Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FFLS 2.83%
2 QVAL 1.76%
3 SMCO 1.25%
4 FXD 1.13%
5 FSGS 1.04%
6 RNSC 1.04%
7 FFND 1.03%
8 MPAY 0.97%
9 DSMC 0.74%
10 NIXT 0.67%
11 JPSV 0.66%
12 HART 0.53%
13 PAMC 0.51%
14 HAPS 0.50%
15 SFLO 0.45%
16 QSML 0.40%
17 OPTZ 0.39%
18 TXSS 0.38%
19 GVLU 0.38%
20 ETHO 0.37%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.70M (10.74%) -105.61K
Decreased by -1.21%
Mar 31, 25
2 Vanguard Group Inc 8.01M (9.89%) -39.75K
Decreased by -0.50%
Mar 31, 25
3 Baillie Gifford & Co Limited. 7.23M (8.93%) -479.81K
Decreased by -6.63%
Mar 31, 25
4 Wasatch Advisors LP 5.79M (7.14%) 258.94K
Increased by +4.47%
Mar 31, 25
5 Wasatch Advisors Inc. 5.62M (6.93%) 75.39K
Increased by +1.34%
Sep 30, 23
6 Franklin Resources Inc 4.28M (5.28%) 278.00K
Increased by +6.50%
Mar 31, 24
7 Wellington Management Company LLP 3.67M (4.53%) 107.64K
Increased by +2.93%
Mar 31, 25
8 Capital Research Global Investors 2.63M (3.24%) -61.73K
Decreased by -2.35%
Mar 31, 25
9 State Street Corp 2.61M (3.22%) 34.19K
Increased by +1.31%
Mar 31, 25
10 State Street Corporation 2.51M (3.09%) 59.61K
Increased by +2.38%
Mar 31, 24
11 Gates Capital Management Inc 2.32M (2.86%) -1.20M
Decreased by -51.74%
Mar 31, 25
12 American Century Companies Inc 2.15M (2.65%) 706.60K
Increased by +32.85%
Mar 31, 25
13 Reinhart Mahoney Capital Management Inc 2.14M (2.64%) 1.08M
Increased by +50.40%
Jun 30, 25
14 Capital World Investors 1.98M (2.44%) 0.00
Increased by 0.00%
Mar 31, 25
15 FMR Inc 1.89M (2.33%) -44.73K
Decreased by -2.37%
Sep 30, 23
16 Van Berkom and Associates Inc 1.82M (2.24%) -31.97K
Decreased by -1.76%
Mar 31, 25
17 Citadel Advisors Llc 1.79M (2.21%) 1.70M
Increased by +95.33%
Jun 30, 24
18 Dimensional Fund Advisors, Inc. 1.68M (2.07%) 176.63K
Increased by +10.53%
Mar 31, 25
19 Engaged Capital LLC 1.54M (1.90%) 1.54M
Increased by +100.00%
Mar 31, 25
20 Geode Capital Management, LLC 1.49M (1.84%) 69.71K
Increased by +4.67%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Capital Group AMCAP Composite 5.62M (6.93%) -4.02K
Decreased by -0.07%
Jun 30, 24
2 VA CollegeAmerica Amcap 529A 5.62M (6.93%) -4.02K
Decreased by -0.07%
Jun 30, 24
3 Templeton Growth A 4.07M (5.02%) 0.00
Increased by 0.00%
Mar 31, 24
4 Templeton Growth Inc A 4.07M (5.02%) 0.00
Increased by 0.00%
Mar 31, 24
5 Vanguard US Total Market Shares ETF 2.73M (3.37%) 2.54K
Increased by +0.09%
Sep 30, 24
6 iShares Core S&P Mid-Cap ETF 2.70M (3.34%) 176.00
Increased by +0.01%
Jul 30, 25
7 Vanguard Total Stock Mkt Idx Inv 2.68M (3.31%) 9.48K
Increased by +0.35%
Jun 30, 25
8 Vanguard Small Cap Index 2.02M (2.50%) -51.34K
Decreased by -2.54%
Jun 30, 25
9 Templeton Growth (Euro) I(acc)EUR 1.91M (2.36%) 1.91M
Increased by +100.00%
Mar 31, 24
10 Van Berkom Sm-Cap Eq 1.89M (2.33%) 1.89M
Increased by +100.00%
Jun 30, 24
11 Vanguard Explorer Inv 1.78M (2.20%) 0.00
Increased by 0.00%
Jun 30, 25
12 American Funds Growth Fund of Amer A 1.72M (2.12%) -260.53K
Decreased by -15.16%
Sep 30, 24
13 Capital Group Growth Fnd of Amer Comp 1.72M (2.12%) -260.53K
Decreased by -15.16%
Sep 30, 24
14 Baillie Gifford US Equity Growth 1.54M (1.90%) 0.00
Increased by 0.00%
Dec 31, 24
15 Avantis US Small Cap Value ETF 1.36M (1.67%) 2.62K
Increased by +0.19%
Jul 30, 25
16 Wasatch Core Growth 1.35M (1.66%) 83.58K
Increased by +6.21%
Mar 31, 25
17 Vanguard US Growth Investor 1.33M (1.64%) -130.08K
Decreased by -9.78%
Jun 30, 25
18 Vanguard Institutional Extnd Mkt Idx Tr 1.28M (1.58%) -30.20K
Decreased by -2.35%
Jun 30, 25
19 American Century Growth Inv 1.15M (1.41%) 207.34K
Increased by +18.10%
Mar 31, 25
20 American Century U.S. Large Cap Growth 1.15M (1.41%) 207.34K
Increased by +18.10%
Mar 31, 25