Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NEWZ 3.14%
2 CSMD 1.87%
3 WISE 1.84%
4 SEIS 1.60%
5 OMFS 1.40%
6 PRN 1.23%
7 ERSX 1.18%
8 GRPM 1.15%
9 SMCP 1.13%
10 RFG 1.07%
11 RNMC 1.00%
12 FSCS 0.99%
13 FSGS 0.96%
14 RNSC 0.96%
15 FFTY 0.92%
16 PXSG 0.91%
17 FDLS 0.86%
18 FFSM 0.81%
19 AIBU 0.81%
20 DGLO 0.79%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 17.88M (11.41%) -4.84M
Decreased by -27.08%
Jun 30, 25
2 Vanguard Group Inc 14.85M (9.48%) -707.43K
Decreased by -4.76%
Jun 30, 25
3 FMR Inc 7.12M (4.55%) -1.96M
Decreased by -27.54%
Jun 30, 25
4 State Street Corporation 5.72M (3.65%) 162.21K
Increased by +2.84%
Mar 31, 24
5 JPMorgan Chase & Co 5.34M (3.41%) -1.36M
Decreased by -25.46%
Jun 30, 25
6 Geneva Capital Management 5.01M (3.20%) 357.83K
Increased by +7.14%
Jun 30, 25
7 State Street Corp 4.99M (3.18%) -1.03M
Decreased by -20.58%
Jun 30, 25
8 Amvescap Plc. 4.65M (2.96%) 3.06M
Increased by +65.94%
Jun 30, 25
9 Handelsbanken Fonder AB 3.58M (2.29%) 836.63K
Increased by +23.35%
Jun 30, 25
10 Geode Capital Management, LLC 3.41M (2.18%) -786.45K
Decreased by -23.05%
Jun 30, 25
11 Goldman Sachs Group Inc 3.34M (2.13%) 2.57M
Increased by +77.13%
Dec 31, 23
12 William Blair Investment Management, LLC 3.19M (2.03%) -742.45K
Decreased by -23.29%
Jun 30, 25
13 Macquarie Group Ltd 2.94M (1.88%) -468.04K
Decreased by -15.90%
Jun 30, 25
14 Dimensional Fund Advisors, Inc. 2.91M (1.86%) -87.49K
Decreased by -3.01%
Jun 30, 25
15 Fenimore Asset Management Inc 2.77M (1.77%) 984.00
Increased by +0.04%
Jun 30, 25
16 BTIM Corp 2.75M (1.75%) 47.16K
Increased by +1.72%
Jun 30, 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 Millennium Management LLC 2.35M (1.50%) 1.58M
Increased by +67.18%
Jun 30, 25
20 Mackenzie Investments 2.33M (1.49%) -331.77K
Decreased by -14.21%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 5.30M (3.38%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard Total Stock Mkt Idx Inv 4.86M (3.10%) -102.71K
Decreased by -2.11%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 4.85M (3.10%) 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 3.75M (2.40%) -22.79K
Decreased by -0.61%
Jul 31, 25
6 Fuller & Thaler Behavioral Sm-Cp Eq R6 3.05M (1.95%) -491.11K
Decreased by -16.08%
Sep 30, 23
7 Fuller & Thaler Behavioral Small-Cap Eq 3.05M (1.95%) 0.00
Increased by 0.00%
Nov 30, 23
8 Delaware US Small Cap Core Equity (SMA) 2.47M (1.58%) 8.40K
Increased by +0.34%
Mar 31, 24
9 Macquarie US Small Cap Core Equity 2.47M (1.58%) 8.40K
Increased by +0.34%
Mar 31, 24
10 Delaware Small Cap Core I 2.39M (1.53%) 0.00
Increased by 0.00%
Oct 31, 24
11 Fidelity Select Software & IT Svcs Port 2.25M (1.43%) 0.00
Increased by 0.00%
May 31, 24
12 FullerThaler Behavioral Sm-Cp Eq R6 2.13M (1.36%) -58.50K
Decreased by -2.74%
Jun 30, 25
13 FullerThaler Behavioral Small-Cap Equity 2.13M (1.36%) -58.50K
Decreased by -2.74%
Jun 30, 25
14 Vanguard Small Cap Growth Index Inv 2.11M (1.35%) -2.58K
Decreased by -0.12%
Jul 31, 25
15 Select Enterprise Technology Services 1.97M (1.26%) 69.60K
Increased by +3.54%
Nov 30, 23
16 Fidelity Small Cap America Sr B 1.87M (1.19%) -40.32K
Decreased by -2.16%
Mar 31, 24
17 Vanguard Institutional Extnd Mkt Idx Tr 1.75M (1.12%) -758.74K
Decreased by -43.41%
Jul 31, 25
18 Handelsbanken Global Tema (A1 SEK) 1.71M (1.09%) 0.00
Increased by 0.00%
Aug 31, 25
19 Canada Life US Small-Mid Cap Growth A 1.61M (1.03%) -175.17K
Decreased by -10.87%
Jan 31, 25
20 Nationwide Geneva Small Cap Gr Instl Svc 1.60M (1.02%) -31.66K
Decreased by -1.98%
Jul 31, 25