Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NXTE 4.03%
2 FXG 3.57%
3 OMFS 3.46%
4 NEWZ 3.39%
5 FCUS 3.27%
6 XMMO 3.06%
7 PSL 2.96%
8 MID 2.85%
9 SRHQ 2.51%
10 BFIT 2.48%
11 PBJ 2.46%
12 EASI 2.42%
13 CPAI 2.19%
14 XMHQ 2.12%
15 EQWM 2.12%
16 CNAV 2.11%
17 AIEQ 1.92%
18 QMOM 1.90%
19 RAYD 1.85%
20 EQRR 1.72%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 13.50M (13.88%) -100.30K
Decreased by -0.74%
Mar 31, 25
2 Vanguard Group Inc 9.92M (10.20%) -486.67K
Decreased by -4.91%
Jun 30, 25
3 Renaissance Technologies Corp 4.26M (4.39%) -200.90K
Decreased by -4.71%
Mar 31, 25
4 State Street Corporation 3.85M (3.96%) 91.70K
Increased by +2.38%
Mar 31, 24
5 State Street Corp 3.83M (3.94%) 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 (2.78%) 312.35K
Increased by +11.57%
Sep 30, 24
8 Dimensional Fund Advisors, Inc. 2.29M (2.36%) 73.45K
Increased by +3.21%
Jun 30, 25
9 Marshall Wace Asset Management Ltd 2.06M (2.12%) 218.65K
Increased by +10.60%
Mar 31, 25
10 Nordea Investment Mgmt Bank Demark A/s 1.70M (1.75%) -366.76K
Decreased by -21.57%
Jun 30, 25
11 Morgan Stanley - Brokerage Accounts 1.58M (1.63%) -85.97K
Decreased by -5.43%
Mar 31, 25
12 D. E. Shaw & Co LP 1.57M (1.62%) 270.11K
Increased by +17.18%
Jun 30, 25
13 Goldman Sachs Group Inc 1.51M (1.56%) -241.11K
Decreased by -15.93%
Jun 30, 25
14 Assenagon Asset Management SA 1.48M (1.52%) 1.35M
Increased by +91.18%
Mar 31, 25
15 FMR Inc 1.43M (1.48%) -244.60K
Decreased by -17.06%
Mar 31, 25
16 Amvescap Plc. 1.39M (1.43%) -188.30K
Decreased by -13.50%
Mar 31, 25
17 LSV Asset Management 1.39M (1.43%) -1.81M
Decreased by -130.41%
Jun 30, 24
18 Handelsbanken Fonder AB 1.32M (1.36%) 400.00K
Increased by +30.26%
Sep 30, 23
19 Northern Trust Corp 1.31M (1.35%) -47.26K
Decreased by -3.61%
Mar 31, 25
20 Congress Asset Management Company, LLP 1.30M (1.34%) 632.52K
Increased by +48.70%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Low-Priced Stock 3.79M (3.90%) -45.05K
Decreased by -1.19%
Oct 31, 23
2 iShares Core S&P Mid-Cap ETF 3.19M (3.28%) -5.72K
Decreased by -0.18%
Jul 31, 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 3.08M (3.17%) -70.81K
Decreased by -2.30%
Jul 31, 25
5 iShares Russell 2000 ETF 2.53M (2.60%) 0.00
Increased by 0.00%
May 31, 25
6 Vanguard Small Cap Index 2.38M (2.44%) -15.03K
Decreased by -0.63%
Jul 31, 25
7 T. Rowe Price Integrated US SmCapGrEq 1.49M (1.54%) 747.23K
Increased by +50.00%
Dec 31, 24
8 Vanguard Small Cap Growth Index Inv 1.34M (1.38%) -2.45K
Decreased by -0.18%
Jul 31, 25
9 Fidelity® Series Intrinsic Opps 1.31M (1.34%) 0.00
Increased by 0.00%
Oct 31, 23
10 Fidelity Global Bargain Growth Stocks MF 1.15M (1.19%) 298.70K
Increased by +25.86%
Aug 21, 23
11 Fidelity Global Value Growth Eq MF 1.14M (1.17%) -15.50K
Decreased by -1.36%
Feb 20, 24
12 Nordea 1 - Global Climate & Envir BI EUR 1.09M (1.12%) -15.39K
Decreased by -1.41%
Jun 30, 25
13 Strategic Advisers® Fidelity US TtlStk 1.09M (1.12%) -8.56K
Decreased by -0.79%
Nov 30, 23
14 Vanguard Institutional Extnd Mkt Idx Tr 1.05M (1.08%) -457.19K
Decreased by -43.47%
Jul 31, 25
15 Fidelity Low-Priced Stock 1.05M (1.08%) -372.81K
Decreased by -35.62%
Oct 31, 24
16 Fidelity Series Intrinsic Opps 1.02M (1.05%) -55.21K
Decreased by -5.40%
Jan 31, 24
17 Fidelity Small Cap Index 1.02M (1.05%) 2.99K
Increased by +0.29%
May 31, 25
18 Fidelity® Small Cap Index 997.30K (1.03%) 26.64K
Increased by +2.67%
Oct 31, 23
19 Fidelity® Small Cap Growth 974.73K (1.00%) -1.18K
Decreased by -0.12%
Oct 31, 23
20 Strategic Advisers Fidelity US TtlStk 932.71K (0.96%) -9.27K
Decreased by -0.99%
Feb 29, 24