Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FFTY 2.93%
2 FFLS 2.84%
3 FBT 2.78%
4 PBE 2.60%
5 SCAP 2.42%
6 XBI 2.41%
7 JSML 2.14%
8 CSMD 2.01%
9 JSMD 2.01%
10 GRPM 1.98%
11 PTH 1.94%
12 QVAL 1.91%
13 BBP 1.85%
14 IBBJ 1.78%
15 GSC 1.68%
16 LABU 1.54%
17 FTXH 1.37%
18 RFG 1.26%
19 SAWS 1.14%
20 SMCP 1.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 17.09M (14.03%) -474.04K
Decreased by -2.77%
Mar 31, 25
2 Vanguard Group Inc 12.83M (10.53%) -450.21K
Decreased by -3.51%
Mar 31, 25
3 State Street Corporation 6.49M (5.32%) 11.75K
Increased by +0.18%
Mar 31, 24
4 State Street Corp 6.05M (4.97%) -1.13M
Decreased by -18.70%
Mar 31, 25
5 Amvescap Plc. 3.89M (3.20%) 1.52M
Increased by +39.03%
Mar 31, 25
6 Snyder Capital Management LP 3.67M (3.02%) -494.15K
Decreased by -13.45%
Mar 31, 25
7 Geode Capital Management, LLC 3.17M (2.60%) 105.17K
Increased by +3.32%
Mar 31, 25
8 AllianceBernstein L.P. 3.07M (2.52%) -339.91K
Decreased by -11.08%
Dec 31, 24
9 Marshall Wace Asset Management Ltd 2.72M (2.24%) 401.29K
Increased by +14.73%
Sep 30, 23
10 Macquarie Group Ltd 2.67M (2.20%) -231.21K
Decreased by -8.65%
Mar 31, 25
11 JPMorgan Chase & Co 2.47M (2.03%) 87.34K
Increased by +3.53%
Mar 31, 25
12 Bank of America Corp 2.31M (1.90%) -1.13M
Decreased by -49.02%
Mar 31, 25
13 Congress Asset Management Company, LLP 2.13M (1.75%) 172.97K
Increased by +8.11%
Mar 31, 25
14 Dimensional Fund Advisors, Inc. 2.03M (1.67%) 95.60K
Increased by +4.71%
Mar 31, 25
15 Handelsbanken Fonder AB 1.97M (1.62%) 856.20K
Increased by +43.48%
Sep 30, 24
16 Morgan Stanley - Brokerage Accounts 1.93M (1.59%) 284.51K
Increased by +14.73%
Mar 31, 25
17 Charles Schwab Investment Management Inc 1.75M (1.44%) -34.33K
Decreased by -1.96%
Mar 31, 25
18 Northern Trust Corp 1.74M (1.43%) -87.49K
Decreased by -5.03%
Mar 31, 25
19 Thrivent Financial For Lutherans 1.71M (1.41%) -206.81K
Decreased by -12.06%
Mar 31, 24
20 T. Rowe Price Associates, Inc. 1.57M (1.29%) -61.99K
Decreased by -3.95%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 4.13M (3.39%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard US Total Market Shares ETF 4.03M (3.31%) 3.36K
Increased by +0.08%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 3.95M (3.25%) 61.23K
Increased by +1.55%
Apr 30, 25
4 iShares Russell 2000 ETF 3.13M (2.57%) 0.00
Increased by 0.00%
May 31, 25
5 Vanguard Small Cap Index 3.09M (2.54%) 18.20K
Increased by +0.59%
Apr 30, 25
6 Aviva Investors GlConvtAbsRet I USD Acc 2.74M (2.25%) 2.74M
Increased by +100.00%
Apr 30, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 1.97M (1.61%) 11.74K
Increased by +0.60%
Apr 30, 25
8 Delaware US Small Cap Core Equity (SMA) 1.80M (1.47%) -21.02K
Decreased by -1.17%
Mar 31, 24
9 Macquarie US Small Cap Core Equity 1.80M (1.47%) -21.02K
Decreased by -1.17%
Mar 31, 24
10 Delaware Small Cap Core I 1.74M (1.43%) -10.77K
Decreased by -0.62%
Sep 30, 24
11 Vanguard Explorer Inv 1.74M (1.43%) -25.35K
Decreased by -1.46%
Mar 31, 25
12 Vanguard Small Cap Growth Index Inv 1.72M (1.41%) -1.96K
Decreased by -0.11%
Apr 30, 25
13 Macquarie Small Cap Core I 1.67M (1.37%) 23.26K
Increased by +1.39%
Apr 30, 25
14 Artisan Small Cap Investor 1.31M (1.07%) -379.03K
Decreased by -29.00%
Sep 30, 24
15 Artisan U.S. Small-Cap Growth 1.31M (1.07%) -379.03K
Decreased by -29.00%
Sep 30, 24
16 SPDR® S&P Biotech ETF 1.28M (1.05%) 7.56K
Increased by +0.59%
May 31, 25
17 Fidelity® Small Cap Index 1.25M (1.03%) 33.69K
Increased by +2.69%
Oct 31, 23
18 Fidelity Small Cap Index 1.25M (1.02%) 9.38K
Increased by +0.75%
Mar 31, 25
19 iShares Russell 2000 Growth ETF 1.08M (0.89%) 0.00
Increased by 0.00%
May 31, 25
20 Artisan Mid Cap Investor 1.06M (0.87%) 150.13K
Increased by +14.10%
Sep 30, 23