Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 3.66%
2 XHS 1.96%
3 MNTL 1.44%
4 SOVF 1.32%
5 MEDI 1.19%
6 FSGS 1.00%
7 RNMC 1.00%
8 FSCS 1.00%
9 RNSC 0.98%
10 FFTY 0.95%
11 IHF 0.89%
12 DSMC 0.88%
13 QSML 0.75%
14 ACTV 0.70%
15 FESM 0.67%
16 FLQS 0.61%
17 JSMD 0.54%
18 PAMC 0.53%
19 SMIZ 0.50%
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 18.30M (11.97%) -1.01M
Decreased by -5.54%
Mar 31, 25
3 Wellington Management Company LLP 16.39M (10.72%) -1.94M
Decreased by -11.82%
Mar 31, 25
4 Westfield Capital Management Company, LP 6.49M (4.25%) 599.59K
Increased by +9.24%
Sep 30, 24
5 State Street Corp 6.47M (4.23%) -86.61K
Decreased by -1.34%
Mar 31, 25
6 State Street Corporation 6.10M (3.99%) 168.93K
Increased by +2.77%
Mar 31, 24
7 Thrivent Financial For Lutherans 5.86M (3.83%) 404.81K
Increased by +6.90%
Sep 30, 24
8 FMR Inc 5.64M (3.69%) 753.06K
Increased by +13.34%
Mar 31, 25
9 Third Point, LLC 5.45M (3.56%) 1.95M
Increased by +35.79%
Sep 30, 23
10 Geode Capital Management, LLC 4.30M (2.81%) 138.44K
Increased by +3.22%
Mar 31, 25
11 Fuller & Thaler Asset Management Inc 4.20M (2.75%) 989.05K
Increased by +23.52%
Mar 31, 25
12 Westfield Capital Management Company, L.P. 4.14M (2.71%) -3.12M
Decreased by -75.30%
Mar 31, 25
13 Dimensional Fund Advisors, Inc. 3.54M (2.31%) -449.87K
Decreased by -12.71%
Mar 31, 25
14 Durable Capital Partners LP 3.52M (2.30%) 3.52M
Increased by +100.00%
Mar 31, 25
15 Marshall Wace Asset Management Ltd 3.23M (2.11%) -646.28K
Decreased by -19.98%
Mar 31, 24
16 Morgan Stanley - Brokerage Accounts 3.20M (2.09%) -541.03K
Decreased by -16.90%
Mar 31, 25
17 Citadel Advisors Llc 3.11M (2.04%) 2.70M
Increased by +86.79%
Mar 31, 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 Vanguard Health Care Inv 5.48M (3.58%) -1.37M
Decreased by -24.99%
Mar 31, 25
3 iShares Core S&P Mid-Cap ETF 5.34M (3.49%) 2.78K
Increased by +0.05%
Jun 30, 25
4 Vanguard Total Stock Mkt Idx Inv 5.31M (3.47%) 3.56K
Increased by +0.07%
May 31, 25
5 Vanguard Small Cap Index 4.17M (2.73%) 19.86K
Increased by +0.48%
May 31, 25
6 iShares Russell 2000 ETF 4.12M (2.69%) 28.62K
Increased by +0.69%
Jun 30, 25
7 FullerThaler Behavioral Sm-Cp Eq R6 4.00M (2.62%) 895.70K
Increased by +22.38%
Mar 31, 25
8 FullerThaler Behavioral Small-Cap Equity 4.00M (2.62%) 895.70K
Increased by +22.38%
Mar 31, 25
9 Vanguard Explorer Inv 3.80M (2.49%) -207.88K
Decreased by -5.47%
Mar 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 2.65M (1.73%) 22.15K
Increased by +0.84%
May 31, 25
11 UBS (Lux) ES L/T Thms $Q 2.32M (1.51%) -136.00K
Decreased by -5.87%
Sep 30, 24
12 Vanguard Small Cap Growth Index Inv 2.30M (1.50%) -13.38K
Decreased by -0.58%
May 31, 25
13 Fidelity Small Cap Index 1.73M (1.13%) 19.45K
Increased by +1.12%
Apr 30, 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%) 3.56K
Increased by +0.25%
Jun 30, 25