Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BJK 3.29%
2 PEJ 2.98%
3 BOUT 2.53%
4 BETZ 2.52%
5 GAMR 2.15%
6 BNGE 1.66%
7 PEZ 1.61%
8 BNGE 1.47%
9 XMMO 1.21%
10 TMAT 0.84%
11 LSAF 0.83%
12 RFG 0.61%
13 PAMC 0.54%
14 SMDY 0.54%
15 FMDE 0.50%
16 JMID 0.49%
17 FXD 0.46%
18 MDYG 0.45%
19 IJK 0.45%
20 IWN 0.40%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.17M (11.23%) -10.64K
Decreased by -0.13%
Sep 30, 25
2 Vanguard Group Inc 8.14M (11.20%) -27.66K
Decreased by -0.34%
Jun 30, 25
3 Fine Capital Partners LP 6.71M (9.23%) -634.32K
Decreased by -9.45%
Sep 30, 25
4 State Street Corporation 3.16M (4.35%) 92.72K
Increased by +2.93%
Mar 31, 24
5 CONSOLIDATED PRESS INTERNATIONAL HOLDINGS LTD 2.90M (3.99%) 630.00K
Increased by +21.70%
Sep 30, 25
6 State Street Corp 2.50M (3.43%) -45.40K
Decreased by -1.82%
Sep 30, 25
7 UBS Group AG 2.22M (3.06%) 950.89K
Increased by +42.75%
Sep 30, 25
8 Geode Capital Management, LLC 1.62M (2.23%) -56.94K
Decreased by -3.51%
Jun 30, 25
9 Capital Research Global Investors 1.39M (1.91%) 34.75K
Increased by +2.51%
Jun 30, 25
10 Goldman Sachs Group Inc 1.38M (1.89%) -1.04M
Decreased by -75.96%
Jun 30, 24
11 Burgundy Asset Management Ltd 1.36M (1.87%) -271.94K
Decreased by -19.99%
Sep 30, 25
12 Natixis SA 1.30M (1.79%) -411.51K
Decreased by -31.64%
Jun 30, 24
13 Ninety One UK Limited 1.17M (1.62%) 425.20K
Increased by +36.20%
Mar 31, 25
14 Bessemer Group Inc 1.14M (1.58%) -278.24K
Decreased by -24.30%
Dec 31, 25
15 NORGES BANK 1.03M (1.42%) -29.11K
Decreased by -2.82%
Jun 30, 25
16 FMR Inc 1.02M (1.40%) -411.39K
Decreased by -40.42%
Mar 31, 25
17 Stone House Capital Management, LLC 900.00K (1.24%) 0.00
Increased by 0.00%
Jun 30, 25
18 Board of Ttees Leland Stanford Jr Univ 898.25K (1.24%) -171.13K
Decreased by -19.05%
Mar 31, 24
19 ClearBridge Advisors, LLC 876.55K (1.21%) 179.35K
Increased by +20.46%
Jun 30, 25
20 T. Rowe Price Associates, Inc. 822.24K (1.13%) -68.45K
Decreased by -8.33%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 2.80M (3.85%) -45.32K
Decreased by -1.62%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 2.75M (3.78%) 0.00
Increased by 0.00%
Aug 31, 25
3 Vanguard Total Stock Mkt Idx Inv 2.65M (3.65%) -63.64K
Decreased by -2.40%
Jul 31, 25
4 iShares Russell 2000 ETF 2.12M (2.91%) -16.87K
Decreased by -0.80%
Apr 30, 24
5 Vanguard Small Cap Index 2.05M (2.82%) -13.41K
Decreased by -0.65%
Jul 31, 25
6 American Funds SMALLCAP World A 1.49M (2.05%) 289.16K
Increased by +19.36%
Jun 30, 25
7 Vanguard Small Cap Growth Index Inv 1.15M (1.59%) -3.01K
Decreased by -0.26%
Jul 31, 25
8 Fidelity Small Cap Index 931.50K (1.28%) 29.93K
Increased by +3.21%
Jun 30, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 906.32K (1.25%) -394.88K
Decreased by -43.57%
Jul 31, 25
10 Fidelity® Small Cap Index 879.30K (1.21%) 24.19K
Increased by +2.75%
Oct 31, 23
11 Vanguard Small Cap Value Index Inv 786.85K (1.08%) -3.26K
Decreased by -0.41%
Jan 31, 24
12 SPDR® S&P MIDCAP 400 ETF Trust 646.35K (0.89%) -16.17K
Decreased by -2.50%
Jul 31, 25
13 T. Rowe Price Integrated US Sm Gr Eq 590.59K (0.81%) 0.00
Increased by 0.00%
Jul 31, 25
14 T. Rowe Price Integrated US SmCapGrEq 590.59K (0.81%) 0.00
Increased by 0.00%
Jun 30, 25
15 Fidelity VIP Mid Cap Initial 551.00K (0.76%) -84.50K
Decreased by -15.34%
May 31, 25
16 iShares Russell Mid-Cap Growth ETF 544.07K (0.75%) 0.00
Increased by 0.00%
Aug 31, 25
17 VIP Mid Cap Initial 534.30K (0.74%) 50.50K
Increased by +9.45%
Nov 30, 23
18 State St Russell Sm/Mid Cp® Indx NL Cl C 511.85K (0.70%) 2.42K
Increased by +0.47%
Apr 30, 25
19 Fidelity® Extended Market Index 490.50K (0.67%) 5.89K
Increased by +1.20%
Nov 30, 23
20 iShares S&P Mid-Cap 400 Growth ETF 480.90K (0.66%) 0.00
Increased by 0.00%
Aug 31, 25