Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TMFM 5.20%
2 TMFS 4.11%
3 RJMG 2.62%
4 PTH 2.40%
5 FFLS 2.11%
6 XHS 2.01%
7 SMCO 1.84%
8 NSCS 1.75%
9 IVSS 1.58%
10 DBSC 1.42%
11 FINX 1.41%
12 SRHQ 1.27%
13 FFOX 1.24%
14 IHF 1.14%
15 BOUT 1.05%
16 DTEC 1.04%
17 RNSC 1.02%
18 FSGS 1.02%
19 EQWM 1.00%
20 TSME 1.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wealthfront Advisers LLC 107.39M (129.66%) 107.39M
Increased by +100.00%
Dec 31, 24
2 BlackRock Inc 11.22M (13.54%) 49.97K
Increased by +0.45%
Dec 31, 25
3 Vanguard Group Inc 8.67M (10.47%) -77.72K
Decreased by -0.90%
Dec 31, 25
4 Wasatch Advisors Inc. 7.27M (8.78%) 139.45K
Increased by +1.92%
Sep 30, 23
5 Wasatch Advisors LP 7.20M (8.70%) 613.29K
Increased by +8.51%
Mar 31, 26
6 State Street Corp 3.09M (3.73%) -59.14K
Decreased by -1.91%
Dec 31, 25
7 State Street Corporation 3.05M (3.69%) 96.92K
Increased by +3.17%
Mar 31, 24
8 Geode Capital Management, LLC 2.20M (2.66%) 5.67K
Increased by +0.26%
Dec 31, 25
9 Amvescap Plc. 2.13M (2.57%) -236.71K
Decreased by -11.12%
Sep 30, 25
10 FMR Inc 2.05M (2.48%) -1.44M
Decreased by -70.02%
Dec 31, 25
11 Westfield Capital Management Company, L.P. 1.95M (2.36%) 235.79K
Increased by +12.08%
Dec 31, 25
12 William Blair Investment Management, LLC 1.86M (2.24%) 1.86M
Increased by +100.00%
Dec 31, 25
13 AQR Capital Management LLC 1.76M (2.13%) -1.93K
Decreased by -0.11%
Dec 31, 25
14 Dimensional Fund Advisors, Inc. 1.63M (1.96%) 45.29K
Increased by +2.78%
Mar 31, 26
15 Brown Advisory Holdings Inc 1.52M (1.83%) -90.01K
Decreased by -5.94%
Dec 31, 25
16 Millennium Management LLC 1.50M (1.81%) 554.09K
Increased by +36.91%
Dec 31, 24
17 Morgan Stanley - Brokerage Accounts 1.49M (1.79%) 183.65K
Increased by +12.36%
Dec 31, 25
18 Franklin Resources Inc 1.39M (1.68%) 37.23K
Increased by +2.67%
Mar 31, 25
19 T. Rowe Price Associates, Inc. 1.32M (1.59%) -216.01K
Decreased by -16.39%
Dec 31, 25
20 ClearBridge Advisors, LLC 1.31M (1.58%) -48.96K
Decreased by -3.74%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 2.89M (3.48%) -1.46K
Decreased by -0.05%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 2.76M (3.34%) 2.14K
Increased by +0.08%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 2.72M (3.28%) -24.16K
Decreased by -0.89%
Mar 31, 26
4 iShares Russell 2000 ETF 1.98M (2.39%) 16.73K
Increased by +0.84%
Apr 30, 26
5 Vanguard Small Cap Index 1.97M (2.38%) 15.75K
Increased by +0.80%
Mar 31, 26
6 Wasatch Core Growth 1.86M (2.25%) 126.28K
Increased by +6.78%
Mar 31, 26
7 VIP Growth Initial 1.14M (1.38%) 0.00
Increased by 0.00%
Nov 30, 23
8 Vanguard Small Cap Growth Index Inv 1.10M (1.33%) 17.25K
Increased by +1.56%
Mar 31, 26
9 Fidelity Advisor® Equity Growth I 1.04M (1.26%) 17.60K
Increased by +1.69%
Nov 30, 23
10 JPM US Small Cap Core-Composite 968.38K (1.17%) -146.79K
Decreased by -15.16%
Dec 31, 23
11 Vanguard Institutional Extnd Mkt Idx Tr 954.48K (1.15%) 15.36K
Increased by +1.61%
Mar 31, 26
12 Fidelity Advisor Equity Growth I 933.43K (1.13%) 0.00
Increased by 0.00%
Jul 31, 25
13 Van Berkom Sm-Cap Eq 926.43K (1.12%) 926.43K
Increased by +100.00%
Jun 30, 24
14 Canada Life US Small-Mid Cap Growth A 879.66K (1.06%) 0.00
Increased by 0.00%
Jan 31, 25
15 Fidelity Small Cap Index 835.32K (1.01%) 8.96K
Increased by +1.07%
Feb 28, 26
16 Fidelity VIP Growth Initial 827.50K (1.00%) 0.00
Increased by 0.00%
Jul 31, 25
17 Fidelity® Small Cap Index 810.61K (0.98%) 22.17K
Increased by +2.74%
Oct 31, 23
18 ClearBridge Small Cap Growth 810.25K (0.98%) 0.00
Increased by 0.00%
Oct 31, 24
19 ClearBridge Small Cap Growth A 810.25K (0.98%) 0.00
Increased by 0.00%
Sep 30, 24
20 Fidelity® Capital Appreciation 789.40K (0.95%) -16.80K
Decreased by -2.13%
Nov 30, 23