Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NEWZ 3.47%
2 GLRY 2.92%
3 OSCV 2.44%
4 PJFM 2.19%
5 OUSM 2.01%
6 IHF 1.95%
7 CPAI 1.93%
8 XHS 1.90%
9 BGDV 1.66%
10 DVOL 1.52%
11 XMHQ 1.32%
12 DVLU 1.30%
13 BOUT 1.29%
14 SMMV 1.25%
15 JPSV 1.21%
16 PTH 1.20%
17 RNMC 1.13%
18 FSGS 1.09%
19 RNSC 1.09%
20 XMLV 1.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.38M (10.46%) -30.59K
Decreased by -0.29%
Jun 30, 25
2 BlackRock Inc 9.87M (9.95%) -492.70K
Decreased by -4.99%
Jun 30, 25
3 Amvescap Plc. 5.64M (5.68%) -179.66K
Decreased by -3.19%
Jun 30, 25
4 Wellington Management Company LLP 3.53M (3.55%) -93.04K
Decreased by -2.64%
Jun 30, 25
5 State Street Corp 3.11M (3.13%) -70.23K
Decreased by -2.26%
Jun 30, 25
6 State Street Corporation 2.98M (3.00%) 53.10K
Increased by +1.78%
Mar 31, 24
7 T. Rowe Price Investment Management,Inc. 2.18M (2.19%) 94.83K
Increased by +4.36%
Jun 30, 25
8 AllianceBernstein L.P. 2.04M (2.06%) 129.28K
Increased by +6.34%
Jun 30, 25
9 Fuller & Thaler Asset Management Inc 1.82M (1.84%) 282.32K
Increased by +15.48%
Jun 30, 25
10 Geode Capital Management, LLC 1.77M (1.79%) 8.77K
Increased by +0.49%
Jun 30, 25
11 Point72 Asset Management, L.P. 1.75M (1.76%) -26.41K
Decreased by -1.51%
Sep 30, 23
12 FMR Inc 1.70M (1.71%) -227.93K
Decreased by -13.42%
Jun 30, 25
13 Dimensional Fund Advisors, Inc. 1.61M (1.62%) -262.75K
Decreased by -16.33%
Jun 30, 25
14 Citadel Advisors Llc 1.54M (1.55%) -334.31K
Decreased by -21.76%
Jun 30, 24
15 Morgan Stanley - Brokerage Accounts 1.44M (1.45%) 83.14K
Increased by +5.78%
Jun 30, 24
16 T. Rowe Price Associates, Inc. 1.41M (1.42%) -414.65K
Decreased by -29.46%
Jun 30, 25
17 Millennium Management LLC 1.40M (1.41%) 906.90K
Increased by +64.60%
Mar 31, 24
18 William Blair Investment Management, LLC 1.38M (1.39%) -379.70K
Decreased by -27.44%
Jun 30, 25
19 JPMorgan Chase & Co 1.34M (1.35%) -373.90K
Decreased by -27.90%
Jun 30, 25
20 TD Asset Management Inc 1.34M (1.35%) -183.70K
Decreased by -13.72%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 3.28M (3.31%) 0.00
Increased by 0.00%
Aug 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 3.17M (3.20%) -74.36K
Decreased by -2.34%
Jul 31, 25
4 Vanguard Small Cap Index 2.45M (2.47%) -16.14K
Decreased by -0.66%
Jul 31, 25
5 FullerThaler Behavioral Sm-Cp Eq R6 1.73M (1.74%) 262.41K
Increased by +15.16%
Jun 30, 25
6 FullerThaler Behavioral Small-Cap Equity 1.73M (1.74%) 262.41K
Increased by +15.16%
Jun 30, 25
7 Vanguard Small Cap Value Index Inv 1.58M (1.59%) 3.00K
Increased by +0.19%
Jul 31, 25
8 Vanguard Health Care Inv 1.32M (1.33%) 298.56K
Increased by +22.67%
Jun 30, 25
9 Vanguard Windsor Investor Shares 1.26M (1.27%) -119.83K
Decreased by -9.48%
Jun 30, 24
10 Invesco Mid Cap Growth 1.14M (1.15%) -141.26K
Decreased by -12.34%
Jun 30, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 1.08M (1.09%) -469.46K
Decreased by -43.40%
Jul 31, 25
12 Invesco Discovery Mid Cap Growth Y 1.05M (1.06%) -94.12K
Decreased by -8.96%
Jul 31, 25
13 Invesco OFI Small Cap Growth 1.02M (1.02%) 4.34K
Increased by +0.43%
Jun 30, 25
14 Vanguard Explorer Inv 997.96K (1.01%) -66.52K
Decreased by -6.67%
Jun 30, 25
15 T. Rowe Price US Mid-Cap Growth Equity 997.20K (1.01%) -1.20K
Decreased by -0.12%
Jun 30, 25
16 T. Rowe Price Mid-Cap Growth 995.40K (1.00%) -1.80K
Decreased by -0.18%
Jul 31, 25
17 Invesco Discovery A 907.52K (0.91%) -108.51K
Decreased by -11.96%
Jul 31, 25
18 T. Rowe Price Integrated US Sm Gr Eq 802.34K (0.81%) 0.00
Increased by 0.00%
Mar 31, 25
19 T. Rowe Price Integrated US SmCapGrEq 802.34K (0.81%) -802.34K
Decreased by -100.00%
Mar 31, 25
20 SPDR® S&P MIDCAP 400 ETF Trust 772.11K (0.78%) -19.32K
Decreased by -2.50%
Jul 31, 25