Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NRSH 5.12%
2 FMTM 3.27%
3 NBSM 2.34%
4 XTN 2.29%
5 PJFM 2.24%
6 QVAL 2.13%
7 EHLS 1.95%
8 AIRR 1.82%
9 NSCS 1.48%
10 XMVM 1.15%
11 TAX 1.13%
12 XMLV 1.12%
13 RFG 1.04%
14 LSAF 1.02%
15 LOHA 1.01%
16 DVLU 0.96%
17 IYT 0.95%
18 FXR 0.91%
19 XMMO 0.87%
20 FTXR 0.84%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.43M (10.22%) -239.54K
Decreased by -4.41%
Dec 31, 25
2 BlackRock Inc 5.28M (9.93%) -289.70K
Decreased by -5.49%
Mar 31, 26
3 The Goldman Sachs Group Inc 2.83M (5.32%) 215.85K
Increased by +7.63%
Mar 31, 26
4 Morgan Stanley - Brokerage Accounts 2.67M (5.03%) -114.21K
Decreased by -4.28%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 2.66M (5.01%) 2.66M
Increased by +100.00%
Mar 31, 26
6 Dimensional Fund Advisors, Inc. 2.62M (4.93%) 133.03K
Increased by +5.08%
Mar 31, 26
7 Vanguard Capital Management, LLC 2.41M (4.53%) 2.41M
Increased by +100.00%
Mar 31, 26
8 Select Equity Group LP 2.17M (4.08%) 211.23K
Increased by +9.75%
Jun 30, 25
9 Neuberger Berman Group LLC 1.74M (3.27%) -435.94K
Decreased by -25.12%
Mar 31, 26
10 State Street Corporation 1.69M (3.19%) 26.40K
Increased by +1.56%
Mar 31, 24
11 State Street Corp 1.64M (3.09%) 40.02K
Increased by +2.44%
Mar 31, 26
12 Wellington Management Company LLP 1.58M (2.97%) -356.65K
Decreased by -22.64%
Mar 31, 26
13 King Luther Capital Management Corp 1.56M (2.94%) -56.31K
Decreased by -3.61%
Mar 31, 26
14 First Trust Advisors L.P. 1.40M (2.64%) -851.95K
Decreased by -60.65%
Mar 31, 26
15 AllianceBernstein L.P. 1.12M (2.10%) -379.71K
Decreased by -34.03%
Mar 31, 26
16 Geode Capital Management, LLC 1.02M (1.92%) 45.17K
Increased by +4.42%
Mar 31, 26
17 American Century Companies Inc 928.70K (1.75%) 263.22K
Increased by +28.34%
Mar 31, 26
18 Hood River Capital Management LLC 925.54K (1.74%) 113.25K
Increased by +12.24%
Sep 30, 24
19 Millennium Management LLC 839.66K (1.58%) 436.74K
Increased by +52.01%
Sep 30, 25
20 Fidelity International Ltd 824.30K (1.55%) -821.30K
Decreased by -99.64%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.85M (3.48%) 3.16K
Increased by +0.17%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 1.84M (3.46%) 348.00
Increased by +0.02%
May 29, 26
3 Vanguard Total Stock Mkt Idx Inv 1.71M (3.22%) 10.07K
Increased by +0.59%
Apr 30, 26
4 Neuberger Berman Genesis Inv 1.40M (2.63%) -53.53K
Decreased by -3.83%
Jun 30, 25
5 First Trust RBA Amer Indl RenaisTM ETF 1.37M (2.58%) 833.00
Increased by +0.06%
May 31, 26
6 Eaton Vance Atlanta Capital SMID-Cap I 1.29M (2.43%) -121.71K
Decreased by -9.43%
Apr 30, 26
7 Vanguard Small Cap Index 1.24M (2.33%) -2.37K
Decreased by -0.19%
Apr 30, 26
8 Vanguard Explorer Inv 1.15M (2.17%) -264.71K
Decreased by -22.95%
Mar 31, 26
9 Neuberger Genesis Inv 963.50K (1.81%) -290.71K
Decreased by -30.17%
Mar 31, 26
10 Vanguard Small Cap Value Index Inv 793.84K (1.49%) 5.65K
Increased by +0.71%
Apr 30, 26
11 Avantis US Small Cap Value ETF 775.95K (1.46%) 0.00
Increased by 0.00%
May 30, 26
12 DFA US Small Cap Value I 703.05K (1.32%) 0.00
Increased by 0.00%
Apr 30, 26
13 Vanguard Institutional Extnd Mkt Idx Tr 612.13K (1.15%) 6.42K
Increased by +1.05%
Apr 30, 26
14 Strategic Advisers Fidelity US TtlStk 559.05K (1.05%) 45.86K
Increased by +8.20%
Jul 31, 25
15 GS Global CORE Eq I Inc USD Snap 530.53K (1.00%) 44.38K
Increased by +8.37%
Mar 31, 26
16 Janus Henderson Small Cap Value L 491.28K (0.92%) -13.55K
Decreased by -2.76%
May 31, 24
17 T. Rowe Price Integrated US SmCapGrEq 456.87K (0.86%) 313.07K
Increased by +68.52%
Dec 31, 24
18 Fidelity® Mid-Cap Stock 441.04K (0.83%) 0.00
Increased by 0.00%
Nov 30, 23
19 Fidelity Mid-Cap Stock 439.07K (0.83%) -1.97K
Decreased by -0.45%
Jan 31, 24
20 SPDR® S&P MIDCAP 400 ETF Trust 429.73K (0.81%) -10.75K
Decreased by -2.50%
Jul 31, 25