Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CTEF 4.72%
2 FFLS 3.85%
3 NEWZ 3.59%
4 LSAT 3.36%
5 FFOX 3.10%
6 FBT 3.07%
7 SCAP 2.98%
8 FFTY 2.93%
9 PBE 2.72%
10 JSML 2.72%
11 CSMD 2.45%
12 GRPM 2.29%
13 AZTD 2.13%
14 GSC 2.01%
15 PTH 1.89%
16 BBP 1.87%
17 QVAL 1.82%
18 RFG 1.79%
19 IBBJ 1.78%
20 GRNJ 1.75%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 13.27M (11.31%) 111.20K
Increased by +0.84%
Mar 31, 26
2 Vanguard Group Inc 11.57M (9.86%) -62.89K
Decreased by -0.54%
Dec 31, 25
3 State Street Corporation 6.49M (5.53%) 11.75K
Increased by +0.18%
Mar 31, 24
4 Vanguard Capital Management, LLC 5.27M (4.50%) 5.27M
Increased by +100.00%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 5.25M (4.48%) 5.25M
Increased by +100.00%
Mar 31, 26
6 State Street Corp 4.94M (4.21%) -183.82K
Decreased by -3.72%
Mar 31, 26
7 Amvescap Plc. 4.01M (3.42%) 364.43K
Increased by +9.08%
Mar 31, 26
8 UBS Group AG 2.95M (2.51%) 1.42M
Increased by +48.25%
Sep 30, 25
9 Bank of America Corp 2.91M (2.48%) 179.28K
Increased by +6.15%
Mar 31, 26
10 Marshall Wace Asset Management Ltd 2.72M (2.32%) 401.29K
Increased by +14.73%
Sep 30, 23
11 Boston Partners Global Investors, Inc 2.68M (2.29%) 2.20M
Increased by +81.85%
Mar 31, 26
12 Morgan Stanley - Brokerage Accounts 2.56M (2.19%) -95.99K
Decreased by -3.75%
Mar 31, 26
13 William Blair Investment Management, LLC 2.53M (2.15%) 683.02K
Increased by +27.04%
Mar 31, 26
14 Geode Capital Management, LLC 2.51M (2.14%) 72.59K
Increased by +2.90%
Mar 31, 26
15 Snyder Capital Management LP 2.32M (1.98%) -76.11K
Decreased by -3.28%
Mar 31, 26
16 Dimensional Fund Advisors, Inc. 2.08M (1.77%) -24.33K
Decreased by -1.17%
Mar 31, 26
17 Handelsbanken Fonder AB 1.97M (1.68%) 856.20K
Increased by +43.48%
Sep 30, 24
18 Arrowstreet Capital Limited Partnership 1.92M (1.64%) -1.30M
Decreased by -68.00%
Mar 31, 26
19 NORGES BANK 1.90M (1.62%) 1.04M
Increased by +54.56%
Dec 31, 25
20 D. E. Shaw & Co LP 1.87M (1.59%) 219.24K
Increased by +11.73%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 4.03M (3.44%) 3.36K
Increased by +0.08%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 3.99M (3.40%) 750.00
Increased by +0.02%
May 29, 26
3 Vanguard Total Stock Mkt Idx Inv 3.76M (3.21%) 21.04K
Increased by +0.56%
Apr 30, 26
4 iShares Russell 2000 ETF 3.13M (2.67%) 0.00
Increased by 0.00%
May 31, 25
5 Aviva Investors GlConvtAbsRet I USD Acc 2.74M (2.34%) 2.74M
Increased by +100.00%
Apr 30, 24
6 Vanguard Small Cap Index 2.72M (2.32%) -5.47K
Decreased by -0.20%
Apr 30, 26
7 SPDR® S&P Biotech ETF 2.18M (1.86%) 4.86K
Increased by +0.22%
Aug 31, 25
8 Delaware US Small Cap Core Equity (SMA) 1.80M (1.53%) -21.02K
Decreased by -1.17%
Mar 31, 24
9 Macquarie US Small Cap Core Equity 1.80M (1.53%) -21.02K
Decreased by -1.17%
Mar 31, 24
10 Delaware Small Cap Core I 1.74M (1.48%) -10.77K
Decreased by -0.62%
Sep 30, 24
11 Vanguard Small Cap Growth Index Inv 1.53M (1.30%) 2.16K
Increased by +0.14%
Apr 30, 26
12 JHancock Disciplined Value Mid Cap I 1.43M (1.22%) 258.64K
Increased by +18.12%
Mar 31, 26
13 State Street® SPDR® S&P® Biotech ETF 1.42M (1.21%) 11.58K
Increased by +0.82%
May 29, 26
14 Vanguard Institutional Extnd Mkt Idx Tr 1.33M (1.13%) 13.61K
Increased by +1.03%
Apr 30, 26
15 Artisan Small Cap Investor 1.31M (1.11%) -379.03K
Decreased by -29.00%
Sep 30, 24
16 Artisan U.S. Small-Cap Growth 1.31M (1.11%) -379.03K
Decreased by -29.00%
Sep 30, 24
17 Fidelity Small Cap Index 1.26M (1.08%) 3.77K
Increased by +0.30%
May 31, 25
18 Invesco Discovery A 1.25M (1.07%) 0.00
Increased by 0.00%
Apr 30, 26
19 Invesco OFI Small Cap Growth 1.25M (1.07%) 258.20K
Increased by +20.59%
Mar 31, 26
20 Fidelity® Small Cap Index 1.25M (1.07%) 33.69K
Increased by +2.69%
Oct 31, 23