Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AMID 5.57%
2 PTH 4.88%
3 HELX 4.69%
4 ALIL 4.50%
5 EQWM 4.49%
6 XMHQ 4.49%
7 MCOW 3.82%
8 FMTM 3.64%
9 GRPM 3.62%
10 ENTR 3.61%
11 XOVR 3.61%
12 NEWZ 3.42%
13 JSMD 3.21%
14 CSMD 3.12%
15 COWG 2.68%
16 RISN 2.63%
17 PDP 2.52%
18 FXH 2.50%
19 ORR 2.28%
20 AZTD 2.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.46M (10.99%) -223.43K
Decreased by -9.07%
Jun 30, 25
2 Vanguard Group Inc 2.39M (10.66%) -142.98K
Decreased by -5.98%
Jun 30, 25
3 Wasatch Advisors Inc. 1.19M (5.29%) -85.66K
Decreased by -7.22%
Dec 31, 23
4 Wasatch Advisors LP 945.81K (4.22%) 116.35K
Increased by +12.30%
Jun 30, 25
5 Mawer Investment Management Ltd 817.43K (3.64%) 121.21K
Increased by +14.83%
Jun 30, 25
6 State Street Corp 706.78K (3.15%) -76.21K
Decreased by -10.78%
Jun 30, 25
7 State Street Corporation 696.96K (3.11%) 25.81K
Increased by +3.70%
Mar 31, 24
8 Renaissance Technologies Corp 678.09K (3.02%) 100.40K
Increased by +14.81%
Jun 30, 25
9 Geode Capital Management, LLC 637.93K (2.84%) -30.28K
Decreased by -4.75%
Jun 30, 25
10 AQR Capital Management LLC 621.18K (2.77%) 81.64K
Increased by +13.14%
Jun 30, 25
11 Baillie Gifford & Co Limited. 522.29K (2.33%) 517.99K
Increased by +99.18%
Jun 30, 25
12 Bessemer Group Inc 507.67K (2.26%) -74.60K
Decreased by -14.69%
Jun 30, 25
13 Morgan Stanley - Brokerage Accounts 488.23K (2.18%) 188.42K
Increased by +38.59%
Jun 30, 25
14 TD Asset Management Inc 457.64K (2.04%) 61.76K
Increased by +13.50%
Jun 30, 25
15 Amvescap Plc. 451.89K (2.01%) -734.88K
Decreased by -162.62%
Jun 30, 25
16 TD Global Investment Solutions – TD Epoch 445.23K (1.98%) 45.44K
Increased by +10.20%
Jun 30, 25
17 Capital World Investors 438.35K (1.95%) -14.00
Decreased by -0.00%
Dec 31, 24
18 Riverbridge Partners LLC 434.02K (1.93%) -47.10K
Decreased by -10.85%
Jun 30, 25
19 Wellington Management Company LLP 415.25K (1.85%) 109.89K
Increased by +26.46%
Sep 30, 24
20 Dimensional Fund Advisors, Inc. 414.15K (1.85%) 82.06K
Increased by +19.81%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 789.55K (3.52%) 572.00
Increased by +0.07%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 767.16K (3.42%) 0.00
Increased by 0.00%
Aug 31, 25
3 Vanguard Total Stock Mkt Idx Inv 722.72K (3.22%) -15.27K
Decreased by -2.11%
Jul 31, 25
4 Fuller & Thaler Behavioral Sm-Cp Eq R6 601.91K (2.68%) -213.16K
Decreased by -35.41%
Sep 30, 23
5 Fuller & Thaler Behavioral Small-Cap Eq 601.91K (2.68%) 0.00
Increased by 0.00%
Nov 30, 23
6 Vanguard Small Cap Index 558.24K (2.49%) -3.58K
Decreased by -0.64%
Jul 31, 25
7 Invesco World Dev Countries Eq Mother 456.10K (2.03%) -39.00
Decreased by -0.01%
Jan 23, 25
8 American Funds Fundamental Invs A 432.37K (1.93%) 0.00
Increased by 0.00%
Dec 31, 24
9 Capital Group Fundamental Invtrs Comp 432.37K (1.93%) 0.00
Increased by 0.00%
Dec 31, 24
10 Invesco S&P MidCap Quality ETF 340.05K (1.52%) 71.00
Increased by +0.02%
Aug 29, 25
11 Vanguard Small Cap Growth Index Inv 314.36K (1.40%) -724.00
Decreased by -0.23%
Jul 31, 25
12 Findlay Park American I USD Dist 307.60K (1.37%) -111.10K
Decreased by -36.12%
Jun 30, 25
13 Invesco Discovery A 274.93K (1.23%) 5.48K
Increased by +1.99%
May 31, 24
14 Invesco OFI Small Cap Growth 274.93K (1.23%) -8.61K
Decreased by -3.13%
Jun 30, 24
15 Vanguard Explorer Inv 272.79K (1.22%) -26.85K
Decreased by -9.84%
Jun 30, 25
16 Vanguard Institutional Extnd Mkt Idx Tr 253.24K (1.13%) -110.00K
Decreased by -43.44%
Jul 31, 25
17 T. Rowe Price Integrated US SmCapGrEq 230.90K (1.03%) 230.90K
Increased by +100.00%
Mar 31, 24
18 Wasatch Core Growth 220.45K (0.98%) 34.75K
Increased by +15.76%
Jun 30, 25
19 FullerThaler Behavioral Sm-Cp Eq R6 215.27K (0.96%) -80.50K
Decreased by -37.40%
Sep 30, 24
20 FullerThaler Behavioral Small-Cap Equity 215.27K (0.96%) -80.50K
Decreased by -37.40%
Sep 30, 24