Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FFLS 2.32%
2 RNSC 1.03%
3 FSGS 1.03%
4 MPAY 0.97%
5 FFND 0.88%
6 FXD 0.71%
7 DSMC 0.67%
8 NIXT 0.59%
9 JPSV 0.54%
10 HART 0.53%
11 HAPS 0.52%
12 PAMC 0.51%
13 SFLO 0.49%
14 QSML 0.40%
15 OPTZ 0.39%
16 TXSS 0.38%
17 GVLU 0.37%
18 ETHO 0.37%
19 XMHQ 0.36%
20 WMCR 0.36%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.70M (10.54%) -105.61K
Decreased by -1.21%
Mar 31, 25
2 Vanguard Group Inc 8.01M (9.70%) -39.75K
Decreased by -0.50%
Mar 31, 25
3 Baillie Gifford & Co Limited. 7.23M (8.75%) -479.81K
Decreased by -6.63%
Mar 31, 25
4 Wasatch Advisors LP 5.79M (7.01%) 258.94K
Increased by +4.47%
Mar 31, 25
5 Wasatch Advisors Inc. 5.62M (6.80%) 75.39K
Increased by +1.34%
Sep 30, 23
6 Franklin Resources Inc 4.28M (5.18%) 278.00K
Increased by +6.50%
Mar 31, 24
7 Wellington Management Company LLP 3.67M (4.44%) 107.64K
Increased by +2.93%
Mar 31, 25
8 Capital Research Global Investors 2.63M (3.18%) -61.73K
Decreased by -2.35%
Mar 31, 25
9 State Street Corp 2.61M (3.16%) 34.19K
Increased by +1.31%
Mar 31, 25
10 State Street Corporation 2.51M (3.03%) 59.61K
Increased by +2.38%
Mar 31, 24
11 Gates Capital Management Inc 2.32M (2.80%) -1.20M
Decreased by -51.74%
Mar 31, 25
12 American Century Companies Inc 2.15M (2.60%) 706.60K
Increased by +32.85%
Mar 31, 25
13 Capital World Investors 1.98M (2.40%) 0.00
Increased by 0.00%
Mar 31, 25
14 FMR Inc 1.89M (2.28%) -44.73K
Decreased by -2.37%
Sep 30, 23
15 Van Berkom and Associates Inc 1.82M (2.20%) -31.97K
Decreased by -1.76%
Mar 31, 25
16 Citadel Advisors Llc 1.79M (2.16%) 1.70M
Increased by +95.33%
Jun 30, 24
17 Dimensional Fund Advisors, Inc. 1.68M (2.03%) 176.63K
Increased by +10.53%
Mar 31, 25
18 Engaged Capital LLC 1.54M (1.87%) 1.54M
Increased by +100.00%
Mar 31, 25
19 Geode Capital Management, LLC 1.49M (1.81%) 69.71K
Increased by +4.67%
Mar 31, 25
20 AQR Capital Management LLC 1.44M (1.75%) 1.28M
Increased by +88.65%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Capital Group AMCAP Composite 5.62M (6.80%) -4.02K
Decreased by -0.07%
Jun 30, 24
2 VA CollegeAmerica Amcap 529A 5.62M (6.80%) -4.02K
Decreased by -0.07%
Jun 30, 24
3 American Funds SMALLCAP World A 4.59M (5.55%) -61.73K
Decreased by -1.35%
Mar 31, 25
4 Templeton Growth A 4.07M (4.92%) 0.00
Increased by 0.00%
Mar 31, 24
5 Templeton Growth Inc A 4.07M (4.92%) 0.00
Increased by 0.00%
Mar 31, 24
6 iShares Core S&P Mid-Cap ETF 2.75M (3.32%) -9.61K
Decreased by -0.35%
Apr 30, 25
7 Vanguard US Total Market Shares ETF 2.73M (3.31%) 2.54K
Increased by +0.09%
Sep 30, 24
8 Vanguard Total Stock Mkt Idx Inv 2.67M (3.23%) 7.64K
Increased by +0.29%
Apr 30, 25
9 Vanguard Small Cap Index 2.07M (2.50%) 10.38K
Increased by +0.50%
Apr 30, 25
10 Templeton Growth (Euro) I(acc)EUR 1.91M (2.31%) 1.91M
Increased by +100.00%
Mar 31, 24
11 Van Berkom Sm-Cap Eq 1.89M (2.29%) 1.89M
Increased by +100.00%
Jun 30, 24
12 Vanguard Explorer Inv 1.78M (2.16%) 96.11K
Increased by +5.40%
Mar 31, 25
13 American Funds Growth Fund of Amer A 1.72M (2.08%) -260.53K
Decreased by -15.16%
Sep 30, 24
14 Capital Group Growth Fnd of Amer Comp 1.72M (2.08%) -260.53K
Decreased by -15.16%
Sep 30, 24
15 Baillie Gifford US Equity Growth 1.54M (1.86%) 0.00
Increased by 0.00%
Dec 31, 24
16 Vanguard US Growth Investor 1.46M (1.77%) 0.00
Increased by 0.00%
Mar 31, 25
17 Wasatch Core Growth 1.35M (1.63%) 83.58K
Increased by +6.21%
Mar 31, 25
18 Vanguard Institutional Extnd Mkt Idx Tr 1.30M (1.58%) 14.16K
Increased by +1.09%
Apr 30, 25
19 Vanguard Small Cap Growth Index Inv 1.15M (1.39%) -2.43K
Decreased by -0.21%
Apr 30, 25
20 American Century Growth Inv 1.15M (1.39%) 207.34K
Increased by +18.10%
Mar 31, 25