Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AWEG 4.05%
2 AZTD 3.50%
3 CAFG 2.44%
4 CBSE 2.20%
5 XHS 2.11%
6 TSME 1.59%
7 GRPZ 1.30%
8 PSCH 1.25%
9 FSGS 1.00%
10 RNSC 1.00%
11 BOUT 0.94%
12 NSCS 0.66%
13 XSHQ 0.62%
14 EKG 0.59%
15 SFLO 0.58%
16 AFSM 0.57%
17 JSMD 0.41%
18 JSML 0.40%
19 RFG 0.36%
20 PSC 0.34%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 12.77M (16.04%) -1.20M
Decreased by -9.40%
Mar 31, 25
2 Vanguard Group Inc 9.87M (12.40%) 1.25M
Increased by +12.69%
Jun 30, 25
3 TPG GP A, LLC 6.88M (8.64%) 0.00
Increased by 0.00%
Dec 31, 24
4 KPCB XIII Associates LLC 5.07M (6.37%) 0.00
Increased by 0.00%
Sep 30, 23
5 FMR Inc 4.11M (5.16%) 3.98M
Increased by +96.81%
Mar 31, 25
6 Pacer Advisors, INC. 3.68M (4.62%) 1.18M
Increased by +32.20%
Dec 31, 24
7 Thrivent Financial For Lutherans 3.40M (4.27%) 3.34M
Increased by +98.32%
Mar 31, 25
8 T. Rowe Price Investment Management,Inc. 3.27M (4.10%) -164.73K
Decreased by -5.04%
Dec 31, 24
9 State Street Corp 2.91M (3.66%) -223.01K
Decreased by -7.65%
Mar 31, 25
10 State Street Corporation 2.90M (3.64%) 113.71K
Increased by +3.92%
Mar 31, 24
11 International Assets Investment Management, LLC 2.57M (3.22%) 2.41M
Increased by +94.03%
Sep 30, 24
12 American Century Companies Inc 2.23M (2.80%) 873.55K
Increased by +39.23%
Mar 31, 24
13 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 1.89M (2.38%) -318.93K
Decreased by -16.86%
Jun 30, 25
14 Geode Capital Management, LLC 1.80M (2.27%) -23.31K
Decreased by -1.29%
Mar 31, 25
15 Riverbridge Partners LLC 1.70M (2.14%) -135.02K
Decreased by -7.92%
Sep 30, 24
16 D. E. Shaw & Co LP 1.68M (2.11%) 120.30K
Increased by +7.15%
Jun 30, 25
17 Invenomic Capital Management, LP 1.62M (2.04%) -138.58K
Decreased by -8.54%
Dec 31, 24
18 Owls Nest Partners IA, LLC 1.52M (1.91%) -339.24K
Decreased by -22.27%
Sep 30, 24
19 Goldman Sachs Group Inc 1.50M (1.89%) 314.52K
Increased by +20.91%
Jun 30, 25
20 Marshall Wace Asset Management Ltd 1.48M (1.86%) 1.17M
Increased by +78.68%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.46M (5.61%) 690.00
Increased by +0.02%
Jul 31, 25
2 iShares Core S&P Mid-Cap ETF 2.62M (3.29%) 810.00
Increased by +0.03%
Aug 30, 24
3 Vanguard Total Stock Mkt Idx Inv 2.50M (3.14%) 187.87K
Increased by +7.52%
Jun 30, 25
4 Vanguard US Total Market Shares ETF 2.35M (2.95%) -196.33K
Decreased by -8.35%
Sep 30, 24
5 Thrivent Mid Cap Stock A 2.09M (2.62%) 0.00
Increased by 0.00%
May 31, 25
6 ClearBridge Small Cap Growth A 1.94M (2.44%) -81.10K
Decreased by -4.18%
Jun 30, 24
7 Vanguard Small Cap Index 1.88M (2.37%) 59.95K
Increased by +3.18%
Jun 30, 25
8 iShares Russell 2000 ETF 1.61M (2.03%) -30.66K
Decreased by -1.90%
Jul 31, 25
9 Fidelity Small Cap Growth 1.57M (1.97%) -2.51K
Decreased by -0.16%
May 31, 25
10 T. Rowe Price US Small-Cap Core Equity 1.46M (1.84%) -83.71K
Decreased by -5.72%
Dec 31, 24
11 Vanguard Explorer Inv 1.25M (1.57%) -82.16K
Decreased by -6.57%
Jun 30, 25
12 Thrivent Mid Cap Stock 1.24M (1.56%) 0.00
Increased by 0.00%
May 31, 25
13 Small Company Equity - FTWA 1.23M (1.54%) -199.56K
Decreased by -16.25%
Mar 31, 25
14 Thrivent Small Cap Stock A 1.21M (1.52%) 14.48K
Increased by +1.20%
May 31, 25
15 Fort Washington Small Company Equity 1.21M (1.52%) -19.89K
Decreased by -1.65%
Jun 30, 25
16 Vanguard Institutional Extnd Mkt Idx Tr 1.15M (1.45%) -19.81K
Decreased by -1.72%
Jun 30, 25
17 CT (Lux) American Smaller Com 9U USD 1.09M (1.37%) 0.00
Increased by 0.00%
Jun 30, 25
18 Vanguard Small Cap Growth Index Inv 1.06M (1.33%) 50.47K
Increased by +4.77%
Jun 30, 25
19 JPM Small Cap Equity-MA 1.04M (1.31%) 1.03M
Increased by +98.88%
Jun 30, 24
20 JPM US Small Cap Core-Composite 1.04M (1.31%) -51.66K
Decreased by -4.96%
Jun 30, 24