Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 3.66%
2 SOVF 2.46%
3 XHS 1.82%
4 MNTL 1.34%
5 FFTY 0.95%
6 RNMC 0.92%
7 FSCS 0.91%
8 RNSC 0.89%
9 FSGS 0.89%
10 QSML 0.75%
11 ACTV 0.70%
12 IHF 0.69%
13 MEDI 0.67%
14 FESM 0.64%
15 DSMC 0.58%
16 FLQS 0.55%
17 JSMD 0.54%
18 PAMC 0.53%
19 SMIZ 0.50%
20 SMMV 0.49%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 20.47M (13.39%) -750.97K
Decreased by -3.67%
Jun 30, 25
2 Vanguard Group Inc 18.02M (11.79%) -283.41K
Decreased by -1.57%
Jun 30, 25
3 Wellington Management Company LLP 13.33M (8.72%) -3.06M
Decreased by -22.93%
Jun 30, 25
4 Durable Capital Partners LP 8.24M (5.39%) 4.72M
Increased by +57.31%
Jun 30, 25
5 Westfield Capital Management Company, LP 6.49M (4.25%) 599.59K
Increased by +9.24%
Sep 30, 24
6 State Street Corp 6.18M (4.04%) -291.49K
Decreased by -4.72%
Jun 30, 25
7 FMR Inc 6.14M (4.02%) 495.09K
Increased by +8.06%
Jun 30, 25
8 State Street Corporation 6.10M (3.99%) 168.93K
Increased by +2.77%
Mar 31, 24
9 Thrivent Financial For Lutherans 5.86M (3.84%) 404.81K
Increased by +6.90%
Sep 30, 24
10 Third Point, LLC 5.45M (3.57%) 1.95M
Increased by +35.79%
Sep 30, 23
11 Fuller & Thaler Asset Management Inc 4.60M (3.01%) 396.54K
Increased by +8.62%
Jun 30, 25
12 Geode Capital Management, LLC 4.11M (2.69%) -191.86K
Decreased by -4.67%
Jun 30, 25
13 Dimensional Fund Advisors, Inc. 3.56M (2.33%) 22.80K
Increased by +0.64%
Jun 30, 25
14 Arrowstreet Capital Limited Partnership 3.41M (2.23%) 1.78M
Increased by +52.14%
Jun 30, 25
15 Marshall Wace Asset Management Ltd 3.23M (2.12%) -646.28K
Decreased by -19.98%
Mar 31, 24
16 Morgan Stanley - Brokerage Accounts 3.13M (2.05%) -73.39K
Decreased by -2.35%
Jun 30, 25
17 Citadel Advisors Llc 3.11M (2.04%) 2.70M
Increased by +86.79%
Mar 31, 25
18 Westfield Capital Management Company, L.P. 3.06M (2.00%) -1.08M
Decreased by -35.38%
Jun 30, 25
19 Nuveen Asset Management, LLC 2.93M (1.92%) -28.86K
Decreased by -0.98%
Mar 31, 24
20 Southpoint Capital Advisors LP 2.75M (1.80%) 250.00K
Increased by +9.09%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 5.50M (3.60%) 4.66K
Increased by +0.08%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 5.33M (3.49%) 0.00
Increased by 0.00%
Aug 31, 25
3 Vanguard Total Stock Mkt Idx Inv 5.11M (3.35%) -107.73K
Decreased by -2.11%
Jul 31, 25
4 Vanguard Health Care Inv 4.91M (3.21%) -567.47K
Decreased by -11.56%
Jun 30, 25
5 FullerThaler Behavioral Sm-Cp Eq R6 4.38M (2.86%) 376.42K
Increased by +8.60%
Jun 30, 25
6 FullerThaler Behavioral Small-Cap Equity 4.38M (2.86%) 376.42K
Increased by +8.60%
Jun 30, 25
7 Vanguard Small Cap Index 3.98M (2.60%) -26.66K
Decreased by -0.67%
Jul 31, 25
8 iShares Russell 2000 ETF 3.97M (2.59%) 0.00
Increased by 0.00%
Aug 31, 25
9 Vanguard Explorer Inv 3.21M (2.10%) -593.26K
Decreased by -18.48%
Jun 30, 25
10 UBS (Lux) ES L/T Thms $Q 2.32M (1.52%) -136.00K
Decreased by -5.87%
Sep 30, 24
11 Vanguard Small Cap Growth Index Inv 2.24M (1.46%) -6.28K
Decreased by -0.28%
Jul 31, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 1.76M (1.15%) -765.74K
Decreased by -43.49%
Jul 31, 25
13 Westfield Capital Mgt Co Sm-Cap Gr Eq 1.69M (1.10%) 288.72K
Increased by +17.11%
Dec 31, 24
14 Fidelity Small Cap Index 1.65M (1.08%) -85.33K
Decreased by -5.16%
Jun 30, 25
15 Fidelity® Small Cap Index 1.64M (1.07%) 44.62K
Increased by +2.72%
Oct 31, 23
16 Thrivent Small Cap Stock A 1.60M (1.05%) 0.00
Increased by 0.00%
Sep 30, 24
17 Thrivent Mid Cap Stock A 1.58M (1.03%) -33.48K
Decreased by -2.12%
Sep 30, 24
18 Fidelity VIP Mid Cap Initial 1.55M (1.01%) -303.47K
Decreased by -19.61%
Nov 30, 24
19 Harbor Small Cap Growth Instl 1.51M (0.99%) -173.09K
Decreased by -11.43%
Jan 31, 25
20 iShares Russell 2000 Growth ETF 1.45M (0.95%) 0.00
Increased by 0.00%
Aug 31, 25