Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 7.23%
2 EDOC 3.36%
3 GIGE 3.25%
4 FFTY 2.93%
5 SMLL 2.45%
6 FRTY 2.06%
7 RJMG 2.04%
8 KIE 1.67%
9 PTH 1.64%
10 SFLO 1.64%
11 AZTD 1.56%
12 EKG 1.24%
13 MEDI 0.75%
14 SAWS 0.70%
15 DWAS 0.63%
16 FDLS 0.57%
17 SQLV 0.54%
18 FYC 0.51%
19 SCDS 0.41%
20 FPX 0.39%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.00M (9.44%) 586.63K
Increased by +3.09%
Dec 31, 24
2 BlackRock Inc 16.22M (8.06%) 753.21K
Increased by +4.64%
Dec 31, 24
3 Alphabet Inc 14.48M (7.19%) -9.57M
Decreased by -66.07%
Sep 30, 23
4 Deerfield Management Co 11.84M (5.88%) 3.98M
Increased by +33.66%
Dec 31, 24
5 T. Rowe Price Investment Management,Inc. 11.36M (5.64%) -302.12K
Decreased by -2.66%
Dec 31, 24
6 JPMorgan Chase & Co 10.36M (5.15%) 5.74M
Increased by +55.42%
Dec 31, 24
7 Dragoneer Investment Group, LLC 9.49M (4.71%) 0.00
Increased by 0.00%
Dec 31, 24
8 VK Services LLC 6.85M (3.40%) -4.86M
Decreased by -70.91%
Dec 31, 23
9 Thrive Capital Management, LLC(NY) 6.34M (3.15%) 1.59M
Increased by +25.04%
Dec 31, 24
10 Gilder Gagnon Howe & CO LLC 6.34M (3.15%) 2.15M
Increased by +33.95%
Dec 31, 24
11 State Street Corp 5.92M (2.94%) 783.57K
Increased by +13.24%
Dec 31, 24
12 Formation8 GP, LLC 5.19M (2.58%) -2.17M
Decreased by -41.75%
Dec 31, 23
13 T. Rowe Price Associates, Inc. 4.74M (2.36%) -643.16K
Decreased by -13.55%
Dec 31, 24
14 State Street Corporation 4.65M (2.31%) 1.18M
Increased by +25.36%
Mar 31, 24
15 Citadel Advisors Llc 4.47M (2.22%) 3.28M
Increased by +73.33%
Sep 30, 24
16 Geode Capital Management, LLC 4.47M (2.22%) 128.46K
Increased by +2.88%
Dec 31, 24
17 Hennessy Advisors, Inc. 4.19M (2.08%) 3.54M
Increased by +84.62%
Dec 31, 24
18 Capital World Investors 3.62M (1.80%) 0.00
Increased by 0.00%
Dec 31, 24
19 Dimensional Fund Advisors, Inc. 3.45M (1.71%) 313.23K
Increased by +9.08%
Dec 31, 24
20 Morgan Stanley - Brokerage Accounts 3.23M (1.60%) -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 6.16M (3.06%) 4.01K
Increased by +0.07%
Feb 28, 25
2 iShares Russell 2000 ETF 5.40M (2.68%) -46.80K
Decreased by -0.87%
Mar 31, 25
3 American Funds SMALLCAP World A 5.25M (2.61%) 0.00
Increased by 0.00%
Dec 31, 24
4 Vanguard Small Cap Index 4.87M (2.42%) 3.97K
Increased by +0.08%
Feb 28, 25
5 T. Rowe Price Small-Cap Stock 3.51M (1.74%) 159.25K
Increased by +4.54%
Feb 28, 25
6 Hennessy Cornerstone Mid Cap 30 Inv 3.50M (1.74%) 3.50M
Increased by +100.00%
Dec 31, 24
7 T. Rowe Price US Small-Cap Core Equity 3.35M (1.67%) -31.21K
Decreased by -0.93%
Dec 31, 24
8 Longleaf Partners Small-Cap 3.13M (1.55%) 1.07M
Increased by +34.28%
Dec 31, 24
9 JPMorgan Large Cap Value I 3.07M (1.53%) 172.90K
Increased by +5.63%
Feb 28, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 3.04M (1.51%) 4.28K
Increased by +0.14%
Feb 28, 25
11 Vanguard Small Cap Growth Index Inv 2.73M (1.36%) -16.65K
Decreased by -0.61%
Feb 28, 25
12 T. Rowe Price Health Sciences 2.55M (1.27%) 0.00
Increased by 0.00%
Feb 28, 25
13 BIT Global Technology Leaders R-I 2.39M (1.19%) 283.46K
Increased by +11.84%
Feb 28, 25
14 JPM Large Cap Value - MA 2.24M (1.11%) 1.58M
Increased by +70.44%
Dec 31, 24
15 JPM US Large Cap Value-Composite 2.24M (1.11%) 1.58M
Increased by +70.44%
Dec 31, 24
16 T. Rowe Price Small-Cap Value 2.24M (1.11%) 0.00
Increased by 0.00%
Feb 28, 25
17 Fidelity Small Cap Index 1.97M (0.98%) -36.82K
Decreased by -1.87%
Jan 31, 25
18 JPMorgan Value Advantage L 1.88M (0.93%) 0.00
Increased by 0.00%
Feb 28, 25
19 T. Rowe Price Instl Small-Cap Stock 1.87M (0.93%) 111.41K
Increased by +5.96%
Feb 28, 25
20 JPMorgan Small Cap Equity A 1.84M (0.91%) 102.77K
Increased by +5.59%
Feb 28, 25