Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DAT 4.40%
2 WCBR 4.26%
3 SAWS 3.02%
4 GLRY 2.95%
5 CSMD 2.13%
6 JSML 1.99%
7 GSC 1.93%
8 QMOM 1.88%
9 JSMD 1.77%
10 CPAI 1.76%
11 FCLD 1.68%
12 XMLV 1.54%
13 PTF 1.50%
14 GRPM 1.46%
15 NSCS 1.38%
16 HACK 1.22%
17 NBSM 1.17%
18 IVES 1.13%
19 XMHQ 1.10%
20 FSCS 1.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.02M (13.67%) -132.55K
Decreased by -2.20%
Mar 31, 25
2 Vanguard Group Inc 5.40M (12.26%) -231.70K
Decreased by -4.29%
Mar 31, 25
3 Amvescap Plc. 1.78M (4.03%) 117.20K
Increased by +6.59%
Mar 31, 25
4 Renaissance Technologies Corp 1.69M (3.84%) -217.10K
Decreased by -12.83%
Mar 31, 25
5 State Street Corp 1.66M (3.78%) 16.01K
Increased by +0.96%
Mar 31, 25
6 State Street Corporation 1.60M (3.63%) 23.57K
Increased by +1.47%
Mar 31, 24
7 Acadian Asset Management LLC 1.51M (3.42%) 1.32M
Increased by +87.97%
Mar 31, 25
8 Neuberger Berman Group LLC 1.50M (3.40%) -64.91K
Decreased by -4.33%
Mar 31, 25
9 Geode Capital Management, LLC 1.31M (2.98%) 23.13K
Increased by +1.76%
Mar 31, 25
10 Morgan Stanley - Brokerage Accounts 926.82K (2.10%) -1.68K
Decreased by -0.18%
Mar 31, 25
11 FMR Inc 776.06K (1.76%) 308.65K
Increased by +39.77%
Mar 31, 25
12 Nuveen, LLC 736.71K (1.67%) 736.71K
Increased by +100.00%
Mar 31, 25
13 Nuveen Asset Management, LLC 726.70K (1.65%) -43.67K
Decreased by -6.01%
Dec 31, 24
14 Mackenzie Investments 691.98K (1.57%) -430.97K
Decreased by -62.28%
Sep 30, 24
15 American Capital Management Inc 675.19K (1.53%) -20.22K
Decreased by -2.99%
Mar 31, 25
16 Allspring Global Investments Holdings, LLC 647.26K (1.47%) -267.00
Decreased by -0.04%
Mar 31, 25
17 Northern Trust Corp 639.96K (1.45%) -12.01K
Decreased by -1.88%
Mar 31, 25
18 Goldman Sachs Group Inc 632.08K (1.43%) 36.60K
Increased by +5.79%
Mar 31, 25
19 Pictet Asset Manangement SA 618.64K (1.40%) 612.55K
Increased by +99.02%
Mar 31, 25
20 Alyeska Investment Group, L.P. 596.70K (1.35%) 174.15K
Increased by +29.19%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.44M (3.26%) 752.00
Increased by +0.05%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 1.41M (3.20%) 912.00
Increased by +0.06%
May 31, 25
3 Canada Life US Small-Mid Cap Growth F 1.40M (3.18%) 0.00
Increased by 0.00%
Nov 30, 23
4 Vanguard US Total Market Shares ETF 1.38M (3.13%) 913.00
Increased by +0.07%
Sep 30, 24
5 Vanguard Small Cap Index 1.11M (2.52%) 5.14K
Increased by +0.46%
May 31, 25
6 iShares Russell 2000 ETF 1.10M (2.51%) 7.67K
Increased by +0.69%
Jun 30, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 685.64K (1.56%) 4.64K
Increased by +0.68%
May 31, 25
8 Neuberger Berman Genesis Inv 684.70K (1.55%) -211.36K
Decreased by -30.87%
Jun 30, 25
9 Vanguard Information Technology ETF 662.06K (1.50%) 2.06K
Increased by +0.31%
May 31, 25
10 Vanguard Small Cap Growth Index Inv 611.15K (1.39%) -3.75K
Decreased by -0.61%
May 31, 25
11 Pictet-Security I USD 510.42K (1.16%) 143.63K
Increased by +28.14%
Mar 31, 25
12 FullerThaler Behavioral Sm-Cp Eq R6 492.45K (1.12%) 0.00
Increased by 0.00%
Mar 31, 25
13 FullerThaler Behavioral Small-Cap Equity 492.45K (1.12%) 0.00
Increased by 0.00%
Mar 31, 25
14 Fidelity Small Cap Index 441.05K (1.00%) 4.95K
Increased by +1.12%
Apr 30, 25
15 Fidelity® Small Cap Index 424.96K (0.96%) 11.75K
Increased by +2.76%
Oct 31, 23
16 Invesco OFI Small Cap Growth 414.28K (0.94%) 89.72K
Increased by +21.66%
Jun 30, 25
17 Invesco Discovery A 401.41K (0.91%) 72.44K
Increased by +18.05%
May 31, 25
18 iShares Russell 2000 Growth ETF 388.19K (0.88%) 298.00
Increased by +0.08%
Jun 30, 25
19 Canada Life US Small-Mid Cap Growth A 353.10K (0.80%) -131.26K
Decreased by -37.17%
Oct 31, 24
20 SPDR® S&P MIDCAP 400 ETF Trust 346.46K (0.79%) 6.75K
Increased by +1.95%
Jun 30, 25