Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NEWZ 3.08%
2 SEIS 1.98%
3 RAYD 1.88%
4 WISE 1.84%
5 PRN 1.81%
6 RFG 1.26%
7 ERSX 1.18%
8 SCDS 1.14%
9 SMCP 1.13%
10 XMMO 1.07%
11 CSMD 0.98%
12 RNMC 0.94%
13 FSCS 0.94%
14 RNSC 0.92%
15 FFTY 0.92%
16 PXSG 0.91%
17 FSGS 0.90%
18 AIBU 0.81%
19 DWAS 0.74%
20 QMID 0.73%

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 5.21M (3.30%) -16.79K
Decreased by -0.32%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 4.93M (3.12%) 75.15K
Increased by +1.53%
Apr 30, 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 3.89M (2.46%) 656.00
Increased by +0.02%
Apr 30, 25
5 Vanguard Small Cap Index 3.87M (2.45%) 24.44K
Increased by +0.63%
Apr 30, 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 2.49M (1.57%) 10.34K
Increased by +0.42%
Apr 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 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 2.15M (1.36%) -1.30K
Decreased by -0.06%
Apr 30, 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