Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NEWZ 3.42%
2 ENTR 3.05%
3 MCOW 3.01%
4 FMTM 2.98%
5 ALIL 2.94%
6 AMID 2.83%
7 XMHQ 2.79%
8 EQWM 2.60%
9 ORR 2.44%
10 AZTD 2.38%
11 PTH 2.33%
12 RISN 2.31%
13 CSMD 2.24%
14 HELX 2.16%
15 EWMC 1.87%
16 HTEC 1.84%
17 BOUT 1.82%
18 IBBJ 1.76%
19 PDP 1.68%
20 XOVR 1.64%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.47M (10.74%) 57.82K
Increased by +2.34%
Mar 31, 26
2 Vanguard Group Inc 2.26M (9.84%) -21.12K
Decreased by -0.93%
Dec 31, 25
3 AQR Capital Management LLC 1.35M (5.89%) 4.13K
Increased by +0.31%
Mar 31, 26
4 Wasatch Advisors Inc. 1.19M (5.16%) -85.66K
Decreased by -7.22%
Dec 31, 23
5 Vanguard Portfolio Management, LLC 1.12M (4.88%) 1.12M
Increased by +100.00%
Mar 31, 26
6 Vanguard Capital Management, LLC 1.01M (4.40%) 1.01M
Increased by +100.00%
Mar 31, 26
7 Wasatch Advisors LP 773.93K (3.37%) 125.63K
Increased by +16.23%
Mar 31, 26
8 Geode Capital Management, LLC 745.11K (3.24%) 77.81K
Increased by +10.44%
Mar 31, 26
9 State Street Corporation 696.96K (3.03%) 25.81K
Increased by +3.70%
Mar 31, 24
10 State Street Corp 682.23K (2.97%) 17.34K
Increased by +2.54%
Mar 31, 26
11 Amvescap Plc. 577.57K (2.51%) 94.95K
Increased by +16.44%
Mar 31, 26
12 Renaissance Technologies Corp 504.67K (2.19%) 38.76K
Increased by +7.68%
Mar 31, 26
13 Baillie Gifford & Co Limited. 503.19K (2.19%) -43.89K
Decreased by -8.72%
Mar 31, 26
14 TD Asset Management Inc 457.64K (1.99%) 61.76K
Increased by +13.50%
Jun 30, 25
15 Mawer Investment Management Ltd 446.10K (1.94%) 38.80K
Increased by +8.70%
Mar 31, 26
16 TD Global Investment Solutions – TD Epoch 445.23K (1.94%) 45.44K
Increased by +10.20%
Jun 30, 25
17 Capital World Investors 438.35K (1.91%) -14.00
Decreased by -0.00%
Dec 31, 24
18 D. E. Shaw & Co LP 432.60K (1.88%) -95.63K
Decreased by -22.11%
Mar 31, 26
19 Wellington Management Company LLP 415.25K (1.81%) 109.89K
Increased by +26.46%
Sep 30, 24
20 Arrowstreet Capital Limited Partnership 395.77K (1.72%) 20.74K
Increased by +5.24%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 789.55K (3.43%) 572.00
Increased by +0.07%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 760.67K (3.31%) 144.00
Increased by +0.02%
May 29, 26
3 Vanguard Total Stock Mkt Idx Inv 722.89K (3.14%) 4.57K
Increased by +0.63%
Apr 30, 26
4 Fuller & Thaler Behavioral Sm-Cp Eq R6 601.91K (2.62%) -213.16K
Decreased by -35.41%
Sep 30, 23
5 Fuller & Thaler Behavioral Small-Cap Eq 601.91K (2.62%) 0.00
Increased by 0.00%
Nov 30, 23
6 Vanguard Small Cap Index 523.12K (2.27%) -1.13K
Decreased by -0.22%
Apr 30, 26
7 Invesco World Dev Countries Eq Mother 456.10K (1.98%) -39.00
Decreased by -0.01%
Jan 23, 25
8 American Funds Fundamental Invs A 432.37K (1.88%) 0.00
Increased by 0.00%
Dec 31, 24
9 Capital Group Fundamental Invtrs Comp 432.37K (1.88%) 0.00
Increased by 0.00%
Dec 31, 24
10 Invesco S&P MidCap Quality ETF 313.60K (1.36%) 0.00
Increased by 0.00%
May 29, 26
11 Vanguard Small Cap Growth Index Inv 293.69K (1.28%) 124.00
Increased by +0.04%
Apr 30, 26
12 Invesco Discovery A 274.93K (1.20%) 5.48K
Increased by +1.99%
May 31, 24
13 Invesco OFI Small Cap Growth 274.93K (1.20%) -8.61K
Decreased by -3.13%
Jun 30, 24
14 Vanguard Institutional Extnd Mkt Idx Tr 253.18K (1.10%) 2.68K
Increased by +1.06%
Apr 30, 26
15 T. Rowe Price Integrated US SmCapGrEq 230.90K (1.00%) 230.90K
Increased by +100.00%
Mar 31, 24
16 FullerThaler Behavioral Sm-Cp Eq R6 215.27K (0.94%) -80.50K
Decreased by -37.40%
Sep 30, 24
17 FullerThaler Behavioral Small-Cap Equity 215.27K (0.94%) -80.50K
Decreased by -37.40%
Sep 30, 24
18 Vanguard Explorer Inv 213.35K (0.93%) 2.09K
Increased by +0.98%
Mar 31, 26
19 UBS: US Equity Small Cap Growth 193.52K (0.84%) 0.00
Increased by 0.00%
Jun 30, 24
20 Ranger Small Cap 189.69K (0.82%) -6.93K
Decreased by -3.65%
Sep 30, 23