Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TMFM 4.53%
2 TMFS 3.96%
3 RJMG 2.62%
4 FFLS 1.95%
5 XHS 1.91%
6 FINX 1.88%
7 NSCS 1.74%
8 MEDI 1.49%
9 IHF 1.46%
10 TSME 1.33%
11 FDLS 1.17%
12 BOUT 1.05%
13 EQWM 1.00%
14 DTEC 1.00%
15 PFUT 0.99%
16 SMCO 0.97%
17 SMCP 0.92%
18 FPX 0.90%
19 MMSC 0.86%
20 SCDS 0.80%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wealthfront Advisers LLC 107.39M (126.42%) 107.39M
Increased by +100.00%
Dec 31, 24
2 BlackRock Inc 10.87M (12.79%) -111.39K
Decreased by -1.02%
Mar 31, 25
3 Vanguard Group Inc 8.82M (10.39%) -154.25K
Decreased by -1.75%
Mar 31, 25
4 Wasatch Advisors Inc. 7.27M (8.56%) 139.45K
Increased by +1.92%
Sep 30, 23
5 Wasatch Advisors LP 7.23M (8.52%) -279.71K
Decreased by -3.87%
Mar 31, 25
6 FMR Inc 4.99M (5.87%) -430.59K
Decreased by -8.64%
Mar 31, 25
7 State Street Corp 3.28M (3.86%) 17.72K
Increased by +0.54%
Mar 31, 25
8 State Street Corporation 3.05M (3.59%) 96.92K
Increased by +3.17%
Mar 31, 24
9 Amvescap Plc. 2.45M (2.88%) 821.42K
Increased by +33.58%
Mar 31, 25
10 Geode Capital Management, LLC 2.14M (2.52%) 53.39K
Increased by +2.49%
Mar 31, 25
11 Brown Advisory Holdings Inc 1.93M (2.28%) -153.10K
Decreased by -7.92%
Mar 31, 25
12 ClearBridge Advisors, LLC 1.85M (2.18%) -206.93K
Decreased by -11.17%
Mar 31, 25
13 William Blair Investment Management, LLC 1.78M (2.10%) -862.33K
Decreased by -48.37%
Dec 31, 23
14 Mackenzie Investments 1.67M (1.96%) -2.20M
Decreased by -132.23%
Mar 31, 25
15 Dimensional Fund Advisors, Inc. 1.53M (1.81%) -49.45K
Decreased by -3.22%
Mar 31, 25
16 Millennium Management LLC 1.50M (1.77%) 554.09K
Increased by +36.91%
Dec 31, 24
17 Morgan Stanley - Brokerage Accounts 1.41M (1.66%) 610.65K
Increased by +43.39%
Mar 31, 25
18 Franklin Resources Inc 1.39M (1.64%) 37.23K
Increased by +2.67%
Mar 31, 25
19 Goldman Sachs Group Inc 1.13M (1.33%) 15.46K
Increased by +1.36%
Mar 31, 25
20 Northern Trust Corp 1.13M (1.33%) -28.06K
Decreased by -2.49%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 2.81M (3.31%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 2.78M (3.27%) 15.91K
Increased by +0.57%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 2.76M (3.25%) 2.14K
Increased by +0.08%
Sep 30, 24
4 Vanguard Small Cap Index 2.18M (2.56%) 12.82K
Increased by +0.59%
Apr 30, 25
5 iShares Russell 2000 ETF 2.15M (2.54%) 0.00
Increased by 0.00%
May 31, 25
6 Wasatch Core Growth 2.06M (2.42%) -32.67K
Decreased by -1.59%
Mar 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 1.34M (1.58%) 6.85K
Increased by +0.51%
Apr 30, 25
8 Vanguard Small Cap Growth Index Inv 1.21M (1.43%) -1.41K
Decreased by -0.12%
Apr 30, 25
9 VIP Growth Initial 1.14M (1.34%) 0.00
Increased by 0.00%
Nov 30, 23
10 Fidelity Advisor® Equity Growth I 1.04M (1.23%) 17.60K
Increased by +1.69%
Nov 30, 23
11 JPM US Small Cap Core-Composite 968.38K (1.14%) -146.79K
Decreased by -15.16%
Dec 31, 23
12 Van Berkom Sm-Cap Eq 926.43K (1.09%) 926.43K
Increased by +100.00%
Jun 30, 24
13 Fidelity Advisor Equity Growth I 894.13K (1.05%) 0.00
Increased by 0.00%
Apr 30, 25
14 Canada Life US Small-Mid Cap Growth A 879.66K (1.04%) 0.00
Increased by 0.00%
Jan 31, 25
15 Fidelity Small Cap Index 856.73K (1.01%) 5.92K
Increased by +0.69%
Mar 31, 25
16 Fidelity® Small Cap Index 810.61K (0.95%) 22.17K
Increased by +2.74%
Oct 31, 23
17 ClearBridge Small Cap Growth 810.25K (0.95%) 0.00
Increased by 0.00%
Oct 31, 24
18 ClearBridge Small Cap Growth A 810.25K (0.95%) 0.00
Increased by 0.00%
Sep 30, 24
19 Vanguard Explorer Inv 803.97K (0.95%) -83.59K
Decreased by -10.40%
Mar 31, 25
20 Fidelity VIP Growth Initial 799.20K (0.94%) 0.00
Increased by 0.00%
Apr 30, 25