Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BFIT 3.39%
2 PBJ 2.57%
3 CPAI 2.09%
4 ZIG 1.93%
5 RAYD 1.29%
6 BOUT 1.24%
7 SMIZ 1.05%
8 PSL 0.95%
9 MGNR 0.94%
10 FLRG 0.90%
11 NSCS 0.81%
12 FPX 0.69%
13 QMID 0.67%
14 WCEO 0.65%
15 ALIL 0.65%
16 BRNY 0.61%
17 PDP 0.60%
18 LSAF 0.59%
19 PAMC 0.59%
20 FNY 0.51%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.87M (10.96%) -157.88K
Decreased by -1.33%
Dec 31, 25
2 BlackRock Inc 11.69M (10.79%) -826.40K
Decreased by -7.07%
Sep 30, 25
3 AQR Capital Management LLC 7.01M (6.47%) 3.26M
Increased by +46.50%
Dec 31, 25
4 Wasatch Advisors Inc. 6.64M (6.13%) 2.09M
Increased by +31.51%
Sep 30, 23
5 Wasatch Advisors LP 6.06M (5.60%) -685.07K
Decreased by -11.30%
Dec 31, 25
6 Route One Investment Co, LP 5.80M (5.35%) -4.99M
Decreased by -86.04%
Sep 30, 23
7 Capital Research Global Investors 4.74M (4.37%) 4.74M
Increased by +100.00%
Sep 30, 25
8 State Street Corporation 4.70M (4.34%) 182.62K
Increased by +3.89%
Mar 31, 24
9 Axiom Investors 4.50M (4.15%) 4.06M
Increased by +90.35%
Mar 31, 25
10 Holocene Advisors, LP 3.93M (3.62%) 1.32M
Increased by +33.62%
Jun 30, 25
11 Manufacturers Life Insurance Co 3.83M (3.53%) 2.34M
Increased by +60.99%
Dec 31, 25
12 State Street Corp 3.81M (3.51%) -51.85K
Decreased by -1.36%
Sep 30, 25
13 Wellington Management Company LLP 3.67M (3.39%) 140.81K
Increased by +3.83%
Jun 30, 25
14 Franklin Resources Inc 3.56M (3.28%) -572.10K
Decreased by -16.07%
Sep 30, 25
15 Citadel Advisors Llc 3.28M (3.03%) 1.75M
Increased by +53.40%
Jun 30, 25
16 Amvescap Plc. 3.14M (2.90%) -897.96K
Decreased by -28.60%
Sep 30, 25
17 Point72 Asset Management, L.P. 2.85M (2.63%) 1.62M
Increased by +56.75%
Dec 31, 25
18 UBS Group AG 2.82M (2.60%) 639.38K
Increased by +22.67%
Sep 30, 25
19 Alyeska Investment Group, L.P. 2.74M (2.53%) 17.17K
Increased by +0.63%
Dec 31, 25
20 Qube Research & Technologies 2.58M (2.38%) 1.27M
Increased by +49.18%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 4.07M (3.75%) -68.82K
Decreased by -1.69%
Feb 28, 26
2 Vanguard US Total Market Shares ETF 4.06M (3.75%) -75.80K
Decreased by -1.87%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 3.81M (3.51%) 47.03K
Increased by +1.24%
Feb 28, 26
4 iShares Russell 2000 ETF 3.10M (2.86%) -24.72K
Decreased by -0.80%
Apr 30, 24
5 Vanguard Small Cap Index 2.72M (2.51%) 5.72K
Increased by +0.21%
Feb 28, 26
6 Franklin U.S. Opportunities Composite 1.84M (1.70%) 739.84K
Increased by +40.10%
Jun 30, 25
7 Diamond Hill Long-Short Inv 1.81M (1.67%) 626.36K
Increased by +34.62%
Feb 28, 26
8 Vanguard Small Cap Growth Index Inv 1.51M (1.40%) 7.16K
Increased by +0.47%
Feb 28, 26
9 T. Rowe Price Small-Cap Stock 1.40M (1.29%) -277.70K
Decreased by -19.89%
Mar 31, 24
10 T. Rowe Price US Small-Cap Core Equity 1.40M (1.29%) -277.70K
Decreased by -19.89%
Mar 31, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 1.38M (1.27%) 17.07K
Increased by +1.24%
Feb 28, 26
12 T. Rowe Price Integrated US SmCapGrEq 1.31M (1.21%) 656.56K
Increased by +50.00%
Dec 31, 24
13 Fidelity Small Cap Index 1.31M (1.20%) -4.82K
Decreased by -0.37%
Apr 30, 24
14 Franklin US Small Cap Growth Equity 1.29M (1.19%) 393.43K
Increased by +30.41%
Dec 31, 25
15 Fidelity® Small Cap Index 1.25M (1.16%) 25.50K
Increased by +2.04%
Sep 30, 23
16 Touchstone Mid Cap Y 1.24M (1.14%) -8.43K
Decreased by -0.68%
Dec 31, 24
17 Vanguard Consumer Staples ETF 1.16M (1.07%) 361.03K
Increased by +31.21%
Feb 28, 26
18 Clarkston Capital SMID Composite 1.15M (1.06%) 1.15M
Increased by +100.00%
Dec 31, 25
19 JHancock Balanced A 1.15M (1.06%) 0.00
Increased by 0.00%
Jan 31, 26
20 Franklin US Opportunities A(acc)USD 1.11M (1.02%) 0.00
Increased by 0.00%
Aug 31, 25