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 3.34%
6 DIV 2.65%
7 GLRY 2.61%
8 DGRS 2.15%
9 CPAI 1.99%
10 SMLV 1.82%
11 AZTD 1.81%
12 CSB 1.77%
13 STCE 1.56%
14 KCE 1.53%
15 XSMO 1.35%
16 PXSG 1.35%
17 DEEP 1.35%
18 DVP 1.35%
19 BCOR 1.33%
20 SIXS 1.19%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 10.75M (13.51%) -351.44K
Decreased by -3.27%
Mar 31, 25
2 Vanguard Group Inc 9.86M (12.39%) 288.19K
Increased by +2.92%
Jun 30, 25
3 FMR Inc 5.07M (6.37%) -1.30M
Decreased by -25.71%
Mar 31, 25
4 Renaissance Technologies Corp 3.70M (4.65%) -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. 1.74M (2.19%) -99.65K
Decreased by -5.73%
Jun 30, 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 Balyasny Asset Management LLC 1.12M (1.41%) 1.12M
Increased by +100.00%
Dec 31, 24
15 Capital World Investors 1.12M (1.41%) 0.00
Increased by 0.00%
Sep 30, 23
16 Charles Schwab Investment Management Inc 1.08M (1.36%) -117.06K
Decreased by -10.85%
Jun 30, 25
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 4.82M (6.06%) 702.00
Increased by +0.01%
Jul 31, 25
2 Vanguard Total Stock Mkt Idx Inv 2.57M (3.23%) -71.70K
Decreased by -2.79%
Jul 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 1.98M (2.49%) -13.29K
Decreased by -0.67%
Jul 31, 25
5 Fidelity Balanced 1.47M (1.85%) -257.63K
Decreased by -17.47%
May 31, 25
6 Vanguard Small Cap Value Index Inv 1.28M (1.60%) 3.31K
Increased by +0.26%
Jul 31, 25
7 Strategic Advisers Fidelity US TtlStk 1.22M (1.54%) -161.36K
Decreased by -13.20%
Jun 30, 25
8 American Funds SMALLCAP World A 1.12M (1.41%) 0.00
Increased by 0.00%
Sep 30, 23
9 Vanguard Institutional Extnd Mkt Idx Tr 867.25K (1.09%) -379.06K
Decreased by -43.71%
Jul 31, 25
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 (0.93%) 0.00
Increased by 0.00%
Dec 31, 24
16 iShares S&P Small-Cap 600 Growth ETF 706.21K (0.89%) 0.00
Increased by 0.00%
Jul 31, 25
17 SPDR® Portfolio S&P 600™ Sm Cap ETF 700.85K (0.88%) 390.00
Increased by +0.06%
Jul 31, 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 611.96K (0.77%) 265.41K
Increased by +43.37%
Jun 30, 25
20 Fidelity® Balanced 610.47K (0.77%) -431.00
Decreased by -0.07%
Oct 31, 23