Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 7.23%
2 RVER 6.57%
3 ULTI 5.04%
4 GIGE 3.25%
5 EDOC 3.07%
6 HEAL 3.07%
7 FFTY 2.93%
8 CBSE 2.62%
9 RJMG 2.04%
10 OSCX 1.93%
11 AZTD 1.87%
12 KIE 1.64%
13 PTH 1.64%
14 RNSC 1.53%
15 FSGS 1.53%
16 EKG 1.44%
17 SFLO 1.36%
18 SMCF 1.20%
19 RNIN 0.99%
20 FRTY 0.88%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.74M (9.14%) 38.77K
Increased by +0.20%
Jun 30, 25
2 BlackRock Inc 15.76M (7.29%) -827.76K
Decreased by -5.25%
Jun 30, 25
3 Alphabet Inc 14.48M (6.70%) -9.57M
Decreased by -66.07%
Sep 30, 23
4 T. Rowe Price Investment Management,Inc. 12.65M (5.86%) 825.02K
Increased by +6.52%
Jun 30, 25
5 Deerfield Management Co 11.65M (5.39%) -191.23K
Decreased by -1.64%
Jun 30, 25
6 JPMorgan Chase & Co 9.92M (4.59%) -3.91M
Decreased by -39.37%
Jun 30, 25
7 Dragoneer Investment Group, LLC 6.92M (3.20%) -2.57M
Decreased by -37.16%
Mar 31, 25
8 VK Services LLC 6.85M (3.17%) -4.86M
Decreased by -70.91%
Dec 31, 23
9 Thrive Capital Management, LLC(NY) 6.34M (2.94%) 0.00
Increased by 0.00%
Jun 30, 25
10 State Street Corp 5.40M (2.50%) -383.61K
Decreased by -7.10%
Jun 30, 25
11 Formation8 GP, LLC 5.19M (2.40%) -2.17M
Decreased by -41.75%
Dec 31, 23
12 Gilder Gagnon Howe & CO LLC 4.91M (2.27%) -1.37M
Decreased by -27.95%
Jun 30, 25
13 State Street Corporation 4.65M (2.15%) 1.18M
Increased by +25.36%
Mar 31, 24
14 Geode Capital Management, LLC 4.51M (2.09%) -178.26K
Decreased by -3.96%
Jun 30, 25
15 Dimensional Fund Advisors, Inc. 3.69M (1.71%) 115.91K
Increased by +3.14%
Jun 30, 25
16 Capital World Investors 3.62M (1.68%) 0.00
Increased by 0.00%
Jun 30, 25
17 T. Rowe Price Associates, Inc. 3.33M (1.54%) -1.42M
Decreased by -42.69%
Mar 31, 25
18 Viking Global Investors LP 3.07M (1.42%) -3.10M
Decreased by -100.80%
Dec 31, 24
19 Glynn Capital Management, LLC 3.01M (1.39%) -105.44K
Decreased by -3.50%
Jun 30, 25
20 Ancient Art, L.P. 2.95M (1.37%) 0.00
Increased by 0.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.46M (2.99%) -136.14K
Decreased by -2.11%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 5.99M (2.77%) 232.60K
Increased by +3.88%
Sep 30, 24
3 Vanguard Small Cap Index 5.05M (2.34%) -37.09K
Decreased by -0.73%
Jul 31, 25
4 iShares Russell 2000 ETF 4.43M (2.05%) 0.00
Increased by 0.00%
Aug 31, 25
5 Avantis US Small Cap Value ETF 4.32M (2.00%) 16.03K
Increased by +0.37%
Aug 30, 25
6 American Funds SMALLCAP World A 3.62M (1.68%) -2.42M
Decreased by -66.89%
Jun 30, 25
7 T. Rowe Price US Small-Cap Core Equity 3.56M (1.65%) 48.43K
Increased by +1.36%
Jun 30, 25
8 Hennessy Cornerstone Mid Cap 30 Inv 2.87M (1.33%) -317.00K
Decreased by -11.04%
Jun 30, 25
9 Vanguard Small Cap Growth Index Inv 2.85M (1.32%) -2.02K
Decreased by -0.07%
Jul 31, 25
10 T. Rowe Price Health Sciences 2.43M (1.12%) -120.17K
Decreased by -4.95%
Mar 31, 25
11 T. Rowe Price Small-Cap Value 2.33M (1.08%) -279.44K
Decreased by -11.98%
Jul 31, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 2.22M (1.03%) -963.65K
Decreased by -43.50%
Jul 31, 25
13 BIT Global Technology Leaders R-I 2.16M (1.00%) -66.68K
Decreased by -3.09%
May 31, 25
14 Longleaf Partners Small-Cap 2.09M (0.97%) -1.03M
Decreased by -49.33%
Mar 31, 25
15 JPMorgan Value Advantage L 1.87M (0.87%) 0.00
Increased by 0.00%
Jul 31, 25
16 Fidelity Small Cap Index 1.84M (0.85%) -234.66K
Decreased by -12.76%
Jun 30, 25
17 JPM US Small Cap Core-Composite 1.84M (0.85%) 134.91K
Increased by +7.34%
Mar 31, 25
18 T. Rowe Price New Horizons 1.80M (0.83%) 1.80M
Increased by +100.00%
Jul 31, 25
19 T. Rowe Price Instl Small-Cap Stock 1.80M (0.83%) -101.50K
Decreased by -5.64%
Jun 30, 25
20 JPMorgan Small Cap Equity A 1.79M (0.83%) -45.24K
Decreased by -2.52%
May 31, 25