Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BJK 3.24%
2 PEJ 2.98%
3 BOUT 2.53%
4 BETZ 2.31%
5 GAMR 2.03%
6 VICE 1.99%
7 PEZ 1.59%
8 BNGE 1.41%
9 JMID 1.21%
10 XMMO 1.21%
11 LSAF 0.96%
12 PAMC 0.68%
13 RFG 0.61%
14 IVOG 0.56%
15 FXD 0.56%
16 SMDY 0.54%
17 IJK 0.53%
18 MDYG 0.53%
19 FMDE 0.50%
20 IWN 0.40%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.49M (11.16%) 100.53K
Increased by +1.18%
Dec 31, 24
2 BlackRock Inc 8.34M (10.96%) 122.36K
Increased by +1.47%
Dec 31, 24
3 Fine Capital Partners LP 7.72M (10.14%) -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 (3.60%) 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 (3.15%) -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 (1.94%) 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 NORGES BANK 1.06M (1.39%) -167.82K
Decreased by -15.81%
Dec 31, 24
17 T. Rowe Price Associates, Inc. 898.31K (1.18%) -66.30K
Decreased by -7.38%
Dec 31, 24
18 Board of Ttees Leland Stanford Jr Univ 898.25K (1.18%) -171.13K
Decreased by -19.05%
Mar 31, 24
19 Deutsche Bank AG 887.49K (1.17%) 119.62K
Increased by +13.48%
Dec 31, 24
20 Arrowstreet Capital Limited Partnership 816.50K (1.07%) -419.11K
Decreased by -51.33%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 2.88M (3.79%) 5.04K
Increased by +0.17%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 2.79M (3.67%) 1.56K
Increased by +0.06%
Feb 28, 25
3 Vanguard Small Cap Index 2.25M (2.96%) 1.85K
Increased by +0.08%
Feb 28, 25
4 iShares Russell 2000 ETF 2.12M (2.78%) -16.87K
Decreased by -0.80%
Apr 30, 24
5 Vanguard Institutional Extnd Mkt Idx Tr 1.34M (1.76%) 5.08K
Increased by +0.38%
Feb 28, 25
6 Vanguard Small Cap Growth Index Inv 1.27M (1.66%) -7.13K
Decreased by -0.56%
Feb 28, 25
7 American Funds SMALLCAP World A 1.23M (1.61%) -518.21K
Decreased by -42.23%
Dec 31, 24
8 T. Rowe Price Integrated US SmCapGrEq 1.18M (1.55%) 590.59K
Increased by +50.00%
Dec 31, 24
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 713.42K (0.94%) 6.78K
Increased by +0.95%
Feb 28, 25
13 Fidelity VIP Mid Cap Initial 603.20K (0.79%) 0.00
Increased by 0.00%
Feb 28, 25
14 T. Rowe Price Integrated US Sm Gr Eq 590.59K (0.78%) 0.00
Increased by 0.00%
Feb 28, 25
15 iShares S&P Mid-Cap 400 Growth ETF 542.77K (0.71%) 946.00
Increased by +0.17%
Mar 31, 25
16 State St Russell Sm/Mid Cp® Indx NL Cl C 538.13K (0.71%) 800.00
Increased by +0.15%
Feb 28, 25
17 VIP Mid Cap Initial 534.30K (0.70%) 50.50K
Increased by +9.45%
Nov 30, 23
18 iShares Russell Mid-Cap Growth ETF 524.60K (0.69%) 0.00
Increased by 0.00%
Mar 31, 25
19 Fidelity® Extended Market Index 490.50K (0.64%) 5.89K
Increased by +1.20%
Nov 30, 23
20 Fidelity Extended Market Index 480.80K (0.63%) 1.13K
Increased by +0.23%
Feb 28, 25