Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PEJ 2.98%
2 BJK 2.88%
3 BOUT 2.53%
4 GAMR 2.37%
5 BETZ 2.18%
6 VICE 1.99%
7 PEZ 1.43%
8 XMMO 1.21%
9 BNGE 1.18%
10 LSAF 0.99%
11 TMAT 0.75%
12 PAMC 0.68%
13 RFG 0.61%
14 SMDY 0.54%
15 IVOG 0.54%
16 MDYG 0.51%
17 FMDE 0.50%
18 FXD 0.49%
19 IJK 0.48%
20 IWN 0.40%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.38M (11.01%) 39.40K
Increased by +0.47%
Mar 31, 25
2 Vanguard Group Inc 8.17M (10.74%) -320.91K
Decreased by -3.93%
Mar 31, 25
3 Fine Capital Partners LP 7.79M (10.24%) 71.59K
Increased by +0.92%
Mar 31, 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 Caledonia (Private) Investments Pty Ltd 2.59M (3.41%) -145.45K
Decreased by -5.61%
Mar 31, 25
7 Morgan Stanley - Brokerage Accounts 2.31M (3.04%) -79.11K
Decreased by -3.42%
Mar 31, 25
8 Geode Capital Management, LLC 1.68M (2.21%) 89.23K
Increased by +5.31%
Mar 31, 25
9 Burgundy Asset Management Ltd 1.57M (2.07%) 102.05K
Increased by +6.48%
Mar 31, 25
10 Bessemer Group Inc 1.57M (2.07%) 1.20M
Increased by +76.28%
Mar 31, 25
11 Goldman Sachs Group Inc 1.38M (1.81%) -1.04M
Decreased by -75.96%
Jun 30, 24
12 Capital Research Global Investors 1.35M (1.78%) -255.40K
Decreased by -18.89%
Mar 31, 25
13 Natixis SA 1.30M (1.71%) -411.51K
Decreased by -31.64%
Jun 30, 24
14 Ninety One UK Limited 1.17M (1.54%) 425.20K
Increased by +36.20%
Mar 31, 25
15 NORGES BANK 1.06M (1.40%) -167.82K
Decreased by -15.81%
Dec 31, 24
16 Harvard Management Co Inc 1.06M (1.39%) -382.81K
Decreased by -36.15%
Mar 31, 25
17 FMR Inc 1.02M (1.34%) -411.39K
Decreased by -40.42%
Mar 31, 25
18 T. Rowe Price Associates, Inc. 901.78K (1.19%) 3.47K
Increased by +0.39%
Mar 31, 25
19 Stone House Capital Management, LLC 900.00K (1.18%) -300.00K
Decreased by -33.33%
Mar 31, 25
20 Board of Ttees Leland Stanford Jr Univ 898.25K (1.18%) -171.13K
Decreased by -19.05%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 2.87M (3.77%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard US Total Market Shares ETF 2.80M (3.68%) -45.32K
Decreased by -1.62%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 2.71M (3.56%) 40.53K
Increased by +1.50%
Apr 30, 25
4 Vanguard Small Cap Index 2.12M (2.79%) 12.63K
Increased by +0.60%
Apr 30, 25
5 iShares Russell 2000 ETF 2.12M (2.78%) -16.87K
Decreased by -0.80%
Apr 30, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 1.37M (1.80%) 7.85K
Increased by +0.57%
Apr 30, 25
7 American Funds SMALLCAP World A 1.20M (1.58%) -23.04K
Decreased by -1.91%
Mar 31, 25
8 Vanguard Small Cap Growth Index Inv 1.18M (1.55%) -1.38K
Decreased by -0.12%
Apr 30, 25
9 Fidelity Small Cap Index 931.50K (1.22%) 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 697.33K (0.92%) -7.76K
Decreased by -1.11%
Apr 30, 25
13 Fidelity VIP Mid Cap Initial 635.50K (0.84%) 0.00
Increased by 0.00%
Apr 30, 25
14 T. Rowe Price Integrated US Sm Gr Eq 590.59K (0.78%) 0.00
Increased by 0.00%
Mar 31, 25
15 T. Rowe Price Integrated US SmCapGrEq 590.59K (0.78%) -590.59K
Decreased by -100.00%
Mar 31, 25
16 VIP Mid Cap Initial 534.30K (0.70%) 50.50K
Increased by +9.45%
Nov 30, 23
17 Vanguard Explorer Inv 523.02K (0.69%) 172.00K
Increased by +32.89%
Mar 31, 25
18 State St Russell Sm/Mid Cp® Indx SL Cl I 521.95K (0.69%) 10.10K
Increased by +1.94%
May 31, 25
19 iShares Russell Mid-Cap Growth ETF 517.76K (0.68%) 0.00
Increased by 0.00%
May 31, 25
20 State St Russell Sm/Mid Cp® Indx NL Cl C 511.85K (0.67%) 2.42K
Increased by +0.47%
Apr 30, 25