Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NRSH 7.13%
2 XTN 3.00%
3 TXSS 2.83%
4 AIRR 2.73%
5 NBSM 2.43%
6 EHLS 1.95%
7 NSCS 1.52%
8 RFG 1.16%
9 XMVM 1.15%
10 XMLV 1.12%
11 FXR 1.07%
12 FTXR 1.06%
13 DVLU 0.96%
14 LSAF 0.94%
15 XMMO 0.87%
16 BUL 0.77%
17 TPOR 0.77%
18 LSEQ 0.69%
19 CZA 0.53%
20 DFSV 0.53%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.79M (9.73%) -276.98K
Decreased by -4.78%
Mar 31, 25
2 BlackRock Inc 5.01M (8.42%) -132.56K
Decreased by -2.65%
Mar 31, 25
3 Morgan Stanley - Brokerage Accounts 3.37M (5.65%) 564.63K
Increased by +16.77%
Mar 31, 25
4 Neuberger Berman Group LLC 2.50M (4.20%) -687.58K
Decreased by -27.48%
Mar 31, 25
5 Dimensional Fund Advisors, Inc. 2.37M (3.98%) -8.20K
Decreased by -0.35%
Mar 31, 25
6 Select Equity Group LP 1.95M (3.28%) 389.00K
Increased by +19.90%
Mar 31, 25
7 Wellington Management Company LLP 1.76M (2.96%) -1.70K
Decreased by -0.10%
Mar 31, 25
8 State Street Corp 1.71M (2.88%) 5.91K
Increased by +0.35%
Mar 31, 25
9 State Street Corporation 1.69M (2.84%) 26.40K
Increased by +1.56%
Mar 31, 24
10 King Luther Capital Management Corp 1.51M (2.54%) -40.96K
Decreased by -2.71%
Mar 31, 25
11 AllianceBernstein L.P. 1.34M (2.25%) -8.50K
Decreased by -0.64%
Dec 31, 24
12 Jennison Associates LLC 1.30M (2.18%) 107.24K
Increased by +8.25%
Mar 31, 25
13 FMR Inc 1.05M (1.77%) -83.52K
Decreased by -7.95%
Dec 31, 24
14 Geode Capital Management, LLC 991.02K (1.66%) 36.23K
Increased by +3.66%
Mar 31, 25
15 Citadel Advisors Llc 959.91K (1.61%) -331.52K
Decreased by -34.54%
Sep 30, 23
16 Hood River Capital Management LLC 925.54K (1.55%) 113.25K
Increased by +12.24%
Sep 30, 24
17 Encompass Capital Advisors LLC 925.36K (1.55%) 225.00K
Increased by +24.31%
Mar 31, 25
18 Vaughan Nelson Scarbrgh & Mccullough LP 896.26K (1.51%) 157.88K
Increased by +17.62%
Mar 31, 24
19 First Trust Advisors L.P. 876.29K (1.47%) 359.77K
Increased by +41.06%
Dec 31, 24
20 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 872.11K (1.47%) 117.32K
Increased by +13.45%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Eaton Vance Atlanta Capital SMID-Cap I 2.09M (3.50%) 0.00
Increased by 0.00%
Mar 31, 25
2 iShares Core S&P Mid-Cap ETF 1.86M (3.12%) -6.00K
Decreased by -0.32%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 1.85M (3.10%) 3.16K
Increased by +0.17%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.83M (3.08%) 22.01K
Increased by +1.20%
Apr 30, 25
5 Vanguard Explorer Inv 1.69M (2.85%) 78.50K
Increased by +4.63%
Mar 31, 25
6 Neuberger Berman Genesis Inv 1.45M (2.44%) -429.66K
Decreased by -29.60%
Mar 31, 25
7 Vanguard Small Cap Index 1.43M (2.41%) 8.80K
Increased by +0.61%
Apr 30, 25
8 Vanguard Small Cap Value Index Inv 927.11K (1.56%) 2.93K
Increased by +0.32%
Apr 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 888.07K (1.49%) 4.29K
Increased by +0.48%
Apr 30, 25
10 First Trust RBA Amer Indl RenaisTM ETF 840.27K (1.41%) 0.00
Increased by 0.00%
Apr 30, 25
11 DFA US Small Cap Value I 696.30K (1.17%) 12.78K
Increased by +1.83%
Mar 31, 25
12 Hood River Small-Cap Growth Instl 527.34K (0.89%) 95.68K
Increased by +18.14%
Sep 30, 24
13 Janus Henderson Small Cap Value L 491.28K (0.83%) -13.55K
Decreased by -2.76%
May 31, 24
14 T. Rowe Price Integrated US SmCapGrEq 456.87K (0.77%) 313.07K
Increased by +68.52%
Dec 31, 24
15 SPDR® S&P MIDCAP 400 ETF Trust 453.26K (0.76%) -5.04K
Decreased by -1.11%
Apr 30, 25
16 Fidelity® Mid-Cap Stock 441.04K (0.74%) 0.00
Increased by 0.00%
Nov 30, 23
17 Fidelity Mid-Cap Stock 439.07K (0.74%) -1.97K
Decreased by -0.45%
Jan 31, 24
18 Jennison SMid Cap Core Equity 437.35K (0.73%) 0.00
Increased by 0.00%
Mar 31, 25
19 PGIM Jennison Small Company A 437.35K (0.73%) 0.00
Increased by 0.00%
Apr 30, 25
20 Putnam Small Cap Growth A 400.25K (0.67%) 35.40K
Increased by +8.84%
Apr 30, 25