Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CBSE 2.55%
2 NBSM 2.36%
3 CBLS 2.33%
4 XHE 2.01%
5 TSME 1.64%
6 HAPS 1.62%
7 PTH 1.05%
8 PXMG 1.04%
9 FSCS 1.02%
10 RNMC 1.02%
11 RNSC 1.01%
12 FSGS 1.01%
13 PFUT 0.98%
14 MEDI 0.85%
15 SMCP 0.75%
16 NIXT 0.63%
17 PSC 0.52%
18 QSML 0.46%
19 XMMO 0.43%
20 SQLV 0.40%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.36M (13.40%) 197.26K
Increased by +3.10%
Mar 31, 25
2 Vanguard Group Inc 5.10M (10.75%) -79.77K
Decreased by -1.56%
Mar 31, 25
3 Neuberger Berman Group LLC 4.35M (9.16%) -70.98K
Decreased by -1.63%
Mar 31, 25
4 Wellington Management Company LLP 2.62M (5.53%) -1.32M
Decreased by -50.11%
Mar 31, 25
5 T. Rowe Price Investment Management,Inc. 2.20M (4.63%) -358.25K
Decreased by -16.32%
Mar 31, 25
6 State Street Corp 1.92M (4.04%) -28.97K
Decreased by -1.51%
Mar 31, 25
7 State Street Corporation 1.83M (3.86%) 42.53K
Increased by +2.32%
Mar 31, 24
8 Capital Research Global Investors 1.58M (3.32%) -2.66M
Decreased by -168.74%
Mar 31, 25
9 River Road Asset Management, LLC 1.40M (2.94%) 1.40M
Increased by +100.00%
Mar 31, 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 Royce & Associates, LP 1.16M (2.45%) 8.03K
Increased by +0.69%
Mar 31, 25
13 BTIM Corp 1.12M (2.36%) 202.61K
Increased by +18.12%
Mar 31, 25
14 Royal Bank of Canada 1.08M (2.27%) 27.25K
Increased by +2.53%
Mar 31, 25
15 Dimensional Fund Advisors, Inc. 1.06M (2.24%) 71.47K
Increased by +6.72%
Mar 31, 25
16 Allspring Global Investments Holdings, LLC 966.17K (2.04%) 165.12K
Increased by +17.09%
Mar 31, 25
17 Schroder Investment Management Group 965.18K (2.03%) 70.64K
Increased by +7.32%
Mar 31, 25
18 FMR Inc 843.26K (1.78%) 46.51K
Increased by +5.52%
Mar 31, 25
19 Morgan Stanley - Brokerage Accounts 834.01K (1.76%) 208.26K
Increased by +24.97%
Jun 30, 24
20 Westfield Capital Management Company, LP 823.66K (1.74%) 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 (4.45%) -80.85K
Decreased by -3.83%
Jun 30, 25
2 iShares Core S&P Mid-Cap ETF 1.64M (3.45%) 864.00
Increased by +0.05%
Jun 30, 25
3 Vanguard Total Stock Mkt Idx Inv 1.61M (3.39%) 1.18K
Increased by +0.07%
May 31, 25
4 Vanguard US Total Market Shares ETF 1.60M (3.38%) 1.18K
Increased by +0.07%
Sep 30, 24
5 Vanguard Small Cap Index 1.27M (2.67%) 7.00K
Increased by +0.55%
May 31, 25
6 iShares Russell 2000 ETF 1.26M (2.65%) 8.73K
Increased by +0.69%
Jun 30, 25
7 Vanguard Explorer Inv 1.18M (2.49%) 0.00
Increased by 0.00%
Mar 31, 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 (2.14%) -374.17K
Decreased by -36.89%
Jun 30, 25
10 American Funds AMCAP A 901.53K (1.90%) -187.69K
Decreased by -20.82%
Dec 31, 24
11 Capital Group AMCAP Composite 901.53K (1.90%) -187.69K
Decreased by -20.82%
Dec 31, 24
12 VA CollegeAmerica Amcap 529A 901.53K (1.90%) -187.69K
Decreased by -20.82%
Dec 31, 24
13 T. Rowe Price US Smlr Coms Eq A 818.05K (1.72%) 11.59K
Increased by +1.42%
Jun 30, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 780.94K (1.65%) 5.36K
Increased by +0.69%
May 31, 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 698.96K (1.47%) -3.54K
Decreased by -0.51%
May 31, 25
20 Thrivent Small Cap Stock A 655.70K (1.38%) 0.00
Increased by 0.00%
Jan 31, 25