Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NEWZ 3.08%
2 WISE 1.84%
3 SEIS 1.71%
4 OMFS 1.40%
5 PRN 1.29%
6 GRPM 1.19%
7 ERSX 1.18%
8 SMCP 1.13%
9 RFG 1.13%
10 FFSM 0.96%
11 XMMO 0.96%
12 FDLS 0.94%
13 FFTY 0.92%
14 PXSG 0.91%
15 FSCS 0.91%
16 RNMC 0.89%
17 FSGS 0.89%
18 RNSC 0.87%
19 CSMD 0.85%
20 RAYD 0.84%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 22.72M (14.39%) -1.15M
Decreased by -5.07%
Mar 31, 25
2 Vanguard Group Inc 15.56M (9.85%) -211.80K
Decreased by -1.36%
Mar 31, 25
3 FMR Inc 9.09M (5.75%) -278.68K
Decreased by -3.07%
Mar 31, 25
4 JPMorgan Chase & Co 6.70M (4.24%) 1.94M
Increased by +28.99%
Mar 31, 25
5 State Street Corp 6.02M (3.81%) 12.48K
Increased by +0.21%
Mar 31, 25
6 State Street Corporation 5.72M (3.62%) 162.21K
Increased by +2.84%
Mar 31, 24
7 Geneva Capital Management 4.66M (2.95%) 18.65K
Increased by +0.40%
Mar 31, 25
8 Geode Capital Management, LLC 4.20M (2.66%) 131.70K
Increased by +3.14%
Mar 31, 25
9 William Blair Investment Management, LLC 3.93M (2.49%) -1.22M
Decreased by -31.10%
Mar 31, 25
10 Macquarie Group Ltd 3.41M (2.16%) 92.00K
Increased by +2.70%
Mar 31, 25
11 Goldman Sachs Group Inc 3.34M (2.11%) 2.57M
Increased by +77.13%
Dec 31, 23
12 Dimensional Fund Advisors, Inc. 3.00M (1.90%) -181.07K
Decreased by -6.04%
Mar 31, 25
13 Fenimore Asset Management Inc 2.77M (1.75%) -4.50K
Decreased by -0.16%
Mar 31, 25
14 Handelsbanken Fonder AB 2.75M (1.74%) 552.00K
Increased by +20.10%
Mar 31, 25
15 BTIM Corp 2.70M (1.71%) -337.27K
Decreased by -12.50%
Mar 31, 25
16 Mackenzie Investments 2.67M (1.69%) -5.25M
Decreased by -196.99%
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 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 (1.41%) -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 5.22M (3.31%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 4.94M (3.13%) 19.38K
Increased by +0.39%
May 31, 25
3 Vanguard US Total Market Shares ETF 4.85M (3.07%) 4.12K
Increased by +0.08%
Sep 30, 24
4 iShares Russell 2000 ETF 3.96M (2.51%) 0.00
Increased by 0.00%
May 31, 25
5 Vanguard Small Cap Index 3.89M (2.46%) 17.45K
Increased by +0.45%
May 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 2.51M (1.59%) 21.39K
Increased by +0.85%
May 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 Fidelity Select Software & IT Svcs Port 2.25M (1.42%) 0.00
Increased by 0.00%
May 31, 24
13 Macquarie Small Cap Core I 2.24M (1.42%) -43.63K
Decreased by -1.95%
Apr 30, 25
14 FullerThaler Behavioral Sm-Cp Eq R6 2.19M (1.39%) 0.00
Increased by 0.00%
Mar 31, 25
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 2.14M (1.36%) -10.27K
Decreased by -0.48%
May 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 Handelsbanken Global Tema (A1 SEK) 1.71M (1.08%) 250.00K
Increased by +14.66%
May 31, 25
20 Fidelity Small Cap Growth 1.64M (1.04%) -181.42K
Decreased by -11.06%
Mar 31, 25