Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CLIA 4.71%
2 RSHO 3.09%
3 PINK 2.68%
4 FIXT 2.62%
5 FEMA 2.62%
6 NVIR 1.98%
7 ECLN 1.88%
8 DOZR 1.57%
9 DVLU 1.42%
10 BOUT 1.40%
11 EMLP 1.24%
12 FSCC 1.18%
13 SMCP 1.15%
14 NUKZ 1.14%
15 XMHQ 1.06%
16 PAMC 0.95%
17 CLSE 0.85%
18 QMID 0.85%
19 XMVM 0.85%
20 FNK 0.75%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 21.80M (13.40%) 714.65K
Increased by +3.28%
Mar 31, 25
2 Vanguard Group Inc 17.16M (10.55%) -538.26K
Decreased by -3.14%
Mar 31, 25
3 Wellington Management Company LLP 13.19M (8.11%) 2.68M
Increased by +20.33%
Mar 31, 25
4 FMR Inc 6.92M (4.25%) -6.84M
Decreased by -98.87%
Mar 31, 25
5 State Street Corp 6.44M (3.96%) -10.47K
Decreased by -0.16%
Mar 31, 25
6 State Street Corporation 5.57M (3.43%) 128.99K
Increased by +2.31%
Mar 31, 24
7 Geode Capital Management, LLC 4.24M (2.61%) 248.32K
Increased by +5.86%
Mar 31, 25
8 Hotchkis & Wiley Capital Management LLC 3.65M (2.24%) 1.10M
Increased by +30.28%
Mar 31, 25
9 Millennium Management LLC 3.21M (1.97%) 1.19M
Increased by +37.02%
Mar 31, 25
10 Citadel Advisors Llc 3.14M (1.93%) 1.69M
Increased by +53.98%
Dec 31, 24
11 Dimensional Fund Advisors, Inc. 3.07M (1.89%) 550.79K
Increased by +17.96%
Mar 31, 25
12 AllianceBernstein L.P. 2.94M (1.81%) -150.55K
Decreased by -5.11%
Mar 31, 25
13 Morgan Stanley - Brokerage Accounts 2.92M (1.80%) -1.04M
Decreased by -35.65%
Mar 31, 25
14 Rubric Capital Management LP 2.78M (1.71%) -431.08K
Decreased by -15.49%
Sep 30, 24
15 Greenhouse Funds LLLP 2.47M (1.52%) 29.40K
Increased by +1.19%
Mar 31, 25
16 Northern Trust Corp 2.27M (1.40%) -122.18K
Decreased by -5.38%
Mar 31, 25
17 Charles Schwab Investment Management Inc 2.09M (1.28%) -12.91K
Decreased by -0.62%
Mar 31, 25
18 D. E. Shaw & Co LP 2.03M (1.25%) 1.58M
Increased by +77.95%
Mar 31, 25
19 Thrivent Financial For Lutherans 2.00M (1.23%) 9.79K
Increased by +0.49%
Sep 30, 24
20 Alyeska Investment Group, L.P. 1.99M (1.22%) 1.52M
Increased by +76.72%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 5.57M (3.42%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard US Total Market Shares ETF 5.42M (3.33%) 3.89K
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 5.41M (3.33%) 3.00K
Increased by +0.06%
May 31, 25
4 iShares Russell 2000 ETF 4.30M (2.64%) 0.00
Increased by 0.00%
May 31, 25
5 Vanguard Small Cap Index 4.26M (2.62%) 19.89K
Increased by +0.47%
May 31, 25
6 Vanguard Small Cap Value Index Inv 2.74M (1.68%) -2.28K
Decreased by -0.08%
May 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 2.67M (1.64%) 21.70K
Increased by +0.81%
May 31, 25
8 Fidelity® Series Stk Selec Lg Cp Val 2.52M (1.55%) 0.00
Increased by 0.00%
Nov 30, 23
9 Fidelity Series Stk Selec Lg Cp Val 2.49M (1.53%) -1.27M
Decreased by -50.89%
Jan 31, 25
10 Vanguard Explorer Inv 2.21M (1.36%) -448.98K
Decreased by -20.33%
Mar 31, 25
11 Fidelity Growth Compy Commingled Pl O 1.89M (1.16%) 0.00
Increased by 0.00%
Aug 31, 24
12 Fidelity® Puritan® 1.71M (1.05%) 545.50K
Increased by +31.85%
Oct 31, 23
13 Fidelity Small Cap Index 1.71M (1.05%) 12.00K
Increased by +0.70%
Mar 31, 25
14 Fidelity Growth Compy Commingled Pl S 1.51M (0.93%) 0.00
Increased by 0.00%
Apr 30, 25
15 Vanguard Windsor™ II Inv 1.40M (0.86%) 0.00
Increased by 0.00%
Mar 31, 25
16 Fidelity® Small Cap Index 1.38M (0.85%) 39.17K
Increased by +2.85%
Oct 31, 23
17 iShares Russell 2000 Growth ETF 1.36M (0.84%) 0.00
Increased by 0.00%
May 31, 25
18 SPDR® S&P MIDCAP 400 ETF Trust 1.32M (0.81%) -30.11K
Decreased by -2.27%
May 31, 25
19 Fidelity® Growth Company 1.31M (0.81%) 44.40K
Increased by +3.38%
Nov 30, 23
20 Artemis Global Income I Acc 1.30M (0.80%) 207.31K
Increased by +15.97%
Jan 31, 25