Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NEWZ 3.30%
2 WISE 1.84%
3 PRN 1.81%
4 RFG 1.44%
5 SEIS 1.30%
6 SCDS 1.20%
7 ERSX 1.18%
8 XMMO 1.18%
9 SMCP 1.13%
10 RNSC 1.13%
11 FSGS 1.13%
12 FSCS 1.05%
13 RNMC 1.05%
14 FFTY 1.05%
15 AIBU 1.03%
16 PXSG 0.91%
17 JSMD 0.85%
18 FNY 0.84%
19 DWAS 0.81%
20 QMID 0.76%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 23.88M (15.16%) 568.94K
Increased by +2.38%
Dec 31, 24
2 Vanguard Group Inc 15.77M (10.01%) 215.49K
Increased by +1.37%
Dec 31, 24
3 FMR Inc 9.36M (5.94%) 2.65M
Increased by +28.28%
Dec 31, 24
4 Mackenzie Investments 7.92M (5.03%) 887.07K
Increased by +11.20%
Dec 31, 24
5 State Street Corp 6.01M (3.81%) 168.70K
Increased by +2.81%
Dec 31, 24
6 State Street Corporation 5.72M (3.63%) 162.21K
Increased by +2.84%
Mar 31, 24
7 William Blair Investment Management, LLC 5.15M (3.27%) -1.33M
Decreased by -25.79%
Dec 31, 24
8 JPMorgan Chase & Co 4.76M (3.02%) -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 (2.58%) -260.55K
Decreased by -6.41%
Dec 31, 24
11 Goldman Sachs Group Inc 3.34M (2.12%) 2.57M
Increased by +77.13%
Dec 31, 23
12 Macquarie Group Ltd 3.32M (2.11%) 8.38K
Increased by +0.25%
Dec 31, 24
13 Dimensional Fund Advisors, Inc. 3.18M (2.02%) -32.53K
Decreased by -1.02%
Dec 31, 24
14 BTIM Corp 3.04M (1.93%) -309.49K
Decreased by -10.19%
Dec 31, 24
15 Fenimore Asset Management Inc 2.77M (1.76%) -15.49K
Decreased by -0.56%
Dec 31, 24
16 NORGES BANK 2.40M (1.52%) 239.08K
Increased by +9.97%
Dec 31, 24
17 Thrivent Financial For Lutherans 2.40M (1.52%) -349.77K
Decreased by -14.59%
Dec 31, 24
18 Wellington Management Company LLP 2.32M (1.48%) -91.44K
Decreased by -3.93%
Sep 30, 24
19 Fuller & Thaler Asset Management Inc 2.31M (1.47%) -21.25K
Decreased by -0.92%
Dec 31, 24
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 5.23M (3.32%) 3.93K
Increased by +0.08%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 4.84M (3.07%) 2.82K
Increased by +0.06%
Feb 28, 25
3 iShares Russell 2000 ETF 4.06M (2.58%) -47.74K
Decreased by -1.18%
Feb 28, 25
4 Vanguard Small Cap Index 3.90M (2.48%) 3.19K
Increased by +0.08%
Feb 28, 25
5 Canada Life US Small-Mid Cap Growth F 3.29M (2.09%) 0.00
Increased by 0.00%
Nov 30, 23
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 T. Rowe Price Integrated US SmCapGrEq 2.54M (1.62%) 1.27M
Increased by +50.00%
Dec 31, 24
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 Vanguard Institutional Extnd Mkt Idx Tr 2.44M (1.55%) 8.37K
Increased by +0.34%
Feb 28, 25
12 Delaware Small Cap Core I 2.39M (1.52%) 0.00
Increased by 0.00%
Oct 31, 24
13 Fidelity Select Software & IT Svcs Port 2.25M (1.43%) 0.00
Increased by 0.00%
May 31, 24
14 Macquarie Small Cap Core I 2.22M (1.41%) -61.74K
Decreased by -2.79%
Jan 31, 25
15 FullerThaler Behavioral Small-Cap Equity 2.21M (1.40%) 0.00
Increased by 0.00%
Sep 30, 24
16 FullerThaler Behavioral Sm-Cp Eq R6 2.19M (1.39%) -18.60K
Decreased by -0.85%
Dec 31, 24
17 Vanguard Small Cap Growth Index Inv 2.19M (1.39%) -12.47K
Decreased by -0.57%
Feb 28, 25
18 Fidelity Small Cap Growth 2.04M (1.29%) 0.00
Increased by 0.00%
Dec 31, 24
19 Select Enterprise Technology Services 1.97M (1.25%) 69.60K
Increased by +3.54%
Nov 30, 23
20 Fidelity Small Cap America Sr B 1.87M (1.19%) -40.32K
Decreased by -2.16%
Mar 31, 24