Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CSD 5.64%
2 SMCO 4.26%
3 ADPV 3.52%
4 GLRY 3.34%
5 TSME 3.06%
6 GAST 2.67%
7 PTF 2.56%
8 SIXG 1.81%
9 FIVG 1.81%
10 RFV 1.81%
11 IDAT 1.53%
12 MPAY 1.30%
13 XITK 1.18%
14 XMVM 1.07%
15 PEXL 1.07%
16 XMMO 1.06%
17 IVES 1.05%
18 SHRT 1.05%
19 MSSM 0.89%
20 XSW 0.77%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 27.87M (12.09%) 79.58K
Increased by +0.29%
Dec 31, 24
2 BlackRock Inc 22.17M (9.62%) -1.89M
Decreased by -8.54%
Dec 31, 24
3 FMR Inc 12.41M (5.38%) 6.37M
Increased by +51.35%
Dec 31, 24
4 Neuberger Berman Group LLC 11.39M (4.94%) 2.16M
Increased by +18.99%
Dec 31, 24
5 State Street Corp 7.40M (3.21%) 349.34K
Increased by +4.72%
Dec 31, 24
6 State Street Corporation 7.00M (3.04%) 94.91K
Increased by +1.35%
Mar 31, 24
7 Greenlight Capital, Inc 6.36M (2.76%) 767.94K
Increased by +12.08%
Dec 31, 23
8 Dimensional Fund Advisors, Inc. 4.86M (2.11%) -1.17M
Decreased by -24.06%
Dec 31, 24
9 Westfield Capital Management Company, L.P. 4.61M (2.00%) 1.35M
Increased by +29.30%
Dec 31, 24
10 Jupiter Asset Management Limited 4.55M (1.97%) -6.23M
Decreased by -136.91%
Mar 31, 24
11 Geode Capital Management, LLC 3.87M (1.68%) 6.33K
Increased by +0.16%
Dec 31, 24
12 Arrowstreet Capital Limited Partnership 3.68M (1.60%) 2.03M
Increased by +55.21%
Dec 31, 24
13 Westfield Capital Management Company, LP 3.26M (1.41%) 1.25M
Increased by +38.48%
Sep 30, 24
14 Morgan Stanley - Brokerage Accounts 3.15M (1.37%) 306.55K
Increased by +9.73%
Dec 31, 24
15 GMT Capital Corp 2.97M (1.29%) 418.90K
Increased by +14.09%
Dec 31, 24
16 NORGES BANK 2.61M (1.13%) 260.25K
Increased by +9.96%
Dec 31, 23
17 Allspring Global Investments Holdings, LLC 2.56M (1.11%) -193.97K
Decreased by -7.57%
Dec 31, 24
18 Cooper Creek Partners Management LLC 2.45M (1.06%) 1.11M
Increased by +45.19%
Sep 30, 23
19 Amvescap Plc. 2.35M (1.02%) 669.10K
Increased by +28.52%
Dec 31, 24
20 Royce & Associates, LP 2.33M (1.01%) -312.60K
Decreased by -13.41%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 7.53M (3.27%) -24.30K
Decreased by -0.32%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 7.34M (3.18%) 21.78K
Increased by +0.30%
Mar 31, 25
3 Vanguard Small Cap Index 5.81M (2.52%) -123.90K
Decreased by -2.13%
Mar 31, 25
4 Fidelity Focused Stock 4.34M (1.88%) 847.24K
Increased by +19.50%
Mar 31, 25
5 Jupiter UK Special Situations L Inc 3.70M (1.61%) 0.00
Increased by 0.00%
Nov 30, 23
6 Vanguard Institutional Extnd Mkt Idx Tr 3.58M (1.55%) 52.04K
Increased by +1.45%
Mar 31, 25
7 Vanguard Information Technology ETF 3.21M (1.39%) 11.80K
Increased by +0.37%
Mar 31, 25
8 Hennessy Cornerstone Mid Cap 30 Inv 2.15M (0.93%) 267.20K
Increased by +12.44%
Sep 30, 24
9 Fidelity Worldwide 2.14M (0.93%) 452.17K
Increased by +21.14%
Mar 31, 25
10 Cortland Equity 2.13M (0.92%) 9.53K
Increased by +0.45%
Mar 31, 25
11 Vanguard Small Cap Value Index Inv 1.88M (0.82%) -2.02M
Decreased by -107.50%
Mar 31, 25
12 SPDR® S&P MIDCAP 400 ETF Trust 1.86M (0.81%) -18.56K
Decreased by -1.00%
Mar 31, 25
13 Fidelity Contrafund 1.85M (0.80%) 0.00
Increased by 0.00%
Mar 31, 25
14 SEI World Equity Ex-US A (SIIT) 1.70M (0.74%) 0.00
Increased by 0.00%
Apr 30, 24
15 Fidelity Select Enterprise Tech Svcs 1.69M (0.73%) 273.80K
Increased by +16.19%
Mar 31, 25
16 Vanguard Small Cap Growth Index Inv 1.63M (0.71%) 1.63M
Increased by +100.00%
Mar 31, 25
17 DFA US Small Cap Value I 1.62M (0.70%) -156.98K
Decreased by -9.72%
May 31, 24
18 Alliance Trust Ord 1.60M (0.69%) 0.00
Increased by 0.00%
Nov 30, 23
19 Neuberger Berman Sustainable Equity Inv 1.54M (0.67%) 797.46K
Increased by +51.73%
Mar 31, 25
20 Vanguard Strategic Equity Inv 1.54M (0.67%) 0.00
Increased by 0.00%
Mar 31, 25