Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DAT 5.13%
2 WCBR 4.17%
3 SAWS 3.10%
4 GLRY 3.08%
5 PTF 2.42%
6 CSMD 2.34%
7 JSML 2.08%
8 JSMD 1.88%
9 GSC 1.83%
10 CPAI 1.76%
11 XMHQ 1.74%
12 GRPM 1.56%
13 XMLV 1.54%
14 NBSM 1.52%
15 NSCS 1.48%
16 HACK 1.22%
17 RFG 1.18%
18 IVES 1.13%
19 RNMC 1.09%
20 FSCS 1.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.02M (13.78%) -132.55K
Decreased by -2.20%
Mar 31, 25
2 Vanguard Group Inc 5.40M (12.37%) -231.70K
Decreased by -4.29%
Mar 31, 25
3 Renaissance Technologies Corp 1.69M (3.87%) -217.10K
Decreased by -12.83%
Mar 31, 25
4 State Street Corp 1.66M (3.81%) 16.01K
Increased by +0.96%
Mar 31, 25
5 Amvescap Plc. 1.66M (3.80%) 607.64K
Increased by +36.60%
Dec 31, 24
6 State Street Corporation 1.60M (3.66%) 23.57K
Increased by +1.47%
Mar 31, 24
7 Acadian Asset Management LLC 1.60M (3.65%) 223.35K
Increased by +13.99%
Mar 31, 24
8 Neuberger Berman Group LLC 1.50M (3.43%) -64.91K
Decreased by -4.33%
Mar 31, 25
9 Geode Capital Management, LLC 1.31M (3.00%) 23.13K
Increased by +1.76%
Mar 31, 25
10 Morgan Stanley - Brokerage Accounts 926.82K (2.12%) -1.68K
Decreased by -0.18%
Mar 31, 25
11 FMR Inc 776.06K (1.78%) 308.65K
Increased by +39.77%
Mar 31, 25
12 Nuveen Asset Management, LLC 726.70K (1.66%) -43.67K
Decreased by -6.01%
Dec 31, 24
13 Mackenzie Investments 691.98K (1.58%) -430.97K
Decreased by -62.28%
Sep 30, 24
14 American Capital Management Inc 675.19K (1.54%) -20.22K
Decreased by -2.99%
Mar 31, 25
15 Northern Trust Corp 651.97K (1.49%) 58.24K
Increased by +8.93%
Dec 31, 24
16 Allspring Global Investments Holdings, LLC 647.26K (1.48%) -267.00
Decreased by -0.04%
Mar 31, 25
17 Goldman Sachs Group Inc 632.08K (1.45%) 36.60K
Increased by +5.79%
Mar 31, 25
18 Pictet Asset Manangement SA 618.64K (1.42%) 612.55K
Increased by +99.02%
Mar 31, 25
19 Alyeska Investment Group, L.P. 596.70K (1.37%) 174.15K
Increased by +29.19%
Sep 30, 23
20 Dimensional Fund Advisors, Inc. 594.29K (1.36%) 14.51K
Increased by +2.44%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.42M (3.26%) -4.60K
Decreased by -0.32%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 1.41M (3.22%) 27.27K
Increased by +1.94%
Apr 30, 25
3 Canada Life US Small-Mid Cap Growth F 1.40M (3.20%) 0.00
Increased by 0.00%
Nov 30, 23
4 Vanguard US Total Market Shares ETF 1.38M (3.16%) 913.00
Increased by +0.07%
Sep 30, 24
5 Vanguard Small Cap Index 1.10M (2.53%) 6.72K
Increased by +0.61%
Apr 30, 25
6 iShares Russell 2000 ETF 1.08M (2.47%) 182.00
Increased by +0.02%
Apr 30, 25
7 Neuberger Berman Genesis Inv 896.06K (2.05%) -70.72K
Decreased by -7.89%
Mar 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 681.01K (1.56%) 2.42K
Increased by +0.36%
Apr 30, 25
9 Vanguard Information Technology ETF 660.00K (1.51%) 5.15K
Increased by +0.78%
Apr 30, 25
10 Vanguard Small Cap Growth Index Inv 614.90K (1.41%) -668.00
Decreased by -0.11%
Apr 30, 25
11 FullerThaler Behavioral Sm-Cp Eq R6 492.45K (1.13%) 63.70K
Increased by +12.94%
Dec 31, 24
12 FullerThaler Behavioral Small-Cap Equity 492.45K (1.13%) 63.70K
Increased by +12.94%
Dec 31, 24
13 Invesco S&P MidCap Quality ETF 465.85K (1.07%) 0.00
Increased by 0.00%
Apr 30, 25
14 Fidelity Small Cap Index 432.94K (0.99%) 1.92K
Increased by +0.44%
Feb 28, 25
15 Fidelity® Small Cap Index 424.96K (0.97%) 11.75K
Increased by +2.76%
Oct 31, 23
16 iShares Russell 2000 Growth ETF 362.11K (0.83%) 0.00
Increased by 0.00%
Apr 30, 25
17 Canada Life US Small-Mid Cap Growth A 353.10K (0.81%) -131.26K
Decreased by -37.17%
Oct 31, 24
18 SPDR® S&P MIDCAP 400 ETF Trust 347.43K (0.79%) -3.87K
Decreased by -1.11%
Apr 30, 25
19 T. Rowe Price Integrated US Sm Gr Eq 345.44K (0.79%) 0.00
Increased by 0.00%
Mar 31, 25
20 T. Rowe Price Integrated US SmCapGrEq 345.44K (0.79%) -345.44K
Decreased by -100.00%
Mar 31, 25