Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NEWZ 3.47%
2 GLRY 3.08%
3 PJFM 2.95%
4 OUSM 2.56%
5 RAYD 2.37%
6 OSCV 2.30%
7 PTH 2.11%
8 XHS 2.07%
9 IHF 2.04%
10 CPAI 2.01%
11 DVOL 1.49%
12 XMMO 1.45%
13 XMHQ 1.32%
14 DVLU 1.30%
15 BOUT 1.29%
16 SMMV 1.21%
17 JPSV 1.13%
18 FSCS 1.08%
19 RNMC 1.08%
20 XMLV 1.07%

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 10.36M (10.45%) 587.95K
Increased by +5.67%
Mar 31, 25
3 Amvescap Plc. 5.82M (5.86%) 282.53K
Increased by +4.86%
Mar 31, 25
4 Wellington Management Company LLP 3.53M (3.55%) -93.04K
Decreased by -2.64%
Jun 30, 25
5 State Street Corp 3.18M (3.20%) 24.17K
Increased by +0.76%
Mar 31, 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 FMR Inc 1.93M (1.94%) -46.95K
Decreased by -2.44%
Mar 31, 25
9 AllianceBernstein L.P. 1.91M (1.93%) -166.83K
Decreased by -8.73%
Mar 31, 25
10 Fuller & Thaler Asset Management Inc 1.82M (1.84%) 282.32K
Increased by +15.48%
Jun 30, 25
11 Geode Capital Management, LLC 1.76M (1.78%) 85.01K
Increased by +4.82%
Mar 31, 25
12 Point72 Asset Management, L.P. 1.75M (1.76%) -26.41K
Decreased by -1.51%
Sep 30, 23
13 JPMorgan Chase & Co 1.71M (1.73%) -108.80K
Decreased by -6.35%
Mar 31, 25
14 Dimensional Fund Advisors, Inc. 1.61M (1.62%) -262.75K
Decreased by -16.33%
Jun 30, 25
15 Citadel Advisors Llc 1.54M (1.55%) -334.31K
Decreased by -21.76%
Jun 30, 24
16 Morgan Stanley - Brokerage Accounts 1.44M (1.45%) 83.14K
Increased by +5.78%
Jun 30, 24
17 T. Rowe Price Associates, Inc. 1.41M (1.42%) -414.65K
Decreased by -29.46%
Jun 30, 25
18 Millennium Management LLC 1.40M (1.41%) 906.90K
Increased by +64.60%
Mar 31, 24
19 William Blair Investment Management, LLC 1.38M (1.39%) -379.70K
Decreased by -27.44%
Jun 30, 25
20 Brown Advisory Holdings Inc 1.34M (1.35%) -78.91K
Decreased by -5.89%
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%) -5.88K
Decreased by -0.18%
Jul 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 Vanguard Small Cap Value Index Inv 1.58M (1.59%) 3.00K
Increased by +0.19%
Jul 31, 25
6 FullerThaler Behavioral Sm-Cp Eq R6 1.47M (1.48%) 154.91K
Increased by +10.55%
Mar 31, 25
7 FullerThaler Behavioral Small-Cap Equity 1.47M (1.48%) 154.91K
Increased by +10.55%
Mar 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 Discovery Mid Cap Growth Y 1.14M (1.15%) -79.60K
Decreased by -6.95%
Jun 30, 25
11 Invesco Mid Cap Growth 1.14M (1.15%) -141.26K
Decreased by -12.34%
Jun 30, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 1.08M (1.09%) -469.46K
Decreased by -43.40%
Jul 31, 25
13 Invesco Discovery A 1.02M (1.02%) 31.56K
Increased by +3.11%
Jun 30, 25
14 Invesco OFI Small Cap Growth 1.02M (1.02%) 4.34K
Increased by +0.43%
Jun 30, 25
15 Vanguard Explorer Inv 997.96K (1.01%) -66.52K
Decreased by -6.67%
Jun 30, 25
16 T. Rowe Price Mid-Cap Growth 997.20K (1.01%) -800.00
Decreased by -0.08%
Jun 30, 25
17 T. Rowe Price US Mid-Cap Growth Equity 997.20K (1.01%) -1.20K
Decreased by -0.12%
Jun 30, 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