Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NEWZ 3.21%
2 FMTM 3.07%
3 PEZ 2.72%
4 FCUS 2.42%
5 MKTN 1.98%
6 HELS 1.86%
7 QMOM 1.86%
8 GLRY 1.80%
9 GSC 1.63%
10 BOBP 1.56%
11 RFG 1.53%
12 XRT 1.44%
13 HGRO 1.44%
14 FRTY 1.31%
15 PJFM 1.19%
16 XMMO 1.13%
17 FLCG 1.01%
18 HEFT 1.00%
19 RNSC 0.98%
20 FSGS 0.98%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.34M (9.90%) -39.89K
Decreased by -0.75%
Dec 31, 25
2 BlackRock Inc 5.01M (9.30%) 107.69K
Increased by +2.15%
Mar 31, 26
3 T. Rowe Price Investment Management,Inc. 3.60M (6.68%) -735.27K
Decreased by -20.40%
Dec 31, 24
4 Vanguard Capital Management, LLC 2.47M (4.59%) 2.47M
Increased by +100.00%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 2.40M (4.45%) 2.40M
Increased by +100.00%
Mar 31, 26
6 Montrusco Bolton Investments Inc 2.33M (4.32%) 341.07K
Increased by +14.64%
Jun 30, 24
7 AQR Capital Management LLC 1.93M (3.57%) 757.76K
Increased by +39.33%
Mar 31, 26
8 Wasatch Advisors Inc. 1.84M (3.41%) -263.22K
Decreased by -14.32%
Dec 31, 23
9 American Century Companies Inc 1.82M (3.37%) -21.80K
Decreased by -1.20%
Mar 31, 26
10 State Street Corp 1.67M (3.10%) 7.91K
Increased by +0.47%
Mar 31, 26
11 State Street Corporation 1.65M (3.05%) 65.83K
Increased by +4.00%
Mar 31, 24
12 Federated Hermes Inc 1.53M (2.84%) 21.16K
Increased by +1.38%
Mar 31, 26
13 Two Sigma Investments LLC 1.43M (2.66%) 1.03M
Increased by +71.82%
Mar 31, 26
14 D. E. Shaw & Co LP 1.41M (2.61%) -513.80K
Decreased by -36.55%
Mar 31, 26
15 Holocene Advisors, LP 1.37M (2.54%) 928.37K
Increased by +67.87%
Dec 31, 24
16 Marshall Wace Asset Management Ltd 1.33M (2.47%) -451.25K
Decreased by -33.83%
Mar 31, 26
17 Geode Capital Management, LLC 1.29M (2.39%) 197.87K
Increased by +15.35%
Mar 31, 26
18 Capital World Investors 1.25M (2.32%) 44.93K
Increased by +3.60%
Mar 31, 26
19 Fidelity International Ltd 1.23M (2.27%) -950.00K
Decreased by -77.55%
Jun 30, 25
20 T. Rowe Price Associates, Inc. 1.22M (2.26%) -1.17M
Decreased by -96.38%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Fundamental Invs A 1.88M (3.49%) -857.00
Decreased by -0.05%
Jun 30, 24
2 Capital Group Fundamental Invtrs Comp 1.88M (3.49%) -857.00
Decreased by -0.05%
Jun 30, 24
3 iShares Core S&P Mid-Cap ETF 1.87M (3.47%) 354.00
Increased by +0.02%
May 29, 26
4 Vanguard Total Stock Mkt Idx Inv 1.76M (3.27%) 4.17K
Increased by +0.24%
Apr 30, 26
5 T. Rowe Price US Mid-Cap Growth Equity 1.74M (3.23%) -2.20K
Decreased by -0.13%
Dec 31, 24
6 T. Rowe Price New Horizons 1.69M (3.14%) 9.21K
Increased by +0.54%
Sep 30, 24
7 Vanguard US Total Market Shares ETF 1.67M (3.09%) 1.32K
Increased by +0.08%
Sep 30, 24
8 Vanguard Small Cap Index 1.27M (2.36%) -2.49K
Decreased by -0.20%
Apr 30, 26
9 Capital Group AMCAP Composite 1.09M (2.03%) -1.43K
Decreased by -0.13%
Mar 31, 24
10 VA CollegeAmerica Amcap 529A 1.09M (2.03%) -1.43K
Decreased by -0.13%
Mar 31, 24
11 T. Rowe Price Mid-Cap Growth 900.00K (1.67%) -249.50K
Decreased by -27.72%
Feb 28, 25
12 American Funds SMALLCAP World A 885.29K (1.64%) 0.00
Increased by 0.00%
Mar 31, 26
13 Avantis US Small Cap Value ETF 855.57K (1.59%) 0.00
Increased by 0.00%
May 30, 26
14 US Small-Cap Growth II Equity Comp 843.80K (1.56%) -850.09K
Decreased by -100.75%
Dec 31, 24
15 Fidelity® Blue Chip Growth 743.47K (1.38%) -27.20K
Decreased by -3.66%
Nov 30, 23
16 Vanguard Small Cap Growth Index Inv 712.59K (1.32%) -239.00
Decreased by -0.03%
Apr 30, 26
17 Fidelity® OTC 702.13K (1.30%) -137.00K
Decreased by -19.51%
Nov 30, 23
18 NBI US Equity Priv Ptf F CAD 657.09K (1.22%) 103.65K
Increased by +15.77%
May 31, 24
19 Vanguard Institutional Extnd Mkt Idx Tr 622.67K (1.15%) 6.39K
Increased by +1.03%
Apr 30, 26
20 Fidelity OTC 603.17K (1.12%) -98.96K
Decreased by -16.41%
Jan 31, 24