Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LFSC 6.74%
2 XHE 2.19%
3 JPSV 1.26%
4 HART 0.60%
5 QQQS 0.52%
6 AGNG 0.43%
7 BOUT 0.39%
8 LNGR 0.39%
9 SIXL 0.37%
10 FSCC 0.36%
11 AVSC 0.36%
12 SMDY 0.36%
13 IHI 0.35%
14 PSC 0.33%
15 PAMC 0.31%
16 EES 0.29%
17 PINK 0.28%
18 AFMC 0.28%
19 SEIS 0.24%
20 IWN 0.23%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.31M (13.44%) 10.65K
Increased by +0.15%
Mar 31, 25
2 PRIMECAP Management Company 4.64M (8.53%) 32.94K
Increased by +0.71%
Jun 30, 25
3 Vanguard Group Inc 2.45M (4.51%) -211.94K
Decreased by -8.63%
Jun 30, 25
4 State Street Corp 2.10M (3.86%) -950.00
Decreased by -0.05%
Mar 31, 25
5 Capital Research Global Investors 2.08M (3.82%) 465.61K
Increased by +22.40%
Mar 31, 25
6 Millennium Management LLC 2.07M (3.80%) -983.66K
Decreased by -47.63%
Mar 31, 25
7 State Street Corporation 2.00M (3.67%) 11.15K
Increased by +0.56%
Mar 31, 24
8 Dimensional Fund Advisors, Inc. 1.61M (2.97%) 282.33K
Increased by +17.49%
Jun 30, 25
9 AQR Capital Management LLC 1.57M (2.89%) 829.12K
Increased by +52.77%
Mar 31, 25
10 AllianceBernstein L.P. 1.54M (2.84%) 44.51K
Increased by +2.88%
Dec 31, 23
11 Geode Capital Management, LLC 1.41M (2.59%) 73.94K
Increased by +5.24%
Mar 31, 25
12 Barrow Hanley Mewhinney & Strauss LLC 1.30M (2.38%) -1.06M
Decreased by -82.21%
Jun 30, 24
13 Wellington Management Company LLP 1.28M (2.35%) 805.32K
Increased by +63.01%
Jun 30, 25
14 Artisan Partners Limited Partnership 1.25M (2.29%) 661.48K
Increased by +53.02%
Jun 30, 25
15 Greenlight Capital, Inc 1.23M (2.26%) 42.04K
Increased by +3.42%
Dec 31, 23
16 Marshall Wace Asset Management Ltd 1.11M (2.04%) 382.44K
Increased by +34.52%
Mar 31, 25
17 Goldman Sachs Group Inc 1.10M (2.02%) 282.40K
Increased by +25.73%
Jun 30, 25
18 Bank of America Corp 1.09M (2.00%) 30.19K
Increased by +2.77%
Mar 31, 24
19 P2 Capital Partners, LLC 1.05M (1.93%) 100.00K
Increased by +9.52%
Sep 30, 24
20 Morgan Stanley - Brokerage Accounts 1.04M (1.91%) -245.12K
Decreased by -23.61%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 UBS: Global Equity 3.58M (6.59%) 0.00
Increased by 0.00%
Dec 31, 23
2 Vanguard Capital Opportunity Inv 1.97M (3.62%) 127.00K
Increased by +6.44%
Jun 30, 25
3 American Funds SMALLCAP World A 1.95M (3.59%) 465.61K
Increased by +23.83%
Mar 31, 25
4 iShares Core S&P Mid-Cap ETF 1.78M (3.27%) -3.19K
Decreased by -0.18%
Jul 31, 25
5 iShares Russell 2000 ETF 1.28M (2.36%) -24.36K
Decreased by -1.90%
Jul 31, 25
6 Invesco Small Cap Value A 899.84K (1.65%) 0.00
Increased by 0.00%
Jun 30, 25
7 PRIMECAP Odyssey Aggressive Growth 886.93K (1.63%) -35.16K
Decreased by -3.96%
Jun 30, 25
8 Artisan International Small-Mid Investor 828.49K (1.52%) 428.81K
Increased by +51.76%
Jun 30, 25
9 Artisan Non-U.S. Small-Mid Growth Comp 828.49K (1.52%) 428.81K
Increased by +51.76%
Jun 30, 25
10 Barrow Hanley Global Value Equity 682.76K (1.25%) -70.26K
Decreased by -10.29%
Jun 30, 24
11 Bridge Builder Large Cap Value 657.65K (1.21%) 0.00
Increased by 0.00%
Mar 31, 24
12 Vanguard PRIMECAP Core Inv 647.19K (1.19%) 13.64K
Increased by +2.11%
Jun 30, 25
13 Fort Washington Small Company Equity 604.12K (1.11%) 83.23K
Increased by +13.78%
Jun 30, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 584.86K (1.07%) -258.39K
Decreased by -44.18%
Jul 31, 25
15 Fidelity Small Cap Index 552.71K (1.02%) 774.00
Increased by +0.14%
May 31, 25
16 PRIMECAP Odyssey Growth 532.39K (0.98%) -34.07K
Decreased by -6.40%
Jun 30, 25
17 Fidelity® Small Cap Index 522.02K (0.96%) 14.01K
Increased by +2.68%
Oct 31, 23
18 Small Company Equity - FTWA 520.89K (0.96%) 77.31K
Increased by +14.84%
Mar 31, 25
19 Touchstone Small Company A 515.45K (0.95%) 113.71K
Increased by +22.06%
Jun 30, 25
20 Bestinfond FI 491.61K (0.90%) 79.70K
Increased by +16.21%
Jun 30, 25