Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BIDS 4.59%
2 ZIG 4.47%
3 TPMN 4.10%
4 ADPV 3.91%
5 NEWZ 3.19%
6 DIV 2.65%
7 DGRS 2.15%
8 CPAI 1.99%
9 AZTD 1.89%
10 SMLV 1.82%
11 KCE 1.79%
12 CSB 1.77%
13 STCE 1.56%
14 XSMO 1.41%
15 DVP 1.35%
16 DEEP 1.35%
17 SIXS 1.28%
18 FDFF 1.14%
19 SMCF 1.12%
20 LSAF 1.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 10.75M (13.31%) -351.44K
Decreased by -3.27%
Mar 31, 25
2 Vanguard Group Inc 9.57M (11.85%) 165.40K
Increased by +1.73%
Mar 31, 25
3 FMR Inc 5.07M (6.28%) -1.30M
Decreased by -25.71%
Mar 31, 25
4 Renaissance Technologies Corp 3.70M (4.59%) -77.09K
Decreased by -2.08%
Mar 31, 25
5 State Street Corp 2.88M (3.57%) -237.74K
Decreased by -8.25%
Mar 31, 25
6 William Blair Investment Management, LLC 2.49M (3.08%) -4.93M
Decreased by -198.09%
Sep 30, 24
7 Ameriprise Financial Inc 1.95M (2.42%) 269.71K
Increased by +13.80%
Dec 31, 23
8 State Street Corporation 1.92M (2.38%) -146.97K
Decreased by -7.64%
Mar 31, 24
9 Dimensional Fund Advisors, Inc. 1.84M (2.28%) 21.75K
Increased by +1.18%
Mar 31, 25
10 Northern Trust Corp 1.45M (1.79%) 471.53K
Increased by +32.54%
Dec 31, 24
11 Geode Capital Management, LLC 1.44M (1.78%) 51.13K
Increased by +3.56%
Mar 31, 25
12 Millennium Management LLC 1.37M (1.70%) -1.63M
Decreased by -118.92%
Dec 31, 23
13 AQR Capital Management LLC 1.32M (1.63%) 445.59K
Increased by +33.75%
Mar 31, 25
14 Charles Schwab Investment Management Inc 1.20M (1.48%) -75.71K
Decreased by -6.33%
Mar 31, 25
15 Balyasny Asset Management LLC 1.12M (1.39%) 1.12M
Increased by +100.00%
Dec 31, 24
16 Capital World Investors 1.12M (1.39%) 0.00
Increased by 0.00%
Sep 30, 23
17 Allianz Asset Management AG 1.06M (1.32%) 435.96K
Increased by +41.01%
Mar 31, 25
18 D. E. Shaw & Co LP 976.95K (1.21%) -259.81K
Decreased by -26.59%
Dec 31, 24
19 Morgan Stanley - Brokerage Accounts 963.06K (1.19%) 125.00K
Increased by +12.98%
Mar 31, 25
20 Arrowstreet Capital Limited Partnership 948.59K (1.17%) 609.82K
Increased by +64.29%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.90M (6.07%) -4.34K
Decreased by -0.09%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 2.65M (3.28%) 81.78K
Increased by +3.09%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 2.56M (3.17%) -151.74K
Decreased by -5.93%
Sep 30, 24
4 Vanguard Small Cap Index 2.07M (2.56%) 10.77K
Increased by +0.52%
Apr 30, 25
5 Vanguard Small Cap Value Index Inv 1.34M (1.65%) 4.22K
Increased by +0.32%
Apr 30, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 1.25M (1.54%) 4.43K
Increased by +0.36%
Apr 30, 25
7 American Funds SMALLCAP World A 1.12M (1.39%) 0.00
Increased by 0.00%
Sep 30, 23
8 Strategic Advisers Fidelity US TtlStk 1.11M (1.38%) 0.00
Increased by 0.00%
Mar 31, 25
9 William Blair SMID Core CIT Class 4 855.54K (1.06%) 855.54K
Increased by +100.00%
Mar 31, 24
10 iShares S&P Small-Cap 600 Value ETF 839.63K (1.04%) 0.00
Increased by 0.00%
Nov 30, 24
11 William Blair Small-Mid Cap Growth CIT 821.19K (1.02%) -3.80K
Decreased by -0.46%
Aug 31, 24
12 Fidelity Balanced 800.36K (0.99%) 0.00
Increased by 0.00%
Jul 31, 24
13 CT American Smaller Coms(US) InstAccGBP 770.30K (0.95%) 0.00
Increased by 0.00%
Dec 31, 23
14 Strategic Advisers U.S. Total Stock{mg} 754.56K (0.93%) -137.78K
Decreased by -18.26%
Sep 30, 24
15 Global X SuperDividend™ US ETF 743.47K (0.92%) 0.00
Increased by 0.00%
Dec 31, 24
16 iShares S&P Small-Cap 600 Growth ETF 721.64K (0.89%) 0.00
Increased by 0.00%
Apr 30, 25
17 SPDR® Portfolio S&P 600™ Sm Cap ETF 700.95K (0.87%) 0.00
Increased by 0.00%
Apr 30, 25
18 William Blair Small-Mid Cap Growth I 656.89K (0.81%) -10.70K
Decreased by -1.63%
Aug 31, 24
19 Vanguard Strategic Equity Inv 645.16K (0.80%) 118.54K
Increased by +18.37%
Mar 31, 24
20 Fidelity® Balanced 610.47K (0.76%) -431.00
Decreased by -0.07%
Oct 31, 23