Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 3.66%
2 XHS 1.76%
3 MNTL 1.34%
4 SOVF 1.22%
5 FSGS 1.00%
6 RNMC 0.97%
7 FSCS 0.95%
8 FFTY 0.95%
9 RNSC 0.94%
10 DSMC 0.88%
11 IHF 0.76%
12 QSML 0.75%
13 ACTV 0.70%
14 FESM 0.66%
15 FLQS 0.56%
16 JSMD 0.54%
17 PAMC 0.53%
18 SMIZ 0.50%
19 MEDI 0.49%
20 BRNY 0.43%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 21.22M (13.88%) -77.78K
Decreased by -0.37%
Mar 31, 25
2 Vanguard Group Inc 18.02M (11.78%) -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 6.47M (4.23%) -86.61K
Decreased by -1.34%
Mar 31, 25
7 State Street Corporation 6.10M (3.99%) 168.93K
Increased by +2.77%
Mar 31, 24
8 Thrivent Financial For Lutherans 5.86M (3.83%) 404.81K
Increased by +6.90%
Sep 30, 24
9 FMR Inc 5.64M (3.69%) 753.06K
Increased by +13.34%
Mar 31, 25
10 Third Point, LLC 5.45M (3.56%) 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 4.30M (2.81%) 138.44K
Increased by +3.22%
Mar 31, 25
13 Dimensional Fund Advisors, Inc. 3.56M (2.33%) 22.80K
Increased by +0.64%
Jun 30, 25
14 Marshall Wace Asset Management Ltd 3.23M (2.11%) -646.28K
Decreased by -19.98%
Mar 31, 24
15 Morgan Stanley - Brokerage Accounts 3.20M (2.09%) -541.03K
Decreased by -16.90%
Mar 31, 25
16 Citadel Advisors Llc 3.11M (2.04%) 2.70M
Increased by +86.79%
Mar 31, 25
17 Westfield Capital Management Company, L.P. 3.06M (2.00%) -1.08M
Decreased by -35.38%
Jun 30, 25
18 Nuveen Asset Management, LLC 2.93M (1.92%) -28.86K
Decreased by -0.98%
Mar 31, 24
19 Southpoint Capital Advisors LP 2.75M (1.80%) 250.00K
Increased by +9.09%
Jun 30, 24
20 Bank of America Corp 2.68M (1.75%) 661.26K
Increased by +24.69%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 5.50M (3.59%) 4.66K
Increased by +0.08%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 5.34M (3.49%) -9.57K
Decreased by -0.18%
Jul 31, 25
3 Vanguard Total Stock Mkt Idx Inv 5.11M (3.34%) -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 4.00M (2.62%) 895.70K
Increased by +22.38%
Mar 31, 25
6 FullerThaler Behavioral Small-Cap Equity 4.00M (2.62%) 895.70K
Increased by +22.38%
Mar 31, 25
7 Vanguard Small Cap Index 3.98M (2.60%) -26.66K
Decreased by -0.67%
Jul 31, 25
8 iShares Russell 2000 ETF 3.88M (2.54%) -73.81K
Decreased by -1.90%
Jul 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 (1.51%) -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 Fidelity Small Cap Index 1.74M (1.14%) 4.68K
Increased by +0.27%
May 31, 25
14 Westfield Capital Mgt Co Sm-Cap Gr Eq 1.69M (1.10%) 288.72K
Increased by +17.11%
Dec 31, 24
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%
Jul 31, 25