Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 3.95%
2 XHE 1.89%
3 CBSE 1.87%
4 NBSM 1.80%
5 CBLS 1.77%
6 TSME 1.64%
7 PTH 1.05%
8 PXMG 1.04%
9 PFUT 0.98%
10 RNSC 0.93%
11 TMAT 0.89%
12 JSML 0.87%
13 MEDI 0.85%
14 JSMD 0.81%
15 HAPS 0.79%
16 SMCP 0.75%
17 ROSC 0.70%
18 RNMC 0.70%
19 FSCS 0.70%
20 FSGS 0.67%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.82M (12.96%) -199.72K
Decreased by -3.43%
Dec 31, 25
2 Vanguard Group Inc 4.76M (10.60%) -73.51K
Decreased by -1.54%
Dec 31, 25
3 Neuberger Berman Group LLC 3.56M (7.93%) -304.76K
Decreased by -8.56%
Mar 31, 26
4 AQR Capital Management LLC 3.16M (7.04%) 1.03M
Increased by +32.70%
Dec 31, 25
5 Wellington Management Company LLP 2.15M (4.78%) -478.59K
Decreased by -22.30%
Jun 30, 25
6 State Street Corporation 1.83M (4.08%) 42.53K
Increased by +2.32%
Mar 31, 24
7 T. Rowe Price Investment Management,Inc. 1.79M (3.99%) 780.76K
Increased by +43.58%
Dec 31, 25
8 State Street Corp 1.73M (3.85%) -70.88K
Decreased by -4.10%
Dec 31, 25
9 UBS Group AG 1.45M (3.23%) 582.78K
Increased by +40.12%
Sep 30, 25
10 Arrowstreet Capital Limited Partnership 1.38M (3.07%) 1.25M
Increased by +90.87%
Dec 31, 25
11 FMR Inc 1.33M (2.96%) 111.07K
Increased by +8.37%
Dec 31, 25
12 Dimensional Fund Advisors, Inc. 1.33M (2.95%) 233.12K
Increased by +17.58%
Mar 31, 26
13 Citadel Advisors Llc 1.29M (2.87%) 1.07M
Increased by +82.81%
Dec 31, 25
14 Royce & Associates, LP 1.27M (2.83%) 109.76K
Increased by +8.64%
Jun 30, 25
15 Thrivent Financial For Lutherans 1.26M (2.82%) 164.11K
Increased by +12.98%
Dec 31, 24
16 Holocene Advisors, LP 1.26M (2.82%) 1.23M
Increased by +96.92%
Dec 31, 25
17 The Goldman Sachs Group Inc 1.23M (2.73%) 643.86K
Increased by +52.49%
Dec 31, 25
18 Geode Capital Management, LLC 1.19M (2.66%) -8.83K
Decreased by -0.74%
Dec 31, 25
19 Capital Research Global Investors 1.14M (2.54%) -438.28K
Decreased by -38.48%
Jun 30, 25
20 River Road Asset Management, LLC 1.10M (2.45%) -552.65K
Decreased by -50.14%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Neuberger Berman Genesis Inv 2.11M (4.70%) -80.85K
Decreased by -3.83%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 1.60M (3.57%) 1.18K
Increased by +0.07%
Sep 30, 24
3 iShares Core S&P Mid-Cap ETF 1.57M (3.49%) -784.00
Decreased by -0.05%
Apr 30, 26
4 Vanguard Total Stock Mkt Idx Inv 1.49M (3.31%) 9.22K
Increased by +0.62%
Mar 31, 26
5 Neuberger Genesis Inv 1.22M (2.72%) -193.85K
Decreased by -15.87%
Mar 31, 26
6 Vanguard Explorer Inv 1.18M (2.64%) 0.00
Increased by 0.00%
Jun 30, 25
7 iShares Russell 2000 ETF 1.11M (2.47%) 9.35K
Increased by +0.84%
Apr 30, 26
8 Vanguard Small Cap Index 1.07M (2.39%) 10.31K
Increased by +0.96%
Mar 31, 26
9 T. Rowe Price US Smlr Cm Eq A USD 1.06M (2.37%) -54.63K
Decreased by -5.13%
Apr 30, 25
10 American Funds SMALLCAP World A 1.01M (2.26%) -374.17K
Decreased by -36.89%
Jun 30, 25
11 American Funds AMCAP A 901.53K (2.01%) -187.69K
Decreased by -20.82%
Dec 31, 24
12 Capital Group AMCAP Composite 901.53K (2.01%) -187.69K
Decreased by -20.82%
Dec 31, 24
13 VA CollegeAmerica Amcap 529A 901.53K (2.01%) -187.69K
Decreased by -20.82%
Dec 31, 24
14 Fort Washington Small Company Equity 811.85K (1.81%) 141.77K
Increased by +17.46%
Mar 31, 26
15 Franklin Growth A 737.26K (1.64%) 0.00
Increased by 0.00%
Jul 31, 24
16 Franklin Growth Fund A 737.26K (1.64%) 0.00
Increased by 0.00%
Jul 31, 24
17 Franklin U.S. Large Cap Gr Eq 737.26K (1.64%) 0.00
Increased by 0.00%
Jun 30, 24
18 American Funds IS® Global Small Cap 1 725.90K (1.62%) -40.97K
Decreased by -5.64%
Dec 31, 24
19 Thrivent Small Cap Stock A 655.70K (1.46%) 0.00
Increased by 0.00%
Jan 31, 25
20 Small Company Equity - FTWA 651.38K (1.45%) 150.78K
Increased by +23.15%
Sep 30, 25