Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CBSE 1.87%
2 CBLS 1.77%
3 NBSM 1.71%
4 HAPS 1.70%
5 TSME 1.64%
6 XHE 1.39%
7 PTH 1.05%
8 RNMC 1.05%
9 PXMG 1.04%
10 FSGS 1.03%
11 PFUT 0.98%
12 MEDI 0.85%
13 SMCP 0.75%
14 FSCS 0.74%
15 RNSC 0.72%
16 NIXT 0.69%
17 QSML 0.48%
18 XMMO 0.43%
19 SQLV 0.40%
20 PSC 0.37%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.36M (13.36%) 197.26K
Increased by +3.10%
Mar 31, 25
2 Vanguard Group Inc 4.95M (10.41%) -146.29K
Decreased by -2.95%
Jun 30, 25
3 Neuberger Berman Group LLC 4.35M (9.14%) -70.98K
Decreased by -1.63%
Mar 31, 25
4 Wellington Management Company LLP 2.15M (4.51%) -478.59K
Decreased by -22.30%
Jun 30, 25
5 State Street Corp 1.92M (4.03%) -28.97K
Decreased by -1.51%
Mar 31, 25
6 State Street Corporation 1.83M (3.85%) 42.53K
Increased by +2.32%
Mar 31, 24
7 T. Rowe Price Investment Management,Inc. 1.59M (3.35%) -600.70K
Decreased by -37.66%
Jun 30, 25
8 River Road Asset Management, LLC 1.40M (2.93%) 1.40M
Increased by +100.00%
Mar 31, 25
9 Royce & Associates, LP 1.27M (2.67%) 109.76K
Increased by +8.64%
Jun 30, 25
10 Thrivent Financial For Lutherans 1.26M (2.66%) 164.11K
Increased by +12.98%
Dec 31, 24
11 Geode Capital Management, LLC 1.22M (2.57%) 40.32K
Increased by +3.30%
Mar 31, 25
12 Capital Research Global Investors 1.14M (2.39%) -438.28K
Decreased by -38.48%
Jun 30, 25
13 BTIM Corp 1.09M (2.29%) -28.39K
Decreased by -2.60%
Jun 30, 25
14 Royal Bank of Canada 1.08M (2.26%) 27.25K
Increased by +2.53%
Mar 31, 25
15 Dimensional Fund Advisors, Inc. 1.07M (2.25%) 9.05K
Increased by +0.84%
Jun 30, 25
16 Allspring Global Investments Holdings, LLC 966.17K (2.03%) 165.12K
Increased by +17.09%
Mar 31, 25
17 Schroder Investment Management Group 892.35K (1.87%) -72.83K
Decreased by -8.16%
Jun 30, 25
18 FMR Inc 843.26K (1.77%) 46.51K
Increased by +5.52%
Mar 31, 25
19 Morgan Stanley - Brokerage Accounts 834.01K (1.75%) 208.26K
Increased by +24.97%
Jun 30, 24
20 Westfield Capital Management Company, LP 823.66K (1.73%) 80.78K
Increased by +9.81%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Neuberger Berman Genesis Inv 2.11M (4.44%) -80.85K
Decreased by -3.83%
Jun 30, 25
2 iShares Core S&P Mid-Cap ETF 1.64M (3.44%) -2.97K
Decreased by -0.18%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 1.60M (3.37%) 1.18K
Increased by +0.07%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.55M (3.26%) -56.78K
Decreased by -3.66%
Jun 30, 25
5 iShares Russell 2000 ETF 1.19M (2.50%) -22.57K
Decreased by -1.90%
Jul 31, 25
6 Vanguard Explorer Inv 1.18M (2.49%) 0.00
Increased by 0.00%
Jun 30, 25
7 Vanguard Small Cap Index 1.17M (2.47%) -94.09K
Decreased by -8.01%
Jun 30, 25
8 T. Rowe Price US Smlr Cm Eq A USD 1.06M (2.24%) -54.63K
Decreased by -5.13%
Apr 30, 25
9 American Funds SMALLCAP World A 1.01M (2.13%) -374.17K
Decreased by -36.89%
Jun 30, 25
10 American Funds AMCAP A 901.53K (1.89%) -187.69K
Decreased by -20.82%
Dec 31, 24
11 Capital Group AMCAP Composite 901.53K (1.89%) -187.69K
Decreased by -20.82%
Dec 31, 24
12 VA CollegeAmerica Amcap 529A 901.53K (1.89%) -187.69K
Decreased by -20.82%
Dec 31, 24
13 T. Rowe Price US Smlr Coms Eq A 840.25K (1.77%) 22.20K
Increased by +2.64%
Jul 31, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 774.85K (1.63%) -6.09K
Decreased by -0.79%
Jun 30, 25
15 Franklin Growth A 737.26K (1.55%) 0.00
Increased by 0.00%
Jul 31, 24
16 Franklin Growth Fund A 737.26K (1.55%) 0.00
Increased by 0.00%
Jul 31, 24
17 Franklin U.S. Large Cap Gr Eq 737.26K (1.55%) 0.00
Increased by 0.00%
Jun 30, 24
18 American Funds IS® Global Small Cap 1 725.90K (1.53%) -40.97K
Decreased by -5.64%
Dec 31, 24
19 Vanguard Small Cap Growth Index Inv 658.33K (1.38%) -40.63K
Decreased by -6.17%
Jun 30, 25
20 Thrivent Small Cap Stock A 655.70K (1.38%) 0.00
Increased by 0.00%
Jan 31, 25