Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NEWZ 3.08%
2 CSMD 1.97%
3 WISE 1.84%
4 SEIS 1.74%
5 OMFS 1.40%
6 PRN 1.24%
7 ERSX 1.18%
8 GRPM 1.18%
9 SMCP 1.13%
10 RFG 1.10%
11 FSCS 1.00%
12 RNMC 1.00%
13 RNSC 0.99%
14 FSGS 0.99%
15 XMMO 0.95%
16 FFTY 0.92%
17 PXSG 0.91%
18 FDLS 0.90%
19 FFSM 0.88%
20 RAYD 0.85%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 22.72M (14.47%) -1.15M
Decreased by -5.07%
Mar 31, 25
2 Vanguard Group Inc 15.56M (9.90%) -211.80K
Decreased by -1.36%
Mar 31, 25
3 FMR Inc 9.09M (5.78%) -278.68K
Decreased by -3.07%
Mar 31, 25
4 JPMorgan Chase & Co 6.70M (4.27%) 1.94M
Increased by +28.99%
Mar 31, 25
5 State Street Corp 6.02M (3.83%) 12.48K
Increased by +0.21%
Mar 31, 25
6 State Street Corporation 5.72M (3.64%) 162.21K
Increased by +2.84%
Mar 31, 24
7 Geneva Capital Management 4.66M (2.96%) 18.65K
Increased by +0.40%
Mar 31, 25
8 Geode Capital Management, LLC 4.20M (2.67%) 131.70K
Increased by +3.14%
Mar 31, 25
9 Macquarie Group Ltd 3.41M (2.17%) 92.00K
Increased by +2.70%
Mar 31, 25
10 Goldman Sachs Group Inc 3.34M (2.12%) 2.57M
Increased by +77.13%
Dec 31, 23
11 William Blair Investment Management, LLC 3.19M (2.03%) -742.45K
Decreased by -23.29%
Jun 30, 25
12 Dimensional Fund Advisors, Inc. 3.00M (1.91%) -181.07K
Decreased by -6.04%
Mar 31, 25
13 Fenimore Asset Management Inc 2.77M (1.76%) 984.00
Increased by +0.04%
Jun 30, 25
14 Handelsbanken Fonder AB 2.75M (1.75%) 552.00K
Increased by +20.10%
Mar 31, 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 2.31M (1.47%) 2.62K
Increased by +0.11%
Mar 31, 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 5.31M (3.38%) 346.00
Increased by +0.01%
Jul 30, 25
2 Vanguard Total Stock Mkt Idx Inv 4.96M (3.16%) 15.58K
Increased by +0.31%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 4.85M (3.09%) 4.12K
Increased by +0.08%
Sep 30, 24
4 iShares Russell 2000 ETF 3.96M (2.52%) 0.00
Increased by 0.00%
May 31, 25
5 Vanguard Small Cap Index 3.78M (2.40%) -112.24K
Decreased by -2.97%
Jun 30, 25
6 Fuller & Thaler Behavioral Sm-Cp Eq R6 3.05M (1.94%) -491.11K
Decreased by -16.08%
Sep 30, 23
7 Fuller & Thaler Behavioral Small-Cap Eq 3.05M (1.94%) 0.00
Increased by 0.00%
Nov 30, 23
8 Vanguard Institutional Extnd Mkt Idx Tr 2.51M (1.60%) -2.80K
Decreased by -0.11%
Jun 30, 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 Fidelity Select Software & IT Svcs Port 2.25M (1.43%) 0.00
Increased by 0.00%
May 31, 24
13 FullerThaler Behavioral Sm-Cp Eq R6 2.19M (1.40%) 0.00
Increased by 0.00%
Mar 31, 25
14 FullerThaler Behavioral Small-Cap Equity 2.19M (1.40%) 0.00
Increased by 0.00%
Mar 31, 25
15 Vanguard Small Cap Growth Index Inv 2.12M (1.35%) -26.86K
Decreased by -1.27%
Jun 30, 25
16 Select Enterprise Technology Services 1.97M (1.25%) 69.60K
Increased by +3.54%
Nov 30, 23
17 Fidelity Small Cap America Sr B 1.87M (1.19%) -40.32K
Decreased by -2.16%
Mar 31, 24
18 Macquarie Small Cap Core I 1.81M (1.15%) -424.28K
Decreased by -23.40%
Jun 30, 25
19 Handelsbanken Global Tema (A1 SEK) 1.71M (1.09%) 0.00
Increased by 0.00%
Jun 30, 25
20 Nationwide Geneva Small Cap Gr Instl Svc 1.63M (1.04%) 123.08K
Increased by +7.53%
Jun 30, 25