Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 7.23%
2 EDOC 3.38%
3 GIGE 3.25%
4 FFTY 2.93%
5 AZTD 2.75%
6 KIE 2.59%
7 FRTY 2.06%
8 RJMG 2.04%
9 EKG 1.75%
10 PTH 1.64%
11 SFLO 1.53%
12 SMLL 1.19%
13 MEDI 0.75%
14 SQLV 0.75%
15 SAWS 0.70%
16 FYC 0.69%
17 DWAS 0.63%
18 SCDS 0.59%
19 FDLS 0.57%
20 IAK 0.48%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.70M (9.54%) 700.47K
Increased by +3.56%
Mar 31, 25
2 BlackRock Inc 16.59M (8.04%) 367.75K
Increased by +2.22%
Mar 31, 25
3 Alphabet Inc 14.48M (7.01%) -9.57M
Decreased by -66.07%
Sep 30, 23
4 JPMorgan Chase & Co 13.83M (6.70%) 3.47M
Increased by +25.09%
Mar 31, 25
5 Deerfield Management Co 11.84M (5.74%) 5.82K
Increased by +0.05%
Mar 31, 25
6 T. Rowe Price Investment Management,Inc. 11.83M (5.73%) 467.30K
Increased by +3.95%
Mar 31, 25
7 Dragoneer Investment Group, LLC 6.92M (3.35%) -2.57M
Decreased by -37.16%
Mar 31, 25
8 VK Services LLC 6.85M (3.32%) -4.86M
Decreased by -70.91%
Dec 31, 23
9 Thrive Capital Management, LLC(NY) 6.34M (3.07%) 0.00
Increased by 0.00%
Mar 31, 25
10 Gilder Gagnon Howe & CO LLC 6.28M (3.04%) -54.05K
Decreased by -0.86%
Mar 31, 25
11 State Street Corp 5.78M (2.80%) -132.28K
Decreased by -2.29%
Mar 31, 25
12 Formation8 GP, LLC 5.19M (2.51%) -2.17M
Decreased by -41.75%
Dec 31, 23
13 Geode Capital Management, LLC 4.68M (2.27%) 216.28K
Increased by +4.62%
Mar 31, 25
14 State Street Corporation 4.65M (2.25%) 1.18M
Increased by +25.36%
Mar 31, 24
15 Citadel Advisors Llc 4.47M (2.16%) 3.28M
Increased by +73.33%
Sep 30, 24
16 Hennessy Advisors, Inc. 3.81M (1.84%) -382.20K
Decreased by -10.04%
Mar 31, 25
17 Capital World Investors 3.62M (1.76%) 0.00
Increased by 0.00%
Mar 31, 25
18 Dimensional Fund Advisors, Inc. 3.57M (1.73%) 122.37K
Increased by +3.43%
Mar 31, 25
19 T. Rowe Price Associates, Inc. 3.33M (1.61%) -1.42M
Decreased by -42.69%
Mar 31, 25
20 Morgan Stanley - Brokerage Accounts 3.23M (1.56%) -1.91M
Decreased by -59.06%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.57M (3.18%) 19.44K
Increased by +0.30%
Apr 30, 25
2 American Funds SMALLCAP World A 6.05M (2.93%) 798.80K
Increased by +13.21%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 5.99M (2.90%) 232.60K
Increased by +3.88%
Sep 30, 24
4 iShares Russell 2000 ETF 5.15M (2.49%) 0.00
Increased by 0.00%
May 31, 25
5 Vanguard Small Cap Index 5.13M (2.48%) 25.66K
Increased by +0.50%
Apr 30, 25
6 T. Rowe Price Small-Cap Stock 3.51M (1.70%) -758.00
Decreased by -0.02%
Mar 31, 25
7 T. Rowe Price US Small-Cap Core Equity 3.51M (1.70%) 155.98K
Increased by +4.44%
Mar 31, 25
8 Hennessy Cornerstone Mid Cap 30 Inv 3.19M (1.54%) -311.70K
Decreased by -9.78%
Mar 31, 25
9 Longleaf Partners Small-Cap 3.13M (1.51%) 1.07M
Increased by +34.28%
Dec 31, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 3.12M (1.51%) 19.81K
Increased by +0.63%
Apr 30, 25
11 JPM Large Cap Value - MA 2.90M (1.41%) 662.11K
Increased by +22.83%
Mar 31, 25
12 JPM US Large Cap Value-Composite 2.90M (1.41%) 662.11K
Increased by +22.83%
Mar 31, 25
13 Vanguard Small Cap Growth Index Inv 2.86M (1.38%) -8.38K
Decreased by -0.29%
Apr 30, 25
14 JPMorgan Large Cap Value I 2.73M (1.32%) -168.74K
Decreased by -6.18%
Apr 30, 25
15 T. Rowe Price Health Sciences 2.43M (1.18%) -120.17K
Decreased by -4.95%
Mar 31, 25
16 T. Rowe Price Small-Cap Value 2.24M (1.08%) -481.00
Decreased by -0.02%
Mar 31, 25
17 BIT Global Technology Leaders R-I 2.10M (1.02%) -297.10K
Decreased by -14.17%
Mar 31, 25
18 Fidelity Small Cap Index 2.04M (0.99%) 64.90K
Increased by +3.18%
Mar 31, 25
19 JPMorgan Value Advantage L 1.87M (0.91%) -8.19K
Decreased by -0.44%
Apr 30, 25
20 Avantis US Small Cap Value ETF 1.87M (0.91%) 20.37K
Increased by +1.09%
May 31, 25