Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OMFS 3.46%
2 NEWZ 3.39%
3 FCUS 3.27%
4 FXG 2.68%
5 SRHQ 2.51%
6 BFIT 2.48%
7 EASI 2.42%
8 PSL 2.32%
9 CPAI 2.19%
10 CNAV 2.11%
11 MID 2.03%
12 AIEQ 1.92%
13 RAYD 1.68%
14 AZTD 1.65%
15 PBJ 1.64%
16 QMOM 1.53%
17 VTWG 1.35%
18 PFUT 1.35%
19 JSML 1.31%
20 XMHQ 1.28%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 11.43M (11.80%) -2.07M
Decreased by -18.12%
Jun 30, 25
2 Vanguard Group Inc 9.92M (10.24%) -486.67K
Decreased by -4.91%
Jun 30, 25
3 Renaissance Technologies Corp 4.03M (4.16%) -231.90K
Decreased by -5.75%
Jun 30, 25
4 State Street Corporation 3.85M (3.97%) 91.70K
Increased by +2.38%
Mar 31, 24
5 State Street Corp 3.08M (3.18%) -741.82K
Decreased by -24.05%
Jun 30, 25
6 JPMorgan Chase & Co 2.70M (2.79%) 312.35K
Increased by +11.57%
Sep 30, 24
7 Bank of America Corp 2.58M (2.67%) 1.49M
Increased by +57.80%
Jun 30, 25
8 Marshall Wace Asset Management Ltd 2.31M (2.39%) 252.70K
Increased by +10.92%
Jun 30, 25
9 Dimensional Fund Advisors, Inc. 2.29M (2.37%) 73.45K
Increased by +3.21%
Jun 30, 25
10 Amvescap Plc. 2.13M (2.20%) 737.01K
Increased by +34.58%
Jun 30, 25
11 Geode Capital Management, LLC 1.92M (1.98%) -1.11M
Decreased by -57.90%
Jun 30, 25
12 Squarepoint Ops LLC 1.88M (1.94%) 846.74K
Increased by +45.07%
Jun 30, 25
13 Nordea Investment Mgmt Bank Demark A/s 1.70M (1.76%) -366.76K
Decreased by -21.57%
Jun 30, 25
14 D. E. Shaw & Co LP 1.57M (1.62%) 270.11K
Increased by +17.18%
Jun 30, 25
15 Morgan Stanley - Brokerage Accounts 1.53M (1.58%) -53.12K
Decreased by -3.47%
Jun 30, 25
16 Goldman Sachs Group Inc 1.51M (1.56%) -241.11K
Decreased by -15.93%
Jun 30, 25
17 Assenagon Asset Management SA 1.48M (1.52%) 1.35M
Increased by +91.18%
Mar 31, 25
18 LSV Asset Management 1.39M (1.43%) -1.81M
Decreased by -130.41%
Jun 30, 24
19 Handelsbanken Fonder AB 1.32M (1.36%) 400.00K
Increased by +30.26%
Sep 30, 23
20 Northern Trust Corp 1.31M (1.35%) -47.26K
Decreased by -3.61%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Low-Priced Stock 3.79M (3.91%) -45.05K
Decreased by -1.19%
Oct 31, 23
2 iShares Core S&P Mid-Cap ETF 3.19M (3.29%) 0.00
Increased by 0.00%
Aug 31, 25
3 Vanguard US Total Market Shares ETF 3.17M (3.27%) 2.42K
Increased by +0.08%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 3.08M (3.18%) -70.81K
Decreased by -2.30%
Jul 31, 25
5 iShares Russell 2000 ETF 2.53M (2.61%) 0.00
Increased by 0.00%
May 31, 25
6 Vanguard Small Cap Index 2.38M (2.45%) -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 (1.35%) 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 (1.18%) -15.50K
Decreased by -1.36%
Feb 20, 24
12 Strategic Advisers® Fidelity US TtlStk 1.09M (1.12%) -8.56K
Decreased by -0.79%
Nov 30, 23
13 Nordea 1 - Global Climate & Envir BI EUR 1.08M (1.11%) -13.45K
Decreased by -1.25%
Jul 31, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 1.05M (1.09%) -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 (1.06%) -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 (1.01%) -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