Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BPAY 0.26%
2 IWC 0.07%
3 AVSC 0.04%
4 DMRS 0.02%
5 PRFZ 0.02%
6 RFLR 0.02%
7 RSSL 0.01%
8 IWO 0.01%
9 UWM 0.01%
10 SCHA 0.01%
11 IWM 0.01%
12 SMLF 0.01%
13 VTWG 0.01%
14 VTWO 0.01%
15 VTWV 0.01%
16 URTY 0.01%
17 WSML 0.01%
18 IWN 0.01%
19 DFSV 0.01%
20 HDG 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Brookside Equity Partners LLC 17.68M (12.52%) 0.00
Increased by 0.00%
Sep 30, 23
2 BlackRock Inc 11.52M (8.16%) 272.70K
Increased by +2.37%
Jun 30, 25
3 Vanguard Group Inc 8.29M (5.88%) 412.84K
Increased by +4.98%
Jun 30, 25
4 Abrams Bison Investments, LLC 7.91M (5.60%) 0.00
Increased by 0.00%
Jun 30, 25
5 Mariner Wealth Advisors LLC 6.37M (4.51%) 79.16K
Increased by +1.24%
Jun 30, 25
6 Mariner Wealth Advisors, LLC 6.21M (4.40%) 19.84K
Increased by +0.32%
Jun 30, 24
7 Geode Capital Management, LLC 3.30M (2.34%) 129.93K
Increased by +3.94%
Jun 30, 25
8 State Street Corp 3.10M (2.20%) 13.17K
Increased by +0.42%
Jun 30, 25
9 State Street Corporation 2.74M (1.94%) 101.20K
Increased by +3.70%
Dec 31, 23
10 Dimensional Fund Advisors, Inc. 2.35M (1.67%) 784.03K
Increased by +33.36%
Jun 30, 25
11 Arrowstreet Capital Limited Partnership 1.93M (1.37%) 803.59K
Increased by +41.61%
Jun 30, 25
12 Morgan Stanley - Brokerage Accounts 1.89M (1.34%) -323.59K
Decreased by -17.08%
Jun 30, 25
13 American Century Companies Inc 1.77M (1.26%) 762.42K
Increased by +42.98%
Jun 30, 25
14 Renaissance Technologies Corp 1.48M (1.05%) 644.80K
Increased by +43.68%
Mar 31, 25
15 CapTrust Financial Advisors 1.46M (1.03%) 72.36K
Increased by +4.97%
Jun 30, 25
16 JPMorgan Chase & Co 1.38M (0.98%) 91.09K
Increased by +6.61%
Jun 30, 25
17 AQR Capital Management LLC 1.34M (0.95%) 1.29M
Increased by +96.05%
Jun 30, 25
18 Connor Clark & Lunn Inv Mgmt Ltd 1.32M (0.94%) 70.06K
Increased by +5.30%
Jun 30, 25
19 Charles Schwab Investment Management Inc 1.21M (0.86%) 17.35K
Increased by +1.44%
Jun 30, 25
20 Guggenheim Capital LLC 1.20M (0.85%) 34.00
Increased by +0.00%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.28M (3.03%) -94.40K
Decreased by -2.21%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 4.07M (2.88%) 0.00
Increased by 0.00%
Sep 30, 24
3 iShares Russell 2000 ETF 3.35M (2.37%) 0.00
Increased by 0.00%
Aug 31, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 1.61M (1.14%) -679.89K
Decreased by -42.25%
Jul 31, 25
5 Fidelity Small Cap Index 1.38M (0.98%) -370.00
Decreased by -0.03%
Jun 30, 25
6 Fidelity® Small Cap Index 1.30M (0.92%) 16.23K
Increased by +1.25%
Oct 31, 23
7 Avantis US Small Cap Value ETF 1.16M (0.82%) 3.48K
Increased by +0.30%
Aug 30, 25
8 Fuller & Thaler Behavrl Micro-Cap Core 1.10M (0.78%) 0.00
Increased by 0.00%
Nov 30, 23
9 FullerThaler Behavioral Micro-Cap Core 1.10M (0.78%) 0.00
Increased by 0.00%
Nov 30, 23
10 BGF FinTech Z2 995.56K (0.71%) -27.51K
Decreased by -2.76%
May 31, 25
11 State St Russell Sm/Mid Cp® Indx NL Cl C 884.14K (0.63%) 3.97K
Increased by +0.45%
Apr 30, 25
12 State St Russell Sm/Mid Cp® Indx SL Cl I 884.14K (0.63%) 0.00
Increased by 0.00%
Jul 31, 25
13 CREF Stock R1 876.25K (0.62%) 0.00
Increased by 0.00%
Aug 31, 24
14 iShares Russell 2000 Growth ETF 851.63K (0.60%) 0.00
Increased by 0.00%
Aug 31, 25
15 Fidelity Extended Market Index 780.25K (0.55%) -6.42K
Decreased by -0.82%
Jul 31, 25
16 Fidelity® Extended Market Index 731.35K (0.52%) 26.86K
Increased by +3.67%
Nov 30, 23
17 Schwab US Small-Cap ETF™ 681.62K (0.48%) 1.75K
Increased by +0.26%
Aug 30, 25
18 Vanguard Russell 2000 ETF 653.58K (0.46%) -50.54K
Decreased by -7.73%
Jul 31, 25
19 AB Small Cap Core Z 574.66K (0.41%) 0.00
Increased by 0.00%
Jul 31, 25
20 BGF FinTech Z2 USD 485.55K (0.34%) 0.00
Increased by 0.00%
Mar 31, 25