Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LEND 8.06%
2 FINQ 2.74%
3 BPAY 2.08%
4 PFI 1.60%
5 VAMO 0.97%
6 SVAL 0.76%
7 DEEP 0.70%
8 DVP 0.70%
9 VFIN 0.55%
10 FSCC 0.46%
11 FYT 0.43%
12 KOMP 0.43%
13 MILN 0.42%
14 TFNS 0.37%
15 SQLV 0.36%
16 GIGE 0.35%
17 SEIS 0.35%
18 FINX 0.33%
19 OPTZ 0.28%
20 AVSC 0.23%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.66M (11.06%) -193.50K
Decreased by -1.66%
Jun 30, 25
2 BlackRock Inc 9.16M (8.69%) -102.47K
Decreased by -1.12%
Jun 30, 25
3 Wellington Management Company LLP 6.70M (6.35%) 1.53M
Increased by +22.86%
Jun 30, 25
4 Dimensional Fund Advisors, Inc. 6.07M (5.75%) 34.10K
Increased by +0.56%
Jun 30, 25
5 RIMA MANAGEMENT, LLC 5.88M (5.58%) 1.12M
Increased by +19.00%
Jun 30, 25
6 Driehaus Capital Management LLC 3.98M (3.78%) 85.89K
Increased by +2.16%
Jun 30, 25
7 State Street Corporation 3.54M (3.36%) 41.86K
Increased by +1.18%
Mar 31, 24
8 State Street Corp 3.35M (3.18%) -88.11K
Decreased by -2.63%
Jun 30, 25
9 Geode Capital Management, LLC 2.70M (2.56%) 34.22K
Increased by +1.27%
Jun 30, 25
10 Citadel Advisors Llc 2.20M (2.08%) 435.59K
Increased by +19.82%
Jun 30, 25
11 Long Focus Capital Management, LLC 2.01M (1.91%) -24.00K
Decreased by -1.19%
Jun 30, 25
12 Nuveen, LLC 1.99M (1.89%) 412.25K
Increased by +20.67%
Jun 30, 25
13 Jackson Square Partners, LLC 1.94M (1.84%) -905.13K
Decreased by -46.77%
Mar 31, 25
14 Nuveen Asset Management, LLC 1.84M (1.74%) 50.00K
Increased by +2.72%
Dec 31, 24
15 Balyasny Asset Management LLC 1.76M (1.67%) -385.49K
Decreased by -21.93%
Jun 30, 25
16 American Century Companies Inc 1.74M (1.65%) -111.69K
Decreased by -6.43%
Jun 30, 25
17 Point72 Asset Management, L.P. 1.55M (1.47%) 766.29K
Increased by +49.52%
Sep 30, 24
18 Arrowstreet Capital Limited Partnership 1.52M (1.44%) 933.68K
Increased by +61.33%
Dec 31, 24
19 Assenagon Asset Management SA 1.52M (1.44%) 828.96K
Increased by +54.61%
Sep 30, 24
20 SEI Investments Co 1.47M (1.40%) -215.19K
Decreased by -14.60%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.36M (3.19%) -74.52K
Decreased by -2.22%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 3.34M (3.17%) 0.00
Increased by 0.00%
Sep 30, 24
3 iShares Russell 2000 ETF 2.76M (2.62%) 0.00
Increased by 0.00%
Aug 31, 25
4 Vanguard Small Cap Index 2.64M (2.50%) -5.39K
Decreased by -0.20%
Jul 31, 25
5 Jackson Square - Smid-Cap Growth-Focus 1.89M (1.79%) -20.61K
Decreased by -1.09%
May 31, 25
6 Vanguard Small Cap Value Index Inv 1.70M (1.61%) 7.21K
Increased by +0.42%
Jul 31, 25
7 DFA US Small Cap Value I 1.34M (1.27%) 0.00
Increased by 0.00%
Jul 31, 25
8 Avantis US Small Cap Value ETF 1.33M (1.26%) 10.68K
Increased by +0.80%
Aug 30, 25
9 Jackson Square SMID Cap Growth CIT Fdrs 1.24M (1.18%) -99.18K
Decreased by -7.98%
Mar 31, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 1.23M (1.17%) -539.68K
Decreased by -43.76%
Jul 31, 25
11 Fidelity Small Cap Index 1.14M (1.08%) 14.81K
Increased by +1.30%
Jun 30, 25
12 CREF Stock R1 1.12M (1.06%) -159.53K
Decreased by -14.29%
Feb 28, 25
13 CREF Stock R3 1.04M (0.99%) 0.00
Increased by 0.00%
Jul 31, 25
14 Fidelity® Small Cap Index 1.03M (0.98%) 30.40K
Increased by +2.94%
Oct 31, 23
15 iShares Russell 2000 Value ETF 999.97K (0.95%) 0.00
Increased by 0.00%
Aug 31, 25
16 BlackRock Global Equity Mkt Netrl Instl 802.06K (0.76%) 0.00
Increased by 0.00%
Jun 30, 25
17 DFA US Targeted Value I 793.57K (0.75%) 0.00
Increased by 0.00%
Jul 31, 25
18 Jackson Square - Small-Cap Opportunities 772.13K (0.73%) 0.00
Increased by 0.00%
Jul 31, 24
19 SPDR® S&P Kensho New Economies Comps ETF 744.79K (0.71%) 0.00
Increased by 0.00%
Aug 29, 25
20 Dimensional US Targeted Value ETF 692.65K (0.66%) 0.00
Increased by 0.00%
Aug 29, 25