Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDLS 0.63%
2 FSCC 0.41%
3 SQLV 0.40%
4 SMIZ 0.36%
5 CSML 0.22%
6 SCDS 0.20%
7 VFVA 0.16%
8 PRFZ 0.09%
9 IVES 0.09%
10 DMRS 0.08%
11 GSSC 0.08%
12 IWC 0.06%
13 EES 0.04%
14 GBUY_old 0.04%
15 FNDA 0.04%
16 RTLA 0.03%
17 RFLR 0.02%
18 RSSL 0.02%
19 UWM 0.02%
20 SCHA 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 7.34M (11.09%) 51.49K
Increased by +0.70%
Jun 30, 25
2 Needham Investment Management, LLC 5.53M (8.36%) -30.00K
Decreased by -0.54%
Jun 30, 25
3 BlackRock Inc 5.41M (8.18%) -342.96K
Decreased by -6.34%
Jun 30, 25
4 Neuberger Berman Group LLC 5.10M (7.71%) 2.27K
Increased by +0.04%
Jun 30, 25
5 AllianceBernstein L.P. 3.08M (4.65%) -11.81K
Decreased by -0.38%
Sep 30, 23
6 D. E. Shaw & Co LP 2.12M (3.20%) 284.41K
Increased by +13.44%
Jun 30, 25
7 Acadian Asset Management LLC 1.82M (2.75%) 1.74M
Increased by +95.97%
Mar 31, 25
8 Geode Capital Management, LLC 1.80M (2.72%) 78.52K
Increased by +4.37%
Jun 30, 25
9 Palisade Capital Management LLc 1.76M (2.66%) 260.72K
Increased by +14.83%
Jun 30, 25
10 JPMorgan Chase & Co 1.71M (2.59%) 272.63K
Increased by +15.90%
Jun 30, 25
11 State Street Corp 1.60M (2.42%) -26.98K
Decreased by -1.69%
Jun 30, 25
12 Boundary Creek Advisors LP 1.52M (2.30%) -91.56K
Decreased by -6.02%
Sep 30, 24
13 State Street Corporation 1.40M (2.11%) 43.09K
Increased by +3.08%
Mar 31, 24
14 AQR Capital Management LLC 1.37M (2.08%) 145.82K
Increased by +10.62%
Jun 30, 25
15 Anchor Capital Management LLC 1.24M (1.87%) -77.00K
Decreased by -6.22%
Mar 31, 25
16 Newport Trust Co. 1.22M (1.84%) -37.16K
Decreased by -3.05%
Jun 30, 25
17 Dimensional Fund Advisors, Inc. 1.21M (1.83%) -15.23K
Decreased by -1.26%
Jun 30, 25
18 Federated Hermes Inc 1.15M (1.73%) -26.54K
Decreased by -2.32%
Jun 30, 25
19 Renaissance Technologies Corp 1.11M (1.67%) 271.23K
Increased by +24.51%
Jun 30, 25
20 Charles Schwab Investment Management Inc 1.07M (1.62%) 207.38K
Increased by +19.34%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Needham Aggressive Growth Retail 4.54M (6.86%) -30.00K
Decreased by -0.66%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 2.07M (3.13%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 2.03M (3.07%) -44.72K
Decreased by -2.20%
Jul 31, 25
4 iShares Russell 2000 ETF 1.64M (2.48%) 0.00
Increased by 0.00%
Aug 31, 25
5 Vanguard Information Technology ETF 1.61M (2.43%) 15.55K
Increased by +0.97%
Jul 31, 25
6 Neuberger Berman Intrinsic Value I 1.58M (2.39%) 0.00
Increased by 0.00%
Jul 31, 25
7 Palisade Small Cap Core Equity 1.11M (1.68%) 198.64K
Increased by +17.87%
Jun 30, 25
8 Vanguard Strategic Equity Inv 1.06M (1.61%) 0.00
Increased by 0.00%
Jun 30, 25
9 Schwab Fundamental US Small Company ETF 1.03M (1.56%) 0.00
Increased by 0.00%
Apr 30, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 756.75K (1.14%) -300.60K
Decreased by -39.72%
Jul 31, 25
11 Federated Hermes MDT SCC Institutional 686.71K (1.04%) 0.00
Increased by 0.00%
Jun 30, 25
12 Federated Hermes MDT Small Cap Core IS 686.71K (1.04%) 0.00
Increased by 0.00%
Jun 30, 25
13 Fidelity Small Cap Index 668.00K (1.01%) 2.06K
Increased by +0.31%
Jun 30, 25
14 Fidelity® Small Cap Index 644.20K (0.97%) 18.36K
Increased by +2.85%
Oct 31, 23
15 Vanguard Strategic Small-Cap Equity Inv 602.57K (0.91%) 0.00
Increased by 0.00%
Jun 30, 25
16 iShares Russell 2000 Value ETF 600.38K (0.91%) 0.00
Increased by 0.00%
May 31, 25
17 Goldman Sachs Small Cp Val Insghts Instl 569.01K (0.86%) 569.01K
Increased by +100.00%
Oct 31, 23
18 Schwab Fundamental U.S. Small CompanyETF 548.85K (0.83%) -88.00
Decreased by -0.02%
Nov 30, 24
19 Neuberger Berman US SCp Intrs Val $I Acc 494.58K (0.75%) -12.68K
Decreased by -2.56%
May 31, 25
20 iShares Russell 2000 Growth ETF 457.82K (0.69%) 0.00
Increased by 0.00%
Aug 31, 25