Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TMFM 4.37%
2 TMFS 3.58%
3 RJMG 2.62%
4 PTH 2.40%
5 FFLS 2.20%
6 XHS 1.86%
7 NSCS 1.75%
8 MEDI 1.65%
9 FINX 1.45%
10 TSME 1.40%
11 SMCO 1.38%
12 IHF 1.19%
13 BOUT 1.05%
14 EQWM 1.00%
15 PFUT 0.99%
16 FDLS 0.97%
17 DTEC 0.93%
18 SMCP 0.92%
19 FPX 0.90%
20 JHSC 0.67%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wealthfront Advisers LLC 107.39M (127.03%) 107.39M
Increased by +100.00%
Dec 31, 24
2 BlackRock Inc 10.72M (12.69%) -144.12K
Decreased by -1.34%
Jun 30, 25
3 Vanguard Group Inc 8.50M (10.06%) -319.13K
Decreased by -3.75%
Jun 30, 25
4 Wasatch Advisors Inc. 7.27M (8.60%) 139.45K
Increased by +1.92%
Sep 30, 23
5 Wasatch Advisors LP 6.10M (7.22%) -1.13M
Decreased by -18.57%
Jun 30, 25
6 FMR Inc 5.04M (5.96%) 54.80K
Increased by +1.09%
Jun 30, 25
7 State Street Corp 3.18M (3.77%) -95.85K
Decreased by -3.01%
Jun 30, 25
8 State Street Corporation 3.05M (3.61%) 96.92K
Increased by +3.17%
Mar 31, 24
9 Amvescap Plc. 2.37M (2.80%) -80.34K
Decreased by -3.40%
Jun 30, 25
10 Geode Capital Management, LLC 2.15M (2.54%) 4.39K
Increased by +0.20%
Jun 30, 25
11 William Blair Investment Management, LLC 1.78M (2.11%) -862.33K
Decreased by -48.37%
Dec 31, 23
12 Brown Advisory Holdings Inc 1.63M (1.92%) -305.91K
Decreased by -18.80%
Jun 30, 25
13 Dimensional Fund Advisors, Inc. 1.52M (1.80%) -12.52K
Decreased by -0.82%
Jun 30, 25
14 Millennium Management LLC 1.50M (1.78%) 554.09K
Increased by +36.91%
Dec 31, 24
15 Morgan Stanley - Brokerage Accounts 1.40M (1.66%) -3.13K
Decreased by -0.22%
Jun 30, 25
16 Franklin Resources Inc 1.39M (1.65%) 37.23K
Increased by +2.67%
Mar 31, 25
17 ClearBridge Advisors, LLC 1.32M (1.56%) -531.71K
Decreased by -40.24%
Jun 30, 25
18 Mackenzie Investments 1.27M (1.50%) -399.41K
Decreased by -31.52%
Jun 30, 25
19 Westfield Capital Management Company, L.P. 1.27M (1.50%) 701.82K
Increased by +55.47%
Jun 30, 25
20 Citadel Advisors Llc 1.21M (1.43%) 777.15K
Increased by +64.21%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 2.82M (3.34%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard US Total Market Shares ETF 2.76M (3.27%) 2.14K
Increased by +0.08%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 2.59M (3.07%) -54.70K
Decreased by -2.11%
Jul 31, 25
4 iShares Russell 2000 ETF 2.06M (2.44%) 0.00
Increased by 0.00%
Aug 31, 25
5 Vanguard Small Cap Index 2.00M (2.36%) -13.36K
Decreased by -0.67%
Jul 31, 25
6 Wasatch Core Growth 1.61M (1.90%) -447.70K
Decreased by -27.82%
Jun 30, 25
7 VIP Growth Initial 1.14M (1.35%) 0.00
Increased by 0.00%
Nov 30, 23
8 Vanguard Small Cap Growth Index Inv 1.12M (1.33%) -2.85K
Decreased by -0.25%
Jul 31, 25
9 Fidelity Advisor® Equity Growth I 1.04M (1.23%) 17.60K
Increased by +1.69%
Nov 30, 23
10 JPM US Small Cap Core-Composite 968.38K (1.15%) -146.79K
Decreased by -15.16%
Dec 31, 23
11 Fidelity Advisor Equity Growth I 933.43K (1.10%) 0.00
Increased by 0.00%
Jul 31, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 931.64K (1.10%) -404.47K
Decreased by -43.42%
Jul 31, 25
13 Van Berkom Sm-Cap Eq 926.43K (1.10%) 926.43K
Increased by +100.00%
Jun 30, 24
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 856.14K (1.01%) -13.40K
Decreased by -1.56%
Jun 30, 25
16 Fidelity VIP Growth Initial 827.50K (0.98%) 0.00
Increased by 0.00%
Jul 31, 25
17 Fidelity® Small Cap Index 810.61K (0.96%) 22.17K
Increased by +2.74%
Oct 31, 23
18 ClearBridge Small Cap Growth 810.25K (0.96%) 0.00
Increased by 0.00%
Oct 31, 24
19 ClearBridge Small Cap Growth A 810.25K (0.96%) 0.00
Increased by 0.00%
Sep 30, 24
20 Fidelity® Capital Appreciation 789.40K (0.93%) -16.80K
Decreased by -2.13%
Nov 30, 23