Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BJK 3.17%
2 PEJ 2.98%
3 BOUT 2.53%
4 BETZ 2.23%
5 VICE 1.99%
6 GAMR 1.87%
7 PEZ 1.52%
8 BNGE 1.30%
9 JMID 1.22%
10 XMMO 1.21%
11 LSAF 0.91%
12 PAMC 0.68%
13 RFG 0.61%
14 IVOG 0.56%
15 SMDY 0.54%
16 MDYG 0.50%
17 IJK 0.50%
18 FMDE 0.50%
19 FXD 0.50%
20 MIDE 0.41%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.49M (11.15%) 100.53K
Increased by +1.18%
Dec 31, 24
2 BlackRock Inc 8.34M (10.95%) 122.36K
Increased by +1.47%
Dec 31, 24
3 Fine Capital Partners LP 7.72M (10.13%) -24.88K
Decreased by -0.32%
Dec 31, 24
4 State Street Corporation 3.16M (4.16%) 92.72K
Increased by +2.93%
Mar 31, 24
5 Caledonia (Private) Investments Pty Ltd 2.74M (3.59%) 110.20K
Increased by +4.03%
Dec 31, 24
6 State Street Corp 2.73M (3.58%) 76.03K
Increased by +2.79%
Dec 31, 24
7 Morgan Stanley - Brokerage Accounts 2.39M (3.14%) -108.23K
Decreased by -4.52%
Dec 31, 24
8 Capital Research Global Investors 1.61M (2.11%) -587.43K
Decreased by -36.55%
Dec 31, 24
9 Geode Capital Management, LLC 1.59M (2.09%) -11.90K
Decreased by -0.75%
Dec 31, 24
10 Burgundy Asset Management Ltd 1.47M (1.93%) 28.36K
Increased by +1.93%
Dec 31, 24
11 Harvard Management Co Inc 1.44M (1.89%) 0.00
Increased by 0.00%
Dec 31, 24
12 FMR Inc 1.43M (1.88%) -22.88K
Decreased by -1.60%
Dec 31, 24
13 Goldman Sachs Group Inc 1.38M (1.81%) -1.04M
Decreased by -75.96%
Jun 30, 24
14 Natixis SA 1.30M (1.71%) -411.51K
Decreased by -31.64%
Jun 30, 24
15 Stone House Capital Management, LLC 1.20M (1.58%) 0.00
Increased by 0.00%
Dec 31, 24
16 Ninety One UK Limited 1.17M (1.54%) 425.20K
Increased by +36.20%
Mar 31, 25
17 NORGES BANK 1.06M (1.39%) -167.82K
Decreased by -15.81%
Dec 31, 24
18 T. Rowe Price Associates, Inc. 898.31K (1.18%) -66.30K
Decreased by -7.38%
Dec 31, 24
19 Board of Ttees Leland Stanford Jr Univ 898.25K (1.18%) -171.13K
Decreased by -19.05%
Mar 31, 24
20 Deutsche Bank AG 887.49K (1.17%) 119.62K
Increased by +13.48%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 2.86M (3.75%) -9.22K
Decreased by -0.32%
Apr 30, 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 2.67M (3.50%) -123.85K
Decreased by -4.64%
Mar 31, 25
4 iShares Russell 2000 ETF 2.12M (2.78%) -16.87K
Decreased by -0.80%
Apr 30, 24
5 Vanguard Small Cap Index 2.11M (2.77%) -146.72K
Decreased by -6.96%
Mar 31, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 1.36M (1.78%) 15.47K
Increased by +1.14%
Mar 31, 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%) -84.50K
Decreased by -7.15%
Mar 31, 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 (1.15%) 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 705.09K (0.93%) -8.33K
Decreased by -1.18%
Mar 31, 25
13 Fidelity VIP Mid Cap Initial 635.50K (0.83%) 32.30K
Increased by +5.08%
Mar 31, 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 iShares Russell Mid-Cap Growth ETF 521.85K (0.69%) -930.00
Decreased by -0.18%
Apr 30, 25
19 iShares S&P Mid-Cap 400 Growth ETF 515.24K (0.68%) -6.71K
Decreased by -1.30%
Apr 30, 25
20 State St Russell Sm/Mid Cp® Indx NL Cl C 509.43K (0.67%) -28.70K
Decreased by -5.63%
Mar 31, 25