Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NEWZ 3.47%
2 GLRY 3.04%
3 SSPX 2.55%
4 XHS 2.12%
5 DVOL 1.85%
6 IHF 1.67%
7 JPSV 1.57%
8 NSCS 1.54%
9 FXH 1.39%
10 XMMO 1.38%
11 XMHQ 1.32%
12 DVLU 1.30%
13 BOUT 1.29%
14 XMLV 1.28%
15 RAYD 1.25%
16 FDLS 1.08%
17 HSMV 1.07%
18 FSCS 1.00%
19 RNSC 1.00%
20 FSGS 1.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.40M (10.47%) 138.20K
Increased by +1.33%
Dec 31, 24
2 BlackRock Inc 9.78M (9.84%) 532.71K
Increased by +5.45%
Dec 31, 24
3 Amvescap Plc. 5.54M (5.57%) 176.13K
Increased by +3.18%
Dec 31, 24
4 Wellington Management Company LLP 4.03M (4.06%) -1.19M
Decreased by -29.52%
Dec 31, 24
5 State Street Corp 3.15M (3.17%) 126.05K
Increased by +4.00%
Dec 31, 24
6 State Street Corporation 2.98M (3.00%) 53.10K
Increased by +1.78%
Mar 31, 24
7 AllianceBernstein L.P. 2.08M (2.09%) 117.62K
Increased by +5.66%
Dec 31, 24
8 FMR Inc 1.97M (1.99%) 15.83K
Increased by +0.80%
Dec 31, 24
9 William Blair Investment Management, LLC 1.86M (1.87%) -1.44M
Decreased by -77.41%
Dec 31, 24
10 JPMorgan Chase & Co 1.82M (1.84%) -1.96M
Decreased by -107.58%
Dec 31, 24
11 Dimensional Fund Advisors, Inc. 1.78M (1.79%) -35.45K
Decreased by -1.99%
Dec 31, 24
12 Point72 Asset Management, L.P. 1.75M (1.76%) -26.41K
Decreased by -1.51%
Sep 30, 23
13 Geode Capital Management, LLC 1.68M (1.69%) 6.16K
Increased by +0.37%
Dec 31, 24
14 T. Rowe Price Investment Management,Inc. 1.66M (1.67%) 1.66M
Increased by +100.00%
Dec 31, 24
15 T. Rowe Price Associates, Inc. 1.61M (1.62%) 300.39K
Increased by +18.65%
Dec 31, 24
16 HHG PLC 1.58M (1.59%) -2.67K
Decreased by -0.17%
Sep 30, 24
17 Citadel Advisors Llc 1.54M (1.55%) -334.31K
Decreased by -21.76%
Jun 30, 24
18 TD Asset Management Inc 1.52M (1.53%) -171.47K
Decreased by -11.26%
Dec 31, 24
19 Morgan Stanley - Brokerage Accounts 1.44M (1.45%) 83.14K
Increased by +5.78%
Jun 30, 24
20 Brown Advisory Holdings Inc 1.42M (1.43%) -72.21K
Decreased by -5.09%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 3.29M (3.31%) 5.76K
Increased by +0.18%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 3.18M (3.20%) 2.48K
Increased by +0.08%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 3.18M (3.20%) 6.68K
Increased by +0.21%
Feb 28, 25
4 Vanguard Small Cap Index 2.57M (2.59%) 2.10K
Increased by +0.08%
Feb 28, 25
5 Vanguard Small Cap Value Index Inv 1.69M (1.71%) -5.95K
Decreased by -0.35%
Feb 28, 25
6 T. Rowe Price Integrated US SmCapGrEq 1.60M (1.62%) 857.25K
Increased by +53.42%
Dec 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 1.53M (1.54%) 5.53K
Increased by +0.36%
Feb 28, 25
8 Vanguard Health Care Inv 1.43M (1.44%) -667.30K
Decreased by -46.71%
Dec 31, 24
9 FullerThaler Behavioral Sm-Cp Eq R6 1.31M (1.32%) 262.10K
Increased by +19.95%
Dec 31, 24
10 FullerThaler Behavioral Small-Cap Equity 1.31M (1.32%) 262.10K
Increased by +19.95%
Dec 31, 24
11 Vanguard Windsor Investor Shares 1.26M (1.27%) -119.83K
Decreased by -9.48%
Jun 30, 24
12 Invesco Discovery Mid Cap Growth Y 1.24M (1.25%) 0.00
Increased by 0.00%
Feb 28, 25
13 Invesco Mid Cap Growth 1.24M (1.25%) 11.82K
Increased by +0.95%
Dec 31, 24
14 T. Rowe Price Mid-Cap Growth 999.60K (1.01%) 0.00
Increased by 0.00%
Feb 28, 25
15 Vanguard Explorer Inv 983.51K (0.99%) -158.46K
Decreased by -16.11%
Dec 31, 24
16 Invesco Discovery A 974.73K (0.98%) 0.00
Increased by 0.00%
Feb 28, 25
17 Invesco OFI Small Cap Growth 974.73K (0.98%) 0.00
Increased by 0.00%
Dec 31, 24
18 Fidelity VIP Mid Cap Initial 839.90K (0.85%) 15.00K
Increased by +1.79%
Feb 28, 25
19 SPDR® S&P MIDCAP 400 ETF Trust 813.95K (0.82%) 7.75K
Increased by +0.95%
Feb 28, 25
20 T. Rowe Price Integrated US Sm Gr Eq 802.34K (0.81%) 0.00
Increased by 0.00%
Feb 28, 25