Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 3.95%
2 CBSE 1.87%
3 CBLS 1.77%
4 TSME 1.64%
5 XHE 1.58%
6 NBSM 1.24%
7 PTH 1.05%
8 PXMG 1.04%
9 PFUT 0.98%
10 RNSC 0.93%
11 TMAT 0.89%
12 JSML 0.89%
13 MEDI 0.85%
14 JSMD 0.84%
15 HAPS 0.79%
16 SMCP 0.75%
17 RNMC 0.70%
18 FSCS 0.70%
19 FSGS 0.67%
20 ROSC 0.62%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.02M (13.11%) -344.10K
Decreased by -5.72%
Sep 30, 25
2 Vanguard Group Inc 4.76M (10.37%) -73.51K
Decreased by -1.54%
Dec 31, 25
3 Neuberger Berman Group LLC 3.87M (8.42%) 195.39K
Increased by +5.05%
Dec 31, 25
4 AQR Capital Management LLC 3.16M (6.89%) 1.03M
Increased by +32.70%
Dec 31, 25
5 Wellington Management Company LLP 2.15M (4.67%) -478.59K
Decreased by -22.30%
Jun 30, 25
6 State Street Corporation 1.83M (3.99%) 42.53K
Increased by +2.32%
Mar 31, 24
7 State Street Corp 1.80M (3.92%) -83.25K
Decreased by -4.62%
Sep 30, 25
8 T. Rowe Price Investment Management,Inc. 1.79M (3.90%) 780.76K
Increased by +43.58%
Dec 31, 25
9 UBS Group AG 1.45M (3.16%) 582.78K
Increased by +40.12%
Sep 30, 25
10 Arrowstreet Capital Limited Partnership 1.38M (3.01%) 1.25M
Increased by +90.87%
Dec 31, 25
11 FMR Inc 1.33M (2.89%) 111.07K
Increased by +8.37%
Dec 31, 25
12 Citadel Advisors Llc 1.29M (2.81%) 1.07M
Increased by +82.81%
Dec 31, 25
13 Royce & Associates, LP 1.27M (2.77%) 109.76K
Increased by +8.64%
Jun 30, 25
14 Thrivent Financial For Lutherans 1.26M (2.75%) 164.11K
Increased by +12.98%
Dec 31, 24
15 Holocene Advisors, LP 1.26M (2.75%) 1.23M
Increased by +96.92%
Dec 31, 25
16 Royal Bank of Canada 1.26M (2.75%) -922.25K
Decreased by -73.15%
Sep 30, 25
17 Geode Capital Management, LLC 1.19M (2.60%) -8.83K
Decreased by -0.74%
Dec 31, 25
18 Capital Research Global Investors 1.14M (2.48%) -438.28K
Decreased by -38.48%
Jun 30, 25
19 North Peak Capital Management, LLC 1.10M (2.40%) 740.63K
Increased by +67.15%
Dec 31, 25
20 River Road Asset Management, LLC 1.10M (2.40%) -552.65K
Decreased by -50.14%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Neuberger Berman Genesis Inv 2.11M (4.60%) -80.85K
Decreased by -3.83%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 1.60M (3.49%) 1.18K
Increased by +0.07%
Sep 30, 24
3 iShares Core S&P Mid-Cap ETF 1.51M (3.29%) -99.01K
Decreased by -6.55%
Feb 28, 26
4 Vanguard Total Stock Mkt Idx Inv 1.48M (3.22%) 15.46K
Increased by +1.05%
Feb 28, 26
5 Neuberger Genesis Inv 1.42M (3.08%) -340.63K
Decreased by -24.07%
Dec 31, 25
6 Vanguard Explorer Inv 1.18M (2.58%) 0.00
Increased by 0.00%
Jun 30, 25
7 iShares Russell 2000 ETF 1.17M (2.56%) 76.26K
Increased by +6.50%
Feb 28, 26
8 T. Rowe Price US Smlr Cm Eq A USD 1.06M (2.32%) -54.63K
Decreased by -5.13%
Apr 30, 25
9 Vanguard Small Cap Index 1.06M (2.31%) 2.23K
Increased by +0.21%
Feb 28, 26
10 American Funds SMALLCAP World A 1.01M (2.21%) -374.17K
Decreased by -36.89%
Jun 30, 25
11 American Funds AMCAP A 901.53K (1.96%) -187.69K
Decreased by -20.82%
Dec 31, 24
12 Capital Group AMCAP Composite 901.53K (1.96%) -187.69K
Decreased by -20.82%
Dec 31, 24
13 VA CollegeAmerica Amcap 529A 901.53K (1.96%) -187.69K
Decreased by -20.82%
Dec 31, 24
14 Franklin Growth A 737.26K (1.61%) 0.00
Increased by 0.00%
Jul 31, 24
15 Franklin Growth Fund A 737.26K (1.61%) 0.00
Increased by 0.00%
Jul 31, 24
16 Franklin U.S. Large Cap Gr Eq 737.26K (1.61%) 0.00
Increased by 0.00%
Jun 30, 24
17 American Funds IS® Global Small Cap 1 725.90K (1.58%) -40.97K
Decreased by -5.64%
Dec 31, 24
18 Fort Washington Small Company Equity 670.08K (1.46%) 18.70K
Increased by +2.79%
Dec 31, 25
19 Thrivent Small Cap Stock A 655.70K (1.43%) 0.00
Increased by 0.00%
Jan 31, 25
20 Small Company Equity - FTWA 651.38K (1.42%) 150.78K
Increased by +23.15%
Sep 30, 25