Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NEWZ 3.14%
2 PLGI 2.28%
3 WISE 1.84%
4 CPAI 1.56%
5 GRPM 1.44%
6 OMFS 1.40%
7 CSMD 1.28%
8 ASCE 1.23%
9 PRN 1.23%
10 ERSX 1.18%
11 SMCP 1.13%
12 RNSC 0.99%
13 FSGS 0.99%
14 RNMC 0.92%
15 FFTY 0.92%
16 FSCS 0.91%
17 PXSG 0.91%
18 LSAF 0.89%
19 FDLS 0.86%
20 AIBU 0.81%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 19.12M (13.89%) -256.97K
Decreased by -1.34%
Mar 31, 26
2 Vanguard Group Inc 14.26M (10.36%) -364.56K
Decreased by -2.56%
Dec 31, 25
3 FMR Inc 13.41M (9.74%) -926.26K
Decreased by -6.91%
Mar 31, 26
4 AQR Capital Management LLC 9.88M (7.17%) 5.76M
Increased by +58.30%
Mar 31, 26
5 Vanguard Capital Management, LLC 6.74M (4.89%) 6.74M
Increased by +100.00%
Mar 31, 26
6 Vanguard Portfolio Management, LLC 6.50M (4.72%) 6.50M
Increased by +100.00%
Mar 31, 26
7 State Street Corporation 5.72M (4.15%) 162.21K
Increased by +2.84%
Mar 31, 24
8 State Street Corp 4.79M (3.48%) 65.56K
Increased by +1.37%
Mar 31, 26
9 Amvescap Plc. 4.65M (3.37%) 3.06M
Increased by +65.94%
Jun 30, 25
10 Geneva Capital Management 4.26M (3.09%) -344.79K
Decreased by -8.10%
Mar 31, 26
11 Geode Capital Management, LLC 4.22M (3.06%) 172.17K
Increased by +4.08%
Mar 31, 26
12 JPMorgan Chase & Co 3.83M (2.78%) -2.10M
Decreased by -54.81%
Mar 31, 26
13 Two Sigma Investments LLC 3.71M (2.69%) 2.18M
Increased by +58.79%
Mar 31, 26
14 D. E. Shaw & Co LP 3.44M (2.50%) 1.56M
Increased by +45.35%
Mar 31, 26
15 Goldman Sachs Group Inc 3.34M (2.42%) 2.57M
Increased by +77.13%
Dec 31, 23
16 Dimensional Fund Advisors, Inc. 2.85M (2.07%) -49.77K
Decreased by -1.74%
Mar 31, 26
17 Fenimore Asset Management Inc 2.76M (2.00%) -15.21K
Decreased by -0.55%
Mar 31, 26
18 Handelsbanken Fonder AB 2.71M (1.97%) -1.07M
Decreased by -39.40%
Mar 31, 26
19 BTIM Corp 2.61M (1.89%) -113.12K
Decreased by -4.34%
Dec 31, 25
20 William Blair Investment Management, LLC 2.58M (1.88%) -313.02K
Decreased by -12.11%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 5.33M (3.87%) 1.00K
Increased by +0.02%
May 29, 26
2 Vanguard US Total Market Shares ETF 4.85M (3.52%) 4.12K
Increased by +0.08%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 4.70M (3.42%) 13.72K
Increased by +0.29%
Apr 30, 26
4 iShares Russell 2000 ETF 3.96M (2.87%) 0.00
Increased by 0.00%
May 31, 25
5 Vanguard Small Cap Index 3.42M (2.48%) -10.41K
Decreased by -0.30%
Apr 30, 26
6 Fuller & Thaler Behavioral Sm-Cp Eq R6 3.05M (2.22%) -491.11K
Decreased by -16.08%
Sep 30, 23
7 Fuller & Thaler Behavioral Small-Cap Eq 3.05M (2.22%) 0.00
Increased by 0.00%
Nov 30, 23
8 Strategic Advisers Fidelity US TtlStk 2.49M (1.81%) -547.62K
Decreased by -21.97%
Apr 30, 26
9 Delaware US Small Cap Core Equity (SMA) 2.47M (1.80%) 8.40K
Increased by +0.34%
Mar 31, 24
10 Macquarie US Small Cap Core Equity 2.47M (1.80%) 8.40K
Increased by +0.34%
Mar 31, 24
11 Delaware Small Cap Core I 2.39M (1.74%) 0.00
Increased by 0.00%
Oct 31, 24
12 Fidelity Select Software & IT Svcs Port 2.25M (1.63%) 0.00
Increased by 0.00%
May 31, 24
13 FullerThaler Beh Small-Cap Equity SMA 2.05M (1.49%) 0.00
Increased by 0.00%
Dec 31, 25
14 FullerThaler Behavioral Sm-Cp Eq R6 2.05M (1.49%) 0.00
Increased by 0.00%
Apr 30, 26
15 FullerThaler Behavioral Small-Cap Equity 2.05M (1.49%) 0.00
Increased by 0.00%
Dec 31, 25
16 Fidelity Series Value Discovery 2.00M (1.46%) -48.20K
Decreased by -2.41%
Apr 30, 26
17 Select Enterprise Technology Services 1.97M (1.43%) 69.60K
Increased by +3.54%
Nov 30, 23
18 Vanguard Small Cap Growth Index Inv 1.92M (1.39%) -1.50K
Decreased by -0.08%
Apr 30, 26
19 Vanguard Institutional Extnd Mkt Idx Tr 1.77M (1.29%) 16.75K
Increased by +0.94%
Apr 30, 26
20 Canada Life US Small-Mid Cap Growth A 1.61M (1.17%) -175.17K
Decreased by -10.87%
Jan 31, 25