Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LEND 8.06%
2 FINQ 2.74%
3 PFI 1.08%
4 BPAY 0.96%
5 DEEP 0.70%
6 DVP 0.70%
7 VFIN 0.55%
8 KOMP 0.41%
9 SQLV 0.36%
10 GIGE 0.35%
11 SEIS 0.35%
12 FSCC 0.35%
13 FYT 0.33%
14 OPTZ 0.31%
15 MILN 0.29%
16 FINX 0.26%
17 AVSC 0.25%
18 MMSC 0.22%
19 PRFZ 0.19%
20 SCDS 0.18%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.86M (10.71%) -171.93K
Decreased by -1.45%
Mar 31, 25
2 BlackRock Inc 9.26M (8.37%) 311.18K
Increased by +3.36%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 6.03M (5.45%) -85.81K
Decreased by -1.42%
Mar 31, 25
4 Wellington Management Company LLP 5.17M (4.67%) 1.37M
Increased by +26.47%
Mar 31, 25
5 RIMA MANAGEMENT, LLC 4.76M (4.30%) 3.23M
Increased by +67.89%
Mar 31, 25
6 Driehaus Capital Management LLC 3.90M (3.52%) 308.52K
Increased by +7.92%
Mar 31, 25
7 State Street Corporation 3.54M (3.20%) 41.86K
Increased by +1.18%
Mar 31, 24
8 State Street Corp 3.44M (3.11%) -2.34K
Decreased by -0.07%
Mar 31, 25
9 Geode Capital Management, LLC 2.66M (2.41%) 111.24K
Increased by +4.17%
Mar 31, 25
10 Millennium Management LLC 2.42M (2.18%) 1.61M
Increased by +66.47%
Sep 30, 24
11 Balyasny Asset Management LLC 2.14M (1.94%) 12.26K
Increased by +0.57%
Mar 31, 25
12 Long Focus Capital Management, LLC 2.03M (1.84%) 425.00K
Increased by +20.89%
Mar 31, 25
13 Jackson Square Partners, LLC 1.94M (1.75%) -905.13K
Decreased by -46.77%
Mar 31, 25
14 American Century Companies Inc 1.85M (1.67%) -47.79K
Decreased by -2.59%
Mar 31, 25
15 Nuveen Asset Management, LLC 1.84M (1.66%) 50.00K
Increased by +2.72%
Dec 31, 24
16 Point72 Asset Management, L.P. 1.55M (1.40%) 766.29K
Increased by +49.52%
Sep 30, 24
17 Arrowstreet Capital Limited Partnership 1.52M (1.37%) 933.68K
Increased by +61.33%
Dec 31, 24
18 Assenagon Asset Management SA 1.52M (1.37%) 828.96K
Increased by +54.61%
Sep 30, 24
19 SEI Investments Co 1.47M (1.33%) -215.19K
Decreased by -14.60%
Mar 31, 24
20 Verition Fund Managegment, LLC 1.30M (1.18%) 603.44K
Increased by +46.31%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.43M (3.10%) 87.70K
Increased by +2.55%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 3.34M (3.02%) 0.00
Increased by 0.00%
Sep 30, 24
3 iShares Russell 2000 ETF 2.78M (2.51%) 469.00
Increased by +0.02%
Apr 30, 25
4 Vanguard Small Cap Index 2.70M (2.44%) 18.53K
Increased by +0.69%
Apr 30, 25
5 Jackson Square - Smid-Cap Growth-Focus 1.97M (1.78%) 1.42M
Increased by +72.42%
Feb 28, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 1.75M (1.58%) 2.63K
Increased by +0.15%
Apr 30, 25
7 Vanguard Small Cap Value Index Inv 1.75M (1.58%) 5.49K
Increased by +0.31%
Apr 30, 25
8 DFA US Small Cap Value I 1.30M (1.17%) 49.17K
Increased by +3.78%
Mar 31, 25
9 Avantis US Small Cap Value ETF 1.27M (1.15%) 0.00
Increased by 0.00%
Apr 30, 25
10 Jackson Square SMID Cap Growth CIT Fdrs 1.24M (1.12%) -99.18K
Decreased by -7.98%
Mar 31, 24
11 CREF Stock R1 1.12M (1.01%) -159.53K
Decreased by -14.29%
Feb 28, 25
12 Fidelity Small Cap Index 1.10M (0.99%) 6.25K
Increased by +0.57%
Feb 28, 25
13 iShares Russell 2000 Value ETF 1.04M (0.94%) -3.54K
Decreased by -0.34%
Apr 30, 25
14 Fidelity® Small Cap Index 1.03M (0.93%) 30.40K
Increased by +2.94%
Oct 31, 23
15 CREF Stock R3 1.02M (0.92%) -94.10K
Decreased by -9.20%
Mar 31, 25
16 SPDR® S&P Kensho New Economies Comps ETF 894.76K (0.81%) 0.00
Increased by 0.00%
Apr 30, 25
17 BlackRock Global Equity Mkt Netrl Instl 802.06K (0.72%) -30.62K
Decreased by -3.82%
Apr 30, 25
18 DFA US Targeted Value I 793.57K (0.72%) 8.72K
Increased by +1.10%
Mar 31, 25
19 Jackson Square - Small-Cap Opportunities 772.13K (0.70%) 0.00
Increased by 0.00%
Jul 31, 24
20 Fidelity Small Cap Growth 688.70K (0.62%) 0.00
Increased by 0.00%
Jan 31, 25