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 1.54%
7 DVLU 1.42%
8 ECLN 1.40%
9 BOUT 1.40%
10 SMCP 1.15%
11 FSGS 1.02%
12 EMLP 0.94%
13 ELFY 0.93%
14 FSCC 0.87%
15 NUKZ 0.87%
16 XMVM 0.85%
17 EQWM 0.83%
18 XMHQ 0.83%
19 PAMC 0.79%
20 VTWV 0.76%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 21.80M (13.65%) 714.65K
Increased by +3.28%
Mar 31, 25
2 Vanguard Group Inc 16.53M (10.35%) -634.03K
Decreased by -3.84%
Jun 30, 25
3 Wellington Management Company LLP 12.28M (7.69%) -907.00K
Decreased by -7.38%
Jun 30, 25
4 FMR Inc 6.92M (4.33%) -6.84M
Decreased by -98.87%
Mar 31, 25
5 State Street Corp 6.44M (4.03%) -10.47K
Decreased by -0.16%
Mar 31, 25
6 State Street Corporation 5.57M (3.49%) 128.99K
Increased by +2.31%
Mar 31, 24
7 Geode Capital Management, LLC 4.24M (2.65%) 248.32K
Increased by +5.86%
Mar 31, 25
8 Dimensional Fund Advisors, Inc. 3.81M (2.39%) 742.85K
Increased by +19.50%
Jun 30, 25
9 Hotchkis & Wiley Capital Management LLC 3.65M (2.28%) 1.10M
Increased by +30.28%
Mar 31, 25
10 Millennium Management LLC 3.21M (2.01%) 1.19M
Increased by +37.02%
Mar 31, 25
11 Citadel Advisors Llc 3.14M (1.97%) 1.69M
Increased by +53.98%
Dec 31, 24
12 AllianceBernstein L.P. 2.94M (1.84%) -150.55K
Decreased by -5.11%
Mar 31, 25
13 Morgan Stanley - Brokerage Accounts 2.92M (1.83%) -1.04M
Decreased by -35.65%
Mar 31, 25
14 Rubric Capital Management LP 2.78M (1.74%) -431.08K
Decreased by -15.49%
Sep 30, 24
15 Greenhouse Funds LLLP 2.47M (1.55%) 29.40K
Increased by +1.19%
Mar 31, 25
16 Northern Trust Corp 2.27M (1.42%) -122.18K
Decreased by -5.38%
Mar 31, 25
17 Charles Schwab Investment Management Inc 2.05M (1.28%) -38.24K
Decreased by -1.86%
Jun 30, 25
18 D. E. Shaw & Co LP 2.03M (1.27%) 1.58M
Increased by +77.95%
Mar 31, 25
19 Thrivent Financial For Lutherans 2.00M (1.26%) 9.79K
Increased by +0.49%
Sep 30, 24
20 Alyeska Investment Group, L.P. 1.99M (1.24%) 1.52M
Increased by +76.72%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 5.42M (3.39%) 3.89K
Increased by +0.07%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 5.37M (3.36%) -9.63K
Decreased by -0.18%
Jul 31, 25
3 Vanguard Total Stock Mkt Idx Inv 5.28M (3.31%) -128.76K
Decreased by -2.44%
Jun 30, 25
4 Vanguard Small Cap Index 4.02M (2.52%) -233.89K
Decreased by -5.81%
Jun 30, 25
5 iShares Russell 2000 ETF 3.95M (2.47%) -75.08K
Decreased by -1.90%
Jul 31, 25
6 Vanguard Small Cap Value Index Inv 2.57M (1.61%) -169.69K
Decreased by -6.61%
Jun 30, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 2.54M (1.59%) -135.87K
Decreased by -5.35%
Jun 30, 25
8 Fidelity® Series Stk Selec Lg Cp Val 2.52M (1.58%) 0.00
Increased by 0.00%
Nov 30, 23
9 Fidelity Series Stk Selec Lg Cp Val 2.49M (1.56%) -1.27M
Decreased by -50.89%
Jan 31, 25
10 Vanguard Explorer Inv 2.19M (1.37%) -18.36K
Decreased by -0.84%
Jun 30, 25
11 Fidelity Growth Compy Commingled Pl O 1.89M (1.18%) 0.00
Increased by 0.00%
Aug 31, 24
12 Fidelity Small Cap Index 1.73M (1.08%) 4.64K
Increased by +0.27%
May 31, 25
13 Fidelity® Puritan® 1.71M (1.07%) 545.50K
Increased by +31.85%
Oct 31, 23
14 Fidelity Growth Compy Commingled Pl S 1.51M (0.94%) 1.72K
Increased by +0.11%
Jun 30, 25
15 iShares Russell 2000 Value ETF 1.46M (0.92%) 3.03K
Increased by +0.21%
Jul 31, 25
16 Fidelity Small Cap Growth 1.41M (0.88%) 156.85K
Increased by +11.15%
May 31, 25
17 Vanguard Windsor™ II Inv 1.40M (0.88%) 0.00
Increased by 0.00%
Jun 30, 25
18 Fidelity® Small Cap Index 1.38M (0.86%) 39.17K
Increased by +2.85%
Oct 31, 23
19 iShares Russell 2000 Growth ETF 1.36M (0.85%) 0.00
Increased by 0.00%
May 31, 25
20 Fidelity® Growth Company 1.31M (0.82%) 44.40K
Increased by +3.38%
Nov 30, 23