Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BIDS 4.59%
2 ZIG 4.47%
3 TPMN 4.10%
4 ADPV 3.98%
5 NEWZ 3.57%
6 DIV 2.65%
7 DGRS 2.15%
8 CPAI 1.99%
9 AZTD 1.94%
10 SMLV 1.82%
11 CSB 1.77%
12 KCE 1.61%
13 STCE 1.56%
14 XSMO 1.45%
15 DVP 1.35%
16 DEEP 1.35%
17 SIXS 1.29%
18 SMCF 1.21%
19 FDFF 1.21%
20 LSAF 1.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 10.75M (13.53%) -351.44K
Decreased by -3.27%
Mar 31, 25
2 Vanguard Group Inc 9.57M (12.04%) 165.40K
Increased by +1.73%
Mar 31, 25
3 FMR Inc 5.07M (6.38%) -1.30M
Decreased by -25.71%
Mar 31, 25
4 Renaissance Technologies Corp 3.70M (4.66%) -77.09K
Decreased by -2.08%
Mar 31, 25
5 State Street Corp 2.88M (3.62%) -237.74K
Decreased by -8.25%
Mar 31, 25
6 William Blair Investment Management, LLC 2.49M (3.13%) -4.93M
Decreased by -198.09%
Sep 30, 24
7 Ameriprise Financial Inc 1.95M (2.46%) 269.71K
Increased by +13.80%
Dec 31, 23
8 State Street Corporation 1.92M (2.42%) -146.97K
Decreased by -7.64%
Mar 31, 24
9 Dimensional Fund Advisors, Inc. 1.84M (2.32%) 21.75K
Increased by +1.18%
Mar 31, 25
10 Amvescap Plc. 1.47M (1.85%) 670.77K
Increased by +45.53%
Mar 31, 25
11 Geode Capital Management, LLC 1.44M (1.81%) 51.13K
Increased by +3.56%
Mar 31, 25
12 Northern Trust Corp 1.41M (1.77%) -43.35K
Decreased by -3.08%
Mar 31, 25
13 AQR Capital Management LLC 1.32M (1.66%) 445.59K
Increased by +33.75%
Mar 31, 25
14 Charles Schwab Investment Management Inc 1.20M (1.50%) -75.71K
Decreased by -6.33%
Mar 31, 25
15 Balyasny Asset Management LLC 1.12M (1.41%) 1.12M
Increased by +100.00%
Dec 31, 24
16 Capital World Investors 1.12M (1.41%) 0.00
Increased by 0.00%
Sep 30, 23
17 Allianz Asset Management AG 1.06M (1.34%) 435.96K
Increased by +41.01%
Mar 31, 25
18 D. E. Shaw & Co LP 976.95K (1.23%) -259.81K
Decreased by -26.59%
Dec 31, 24
19 Morgan Stanley - Brokerage Accounts 963.06K (1.21%) 125.00K
Increased by +12.98%
Mar 31, 25
20 Arrowstreet Capital Limited Partnership 948.59K (1.19%) 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 4.80M (6.04%) -13.47K
Decreased by -0.28%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 2.65M (3.34%) 1.73K
Increased by +0.07%
May 31, 25
3 Vanguard US Total Market Shares ETF 2.56M (3.22%) -151.74K
Decreased by -5.93%
Sep 30, 24
4 Vanguard Small Cap Index 2.08M (2.61%) 11.24K
Increased by +0.54%
May 31, 25
5 Fidelity Balanced 1.73M (2.18%) 173.30K
Increased by +10.00%
Apr 30, 25
6 Strategic Advisers Fidelity US TtlStk 1.38M (1.74%) 67.14K
Increased by +4.85%
May 31, 25
7 Vanguard Small Cap Value Index Inv 1.33M (1.68%) -1.09K
Decreased by -0.08%
May 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 1.26M (1.58%) 9.03K
Increased by +0.72%
May 31, 25
9 American Funds SMALLCAP World A 1.12M (1.41%) 0.00
Increased by 0.00%
Sep 30, 23
10 William Blair SMID Core CIT Class 4 855.54K (1.08%) 855.54K
Increased by +100.00%
Mar 31, 24
11 iShares S&P Small-Cap 600 Value ETF 839.63K (1.06%) 0.00
Increased by 0.00%
Nov 30, 24
12 William Blair Small-Mid Cap Growth CIT 821.19K (1.03%) -3.80K
Decreased by -0.46%
Aug 31, 24
13 CT American Smaller Coms(US) InstAccGBP 770.30K (0.97%) 0.00
Increased by 0.00%
Dec 31, 23
14 Strategic Advisers U.S. Total Stock{mg} 754.56K (0.95%) -137.78K
Decreased by -18.26%
Sep 30, 24
15 Global X SuperDividend™ US ETF 743.47K (0.94%) 0.00
Increased by 0.00%
Dec 31, 24
16 iShares S&P Small-Cap 600 Growth ETF 712.25K (0.90%) 0.00
Increased by 0.00%
Jun 30, 25
17 SPDR® Portfolio S&P 600™ Sm Cap ETF 691.20K (0.87%) 0.00
Increased by 0.00%
Jun 30, 25
18 William Blair Small-Mid Cap Growth I 656.89K (0.83%) -10.70K
Decreased by -1.63%
Aug 31, 24
19 Vanguard Strategic Equity Inv 645.16K (0.81%) 118.54K
Increased by +18.37%
Mar 31, 24
20 Fidelity® Balanced 610.47K (0.77%) -431.00
Decreased by -0.07%
Oct 31, 23