Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NEWZ 3.08%
2 CSMD 2.00%
3 WISE 1.84%
4 SEIS 1.69%
5 OMFS 1.40%
6 PRN 1.29%
7 GRPM 1.19%
8 ERSX 1.18%
9 RFG 1.13%
10 SMCP 1.13%
11 RNMC 1.01%
12 FSCS 1.01%
13 RNSC 0.98%
14 FSGS 0.98%
15 XMMO 0.97%
16 FFTY 0.92%
17 PXSG 0.91%
18 FDLS 0.89%
19 RAYD 0.89%
20 FFSM 0.86%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 22.72M (14.50%) -1.15M
Decreased by -5.07%
Mar 31, 25
2 Vanguard Group Inc 14.85M (9.48%) -707.43K
Decreased by -4.76%
Jun 30, 25
3 FMR Inc 9.09M (5.80%) -278.68K
Decreased by -3.07%
Mar 31, 25
4 JPMorgan Chase & Co 6.70M (4.28%) 1.94M
Increased by +28.99%
Mar 31, 25
5 State Street Corp 6.02M (3.84%) 12.48K
Increased by +0.21%
Mar 31, 25
6 State Street Corporation 5.72M (3.65%) 162.21K
Increased by +2.84%
Mar 31, 24
7 Geneva Capital Management 5.01M (3.20%) 357.83K
Increased by +7.14%
Jun 30, 25
8 Geode Capital Management, LLC 4.20M (2.68%) 131.70K
Increased by +3.14%
Mar 31, 25
9 Handelsbanken Fonder AB 3.58M (2.29%) 836.63K
Increased by +23.35%
Jun 30, 25
10 Macquarie Group Ltd 3.41M (2.18%) 92.00K
Increased by +2.70%
Mar 31, 25
11 Goldman Sachs Group Inc 3.34M (2.13%) 2.57M
Increased by +77.13%
Dec 31, 23
12 William Blair Investment Management, LLC 3.19M (2.03%) -742.45K
Decreased by -23.29%
Jun 30, 25
13 Dimensional Fund Advisors, Inc. 2.91M (1.86%) -87.49K
Decreased by -3.01%
Jun 30, 25
14 Fenimore Asset Management Inc 2.77M (1.77%) 984.00
Increased by +0.04%
Jun 30, 25
15 BTIM Corp 2.75M (1.75%) 47.16K
Increased by +1.72%
Jun 30, 25
16 Mackenzie Investments 2.67M (1.70%) -5.25M
Decreased by -196.99%
Mar 31, 25
17 NORGES BANK 2.40M (1.53%) 239.08K
Increased by +9.97%
Dec 31, 24
18 Thrivent Financial For Lutherans 2.40M (1.53%) -349.77K
Decreased by -14.59%
Dec 31, 24
19 Fuller & Thaler Asset Management Inc 2.25M (1.44%) -61.96K
Decreased by -2.75%
Jun 30, 25
20 Massachusetts Financial Services Company 2.23M (1.42%) -57.55K
Decreased by -2.59%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 5.30M (3.38%) -9.52K
Decreased by -0.18%
Jul 31, 25
2 Vanguard Total Stock Mkt Idx Inv 4.86M (3.10%) -102.71K
Decreased by -2.11%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 4.85M (3.10%) 4.12K
Increased by +0.08%
Sep 30, 24
4 iShares Russell 2000 ETF 3.96M (2.53%) 0.00
Increased by 0.00%
May 31, 25
5 Vanguard Small Cap Index 3.75M (2.40%) -22.79K
Decreased by -0.61%
Jul 31, 25
6 Fuller & Thaler Behavioral Sm-Cp Eq R6 3.05M (1.95%) -491.11K
Decreased by -16.08%
Sep 30, 23
7 Fuller & Thaler Behavioral Small-Cap Eq 3.05M (1.95%) 0.00
Increased by 0.00%
Nov 30, 23
8 Delaware US Small Cap Core Equity (SMA) 2.47M (1.58%) 8.40K
Increased by +0.34%
Mar 31, 24
9 Macquarie US Small Cap Core Equity 2.47M (1.58%) 8.40K
Increased by +0.34%
Mar 31, 24
10 Delaware Small Cap Core I 2.39M (1.53%) 0.00
Increased by 0.00%
Oct 31, 24
11 Fidelity Select Software & IT Svcs Port 2.25M (1.43%) 0.00
Increased by 0.00%
May 31, 24
12 FullerThaler Behavioral Sm-Cp Eq R6 2.19M (1.40%) 0.00
Increased by 0.00%
Mar 31, 25
13 FullerThaler Behavioral Small-Cap Equity 2.19M (1.40%) 0.00
Increased by 0.00%
Mar 31, 25
14 Vanguard Small Cap Growth Index Inv 2.11M (1.35%) -2.58K
Decreased by -0.12%
Jul 31, 25
15 Select Enterprise Technology Services 1.97M (1.26%) 69.60K
Increased by +3.54%
Nov 30, 23
16 Fidelity Small Cap America Sr B 1.87M (1.19%) -40.32K
Decreased by -2.16%
Mar 31, 24
17 Macquarie Small Cap Core I 1.81M (1.16%) -424.28K
Decreased by -23.40%
Jun 30, 25
18 Vanguard Institutional Extnd Mkt Idx Tr 1.75M (1.12%) -758.74K
Decreased by -43.41%
Jul 31, 25
19 Handelsbanken Global Tema (A1 SEK) 1.71M (1.09%) 0.00
Increased by 0.00%
Jul 31, 25
20 Canada Life US Small-Mid Cap Growth A 1.61M (1.03%) -175.17K
Decreased by -10.87%
Jan 31, 25