Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 3.66%
2 XHS 1.87%
3 MNTL 1.61%
4 SOVF 1.41%
5 MEDI 1.08%
6 FFTY 0.95%
7 RNMC 0.94%
8 FSCS 0.94%
9 IHF 0.93%
10 FSGS 0.91%
11 RNSC 0.91%
12 DSMC 0.88%
13 QSML 0.76%
14 FESM 0.72%
15 ACTV 0.70%
16 JSMD 0.54%
17 PAMC 0.53%
18 SMIZ 0.50%
19 GVLU 0.49%
20 BRNY 0.47%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 21.22M (13.05%) -77.78K
Decreased by -0.37%
Mar 31, 25
2 Vanguard Group Inc 18.30M (11.25%) -1.01M
Decreased by -5.54%
Mar 31, 25
3 Wellington Management Company LLP 16.39M (10.08%) -1.94M
Decreased by -11.82%
Mar 31, 25
4 Westfield Capital Management Company, LP 6.49M (3.99%) 599.59K
Increased by +9.24%
Sep 30, 24
5 State Street Corp 6.47M (3.98%) -86.61K
Decreased by -1.34%
Mar 31, 25
6 State Street Corporation 6.10M (3.75%) 168.93K
Increased by +2.77%
Mar 31, 24
7 Thrivent Financial For Lutherans 5.86M (3.61%) 404.81K
Increased by +6.90%
Sep 30, 24
8 FMR Inc 5.64M (3.47%) 753.06K
Increased by +13.34%
Mar 31, 25
9 Third Point, LLC 5.45M (3.35%) 1.95M
Increased by +35.79%
Sep 30, 23
10 Citadel Advisors Llc 4.75M (2.92%) 484.59K
Increased by +10.21%
Sep 30, 23
11 Geode Capital Management, LLC 4.30M (2.65%) 138.44K
Increased by +3.22%
Mar 31, 25
12 Fuller & Thaler Asset Management Inc 4.20M (2.59%) 989.05K
Increased by +23.52%
Mar 31, 25
13 Westfield Capital Management Company, L.P. 4.14M (2.55%) -3.12M
Decreased by -75.30%
Mar 31, 25
14 Dimensional Fund Advisors, Inc. 3.54M (2.18%) -449.87K
Decreased by -12.71%
Mar 31, 25
15 Durable Capital Partners LP 3.52M (2.16%) 3.52M
Increased by +100.00%
Mar 31, 25
16 Marshall Wace Asset Management Ltd 3.23M (1.99%) -646.28K
Decreased by -19.98%
Mar 31, 24
17 Morgan Stanley - Brokerage Accounts 3.20M (1.97%) -541.03K
Decreased by -16.90%
Mar 31, 25
18 Nuveen Asset Management, LLC 2.93M (1.80%) -28.86K
Decreased by -0.98%
Mar 31, 24
19 Southpoint Capital Advisors LP 2.75M (1.69%) 250.00K
Increased by +9.09%
Jun 30, 24
20 Bank of America Corp 2.68M (1.65%) 661.26K
Increased by +24.69%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 5.51M (3.39%) -17.78K
Decreased by -0.32%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 5.50M (3.38%) 4.66K
Increased by +0.08%
Sep 30, 24
3 Vanguard Health Care Inv 5.48M (3.37%) -1.37M
Decreased by -24.99%
Mar 31, 25
4 Vanguard Total Stock Mkt Idx Inv 5.31M (3.27%) 92.40K
Increased by +1.74%
Apr 30, 25
5 iShares Russell 2000 ETF 4.23M (2.60%) 715.00
Increased by +0.02%
Apr 30, 25
6 Vanguard Small Cap Index 4.15M (2.55%) 23.90K
Increased by +0.58%
Apr 30, 25
7 Vanguard Explorer Inv 3.80M (2.34%) -207.88K
Decreased by -5.47%
Mar 31, 25
8 FullerThaler Behavioral Sm-Cp Eq R6 3.11M (1.91%) -637.42K
Decreased by -20.51%
Dec 31, 24
9 FullerThaler Behavioral Small-Cap Equity 3.11M (1.91%) -637.42K
Decreased by -20.51%
Dec 31, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 2.63M (1.62%) 10.43K
Increased by +0.40%
Apr 30, 25
11 UBS (Lux) ES L/T Thms $Q 2.32M (1.42%) -136.00K
Decreased by -5.87%
Sep 30, 24
12 Vanguard Small Cap Growth Index Inv 2.31M (1.42%) -3.27K
Decreased by -0.14%
Apr 30, 25
13 Fidelity Small Cap Index 1.70M (1.05%) 11.69K
Increased by +0.69%
Feb 28, 25
14 Westfield Capital Mgt Co Sm-Cap Gr Eq 1.69M (1.04%) 288.72K
Increased by +17.11%
Dec 31, 24
15 Fidelity® Small Cap Index 1.64M (1.01%) 44.62K
Increased by +2.72%
Oct 31, 23
16 Thrivent Small Cap Stock A 1.60M (0.98%) 0.00
Increased by 0.00%
Sep 30, 24
17 Thrivent Mid Cap Stock A 1.58M (0.97%) -33.48K
Decreased by -2.12%
Sep 30, 24
18 Fidelity VIP Mid Cap Initial 1.55M (0.95%) -303.47K
Decreased by -19.61%
Nov 30, 24
19 Harbor Small Cap Growth Instl 1.51M (0.93%) -173.09K
Decreased by -11.43%
Jan 31, 25
20 Bellevue Healthcare Ord 1.44M (0.88%) 1.44M
Increased by +100.00%
Jul 31, 24