Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NEWZ 3.17%
2 PRN 1.87%
3 WISE 1.84%
4 RAYD 1.62%
5 SEIS 1.57%
6 RFG 1.31%
7 ERSX 1.18%
8 SCDS 1.15%
9 SMCP 1.13%
10 XMMO 1.10%
11 FSCS 0.96%
12 FSGS 0.95%
13 RNMC 0.95%
14 RNSC 0.93%
15 FFTY 0.92%
16 PXSG 0.91%
17 AIBU 0.81%
18 JSMD 0.78%
19 DWAS 0.76%
20 QMID 0.73%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 23.88M (15.12%) 568.94K
Increased by +2.38%
Dec 31, 24
2 Vanguard Group Inc 15.77M (9.99%) 215.49K
Increased by +1.37%
Dec 31, 24
3 FMR Inc 9.36M (5.93%) 2.65M
Increased by +28.28%
Dec 31, 24
4 Mackenzie Investments 7.92M (5.01%) 887.07K
Increased by +11.20%
Dec 31, 24
5 State Street Corp 6.01M (3.80%) 168.70K
Increased by +2.81%
Dec 31, 24
6 State Street Corporation 5.72M (3.62%) 162.21K
Increased by +2.84%
Mar 31, 24
7 William Blair Investment Management, LLC 5.15M (3.26%) -1.33M
Decreased by -25.79%
Dec 31, 24
8 JPMorgan Chase & Co 4.76M (3.01%) -4.80M
Decreased by -100.83%
Dec 31, 24
9 Geneva Capital Management 4.64M (2.94%) -57.50K
Decreased by -1.24%
Dec 31, 24
10 Geode Capital Management, LLC 4.07M (2.57%) -260.55K
Decreased by -6.41%
Dec 31, 24
11 Goldman Sachs Group Inc 3.34M (2.11%) 2.57M
Increased by +77.13%
Dec 31, 23
12 Macquarie Group Ltd 3.32M (2.10%) 8.38K
Increased by +0.25%
Dec 31, 24
13 Dimensional Fund Advisors, Inc. 3.18M (2.01%) -32.53K
Decreased by -1.02%
Dec 31, 24
14 Fenimore Asset Management Inc 2.77M (1.75%) -4.50K
Decreased by -0.16%
Mar 31, 25
15 Handelsbanken Fonder AB 2.75M (1.74%) 552.00K
Increased by +20.10%
Mar 31, 25
16 BTIM Corp 2.70M (1.71%) -337.27K
Decreased by -12.50%
Mar 31, 25
17 NORGES BANK 2.40M (1.52%) 239.08K
Increased by +9.97%
Dec 31, 24
18 Thrivent Financial For Lutherans 2.40M (1.52%) -349.77K
Decreased by -14.59%
Dec 31, 24
19 Wellington Management Company LLP 2.32M (1.47%) -91.44K
Decreased by -3.93%
Sep 30, 24
20 Fuller & Thaler Asset Management Inc 2.31M (1.46%) -21.25K
Decreased by -0.92%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 5.23M (3.31%) -2.58K
Decreased by -0.05%
Apr 29, 25
2 Vanguard US Total Market Shares ETF 4.85M (3.07%) 4.12K
Increased by +0.08%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 4.85M (3.07%) 14.35K
Increased by +0.30%
Mar 31, 25
4 iShares Russell 2000 ETF 3.89M (2.46%) -31.49K
Decreased by -0.81%
Apr 29, 25
5 Vanguard Small Cap Index 3.85M (2.44%) -55.52K
Decreased by -1.44%
Mar 31, 25
6 Fuller & Thaler Behavioral Sm-Cp Eq R6 3.05M (1.93%) -491.11K
Decreased by -16.08%
Sep 30, 23
7 Fuller & Thaler Behavioral Small-Cap Eq 3.05M (1.93%) 0.00
Increased by 0.00%
Nov 30, 23
8 Vanguard Institutional Extnd Mkt Idx Tr 2.48M (1.57%) 33.47K
Increased by +1.35%
Mar 31, 25
9 Delaware US Small Cap Core Equity (SMA) 2.47M (1.57%) 8.40K
Increased by +0.34%
Mar 31, 24
10 Macquarie US Small Cap Core Equity 2.47M (1.57%) 8.40K
Increased by +0.34%
Mar 31, 24
11 Delaware Small Cap Core I 2.39M (1.52%) 0.00
Increased by 0.00%
Oct 31, 24
12 Macquarie Small Cap Core I 2.28M (1.44%) 64.83K
Increased by +2.84%
Mar 31, 25
13 Fidelity Select Software & IT Svcs Port 2.25M (1.42%) 0.00
Increased by 0.00%
May 31, 24
14 FullerThaler Behavioral Sm-Cp Eq R6 2.19M (1.39%) -18.60K
Decreased by -0.85%
Dec 31, 24
15 FullerThaler Behavioral Small-Cap Equity 2.19M (1.39%) -18.60K
Decreased by -0.85%
Dec 31, 24
16 Vanguard Small Cap Growth Index Inv 2.16M (1.36%) -35.96K
Decreased by -1.67%
Mar 31, 25
17 Select Enterprise Technology Services 1.97M (1.25%) 69.60K
Increased by +3.54%
Nov 30, 23
18 Fidelity Small Cap America Sr B 1.87M (1.18%) -40.32K
Decreased by -2.16%
Mar 31, 24
19 Fidelity Small Cap Growth 1.82M (1.15%) -216.44K
Decreased by -11.88%
Feb 28, 25
20 Canada Life US Small-Mid Cap Growth A 1.61M (1.02%) -175.17K
Decreased by -10.87%
Jan 31, 25