Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NEWZ 3.47%
2 GLRY 3.19%
3 OUSM 2.60%
4 PJFM 2.51%
5 OSCV 2.28%
6 SSPX 2.22%
7 DVOL 2.21%
8 RAYD 2.04%
9 XHS 1.99%
10 IHF 1.97%
11 FXH 1.58%
12 XMMO 1.45%
13 XMHQ 1.32%
14 DVLU 1.30%
15 BOUT 1.29%
16 SMMV 1.21%
17 JPSV 1.18%
18 FDLS 1.12%
19 XMLV 1.11%
20 NSCS 1.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.41M (10.47%) 7.40K
Increased by +0.07%
Mar 31, 25
2 BlackRock Inc 10.36M (10.43%) 587.95K
Increased by +5.67%
Mar 31, 25
3 Amvescap Plc. 5.82M (5.85%) 282.53K
Increased by +4.86%
Mar 31, 25
4 Wellington Management Company LLP 3.62M (3.64%) -411.84K
Decreased by -11.38%
Mar 31, 25
5 State Street Corp 3.18M (3.19%) 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. 2.08M (2.09%) 424.69K
Increased by +20.41%
Mar 31, 25
8 AllianceBernstein L.P. 2.08M (2.09%) 117.62K
Increased by +5.66%
Dec 31, 24
9 FMR Inc 1.93M (1.94%) -46.95K
Decreased by -2.44%
Mar 31, 25
10 Dimensional Fund Advisors, Inc. 1.87M (1.88%) 93.99K
Increased by +5.02%
Mar 31, 25
11 T. Rowe Price Associates, Inc. 1.82M (1.83%) 211.71K
Increased by +11.62%
Mar 31, 25
12 Geode Capital Management, LLC 1.76M (1.78%) 85.01K
Increased by +4.82%
Mar 31, 25
13 William Blair Investment Management, LLC 1.76M (1.77%) -98.75K
Decreased by -5.60%
Mar 31, 25
14 Point72 Asset Management, L.P. 1.75M (1.76%) -26.41K
Decreased by -1.51%
Sep 30, 23
15 JPMorgan Chase & Co 1.71M (1.72%) -108.80K
Decreased by -6.35%
Mar 31, 25
16 HHG PLC 1.58M (1.59%) -2.67K
Decreased by -0.17%
Sep 30, 24
17 Fuller & Thaler Asset Management Inc 1.54M (1.55%) 163.40K
Increased by +10.60%
Mar 31, 25
18 Citadel Advisors Llc 1.54M (1.55%) -334.31K
Decreased by -21.76%
Jun 30, 24
19 Morgan Stanley - Brokerage Accounts 1.44M (1.45%) 83.14K
Increased by +5.78%
Jun 30, 24
20 Millennium Management LLC 1.40M (1.41%) 906.90K
Increased by +64.60%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 3.27M (3.29%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 3.24M (3.26%) 52.60K
Increased by +1.63%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 3.18M (3.19%) 2.48K
Increased by +0.08%
Sep 30, 24
4 Vanguard Small Cap Index 2.53M (2.54%) 15.15K
Increased by +0.60%
Apr 30, 25
5 Vanguard Small Cap Value Index Inv 1.64M (1.64%) 5.16K
Increased by +0.32%
Apr 30, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 1.56M (1.57%) 9.13K
Increased by +0.59%
Apr 30, 25
7 FullerThaler Behavioral Sm-Cp Eq R6 1.47M (1.48%) 154.91K
Increased by +10.55%
Mar 31, 25
8 FullerThaler Behavioral Small-Cap Equity 1.31M (1.32%) 262.10K
Increased by +19.95%
Dec 31, 24
9 Invesco Discovery Mid Cap Growth Y 1.29M (1.29%) 0.00
Increased by 0.00%
Apr 30, 25
10 Invesco Mid Cap Growth 1.29M (1.29%) 43.91K
Increased by +3.41%
Mar 31, 25
11 Vanguard Windsor Investor Shares 1.26M (1.27%) -119.83K
Decreased by -9.48%
Jun 30, 24
12 Vanguard Explorer Inv 1.06M (1.07%) 80.97K
Increased by +7.61%
Mar 31, 25
13 Invesco Discovery A 1.03M (1.03%) 13.77K
Increased by +1.34%
Apr 30, 25
14 Vanguard Health Care Inv 1.02M (1.02%) -410.43K
Decreased by -40.31%
Mar 31, 25
15 Invesco OFI Small Cap Growth 1.01M (1.02%) 36.95K
Increased by +3.65%
Mar 31, 25
16 T. Rowe Price Mid-Cap Growth 998.40K (1.00%) -1.20K
Decreased by -0.12%
Mar 31, 25
17 T. Rowe Price US Mid-Cap Growth Equity 998.40K (1.00%) 998.40K
Increased by +100.00%
Mar 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 795.59K (0.80%) -8.84K
Decreased by -1.11%
Apr 30, 25