Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VICE 3.62%
2 PEJ 2.98%
3 BJK 2.88%
4 BOUT 2.53%
5 GAMR 2.29%
6 BETZ 2.19%
7 PEZ 1.61%
8 XMMO 1.21%
9 BNGE 1.20%
10 LSAF 0.89%
11 TMAT 0.84%
12 PAMC 0.68%
13 RFG 0.61%
14 SMDY 0.54%
15 IVOG 0.52%
16 FMDE 0.50%
17 FXD 0.50%
18 IJK 0.48%
19 MDYG 0.48%
20 JMID 0.44%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.38M (11.02%) 39.40K
Increased by +0.47%
Mar 31, 25
2 Vanguard Group Inc 8.14M (10.71%) -27.66K
Decreased by -0.34%
Jun 30, 25
3 Fine Capital Partners LP 7.34M (9.66%) -443.39K
Decreased by -6.04%
Jun 30, 25
4 State Street Corporation 3.16M (4.16%) 92.72K
Increased by +2.93%
Mar 31, 24
5 State Street Corp 2.73M (3.59%) 5.04K
Increased by +0.18%
Mar 31, 25
6 Morgan Stanley - Brokerage Accounts 2.31M (3.04%) -79.11K
Decreased by -3.42%
Mar 31, 25
7 Geode Capital Management, LLC 1.68M (2.21%) 89.23K
Increased by +5.31%
Mar 31, 25
8 Burgundy Asset Management Ltd 1.63M (2.15%) 57.97K
Increased by +3.55%
Jun 30, 25
9 Bessemer Group Inc 1.57M (2.07%) 1.20M
Increased by +76.28%
Mar 31, 25
10 Capital Research Global Investors 1.39M (1.82%) 34.75K
Increased by +2.51%
Jun 30, 25
11 Goldman Sachs Group Inc 1.38M (1.81%) -1.04M
Decreased by -75.96%
Jun 30, 24
12 Natixis SA 1.30M (1.71%) -411.51K
Decreased by -31.64%
Jun 30, 24
13 Ninety One UK Limited 1.17M (1.54%) 425.20K
Increased by +36.20%
Mar 31, 25
14 NORGES BANK 1.03M (1.36%) -29.11K
Decreased by -2.82%
Jun 30, 25
15 FMR Inc 1.02M (1.34%) -411.39K
Decreased by -40.42%
Mar 31, 25
16 Stone House Capital Management, LLC 900.00K (1.18%) 0.00
Increased by 0.00%
Jun 30, 25
17 Board of Ttees Leland Stanford Jr Univ 898.25K (1.18%) -171.13K
Decreased by -19.05%
Mar 31, 24
18 T. Rowe Price Associates, Inc. 890.70K (1.17%) -11.08K
Decreased by -1.24%
Jun 30, 25
19 Arrowstreet Capital Limited Partnership 816.50K (1.07%) -419.11K
Decreased by -51.33%
Dec 31, 24
20 JPMorgan Chase & Co 797.08K (1.05%) 232.79K
Increased by +29.21%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 2.80M (3.68%) -45.32K
Decreased by -1.62%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 2.75M (3.62%) -4.95K
Decreased by -0.18%
Jul 31, 25
3 Vanguard Total Stock Mkt Idx Inv 2.72M (3.57%) 8.82K
Increased by +0.32%
Jun 30, 25
4 iShares Russell 2000 ETF 2.12M (2.78%) -16.87K
Decreased by -0.80%
Apr 30, 24
5 Vanguard Small Cap Index 2.06M (2.71%) -68.56K
Decreased by -3.32%
Jun 30, 25
6 American Funds SMALLCAP World A 1.49M (1.96%) 289.16K
Increased by +19.36%
Jun 30, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 1.30M (1.71%) -76.20K
Decreased by -5.86%
Jun 30, 25
8 Vanguard Small Cap Growth Index Inv 1.16M (1.52%) -18.57K
Decreased by -1.61%
Jun 30, 25
9 Fidelity Small Cap Index 931.50K (1.23%) 29.93K
Increased by +3.21%
Jun 30, 24
10 Fidelity® Small Cap Index 879.30K (1.16%) 24.19K
Increased by +2.75%
Oct 31, 23
11 Vanguard Small Cap Value Index Inv 786.85K (1.03%) -3.26K
Decreased by -0.41%
Jan 31, 24
12 SPDR® S&P MIDCAP 400 ETF Trust 662.52K (0.87%) -19.30K
Decreased by -2.91%
Jun 30, 25
13 Vanguard Explorer Inv 609.18K (0.80%) 86.16K
Increased by +14.14%
Jun 30, 25
14 T. Rowe Price Integrated US Sm Gr Eq 590.59K (0.78%) 0.00
Increased by 0.00%
Jun 30, 25
15 T. Rowe Price Integrated US SmCapGrEq 590.59K (0.78%) 0.00
Increased by 0.00%
Jun 30, 25
16 Fidelity VIP Mid Cap Initial 551.00K (0.72%) -84.50K
Decreased by -15.34%
May 31, 25
17 iShares Russell Mid-Cap Growth ETF 546.36K (0.72%) 1.15K
Increased by +0.21%
Jul 31, 25
18 VIP Mid Cap Initial 534.30K (0.70%) 50.50K
Increased by +9.45%
Nov 30, 23
19 State St Russell Sm/Mid Cp® Indx NL Cl C 511.85K (0.67%) 2.42K
Increased by +0.47%
Apr 30, 25
20 Fidelity® Extended Market Index 490.50K (0.65%) 5.89K
Increased by +1.20%
Nov 30, 23