (3.89%) 103.29K
Increased by +1.40%
Mar 31, 24
5 American Century Companies Inc 4.92M (2.60%) -2.64M
Decreased by -53.63%
Mar 31, 25
6 Geode Capital Management, LLC 4.75M (2.51%) 144.78K
Increased by +3.05%
Mar 31, 25
7 Brown Advisory Holdings Inc 4.69M (2.48%) -93.25K
Decreased by -1.99%
Mar 31, 25
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. 3.38M (1.79%) -11.90K
Decreased by -0.35%
Mar 31, 25
11 Morgan Stanley - Brokerage Accounts 3.32M (1.75%) 1.20M
Increased by +36.03%
Mar 31, 25
12 Westchester Capital Management LLC 3.24M (1.71%) 415.00K
Increased by +12.80%
Dec 31, 24
13 Massachusetts Financial Services Company 3.19M (1.69%) -1.17M
Decreased by -36.65%
Sep 30, 23
14 Bessemer Group Inc 3.13M (1.65%) 45.73K
Increased by +1.46%
Sep 30, 24
15 HHG PLC 3.02M (1.60%) -262.74K
Decreased by -8.69%
Mar 31, 24
16 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 2.95M (1.56%) 1.55M
Increased by +52.68%
Mar 31, 25
17 Northern Trust Corp 2.92M (1.54%) 286.85K
Increased by +9.83%
Dec 31, 24
18 Cnh Partners, LLC 2.81M (1.48%) 194.22K
Increased by +6.92%
Dec 31, 24
19 Charles Schwab Investment Management Inc 2.78M (1.47%) 104.29K
Increased by +3.75%
Mar 31, 25
20 NORGES BANK 2.72M (1.44%) 2.26M
Increased by +83.07%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.23M (3.29%) 189.76K
Increased by +3.05%
Apr 30, 25
2 iShares Core S&P Mid-Cap ETF 6.18M (3.26%) -20.93K
Decreased by -0.34%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 6.04M (3.19%) 4.46K
Increased by +0.07%
Sep 30, 24
4 Vanguard Small Cap Index 4.79M (2.53%) 29.65K
Increased by +0.62%
Apr 30, 25
5 iShares Russell 2000 ETF 4.73M (2.50%) 798.00
Increased by +0.02%
Apr 30, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 2.94M (1.55%) 16.56K
Increased by +0.56%
Apr 30, 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%) -2.01K
Decreased by -0.08%
Apr 30, 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