Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NXTE 5.33%
2 XMMO 3.86%
3 PSL 3.54%
4 NEWZ 3.39%
5 FCUS 3.27%
6 PBJ 3.27%
7 FFTY 3.15%
8 SEIS 2.67%
9 SRHQ 2.51%
10 BFIT 2.48%
11 EASI 2.42%
12 CPAI 2.19%
13 RAYD 2.11%
14 KROP 2.07%
15 PAMC 1.99%
16 AIEQ 1.92%
17 FSCC 1.79%
18 PFUT 1.77%
19 PDP 1.73%
20 ANEW 1.70%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 13.50M (13.86%) -100.30K
Decreased by -0.74%
Mar 31, 25
2 Vanguard Group Inc 10.40M (10.68%) -200.26K
Decreased by -1.92%
Mar 31, 25
3 Renaissance Technologies Corp 4.26M (4.38%) -200.90K
Decreased by -4.71%
Mar 31, 25
4 State Street Corporation 3.85M (3.95%) 91.70K
Increased by +2.38%
Mar 31, 24
5 State Street Corp 3.83M (3.93%) 16.21K
Increased by +0.42%
Mar 31, 25
6 Geode Capital Management, LLC 3.03M (3.11%) 548.30K
Increased by +18.11%
Mar 31, 25
7 JPMorgan Chase & Co 2.70M (2.77%) 312.35K
Increased by +11.57%
Sep 30, 24
8 Dimensional Fund Advisors, Inc. 2.22M (2.28%) 15.93K
Increased by +0.72%
Mar 31, 25
9 Nordea Investment Mgmt Bank Demark A/s 2.07M (2.12%) -654.86K
Decreased by -31.68%
Mar 31, 25
10 Marshall Wace Asset Management Ltd 2.06M (2.12%) 218.65K
Increased by +10.60%
Mar 31, 25
11 Goldman Sachs Group Inc 1.75M (1.80%) -619.14K
Decreased by -35.29%
Mar 31, 25
12 Citadel Advisors Llc 1.59M (1.63%) 785.01K
Increased by +49.41%
Sep 30, 24
13 Amvescap Plc. 1.58M (1.63%) 294.55K
Increased by +18.61%
Dec 31, 24
14 Morgan Stanley - Brokerage Accounts 1.58M (1.62%) -85.97K
Decreased by -5.43%
Mar 31, 25
15 Assenagon Asset Management SA 1.48M (1.52%) 1.35M
Increased by +91.18%
Mar 31, 25
16 FMR Inc 1.43M (1.47%) -244.60K
Decreased by -17.06%
Mar 31, 25
17 LSV Asset Management 1.39M (1.43%) -1.81M
Decreased by -130.41%
Jun 30, 24
18 Northern Trust Corp 1.36M (1.39%) 160.88K
Increased by +11.87%
Dec 31, 24
19 UBS Asset Mgmt Americas Inc 1.33M (1.37%) 36.55K
Increased by +2.75%
Mar 31, 25
20 Handelsbanken Fonder AB 1.32M (1.36%) 400.00K
Increased by +30.26%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Low-Priced Stock 3.79M (3.89%) -45.05K
Decreased by -1.19%
Oct 31, 23
2 iShares Core S&P Mid-Cap ETF 3.24M (3.32%) -10.43K
Decreased by -0.32%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 3.17M (3.26%) 2.42K
Increased by +0.08%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 3.16M (3.25%) 48.89K
Increased by +1.55%
Apr 30, 25
5 iShares Russell 2000 ETF 2.49M (2.55%) 420.00
Increased by +0.02%
Apr 30, 25
6 Vanguard Small Cap Index 2.48M (2.54%) 14.88K
Increased by +0.60%
Apr 30, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 1.55M (1.59%) 7.81K
Increased by +0.50%
Apr 30, 25
8 T. Rowe Price Integrated US SmCapGrEq 1.49M (1.53%) 747.23K
Increased by +50.00%
Dec 31, 24
9 Nordea 1 - Global Climate & Envir BI EUR 1.33M (1.37%) -34.35K
Decreased by -2.57%
Apr 30, 25
10 Fidelity® Series Intrinsic Opps 1.31M (1.34%) 0.00
Increased by 0.00%
Oct 31, 23
11 Fidelity Global Bargain Growth Stocks MF 1.15M (1.19%) 298.70K
Increased by +25.86%
Aug 21, 23
12 Fidelity Global Value Growth Eq MF 1.14M (1.17%) -15.50K
Decreased by -1.36%
Feb 20, 24
13 Strategic Advisers® Fidelity US TtlStk 1.09M (1.12%) -8.56K
Decreased by -0.79%
Nov 30, 23
14 Fidelity Low-Priced Stock 1.05M (1.07%) -372.81K
Decreased by -35.62%
Oct 31, 24
15 Fidelity Series Intrinsic Opps 1.02M (1.05%) -55.21K
Decreased by -5.40%
Jan 31, 24
16 Fidelity Small Cap Index 998.75K (1.03%) 4.56K
Increased by +0.46%
Feb 28, 25
17 Fidelity® Small Cap Index 997.30K (1.02%) 26.64K
Increased by +2.67%
Oct 31, 23
18 Fidelity® Small Cap Growth 974.73K (1.00%) -1.18K
Decreased by -0.12%
Oct 31, 23
19 Strategic Advisers Fidelity US TtlStk 932.71K (0.96%) -9.27K
Decreased by -0.99%
Feb 29, 24
20 iShares Russell 2000 Growth ETF 895.29K (0.92%) 0.00
Increased by 0.00%
Apr 30, 25