Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CSD 4.25%
2 ADPV 3.52%
3 SMCO 3.39%
4 GLRY 3.34%
5 TSME 2.91%
6 GAST 2.77%
7 PTF 2.23%
8 RFV 1.81%
9 SIXG 1.56%
10 FIVG 1.56%
11 IDAT 1.31%
12 MPAY 1.30%
13 XMVM 1.07%
14 XITK 1.06%
15 IVES 1.05%
16 PEXL 0.95%
17 XMMO 0.91%
18 MSSM 0.84%
19 PAMC 0.76%
20 XSW 0.69%

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 7.60M (3.30%) 13.32K
Increased by +0.18%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 7.31M (3.17%) 27.88K
Increased by +0.38%
Feb 28, 25
3 Vanguard Small Cap Index 5.93M (2.57%) 4.83K
Increased by +0.08%
Feb 28, 25
4 Vanguard Small Cap Value Index Inv 3.91M (1.69%) -13.70K
Decreased by -0.35%
Feb 28, 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 3.53M (1.53%) 7.40K
Increased by +0.21%
Feb 28, 25
7 Fidelity Focused Stock 3.50M (1.52%) 2.09M
Increased by +59.68%
Feb 28, 25
8 Vanguard Information Technology ETF 3.19M (1.39%) -588.01K
Decreased by -18.41%
Feb 28, 25
9 Hennessy Cornerstone Mid Cap 30 Inv 2.15M (0.93%) 267.20K
Increased by +12.44%
Sep 30, 24
10 Cortland Equity 2.12M (0.92%) -27.62K
Decreased by -1.30%
Dec 31, 24
11 SPDR® S&P MIDCAP 400 ETF Trust 1.88M (0.81%) 17.86K
Increased by +0.95%
Feb 28, 25
12 Fidelity Contrafund 1.85M (0.80%) 0.00
Increased by 0.00%
Feb 28, 25
13 SEI World Equity Ex-US A (SIIT) 1.70M (0.74%) 0.00
Increased by 0.00%
Apr 30, 24
14 Fidelity Worldwide 1.69M (0.73%) 936.04K
Increased by +55.49%
Feb 28, 25
15 DFA US Small Cap Value I 1.62M (0.70%) -156.98K
Decreased by -9.72%
May 31, 24
16 Alliance Trust Ord 1.60M (0.69%) 0.00
Increased by 0.00%
Nov 30, 23
17 Vanguard Strategic Equity Inv 1.54M (0.67%) 0.00
Increased by 0.00%
Dec 31, 24
18 Fidelity Select Enterprise Tech Svcs 1.42M (0.61%) -64.50K
Decreased by -4.55%
Feb 28, 25
19 State St Russell Sm/Mid Cp® Indx NL Cl C 1.38M (0.60%) 0.00
Increased by 0.00%
Feb 28, 25
20 Fidelity Small Cap Growth 1.37M (0.60%) 0.00
Increased by 0.00%
Jan 31, 25