Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DAT 4.44%
2 WCBR 4.30%
3 GLRY 2.86%
4 SAWS 2.80%
5 CSMD 2.08%
6 QMOM 1.88%
7 JSML 1.87%
8 CPAI 1.76%
9 GSC 1.70%
10 JSMD 1.69%
11 FCLD 1.68%
12 XMLV 1.54%
13 PTF 1.53%
14 GRPM 1.46%
15 NSCS 1.38%
16 HACK 1.22%
17 IVES 1.13%
18 NBSM 1.13%
19 FSCS 1.09%
20 RNMC 1.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.02M (13.68%) -132.55K
Decreased by -2.20%
Mar 31, 25
2 Vanguard Group Inc 5.32M (12.09%) -81.37K
Decreased by -1.53%
Jun 30, 25
3 Amvescap Plc. 1.78M (4.04%) 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 (3.64%) 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 635.65K (1.44%) 3.56K
Increased by +0.56%
Jun 30, 25
19 Pictet Asset Manangement SA 618.64K (1.40%) 612.55K
Increased by +99.02%
Mar 31, 25
20 Dimensional Fund Advisors, Inc. 599.48K (1.36%) 5.19K
Increased by +0.87%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.44M (3.27%) -2.58K
Decreased by -0.18%
Jul 31, 25
2 Canada Life US Small-Mid Cap Growth F 1.40M (3.18%) 0.00
Increased by 0.00%
Nov 30, 23
3 Vanguard Total Stock Mkt Idx Inv 1.39M (3.15%) -29.24K
Decreased by -2.11%
Jul 31, 25
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 1.07M (2.43%) -7.31K
Decreased by -0.68%
Jul 31, 25
6 iShares Russell 2000 ETF 1.04M (2.37%) -19.84K
Decreased by -1.90%
Jul 31, 25
7 Neuberger Berman Genesis Inv 684.70K (1.55%) -211.36K
Decreased by -30.87%
Jun 30, 25
8 Vanguard Information Technology ETF 672.26K (1.53%) 6.85K
Increased by +1.02%
Jul 31, 25
9 Vanguard Small Cap Growth Index Inv 603.62K (1.37%) -1.02K
Decreased by -0.17%
Jul 31, 25
10 Pictet-Security I USD 580.04K (1.32%) 69.62K
Increased by +12.00%
Apr 30, 25
11 FullerThaler Behavioral Sm-Cp Eq R6 492.45K (1.12%) 0.00
Increased by 0.00%
Mar 31, 25
12 FullerThaler Behavioral Small-Cap Equity 492.45K (1.12%) 0.00
Increased by 0.00%
Mar 31, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 474.03K (1.08%) -205.97K
Decreased by -43.45%
Jul 31, 25
14 Fidelity Small Cap Index 442.33K (1.00%) 1.28K
Increased by +0.29%
May 31, 25
15 Fidelity® Small Cap Index 424.96K (0.97%) 11.75K
Increased by +2.76%
Oct 31, 23
16 Invesco Discovery A 414.28K (0.94%) 12.87K
Increased by +3.11%
Jun 30, 25
17 Invesco OFI Small Cap Growth 414.28K (0.94%) 89.72K
Increased by +21.66%
Jun 30, 25
18 iShares Russell 2000 Growth ETF 389.15K (0.88%) 0.00
Increased by 0.00%
Jul 31, 25
19 Canada Life US Small-Mid Cap Growth A 353.10K (0.80%) -131.26K
Decreased by -37.17%
Oct 31, 24
20 T. Rowe Price Integrated US Sm Gr Eq 345.44K (0.78%) 0.00
Increased by 0.00%
Jun 30, 25