Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CLIA 4.71%
2 RSHO 3.09%
3 FIXT 2.62%
4 FEMA 2.62%
5 DOZR 1.57%
6 NVIR 1.44%
7 DVLU 1.42%
8 BOUT 1.40%
9 ECLN 1.25%
10 SFLO 1.16%
11 SMCP 1.15%
12 NUKZ 1.08%
13 EMLP 0.83%
14 FSCC 0.77%
15 FNK 0.76%
16 XMMO 0.74%
17 RWK 0.69%
18 XMVM 0.62%
19 JHSC 0.59%
20 NSCS 0.57%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 21.08M (12.64%) 240.67K
Increased by +1.14%
Dec 31, 24
2 Vanguard Group Inc 17.70M (10.61%) 168.82K
Increased by +0.95%
Dec 31, 24
3 FMR Inc 13.76M (8.25%) -19.39K
Decreased by -0.14%
Dec 31, 24
4 Wellington Management Company LLP 10.51M (6.30%) -2.72M
Decreased by -25.90%
Dec 31, 24
5 State Street Corp 6.45M (3.87%) 337.44K
Increased by +5.23%
Dec 31, 24
6 State Street Corporation 5.57M (3.34%) 128.99K
Increased by +2.31%
Mar 31, 24
7 Geode Capital Management, LLC 3.99M (2.39%) -11.33K
Decreased by -0.28%
Dec 31, 24
8 Morgan Stanley - Brokerage Accounts 3.96M (2.38%) -649.62K
Decreased by -16.38%
Dec 31, 24
9 Bank of New York Mellon Corp 3.51M (2.10%) -77.40K
Decreased by -2.21%
Dec 31, 24
10 Citadel Advisors Llc 3.14M (1.88%) 1.69M
Increased by +53.98%
Dec 31, 24
11 AllianceBernstein L.P. 3.09M (1.86%) 107.33K
Increased by +3.47%
Dec 31, 24
12 Brown Advisory Holdings Inc 2.99M (1.79%) -7.35K
Decreased by -0.25%
Dec 31, 24
13 Rubric Capital Management LP 2.78M (1.67%) -431.08K
Decreased by -15.49%
Sep 30, 24
14 Hotchkis & Wiley Capital Management LLC 2.54M (1.52%) -881.10K
Decreased by -34.65%
Dec 31, 24
15 Dimensional Fund Advisors, Inc. 2.52M (1.51%) 25.53K
Increased by +1.01%
Dec 31, 24
16 Greenhouse Funds LLLP 2.44M (1.46%) -78.84K
Decreased by -3.23%
Dec 31, 24
17 Northern Trust Corp 2.39M (1.43%) 273.16K
Increased by +11.42%
Dec 31, 24
18 D. E. Shaw & Co LP 2.21M (1.33%) 609.99K
Increased by +27.58%
Sep 30, 23
19 Charles Schwab Investment Management Inc 2.10M (1.26%) 4.08K
Increased by +0.19%
Dec 31, 24
20 Millennium Management LLC 2.02M (1.21%) 23.05K
Increased by +1.14%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 5.60M (3.36%) 9.82K
Increased by +0.18%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 5.41M (3.24%) 14.18K
Increased by +0.26%
Feb 28, 25
3 iShares Russell 2000 ETF 4.51M (2.71%) -39.10K
Decreased by -0.87%
Mar 31, 25
4 Vanguard Small Cap Index 4.38M (2.63%) 3.57K
Increased by +0.08%
Feb 28, 25
5 Vanguard Small Cap Value Index Inv 2.88M (1.73%) -10.36K
Decreased by -0.36%
Feb 28, 25
6 Vanguard Explorer Inv 2.66M (1.59%) -797.06K
Decreased by -30.00%
Dec 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 2.60M (1.56%) 1.17K
Increased by +0.04%
Feb 28, 25
8 Fidelity® Series Stk Selec Lg Cp Val 2.52M (1.51%) 0.00
Increased by 0.00%
Nov 30, 23
9 Fidelity Series Stk Selec Lg Cp Val 2.49M (1.49%) -1.27M
Decreased by -50.89%
Jan 31, 25
10 Fidelity Growth Compy Commingled Pl O 1.89M (1.13%) 0.00
Increased by 0.00%
Aug 31, 24
11 Fidelity® Puritan® 1.71M (1.03%) 545.50K
Increased by +31.85%
Oct 31, 23
12 Fidelity Small Cap Index 1.69M (1.01%) -31.57K
Decreased by -1.87%
Jan 31, 25
13 Fidelity Growth Compy Commingled Pl S 1.67M (1.00%) -266.22K
Decreased by -15.90%
Feb 28, 25
14 Vanguard Windsor™ II Inv 1.40M (0.84%) 0.00
Increased by 0.00%
Dec 31, 24
15 SPDR® S&P MIDCAP 400 ETF Trust 1.39M (0.83%) 13.19K
Increased by +0.95%
Feb 28, 25
16 iShares Russell 2000 Growth ETF 1.39M (0.83%) -6.59K
Decreased by -0.48%
Mar 31, 25
17 Fidelity® Small Cap Index 1.38M (0.83%) 39.17K
Increased by +2.85%
Oct 31, 23
18 Pacer US Small Cap Cash Cows 100 ETF 1.33M (0.80%) -8.73K
Decreased by -0.66%
Mar 31, 25
19 Fidelity Small Cap Growth 1.31M (0.79%) -262.28K
Decreased by -19.96%
Jan 31, 25
20 Fidelity® Growth Company 1.31M (0.79%) 44.40K
Increased by +3.38%
Nov 30, 23