Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NEWZ 3.47%
2 GLRY 2.78%
3 OUSM 2.32%
4 PJFM 2.14%
5 IHF 2.00%
6 OSCV 1.99%
7 PTH 1.95%
8 XHS 1.91%
9 RAYD 1.74%
10 XMHQ 1.32%
11 DVOL 1.32%
12 DVLU 1.30%
13 BOUT 1.29%
14 XMMO 1.25%
15 SMMV 1.09%
16 NSCS 1.07%
17 JPSV 1.02%
18 XMLV 1.00%
19 RNMC 0.96%
20 FSCS 0.96%

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 FMR Inc 1.93M (1.94%) -46.95K
Decreased by -2.44%
Mar 31, 25
9 AllianceBernstein L.P. 1.91M (1.92%) -166.83K
Decreased by -8.73%
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 3.29M (3.30%) 1.71K
Increased by +0.05%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 3.24M (3.26%) 1.98K
Increased by +0.06%
May 31, 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 2.54M (2.56%) 11.85K
Increased by +0.47%
May 31, 25
5 Vanguard Small Cap Value Index Inv 1.63M (1.64%) -1.40K
Decreased by -0.09%
May 31, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 1.57M (1.58%) 14.85K
Increased by +0.95%
May 31, 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 1.47M (1.48%) 154.91K
Increased by +10.55%
Mar 31, 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 1.22M (1.23%) -61.66K
Decreased by -5.04%
May 31, 25
11 Invesco Mid Cap Growth 1.14M (1.15%) -141.26K
Decreased by -12.34%
Jun 30, 25
12 Vanguard Explorer Inv 1.06M (1.07%) 80.97K
Increased by +7.61%
Mar 31, 25
13 Vanguard Health Care Inv 1.02M (1.02%) -410.43K
Decreased by -40.31%
Mar 31, 25
14 Invesco OFI Small Cap Growth 1.02M (1.02%) 4.34K
Increased by +0.43%
Jun 30, 25
15 T. Rowe Price Mid-Cap Growth 997.20K (1.00%) -800.00
Decreased by -0.08%
Jun 30, 25
16 T. Rowe Price US Mid-Cap Growth Equity 997.20K (1.00%) -1.20K
Decreased by -0.12%
Jun 30, 25
17 Invesco Discovery A 984.47K (0.99%) -40.98K
Decreased by -4.16%
May 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 791.43K (0.80%) 13.54K
Increased by +1.71%
Jun 30, 25