Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TMFM 5.15%
2 TMFS 4.11%
3 RJMG 2.62%
4 PTH 2.40%
5 FFLS 2.15%
6 XHS 1.90%
7 SMCO 1.88%
8 HELS 1.78%
9 NSCS 1.75%
10 IVSS 1.55%
11 FINX 1.53%
12 FFOX 1.52%
13 DBSC 1.42%
14 SRHQ 1.23%
15 IHF 1.16%
16 DTEC 1.10%
17 FFND 1.09%
18 BOUT 1.05%
19 RNSC 1.04%
20 FSGS 1.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wealthfront Advisers LLC 107.39M (131.08%) 107.39M
Increased by +100.00%
Dec 31, 24
2 BlackRock Inc 10.53M (12.86%) -683.43K
Decreased by -6.49%
Mar 31, 26
3 Vanguard Group Inc 8.67M (10.58%) -77.72K
Decreased by -0.90%
Dec 31, 25
4 Wasatch Advisors Inc. 7.27M (8.87%) 139.45K
Increased by +1.92%
Sep 30, 23
5 Wasatch Advisors LP 7.20M (8.79%) 613.29K
Increased by +8.51%
Mar 31, 26
6 Vanguard Portfolio Management, LLC 4.16M (5.08%) 4.16M
Increased by +100.00%
Mar 31, 26
7 Vanguard Capital Management, LLC 3.82M (4.67%) 3.82M
Increased by +100.00%
Mar 31, 26
8 State Street Corp 3.10M (3.78%) 8.85K
Increased by +0.29%
Mar 31, 26
9 State Street Corporation 3.05M (3.73%) 96.92K
Increased by +3.17%
Mar 31, 24
10 Morgan Stanley - Brokerage Accounts 2.49M (3.03%) 999.86K
Increased by +40.22%
Mar 31, 26
11 Geode Capital Management, LLC 2.26M (2.76%) 58.41K
Increased by +2.59%
Mar 31, 26
12 Amvescap Plc. 2.13M (2.60%) -236.71K
Decreased by -11.12%
Sep 30, 25
13 AQR Capital Management LLC 2.09M (2.55%) 329.89K
Increased by +15.77%
Mar 31, 26
14 Westfield Capital Management Company, L.P. 1.95M (2.38%) 235.79K
Increased by +12.08%
Dec 31, 25
15 William Blair Investment Management, LLC 1.66M (2.03%) -195.59K
Decreased by -11.79%
Mar 31, 26
16 Dimensional Fund Advisors, Inc. 1.63M (1.99%) 45.29K
Increased by +2.78%
Mar 31, 26
17 Millennium Management LLC 1.50M (1.83%) 554.09K
Increased by +36.91%
Dec 31, 24
18 Brown Advisory Holdings Inc 1.41M (1.72%) -102.47K
Decreased by -7.25%
Mar 31, 26
19 Franklin Resources Inc 1.39M (1.70%) 37.23K
Increased by +2.67%
Mar 31, 25
20 T. Rowe Price Associates, Inc. 1.32M (1.61%) -216.01K
Decreased by -16.39%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 2.90M (3.54%) 546.00
Increased by +0.02%
May 29, 26
2 Vanguard US Total Market Shares ETF 2.76M (3.37%) 2.14K
Increased by +0.08%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 2.72M (3.32%) 7.04K
Increased by +0.26%
Apr 30, 26
4 iShares Russell 2000 ETF 2.02M (2.47%) 18.67K
Increased by +0.92%
May 29, 26
5 Vanguard Small Cap Index 1.97M (2.40%) -4.31K
Decreased by -0.22%
Apr 30, 26
6 Wasatch Core Growth 1.86M (2.27%) 126.28K
Increased by +6.78%
Mar 31, 26
7 Eaton Vance Atlanta Capital SMID-Cap I 1.49M (1.82%) 873.47K
Increased by +58.69%
Apr 30, 26
8 VIP Growth Initial 1.14M (1.39%) 0.00
Increased by 0.00%
Nov 30, 23
9 Vanguard Small Cap Growth Index Inv 1.10M (1.35%) -620.00
Decreased by -0.06%
Apr 30, 26
10 Fidelity Advisor® Equity Growth I 1.04M (1.27%) 17.60K
Increased by +1.69%
Nov 30, 23
11 JPM US Small Cap Core-Composite 968.38K (1.18%) -146.79K
Decreased by -15.16%
Dec 31, 23
12 Vanguard Institutional Extnd Mkt Idx Tr 964.29K (1.18%) 9.82K
Increased by +1.02%
Apr 30, 26
13 Fidelity Advisor Equity Growth I 933.43K (1.14%) 0.00
Increased by 0.00%
Jul 31, 25
14 Van Berkom Sm-Cap Eq 926.43K (1.13%) 926.43K
Increased by +100.00%
Jun 30, 24
15 Canada Life US Small-Mid Cap Growth A 879.66K (1.07%) 0.00
Increased by 0.00%
Jan 31, 25
16 Fidelity VIP Growth Initial 827.50K (1.01%) 0.00
Increased by 0.00%
Jul 31, 25
17 Fidelity Small Cap Index 826.28K (1.01%) -9.04K
Decreased by -1.09%
Mar 31, 26
18 Fidelity® Small Cap Index 810.61K (0.99%) 22.17K
Increased by +2.74%
Oct 31, 23
19 ClearBridge Small Cap Growth 810.25K (0.99%) 0.00
Increased by 0.00%
Oct 31, 24
20 ClearBridge Small Cap Growth A 810.25K (0.99%) 0.00
Increased by 0.00%
Sep 30, 24