Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RJMG 2.62%
2 FINX 1.93%
3 BOUT 1.83%
4 XHS 1.73%
5 NSCS 1.65%
6 TSME 1.61%
7 IHF 1.17%
8 FDLS 1.17%
9 MEDI 1.11%
10 EQWM 1.00%
11 PFUT 0.99%
12 FPX 0.92%
13 SMCP 0.92%
14 DTEC 0.91%
15 MMSC 0.82%
16 SCDS 0.74%
17 VTWG 0.71%
18 JHSC 0.67%
19 IVOG 0.65%
20 RFG 0.64%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wealthfront Advisers LLC 107.39M (126.29%) 107.39M
Increased by +100.00%
Dec 31, 24
2 BlackRock Inc 10.98M (12.91%) 37.82K
Increased by +0.34%
Dec 31, 24
3 Vanguard Group Inc 8.98M (10.56%) 99.62K
Increased by +1.11%
Dec 31, 24
4 Wasatch Advisors LP 7.51M (8.84%) -245.15K
Decreased by -3.26%
Dec 31, 24
5 Wasatch Advisors Inc. 7.27M (8.55%) 139.45K
Increased by +1.92%
Sep 30, 23
6 FMR Inc 5.42M (6.37%) 125.68K
Increased by +2.32%
Dec 31, 24
7 Mackenzie Investments 3.87M (4.55%) 1.51M
Increased by +39.09%
Dec 31, 24
8 State Street Corp 3.26M (3.84%) 130.45K
Increased by +4.00%
Dec 31, 24
9 State Street Corporation 3.05M (3.59%) 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 (2.45%) 224.02K
Increased by +10.74%
Dec 31, 24
12 ClearBridge Advisors, LLC 2.06M (2.42%) -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 (1.91%) 12.43K
Increased by +0.76%
Dec 31, 24
15 Dimensional Fund Advisors, Inc. 1.58M (1.86%) 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 (1.50%) -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 (1.31%) 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 2.84M (3.34%) 2.14K
Increased by +0.08%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 2.75M (3.24%) 1.58K
Increased by +0.06%
Feb 28, 25
3 Vanguard Small Cap Index 2.23M (2.62%) 1.85K
Increased by +0.08%
Feb 28, 25
4 iShares Russell 2000 ETF 2.21M (2.60%) -25.99K
Decreased by -1.18%
Feb 28, 25
5 Wasatch Core Growth 2.09M (2.46%) -32.14K
Decreased by -1.54%
Dec 31, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 1.33M (1.56%) 3.93K
Increased by +0.30%
Feb 28, 25
7 Vanguard Small Cap Growth Index Inv 1.25M (1.47%) -5.37K
Decreased by -0.43%
Feb 28, 25
8 VIP Growth Initial 1.14M (1.34%) 0.00
Increased by 0.00%
Nov 30, 23
9 Fidelity Advisor Equity Growth I 1.13M (1.33%) 0.00
Increased by 0.00%
Jan 31, 25
10 Fidelity VIP Growth Initial 1.05M (1.23%) 0.00
Increased by 0.00%
Jan 31, 25
11 Fidelity Advisor® Equity Growth I 1.04M (1.23%) 17.60K
Increased by +1.69%
Nov 30, 23
12 JPM US Small Cap Core-Composite 968.38K (1.14%) -146.79K
Decreased by -15.16%
Dec 31, 23
13 Van Berkom Sm-Cap Eq 926.43K (1.09%) 926.43K
Increased by +100.00%
Jun 30, 24
14 Vanguard Explorer Inv 887.56K (1.04%) -160.56K
Decreased by -18.09%
Dec 31, 24
15 Canada Life US Small-Mid Cap Growth A 879.66K (1.03%) 0.00
Increased by 0.00%
Jan 31, 25
16 Wasatch Small Cap Growth Investor 876.12K (1.03%) -146.25K
Decreased by -16.69%
Dec 31, 24
17 Fidelity Small Cap Index 861.65K (1.01%) 4.90K
Increased by +0.57%
Dec 31, 24
18 Canada Life US Small-Mid Cap Growth F 838.41K (0.99%) 0.00
Increased by 0.00%
Dec 31, 23
19 Fidelity® Small Cap Index 810.61K (0.95%) 22.17K
Increased by +2.74%
Oct 31, 23
20 ClearBridge Small Cap Growth 810.25K (0.95%) 0.00
Increased by 0.00%
Oct 31, 24