Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GRPM 3.66%
2 FBT 3.62%
3 PBE 3.51%
4 CSMD 3.19%
5 FFTY 2.93%
6 FFLS 2.62%
7 BBP 2.62%
8 PTH 2.56%
9 SCAP 2.42%
10 GSC 1.92%
11 XBI 1.86%
12 JSMD 1.86%
13 IBBJ 1.78%
14 FTXH 1.77%
15 BMED 1.65%
16 RFG 1.62%
17 ILDR 1.46%
18 XMHQ 1.45%
19 LABU 1.28%
20 FSGS 1.12%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 17.57M (14.42%) 136.14K
Increased by +0.77%
Dec 31, 24
2 Vanguard Group Inc 13.28M (10.90%) 386.62K
Increased by +2.91%
Dec 31, 24
3 State Street Corp 7.18M (5.90%) 550.95K
Increased by +7.67%
Dec 31, 24
4 State Street Corporation 6.49M (5.32%) 11.75K
Increased by +0.18%
Mar 31, 24
5 Snyder Capital Management LP 4.17M (3.42%) 105.09K
Increased by +2.52%
Dec 31, 24
6 Bank of America Corp 3.45M (2.83%) 1.38M
Increased by +39.99%
Dec 31, 24
7 AllianceBernstein L.P. 3.07M (2.52%) -339.91K
Decreased by -11.08%
Dec 31, 24
8 Geode Capital Management, LLC 3.06M (2.51%) 3.94K
Increased by +0.13%
Dec 31, 24
9 Macquarie Group Ltd 2.91M (2.38%) -105.34K
Decreased by -3.63%
Dec 31, 24
10 Marshall Wace Asset Management Ltd 2.72M (2.24%) 401.29K
Increased by +14.73%
Sep 30, 23
11 JPMorgan Chase & Co 2.39M (1.96%) -3.34M
Decreased by -139.99%
Dec 31, 24
12 Amvescap Plc. 2.37M (1.95%) 462.76K
Increased by +19.49%
Dec 31, 24
13 TD Asset Management Inc 2.37M (1.94%) -175.28K
Decreased by -7.41%
Jun 30, 24
14 Congress Asset Management Company, LLP 2.13M (1.75%) 172.97K
Increased by +8.11%
Mar 31, 25
15 Handelsbanken Fonder AB 1.97M (1.62%) 856.20K
Increased by +43.48%
Sep 30, 24
16 Dimensional Fund Advisors, Inc. 1.93M (1.59%) 47.80K
Increased by +2.47%
Dec 31, 24
17 Goldman Sachs Group Inc 1.85M (1.52%) -124.00K
Decreased by -6.70%
Dec 31, 24
18 Northern Trust Corp 1.83M (1.50%) 145.62K
Increased by +7.97%
Dec 31, 24
19 Charles Schwab Investment Management Inc 1.78M (1.46%) 9.78K
Increased by +0.55%
Dec 31, 24
20 GW&K Investment Management, LLC 1.75M (1.43%) -16.62K
Decreased by -0.95%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 4.12M (3.38%) -13.28K
Decreased by -0.32%
Apr 30, 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 3.89M (3.20%) -115.12K
Decreased by -2.96%
Mar 31, 25
4 iShares Russell 2000 ETF 3.08M (2.53%) 520.00
Increased by +0.02%
Apr 30, 25
5 Vanguard Small Cap Index 3.07M (2.52%) -174.74K
Decreased by -5.69%
Mar 31, 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 1.96M (1.61%) 22.18K
Increased by +1.13%
Mar 31, 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%) -100.98K
Decreased by -5.86%
Mar 31, 25
13 Macquarie Small Cap Core I 1.65M (1.36%) -86.90K
Decreased by -5.26%
Mar 31, 25
14 SPDR® S&P Biotech ETF 1.32M (1.09%) -23.22K
Decreased by -1.75%
Apr 30, 25
15 Artisan Small Cap Investor 1.31M (1.07%) -379.03K
Decreased by -29.00%
Sep 30, 24
16 Artisan U.S. Small-Cap Growth 1.31M (1.07%) -379.03K
Decreased by -29.00%
Sep 30, 24
17 Fidelity® Small Cap Index 1.25M (1.03%) 33.69K
Increased by +2.69%
Oct 31, 23
18 Fidelity Small Cap Index 1.24M (1.01%) 6.07K
Increased by +0.49%
Feb 28, 25
19 iShares Russell 2000 Growth ETF 1.11M (0.91%) 0.00
Increased by 0.00%
Apr 30, 25
20 Artisan Mid Cap Investor 1.06M (0.87%) 150.13K
Increased by +14.10%
Sep 30, 23