Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 3.66%
2 XHS 1.98%
3 MNTL 1.63%
4 SOVF 1.51%
5 JSMD 1.31%
6 MEDI 1.12%
7 FFTY 0.95%
8 FSCS 0.94%
9 RNMC 0.94%
10 IHF 0.90%
11 FSGS 0.89%
12 RNSC 0.89%
13 DSMC 0.88%
14 QSML 0.86%
15 FESM 0.77%
16 ACTV 0.70%
17 GVLU 0.54%
18 PAMC 0.53%
19 IVOV 0.44%
20 PSC 0.44%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 21.30M (12.97%) 436.06K
Increased by +2.05%
Dec 31, 24
2 Vanguard Group Inc 19.32M (11.76%) 75.31K
Increased by +0.39%
Dec 31, 24
3 Wellington Management Company LLP 18.33M (11.15%) 8.40M
Increased by +45.84%
Dec 31, 24
4 Westfield Capital Management Company, L.P. 7.27M (4.42%) 773.08K
Increased by +10.64%
Dec 31, 24
5 State Street Corp 6.56M (3.99%) 302.55K
Increased by +4.61%
Dec 31, 24
6 Westfield Capital Management Company, LP 6.49M (3.95%) 599.59K
Increased by +9.24%
Sep 30, 24
7 State Street Corporation 6.10M (3.71%) 168.93K
Increased by +2.77%
Mar 31, 24
8 Thrivent Financial For Lutherans 5.86M (3.57%) 404.81K
Increased by +6.90%
Sep 30, 24
9 Third Point, LLC 5.45M (3.32%) 1.95M
Increased by +35.79%
Sep 30, 23
10 FMR Inc 4.89M (2.98%) -2.63M
Decreased by -53.69%
Dec 31, 24
11 Citadel Advisors Llc 4.75M (2.89%) 484.59K
Increased by +10.21%
Sep 30, 23
12 Geode Capital Management, LLC 4.17M (2.54%) -28.47K
Decreased by -0.68%
Dec 31, 24
13 Dimensional Fund Advisors, Inc. 3.99M (2.43%) 591.04K
Increased by +14.82%
Dec 31, 24
14 Morgan Stanley - Brokerage Accounts 3.74M (2.28%) 358.16K
Increased by +9.57%
Dec 31, 24
15 Marshall Wace Asset Management Ltd 3.23M (1.97%) -646.28K
Decreased by -19.98%
Mar 31, 24
16 Fuller & Thaler Asset Management Inc 3.22M (1.96%) -729.20K
Decreased by -22.68%
Dec 31, 24
17 Nuveen Asset Management, LLC 2.93M (1.78%) -28.86K
Decreased by -0.98%
Mar 31, 24
18 Southpoint Capital Advisors LP 2.75M (1.67%) 250.00K
Increased by +9.09%
Jun 30, 24
19 Bank of America Corp 2.68M (1.63%) 661.26K
Increased by +24.69%
Sep 30, 24
20 Northern Trust Corp 2.63M (1.60%) 278.16K
Increased by +10.59%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Health Care Inv 6.84M (4.17%) 1.90M
Increased by +27.80%
Dec 31, 24
2 iShares Core S&P Mid-Cap ETF 5.56M (3.38%) 9.72K
Increased by +0.17%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 5.50M (3.35%) 4.66K
Increased by +0.08%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 5.22M (3.18%) -161.95K
Decreased by -3.10%
Mar 31, 25
5 iShares Russell 2000 ETF 4.51M (2.75%) -39.10K
Decreased by -0.87%
Mar 31, 25
6 Vanguard Small Cap Index 4.13M (2.51%) -218.58K
Decreased by -5.30%
Mar 31, 25
7 Vanguard Explorer Inv 4.01M (2.44%) 3.34M
Increased by +83.36%
Dec 31, 24
8 FullerThaler Behavioral Sm-Cp Eq R6 3.11M (1.89%) -637.42K
Decreased by -20.51%
Dec 31, 24
9 FullerThaler Behavioral Small-Cap Equity 3.11M (1.89%) -637.42K
Decreased by -20.51%
Dec 31, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 2.62M (1.59%) 36.73K
Increased by +1.40%
Mar 31, 25
11 UBS (Lux) ES L/T Thms $Q 2.32M (1.41%) -136.00K
Decreased by -5.87%
Sep 30, 24
12 Vanguard Small Cap Growth Index Inv 2.31M (1.41%) -126.96K
Decreased by -5.49%
Mar 31, 25
13 Fidelity Small Cap Index 1.69M (1.03%) -31.69K
Decreased by -1.87%
Jan 31, 25
14 Westfield Capital Mgt Co Sm-Cap Gr Eq 1.69M (1.03%) 288.72K
Increased by +17.11%
Dec 31, 24
15 Fidelity® Small Cap Index 1.64M (1.00%) 44.62K
Increased by +2.72%
Oct 31, 23
16 Calvert Small-Cap A 1.61M (0.98%) 0.00
Increased by 0.00%
Feb 28, 25
17 Calvert US Small-Cap Strategy 1.61M (0.98%) 0.00
Increased by 0.00%
Dec 31, 24
18 Thrivent Small Cap Stock A 1.60M (0.97%) 0.00
Increased by 0.00%
Sep 30, 24
19 Thrivent Mid Cap Stock A 1.58M (0.96%) -33.48K
Decreased by -2.12%
Sep 30, 24
20 Fidelity VIP Mid Cap Initial 1.55M (0.94%) -303.47K
Decreased by -19.61%
Nov 30, 24