Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PTH 3.47%
2 NEWZ 3.42%
3 RISN 3.12%
4 AMID 2.89%
5 JSMD 2.09%
6 CSMD 2.07%
7 AZTD 1.94%
8 FTXH 1.93%
9 ENTR 1.92%
10 XOVR 1.90%
11 EWMC 1.87%
12 BOUT 1.82%
13 GRPM 1.80%
14 IBBJ 1.76%
15 XMHQ 1.64%
16 HTEC 1.59%
17 PDP 1.48%
18 TSME 1.26%
19 SYNB 1.21%
20 BUL 1.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.73M (12.10%) 40.70K
Increased by +1.49%
Dec 31, 24
2 Vanguard Group Inc 2.57M (11.40%) 25.70K
Increased by +1.00%
Dec 31, 24
3 Wasatch Advisors Inc. 1.19M (5.26%) -85.66K
Decreased by -7.22%
Dec 31, 23
4 Amvescap Plc. 1.08M (4.81%) 519.19K
Increased by +47.86%
Dec 31, 24
5 Wasatch Advisors LP 936.84K (4.16%) 28.16K
Increased by +3.01%
Dec 31, 24
6 State Street Corp 779.81K (3.46%) 26.86K
Increased by +3.44%
Dec 31, 24
7 State Street Corporation 696.96K (3.09%) 25.81K
Increased by +3.70%
Mar 31, 24
8 Geode Capital Management, LLC 656.13K (2.91%) 28.08K
Increased by +4.28%
Dec 31, 24
9 Bessemer Group Inc 576.04K (2.55%) 75.28K
Increased by +13.07%
Dec 31, 24
10 Renaissance Technologies Corp 553.59K (2.46%) 61.10K
Increased by +11.04%
Dec 31, 24
11 Morgan Stanley - Brokerage Accounts 510.18K (2.26%) -252.55K
Decreased by -49.50%
Jun 30, 24
12 Riverbridge Partners LLC 481.13K (2.13%) -36.41K
Decreased by -7.57%
Mar 31, 25
13 AQR Capital Management LLC 480.19K (2.13%) 114.44K
Increased by +23.83%
Dec 31, 24
14 Findlay Park Partners LLP 473.10K (2.10%) 2.20K
Increased by +0.47%
Dec 31, 24
15 TD Asset Management Inc 463.96K (2.06%) -39.11K
Decreased by -8.43%
Dec 31, 24
16 Goldman Sachs Group Inc 441.23K (1.96%) -45.21K
Decreased by -10.25%
Dec 31, 24
17 Capital World Investors 438.35K (1.94%) -14.00
Decreased by -0.00%
Dec 31, 24
18 TD Global Investment Solutions – TD Epoch 438.10K (1.94%) 21.88K
Increased by +4.99%
Dec 31, 24
19 Wellington Management Company LLP 415.25K (1.84%) 109.89K
Increased by +26.46%
Sep 30, 24
20 ClearBridge Advisors, LLC 409.71K (1.82%) -8.19K
Decreased by -2.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 808.89K (3.59%) -2.61K
Decreased by -0.32%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 789.55K (3.50%) 572.00
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 769.77K (3.41%) -13.77K
Decreased by -1.79%
Mar 31, 25
4 Vanguard Small Cap Index 608.35K (2.70%) -26.53K
Decreased by -4.36%
Mar 31, 25
5 Fuller & Thaler Behavioral Sm-Cp Eq R6 601.91K (2.67%) -213.16K
Decreased by -35.41%
Sep 30, 23
6 Fuller & Thaler Behavioral Small-Cap Eq 601.91K (2.67%) 0.00
Increased by 0.00%
Nov 30, 23
7 Findlay Park American I USD Dist 473.10K (2.10%) 10.40K
Increased by +2.20%
Dec 31, 24
8 Invesco World Dev Countries Eq Mother 456.14K (2.02%) 456.14K
Increased by +100.00%
Dec 23, 24
9 American Funds Fundamental Invs A 432.37K (1.92%) 0.00
Increased by 0.00%
Dec 31, 24
10 Capital Group Fundamental Invtrs Comp 432.37K (1.92%) 0.00
Increased by 0.00%
Dec 31, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 383.72K (1.70%) -3.91K
Decreased by -1.02%
Mar 31, 25
12 Vanguard Small Cap Growth Index Inv 341.07K (1.51%) -15.45K
Decreased by -4.53%
Mar 31, 25
13 Vanguard Explorer Inv 299.64K (1.33%) 4.85K
Increased by +1.62%
Mar 31, 25
14 Invesco Discovery A 274.93K (1.22%) 5.48K
Increased by +1.99%
May 31, 24
15 Invesco OFI Small Cap Growth 274.93K (1.22%) -8.61K
Decreased by -3.13%
Jun 30, 24
16 Invesco S&P MidCap Quality ETF 264.93K (1.18%) 0.00
Increased by 0.00%
Apr 30, 25
17 T. Rowe Price Integrated US SmCapGrEq 230.90K (1.02%) 230.90K
Increased by +100.00%
Mar 31, 24
18 FullerThaler Behavioral Sm-Cp Eq R6 215.27K (0.95%) -80.50K
Decreased by -37.40%
Sep 30, 24
19 FullerThaler Behavioral Small-Cap Equity 215.27K (0.95%) -80.50K
Decreased by -37.40%
Sep 30, 24
20 SPDR® S&P MIDCAP 400 ETF Trust 199.47K (0.88%) -6.44K
Decreased by -3.23%
Mar 31, 25