Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 7.23%
2 EDOC 4.17%
3 GIGE 3.25%
4 SMLL 3.09%
5 FFTY 2.93%
6 AZTD 2.60%
7 KIE 2.23%
8 FRTY 2.06%
9 SFLO 2.05%
10 RJMG 2.04%
11 PTH 1.64%
12 EKG 1.56%
13 MEDI 0.75%
14 SAWS 0.70%
15 SQLV 0.67%
16 FYC 0.65%
17 DWAS 0.63%
18 FDLS 0.57%
19 SCDS 0.49%
20 JAVA 0.42%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.00M (9.68%) 586.63K
Increased by +3.09%
Dec 31, 24
2 BlackRock Inc 16.22M (8.27%) 753.21K
Increased by +4.64%
Dec 31, 24
3 Alphabet Inc 14.48M (7.38%) -9.57M
Decreased by -66.07%
Sep 30, 23
4 Deerfield Management Co 11.84M (6.03%) 3.98M
Increased by +33.66%
Dec 31, 24
5 T. Rowe Price Investment Management,Inc. 11.36M (5.79%) -302.12K
Decreased by -2.66%
Dec 31, 24
6 JPMorgan Chase & Co 10.36M (5.28%) 5.74M
Increased by +55.42%
Dec 31, 24
7 Dragoneer Investment Group, LLC 9.49M (4.84%) 0.00
Increased by 0.00%
Dec 31, 24
8 VK Services LLC 6.85M (3.49%) -4.86M
Decreased by -70.91%
Dec 31, 23
9 Thrive Capital Management, LLC(NY) 6.34M (3.23%) 1.59M
Increased by +25.04%
Dec 31, 24
10 Gilder Gagnon Howe & CO LLC 6.34M (3.23%) 2.15M
Increased by +33.95%
Dec 31, 24
11 State Street Corp 5.92M (3.02%) 783.57K
Increased by +13.24%
Dec 31, 24
12 Formation8 GP, LLC 5.19M (2.65%) -2.17M
Decreased by -41.75%
Dec 31, 23
13 T. Rowe Price Associates, Inc. 4.74M (2.42%) -643.16K
Decreased by -13.55%
Dec 31, 24
14 State Street Corporation 4.65M (2.37%) 1.18M
Increased by +25.36%
Mar 31, 24
15 Citadel Advisors Llc 4.47M (2.28%) 3.28M
Increased by +73.33%
Sep 30, 24
16 Geode Capital Management, LLC 4.47M (2.28%) 128.46K
Increased by +2.88%
Dec 31, 24
17 Hennessy Advisors, Inc. 3.81M (1.94%) -382.20K
Decreased by -10.04%
Mar 31, 25
18 Capital World Investors 3.62M (1.85%) 0.00
Increased by 0.00%
Dec 31, 24
19 Dimensional Fund Advisors, Inc. 3.45M (1.76%) 313.23K
Increased by +9.08%
Dec 31, 24
20 Morgan Stanley - Brokerage Accounts 3.23M (1.65%) -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 6.55M (3.34%) 392.85K
Increased by +6.00%
Mar 31, 25
2 American Funds SMALLCAP World A 6.05M (3.08%) 798.80K
Increased by +13.21%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 5.99M (3.05%) 232.60K
Increased by +3.88%
Sep 30, 24
4 Vanguard Small Cap Index 5.10M (2.60%) 237.59K
Increased by +4.66%
Mar 31, 25
5 iShares Russell 2000 ETF 5.08M (2.59%) 858.00
Increased by +0.02%
Apr 30, 25
6 T. Rowe Price Small-Cap Stock 3.51M (1.79%) -758.00
Decreased by -0.02%
Mar 31, 25
7 T. Rowe Price US Small-Cap Core Equity 3.51M (1.79%) 155.98K
Increased by +4.44%
Mar 31, 25
8 Hennessy Cornerstone Mid Cap 30 Inv 3.19M (1.63%) -311.70K
Decreased by -9.78%
Mar 31, 25
9 Longleaf Partners Small-Cap 3.13M (1.59%) 1.07M
Increased by +34.28%
Dec 31, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 3.10M (1.58%) 65.94K
Increased by +2.13%
Mar 31, 25
11 JPM Large Cap Value - MA 2.90M (1.48%) 662.11K
Increased by +22.83%
Mar 31, 25
12 JPM US Large Cap Value-Composite 2.90M (1.48%) 662.11K
Increased by +22.83%
Mar 31, 25
13 JPMorgan Large Cap Value I 2.90M (1.48%) -170.59K
Decreased by -5.88%
Mar 31, 25
14 Vanguard Small Cap Growth Index Inv 2.86M (1.46%) 130.27K
Increased by +4.55%
Mar 31, 25
15 T. Rowe Price Health Sciences 2.43M (1.24%) -120.17K
Decreased by -4.95%
Mar 31, 25
16 T. Rowe Price Small-Cap Value 2.24M (1.14%) -481.00
Decreased by -0.02%
Mar 31, 25
17 BIT Global Technology Leaders R-I 2.10M (1.07%) -297.10K
Decreased by -14.17%
Mar 31, 25
18 Fidelity Small Cap Index 1.98M (1.01%) 12.42K
Increased by +0.63%
Feb 28, 25
19 JPMorgan Value Advantage L 1.88M (0.96%) 0.00
Increased by 0.00%
Mar 31, 25
20 T. Rowe Price Instl Small-Cap Stock 1.87M (0.95%) 0.00
Increased by 0.00%
Mar 31, 25