Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FBT 4.03%
2 FFLS 3.73%
3 PBE 3.40%
4 XBI 3.09%
5 FFTY 2.93%
6 JSML 2.72%
7 CSMD 2.58%
8 JSMD 2.56%
9 GRPM 2.50%
10 SCAP 2.42%
11 QVAL 2.34%
12 BBP 2.14%
13 LABU 1.90%
14 PTH 1.89%
15 IBBJ 1.78%
16 GSC 1.73%
17 FTXH 1.70%
18 RFG 1.59%
19 SAWS 1.42%
20 ILDR 1.33%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 17.09M (14.80%) -474.04K
Decreased by -2.77%
Mar 31, 25
2 Vanguard Group Inc 12.25M (10.60%) -585.90K
Decreased by -4.78%
Jun 30, 25
3 State Street Corporation 6.49M (5.62%) 11.75K
Increased by +0.18%
Mar 31, 24
4 State Street Corp 6.05M (5.24%) -1.13M
Decreased by -18.70%
Mar 31, 25
5 Amvescap Plc. 3.89M (3.37%) 1.52M
Increased by +39.03%
Mar 31, 25
6 Snyder Capital Management LP 3.40M (2.94%) -276.61K
Decreased by -8.14%
Jun 30, 25
7 AllianceBernstein L.P. 3.22M (2.78%) 146.68K
Increased by +4.56%
Mar 31, 25
8 Geode Capital Management, LLC 3.17M (2.74%) 105.17K
Increased by +3.32%
Mar 31, 25
9 Marshall Wace Asset Management Ltd 2.72M (2.36%) 401.29K
Increased by +14.73%
Sep 30, 23
10 Macquarie Group Ltd 2.67M (2.32%) -231.21K
Decreased by -8.65%
Mar 31, 25
11 JPMorgan Chase & Co 2.47M (2.14%) 87.34K
Increased by +3.53%
Mar 31, 25
12 Bank of America Corp 2.31M (2.00%) -1.13M
Decreased by -49.02%
Mar 31, 25
13 Dimensional Fund Advisors, Inc. 2.01M (1.74%) -14.43K
Decreased by -0.72%
Jun 30, 25
14 Handelsbanken Fonder AB 1.97M (1.70%) 856.20K
Increased by +43.48%
Sep 30, 24
15 Morgan Stanley - Brokerage Accounts 1.93M (1.67%) 284.51K
Increased by +14.73%
Mar 31, 25
16 Congress Asset Management Company, LLP 1.84M (1.59%) -297.30K
Decreased by -16.20%
Jun 30, 25
17 Northern Trust Corp 1.74M (1.51%) -87.49K
Decreased by -5.03%
Mar 31, 25
18 Thrivent Financial For Lutherans 1.71M (1.48%) -206.81K
Decreased by -12.06%
Mar 31, 24
19 T. Rowe Price Associates, Inc. 1.57M (1.36%) -61.99K
Decreased by -3.95%
Sep 30, 23
20 Nuveen Asset Management, LLC 1.53M (1.32%) -8.63K
Decreased by -0.56%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 4.03M (3.49%) 3.36K
Increased by +0.08%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 4.02M (3.48%) -7.21K
Decreased by -0.18%
Jul 31, 25
3 Vanguard Total Stock Mkt Idx Inv 3.97M (3.44%) 12.46K
Increased by +0.31%
Jun 30, 25
4 iShares Russell 2000 ETF 3.13M (2.71%) 0.00
Increased by 0.00%
May 31, 25
5 Vanguard Small Cap Index 3.01M (2.61%) -95.40K
Decreased by -3.17%
Jun 30, 25
6 Aviva Investors GlConvtAbsRet I USD Acc 2.74M (2.37%) 2.74M
Increased by +100.00%
Apr 30, 24
7 SPDR® S&P Biotech ETF 2.18M (1.89%) 65.06K
Increased by +2.99%
Jul 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 1.90M (1.64%) -86.11K
Decreased by -4.54%
Jun 30, 25
9 Delaware US Small Cap Core Equity (SMA) 1.80M (1.55%) -21.02K
Decreased by -1.17%
Mar 31, 24
10 Macquarie US Small Cap Core Equity 1.80M (1.55%) -21.02K
Decreased by -1.17%
Mar 31, 24
11 Delaware Small Cap Core I 1.74M (1.51%) -10.77K
Decreased by -0.62%
Sep 30, 24
12 Vanguard Small Cap Growth Index Inv 1.69M (1.46%) -23.96K
Decreased by -1.42%
Jun 30, 25
13 Vanguard Explorer Inv 1.35M (1.17%) -387.52K
Decreased by -28.69%
Jun 30, 25
14 Artisan Small Cap Investor 1.31M (1.13%) -379.03K
Decreased by -29.00%
Sep 30, 24
15 Artisan U.S. Small-Cap Growth 1.31M (1.13%) -379.03K
Decreased by -29.00%
Sep 30, 24
16 Fidelity Small Cap Index 1.26M (1.09%) 3.77K
Increased by +0.30%
May 31, 25
17 Fidelity® Small Cap Index 1.25M (1.08%) 33.69K
Increased by +2.69%
Oct 31, 23
18 iShares Russell 2000 Growth ETF 1.08M (0.94%) 0.00
Increased by 0.00%
May 31, 25
19 Macquarie Small Cap Core I 1.07M (0.93%) -341.19K
Decreased by -31.80%
Jun 30, 25
20 Artisan Mid Cap Investor 1.06M (0.92%) 150.13K
Increased by +14.10%
Sep 30, 23