Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WAR 4.44%
2 CSD 4.18%
3 GLRY 3.34%
4 GAST 3.05%
5 TSME 2.99%
6 PTF 2.57%
7 ADPV 2.55%
8 SMCO 2.42%
9 BOUT 1.99%
10 RSMC 1.87%
11 RFV 1.81%
12 MPAY 1.30%
13 SIXG 1.29%
14 FIVG 1.29%
15 XMVM 1.07%
16 IDAT 1.06%
17 IVES 1.05%
18 CLSE 1.00%
19 ROE 0.94%
20 PEXL 0.84%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 29.60M (12.99%) 4.67M
Increased by +15.78%
Jun 30, 25
2 Vanguard Group Inc 26.57M (11.66%) -504.25K
Decreased by -1.90%
Jun 30, 25
3 BlackRock Inc 22.85M (10.03%) 740.01K
Increased by +3.24%
Jun 30, 25
4 Neuberger Berman Group LLC 12.34M (5.42%) -384.38K
Decreased by -3.11%
Jun 30, 25
5 State Street Corp 7.44M (3.26%) -112.49K
Decreased by -1.51%
Jun 30, 25
6 State Street Corporation 7.00M (3.07%) 94.91K
Increased by +1.35%
Mar 31, 24
7 Greenlight Capital, Inc 6.36M (2.79%) 767.94K
Increased by +12.08%
Dec 31, 23
8 Jupiter Asset Management Limited 4.55M (2.00%) -6.23M
Decreased by -136.91%
Mar 31, 24
9 Dimensional Fund Advisors, Inc. 4.43M (1.94%) 136.09K
Increased by +3.07%
Jun 30, 25
10 Geode Capital Management, LLC 4.28M (1.88%) 203.99K
Increased by +4.77%
Jun 30, 25
11 Arrowstreet Capital Limited Partnership 3.74M (1.64%) -61.76K
Decreased by -1.65%
Jun 30, 25
12 Westfield Capital Management Company, LP 3.26M (1.43%) 1.25M
Increased by +38.48%
Sep 30, 24
13 GMT Capital Corp 3.16M (1.39%) -527.80K
Decreased by -16.68%
Jun 30, 25
14 NORGES BANK 2.61M (1.15%) 260.25K
Increased by +9.96%
Dec 31, 23
15 Cooper Creek Partners Management LLC 2.45M (1.07%) 1.11M
Increased by +45.19%
Sep 30, 23
16 Westfield Capital Management Company, L.P. 2.38M (1.04%) -536.61K
Decreased by -22.59%
Jun 30, 25
17 Renaissance Technologies Corp 2.22M (0.97%) -547.80K
Decreased by -24.70%
Sep 30, 24
18 Hennessy Advisors, Inc. 2.15M (0.94%) 267.20K
Increased by +12.44%
Sep 30, 24
19 Deutsche Bank AG 2.15M (0.94%) 1.05M
Increased by +48.95%
Dec 31, 24
20 Jacobs Levy Equity Management, Inc. 2.07M (0.91%) 36.05K
Increased by +1.74%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 7.57M (3.32%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard Total Stock Mkt Idx Inv 7.32M (3.21%) -154.69K
Decreased by -2.11%
Jul 31, 25
3 Vanguard Small Cap Index 5.65M (2.48%) -36.85K
Decreased by -0.65%
Jul 31, 25
4 Fidelity Focused Stock 4.21M (1.85%) -321.00K
Decreased by -7.63%
Jul 31, 25
5 Jupiter UK Special Situations L Inc 3.70M (1.62%) 0.00
Increased by 0.00%
Nov 30, 23
6 Vanguard Information Technology ETF 3.29M (1.44%) 33.52K
Increased by +1.02%
Jul 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 2.50M (1.10%) -1.09M
Decreased by -43.53%
Jul 31, 25
8 Fidelity US Focused Stock B 2.47M (1.08%) 0.00
Increased by 0.00%
Jun 30, 25
9 Strategic Advisers Fidelity US TtlStk 2.33M (1.02%) 209.03K
Increased by +8.99%
Jul 31, 25
10 Fidelity Contrafund 2.27M (1.00%) -230.60K
Decreased by -10.16%
Jul 31, 25
11 Hennessy Cornerstone Mid Cap 30 Inv 2.15M (0.94%) 267.20K
Increased by +12.44%
Sep 30, 24
12 Cortland Equity 2.13M (0.94%) 9.53K
Increased by +0.45%
Mar 31, 25
13 Fidelity Worldwide 2.09M (0.92%) -151.00K
Decreased by -7.23%
Jul 31, 25
14 Neuberger Berman Quality Equity Inv 1.93M (0.85%) 385.44K
Increased by +20.00%
Jul 31, 25
15 Vanguard Small Cap Value Index Inv 1.82M (0.80%) 4.45K
Increased by +0.24%
Jul 31, 25
16 SPDR® S&P MIDCAP 400 ETF Trust 1.78M (0.78%) -44.59K
Decreased by -2.50%
Jul 31, 25
17 SEI World Equity Ex-US A (SIIT) 1.70M (0.75%) 0.00
Increased by 0.00%
Apr 30, 24
18 Fidelity VIP Mid Cap Initial 1.62M (0.71%) 0.00
Increased by 0.00%
Jul 31, 25
19 DFA US Small Cap Value I 1.62M (0.71%) -156.98K
Decreased by -9.72%
May 31, 24
20 Alliance Trust Ord 1.60M (0.70%) 0.00
Increased by 0.00%
Nov 30, 23