Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TMFM 5.08%
2 TMFS 4.19%
3 RJMG 2.62%
4 PTH 2.40%
5 XHS 2.14%
6 FFLS 2.08%
7 SMCO 1.96%
8 NSCS 1.75%
9 DBSC 1.66%
10 FINX 1.46%
11 IHF 1.30%
12 FFOX 1.28%
13 DTEC 1.14%
14 SGRW 1.08%
15 BOUT 1.05%
16 FFND 1.03%
17 EQWM 1.00%
18 TSME 1.00%
19 PFUT 0.99%
20 FDLS 0.97%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wealthfront Advisers LLC 107.39M (129.62%) 107.39M
Increased by +100.00%
Dec 31, 24
2 BlackRock Inc 11.17M (13.48%) 441.88K
Increased by +3.96%
Sep 30, 25
3 Vanguard Group Inc 8.67M (10.46%) -77.72K
Decreased by -0.90%
Dec 31, 25
4 Wasatch Advisors Inc. 7.27M (8.77%) 139.45K
Increased by +1.92%
Sep 30, 23
5 Wasatch Advisors LP 6.59M (7.95%) 281.97K
Increased by +4.28%
Dec 31, 25
6 State Street Corp 3.15M (3.80%) -34.02K
Decreased by -1.08%
Sep 30, 25
7 State Street Corporation 3.05M (3.69%) 96.92K
Increased by +3.17%
Mar 31, 24
8 JPMorgan Chase & Co 2.41M (2.91%) 1.33M
Increased by +55.16%
Sep 30, 25
9 Geode Capital Management, LLC 2.20M (2.66%) 5.67K
Increased by +0.26%
Dec 31, 25
10 Amvescap Plc. 2.13M (2.57%) -236.71K
Decreased by -11.12%
Sep 30, 25
11 FMR Inc 2.05M (2.48%) -1.44M
Decreased by -70.02%
Dec 31, 25
12 Westfield Capital Management Company, L.P. 1.95M (2.36%) 235.79K
Increased by +12.08%
Dec 31, 25
13 William Blair Investment Management, LLC 1.86M (2.24%) 1.86M
Increased by +100.00%
Dec 31, 25
14 AQR Capital Management LLC 1.76M (2.13%) -1.93K
Decreased by -0.11%
Dec 31, 25
15 Dimensional Fund Advisors, Inc. 1.58M (1.91%) 22.74K
Increased by +1.44%
Dec 31, 25
16 T. Rowe Price Associates, Inc. 1.53M (1.85%) 833.36K
Increased by +54.34%
Sep 30, 25
17 Brown Advisory Holdings Inc 1.52M (1.83%) -90.01K
Decreased by -5.94%
Dec 31, 25
18 Millennium Management LLC 1.50M (1.81%) 554.09K
Increased by +36.91%
Dec 31, 24
19 Franklin Resources Inc 1.39M (1.68%) 37.23K
Increased by +2.67%
Mar 31, 25
20 ClearBridge Advisors, LLC 1.36M (1.64%) -899.00
Decreased by -0.07%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 2.78M (3.36%) 22.45K
Increased by +0.81%
Feb 28, 26
2 Vanguard US Total Market Shares ETF 2.76M (3.34%) 2.14K
Increased by +0.08%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 2.74M (3.31%) 4.79K
Increased by +0.18%
Feb 28, 26
4 iShares Russell 2000 ETF 2.08M (2.51%) 291.21K
Increased by +14.02%
Feb 28, 26
5 Vanguard Small Cap Index 1.96M (2.36%) 5.27K
Increased by +0.27%
Feb 28, 26
6 Wasatch Core Growth 1.74M (2.09%) 63.46K
Increased by +3.66%
Dec 31, 25
7 VIP Growth Initial 1.14M (1.38%) 0.00
Increased by 0.00%
Nov 30, 23
8 Vanguard Small Cap Growth Index Inv 1.09M (1.31%) 2.79K
Increased by +0.26%
Feb 28, 26
9 Fidelity Advisor® Equity Growth I 1.04M (1.26%) 17.60K
Increased by +1.69%
Nov 30, 23
10 JPM US Small Cap Core-Composite 968.38K (1.17%) -146.79K
Decreased by -15.16%
Dec 31, 23
11 Vanguard Institutional Extnd Mkt Idx Tr 939.12K (1.13%) 9.14K
Increased by +0.97%
Feb 28, 26
12 Fidelity Advisor Equity Growth I 933.43K (1.13%) 0.00
Increased by 0.00%
Jul 31, 25
13 Van Berkom Sm-Cap Eq 926.43K (1.12%) 926.43K
Increased by +100.00%
Jun 30, 24
14 Canada Life US Small-Mid Cap Growth A 879.66K (1.06%) 0.00
Increased by 0.00%
Jan 31, 25
15 Fidelity Small Cap Index 836.48K (1.01%) -24.89K
Decreased by -2.98%
Dec 31, 25
16 Fidelity VIP Growth Initial 827.50K (1.00%) 0.00
Increased by 0.00%
Jul 31, 25
17 Fidelity® Small Cap Index 810.61K (0.98%) 22.17K
Increased by +2.74%
Oct 31, 23
18 ClearBridge Small Cap Growth 810.25K (0.98%) 0.00
Increased by 0.00%
Oct 31, 24
19 ClearBridge Small Cap Growth A 810.25K (0.98%) 0.00
Increased by 0.00%
Sep 30, 24
20 Fidelity® Capital Appreciation 789.40K (0.95%) -16.80K
Decreased by -2.13%
Nov 30, 23