Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 7.23%
2 RVER 4.88%
3 GIGE 3.25%
4 FFTY 2.93%
5 HEAL 2.58%
6 EDOC 2.45%
7 FRTY 2.06%
8 RJMG 2.04%
9 KIE 1.94%
10 AZTD 1.87%
11 PTH 1.64%
12 EKG 1.36%
13 SFLO 1.14%
14 FSGS 1.14%
15 RNSC 1.14%
16 SMCF 0.94%
17 SMLL 0.82%
18 RNIN 0.78%
19 MEDI 0.75%
20 SAWS 0.70%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.70M (9.37%) 700.47K
Increased by +3.56%
Mar 31, 25
2 BlackRock Inc 16.59M (7.89%) 367.75K
Increased by +2.22%
Mar 31, 25
3 Alphabet Inc 14.48M (6.88%) -9.57M
Decreased by -66.07%
Sep 30, 23
4 JPMorgan Chase & Co 13.83M (6.58%) 3.47M
Increased by +25.09%
Mar 31, 25
5 Deerfield Management Co 11.84M (5.63%) 5.82K
Increased by +0.05%
Mar 31, 25
6 T. Rowe Price Investment Management,Inc. 11.83M (5.62%) 467.30K
Increased by +3.95%
Mar 31, 25
7 Dragoneer Investment Group, LLC 6.92M (3.29%) -2.57M
Decreased by -37.16%
Mar 31, 25
8 VK Services LLC 6.85M (3.26%) -4.86M
Decreased by -70.91%
Dec 31, 23
9 Thrive Capital Management, LLC(NY) 6.34M (3.02%) 0.00
Increased by 0.00%
Mar 31, 25
10 Gilder Gagnon Howe & CO LLC 6.28M (2.99%) -54.05K
Decreased by -0.86%
Mar 31, 25
11 State Street Corp 5.78M (2.75%) -132.28K
Decreased by -2.29%
Mar 31, 25
12 Formation8 GP, LLC 5.19M (2.47%) -2.17M
Decreased by -41.75%
Dec 31, 23
13 Geode Capital Management, LLC 4.68M (2.23%) 216.28K
Increased by +4.62%
Mar 31, 25
14 State Street Corporation 4.65M (2.21%) 1.18M
Increased by +25.36%
Mar 31, 24
15 Citadel Advisors Llc 4.47M (2.12%) 3.28M
Increased by +73.33%
Sep 30, 24
16 Capital World Investors 3.62M (1.72%) 0.00
Increased by 0.00%
Mar 31, 25
17 Dimensional Fund Advisors, Inc. 3.57M (1.70%) 122.37K
Increased by +3.43%
Mar 31, 25
18 T. Rowe Price Associates, Inc. 3.33M (1.58%) -1.42M
Decreased by -42.69%
Mar 31, 25
19 Morgan Stanley - Brokerage Accounts 3.23M (1.54%) -1.91M
Decreased by -59.06%
Jun 30, 24
20 Viking Global Investors LP 3.07M (1.46%) -3.10M
Decreased by -100.80%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.60M (3.14%) 22.72K
Increased by +0.34%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 5.99M (2.85%) 232.60K
Increased by +3.88%
Sep 30, 24
3 Vanguard Small Cap Index 5.09M (2.42%) -59.91K
Decreased by -1.18%
Jun 30, 25
4 iShares Russell 2000 ETF 4.34M (2.06%) -82.42K
Decreased by -1.90%
Jul 31, 25
5 Avantis US Small Cap Value ETF 4.10M (1.95%) 9.23K
Increased by +0.22%
Jul 31, 25
6 American Funds SMALLCAP World A 3.62M (1.72%) -2.42M
Decreased by -66.89%
Jun 30, 25
7 T. Rowe Price Small-Cap Stock 3.56M (1.69%) -4.17K
Decreased by -0.12%
Jun 30, 25
8 T. Rowe Price US Small-Cap Core Equity 3.56M (1.69%) 48.43K
Increased by +1.36%
Jun 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 3.18M (1.51%) 35.85K
Increased by +1.13%
Jun 30, 25
10 JPM US Large Cap Value-Composite 2.90M (1.38%) 662.11K
Increased by +22.83%
Mar 31, 25
11 Hennessy Cornerstone Mid Cap 30 Inv 2.87M (1.37%) -317.00K
Decreased by -11.04%
Jun 30, 25
12 Vanguard Small Cap Growth Index Inv 2.85M (1.36%) 12.24K
Increased by +0.43%
Jun 30, 25
13 T. Rowe Price Small-Cap Value 2.61M (1.24%) 260.45K
Increased by +9.97%
Jun 30, 25
14 T. Rowe Price Health Sciences 2.43M (1.15%) -120.17K
Decreased by -4.95%
Mar 31, 25
15 BIT Global Technology Leaders R-I 2.22M (1.06%) 125.95K
Increased by +5.67%
Apr 30, 25
16 Longleaf Partners Small-Cap 2.09M (1.00%) -1.03M
Decreased by -49.33%
Mar 31, 25
17 Fidelity Small Cap Index 2.07M (0.99%) 2.99K
Increased by +0.14%
May 31, 25
18 JPMorgan Large Cap Value I 1.92M (0.92%) -807.04K
Decreased by -41.93%
May 31, 25
19 JPMorgan Value Advantage L 1.87M (0.89%) 0.00
Increased by 0.00%
Jun 30, 25
20 JPM US Small Cap Core-Composite 1.84M (0.87%) 134.91K
Increased by +7.34%
Mar 31, 25