Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MVPA 0.37%
2 RFLR 0.03%
3 EES 0.03%
4 IWC 0.02%
5 AVSC 0.02%
6 SCHA 0.00%
7 IWO 0.00%
8 IWM 0.00%
9 IWN 0.00%
10 UWM 0.00%
11 URTY 0.00%
12 HDG 0.00%
13 SCHB 0.00%
14 IWV 0.00%
15 VTWG 0.00%
16 VTWO 0.00%
17 VTWV 0.00%
18 RYLD 0.00%
19 VXF 0.00%
20 VGT 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.35M (7.42%) 775.99K
Increased by +17.86%
Jun 30, 25
2 BlackRock Inc 4.00M (6.84%) 2.82M
Increased by +70.53%
Jun 30, 25
3 BP WEALTH MANAGEMENT, LLC 3.36M (5.74%) 1.31M
Increased by +38.97%
Dec 31, 23
4 Ameriprise Financial Inc 1.85M (3.16%) -444.87K
Decreased by -24.06%
Jun 30, 25
5 D. E. Shaw & Co LP 1.84M (3.15%) -239.07K
Decreased by -12.96%
Jun 30, 25
6 Hall Kathryn A. 1.68M (2.86%) -300.00K
Decreased by -17.89%
Sep 30, 23
7 Marshall Wace Asset Management Ltd 1.55M (2.64%) -121.01K
Decreased by -7.82%
Jun 30, 25
8 Acadian Asset Management LLC 1.42M (2.42%) 1.42M
Increased by +100.00%
Mar 31, 25
9 Millennium Management LLC 1.41M (2.40%) 714.24K
Increased by +50.78%
Mar 31, 25
10 Invenomic Capital Management, LP 1.37M (2.35%) 9.62K
Increased by +0.70%
Sep 30, 23
11 Geode Capital Management, LLC 1.33M (2.26%) 759.98K
Increased by +57.31%
Jun 30, 25
12 CastleKnight Management LP 1.29M (2.21%) 524.21K
Increased by +40.57%
Jun 30, 25
13 Formula Growth Ltd 1.15M (1.96%) 150.00K
Increased by +13.04%
Jun 30, 25
14 Connor Clark & Lunn Inv Mgmt Ltd 1.12M (1.91%) 194.32K
Increased by +17.33%
Jun 30, 25
15 Renaissance Technologies Corp 1.12M (1.91%) 180.10K
Increased by +16.11%
Jun 30, 25
16 Susquehanna International Group, LLP 1.07M (1.83%) 204.72K
Increased by +19.14%
Mar 31, 25
17 State Street Corporation 1.04M (1.77%) 95.21K
Increased by +9.18%
Dec 31, 23
18 Morgan Stanley - Brokerage Accounts 940.25K (1.61%) 10.83K
Increased by +1.15%
Jun 30, 25
19 Baillie Gifford & Co Limited. 930.28K (1.59%) -157.12K
Decreased by -16.89%
Sep 30, 24
20 Topline Capital Management LLC 776.80K (1.33%) -164.81K
Decreased by -21.22%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.67M (2.85%) -36.85K
Decreased by -2.21%
Jul 31, 25
2 Vanguard Information Technology ETF 1.42M (2.43%) 14.31K
Increased by +1.01%
Jul 31, 25
3 Columbia Small Cap Value Discv A 1.30M (2.22%) 35.80K
Increased by +2.75%
Jul 31, 25
4 Columbia Small Cap Value I A 1.30M (2.22%) 35.80K
Increased by +2.75%
Jul 31, 25
5 iShares Russell 2000 ETF 1.27M (2.16%) 0.00
Increased by 0.00%
Aug 31, 25
6 Columbia Small Cap Value Discovery Fund 1.27M (2.16%) -306.60K
Decreased by -24.23%
Jun 30, 25
7 Columbia Small Cap Value I 1.27M (2.16%) -306.60K
Decreased by -24.23%
Jun 30, 25
8 Invenomic Institutional 856.71K (1.46%) -60.12K
Decreased by -7.02%
Oct 31, 23
9 Baillie Gifford Global Discovery A Acc 697.62K (1.19%) -2.82K
Decreased by -0.40%
Mar 31, 24
10 Fidelity Small Cap Index 599.57K (1.02%) 599.57K
Increased by +100.00%
Jun 30, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 550.87K (0.94%) -214.04K
Decreased by -38.85%
Jul 31, 25
12 Fidelity® Small Cap Index 532.05K (0.91%) 10.58K
Increased by +1.99%
Oct 31, 23
13 Edinburgh Worldwide Ord 359.14K (0.61%) 0.00
Increased by 0.00%
Aug 31, 24
14 State St Russell Sm/Mid Cp® Indx NL Cl C 353.13K (0.60%) 0.00
Increased by 0.00%
Mar 31, 24
15 Columbia VP Small Cap Value 1 337.77K (0.58%) -5.00K
Decreased by -1.48%
Jul 31, 25
16 Miller Value Partners Appreciation ETF 303.84K (0.52%) 303.84K
Increased by +100.00%
Mar 31, 25
17 Miller Value Partners Appreciation SMA 303.84K (0.52%) 303.84K
Increased by +100.00%
Mar 31, 25
18 Vanguard Russell 2000 ETF 286.79K (0.49%) -17.76K
Decreased by -6.19%
Jul 31, 25
19 Fidelity Extended Market Index 277.42K (0.47%) 3.84K
Increased by +1.38%
Jul 31, 25
20 Miller Value Ptnrs Appreciation ETF 276.15K (0.47%) 0.00
Increased by 0.00%
Aug 29, 25