Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RJMG 2.62%
2 FINX 1.86%
3 BOUT 1.83%
4 TSME 1.80%
5 XHS 1.76%
6 NSCS 1.72%
7 IHF 1.20%
8 FDLS 1.17%
9 MEDI 1.08%
10 EQWM 1.00%
11 PFUT 0.99%
12 SMCP 0.92%
13 DTEC 0.91%
14 FPX 0.90%
15 MMSC 0.85%
16 SCDS 0.75%
17 JHSC 0.67%
18 RFG 0.65%
19 IWO 0.63%
20 FESM 0.62%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wealthfront Advisers LLC 107.39M (126.62%) 107.39M
Increased by +100.00%
Dec 31, 24
2 BlackRock Inc 10.98M (12.95%) 37.82K
Increased by +0.34%
Dec 31, 24
3 Vanguard Group Inc 8.98M (10.58%) 99.62K
Increased by +1.11%
Dec 31, 24
4 Wasatch Advisors LP 7.51M (8.86%) -245.15K
Decreased by -3.26%
Dec 31, 24
5 Wasatch Advisors Inc. 7.27M (8.57%) 139.45K
Increased by +1.92%
Sep 30, 23
6 FMR Inc 5.42M (6.39%) 125.68K
Increased by +2.32%
Dec 31, 24
7 Mackenzie Investments 3.87M (4.56%) 1.51M
Increased by +39.09%
Dec 31, 24
8 State Street Corp 3.26M (3.85%) 130.45K
Increased by +4.00%
Dec 31, 24
9 State Street Corporation 3.05M (3.60%) 96.92K
Increased by +3.17%
Mar 31, 24
10 Geode Capital Management, LLC 2.09M (2.46%) 10.42K
Increased by +0.50%
Dec 31, 24
11 Brown Advisory Holdings Inc 2.09M (2.46%) 224.02K
Increased by +10.74%
Dec 31, 24
12 ClearBridge Advisors, LLC 2.06M (2.43%) -328.37K
Decreased by -15.94%
Dec 31, 24
13 William Blair Investment Management, LLC 1.78M (2.10%) -862.33K
Decreased by -48.37%
Dec 31, 23
14 Amvescap Plc. 1.62M (1.92%) 12.43K
Increased by +0.76%
Dec 31, 24
15 Dimensional Fund Advisors, Inc. 1.58M (1.87%) 1.10K
Increased by +0.07%
Dec 31, 24
16 Millennium Management LLC 1.50M (1.77%) 554.09K
Increased by +36.91%
Dec 31, 24
17 Franklin Resources Inc 1.36M (1.60%) -282.78K
Decreased by -20.83%
Dec 31, 24
18 Morgan Stanley - Brokerage Accounts 1.28M (1.51%) -5.48K
Decreased by -0.43%
Jun 30, 24
19 Northern Trust Corp 1.16M (1.36%) 121.00K
Increased by +10.48%
Dec 31, 24
20 Goldman Sachs Group Inc 1.12M (1.32%) 471.84K
Increased by +42.21%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 2.83M (3.34%) 4.96K
Increased by +0.18%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 2.76M (3.26%) 2.14K
Increased by +0.08%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 2.75M (3.24%) 1.58K
Increased by +0.06%
Feb 28, 25
4 iShares Russell 2000 ETF 2.26M (2.66%) -19.58K
Decreased by -0.87%
Mar 31, 25
5 Vanguard Small Cap Index 2.23M (2.63%) 1.85K
Increased by +0.08%
Feb 28, 25
6 Wasatch Core Growth 2.09M (2.46%) -32.14K
Decreased by -1.54%
Dec 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 1.33M (1.56%) 3.93K
Increased by +0.30%
Feb 28, 25
8 Vanguard Small Cap Growth Index Inv 1.25M (1.48%) -5.37K
Decreased by -0.43%
Feb 28, 25
9 VIP Growth Initial 1.14M (1.35%) 0.00
Increased by 0.00%
Nov 30, 23
10 Fidelity Advisor Equity Growth I 1.13M (1.33%) 0.00
Increased by 0.00%
Feb 28, 25
11 Fidelity VIP Growth Initial 1.05M (1.24%) 0.00
Increased by 0.00%
Feb 28, 25
12 Fidelity Advisor® Equity Growth I 1.04M (1.23%) 17.60K
Increased by +1.69%
Nov 30, 23
13 JPM US Small Cap Core-Composite 968.38K (1.14%) -146.79K
Decreased by -15.16%
Dec 31, 23
14 Van Berkom Sm-Cap Eq 926.43K (1.09%) 926.43K
Increased by +100.00%
Jun 30, 24
15 Vanguard Explorer Inv 887.56K (1.05%) -160.56K
Decreased by -18.09%
Dec 31, 24
16 Canada Life US Small-Mid Cap Growth A 879.66K (1.04%) 0.00
Increased by 0.00%
Jan 31, 25
17 Canada Life US Small-Mid Cap Growth F 879.66K (1.04%) 0.00
Increased by 0.00%
Jan 31, 25
18 Wasatch Small Cap Growth Investor 876.12K (1.03%) -146.25K
Decreased by -16.69%
Dec 31, 24
19 Fidelity Small Cap Index 845.82K (1.00%) -15.84K
Decreased by -1.87%
Jan 31, 25
20 Fidelity® Small Cap Index 810.61K (0.96%) 22.17K
Increased by +2.74%
Oct 31, 23