Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GUNZ 4.02%
2 MVFD 2.63%
3 COWS 1.88%
4 PSCD 1.82%
5 SMCO 1.77%
6 TXSS 1.77%
7 XRT 1.50%
8 XSMO 1.39%
9 SYLD 1.02%
10 MYLD 0.97%
11 TXS 0.96%
12 RETL 0.89%
13 SURE 0.89%
14 SMCP 0.80%
15 XSHQ 0.80%
16 NIXT 0.78%
17 MMSC 0.75%
18 LIVR 0.72%
19 EES 0.72%
20 DSMC 0.69%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 10.34M (15.77%) -172.43K
Decreased by -1.67%
Mar 31, 25
2 BlackRock Inc 10.33M (15.75%) -482.11K
Decreased by -4.67%
Mar 31, 25
3 Vanguard Group Inc 7.37M (11.24%) -363.07K
Decreased by -4.93%
Jun 30, 25
4 Dimensional Fund Advisors, Inc. 3.83M (5.85%) -12.81K
Decreased by -0.33%
Jun 30, 25
5 LSV Asset Management 3.12M (4.76%) 937.45K
Increased by +30.05%
Jun 30, 25
6 State Street Corporation 2.97M (4.53%) 35.53K
Increased by +1.20%
Mar 31, 24
7 State Street Corp 2.76M (4.21%) -142.77K
Decreased by -5.18%
Mar 31, 25
8 Geode Capital Management, LLC 2.08M (3.17%) 56.87K
Increased by +2.73%
Mar 31, 25
9 American Century Companies Inc 2.05M (3.13%) 376.03K
Increased by +18.33%
Jun 30, 25
10 Westwood Holdings Group Inc 1.99M (3.04%) 528.37K
Increased by +26.51%
Mar 31, 25
11 King Luther Capital Management Corp 1.46M (2.22%) -84.75K
Decreased by -5.82%
Jun 30, 25
12 William Blair Investment Management, LLC 1.44M (2.20%) 448.58K
Increased by +31.15%
Jun 30, 25
13 Royce & Associates, LP 1.27M (1.94%) 979.00
Increased by +0.08%
Jun 30, 25
14 Stephens Inv Mgmt Group LLC 1.18M (1.80%) 227.42K
Increased by +19.31%
Jun 30, 25
15 Samlyn Capital, LLC 1.15M (1.76%) -497.24K
Decreased by -43.17%
Sep 30, 23
16 Scopus Asset Management, LLC 1.05M (1.60%) 449.50K
Increased by +42.81%
Dec 31, 24
17 UBS Group AG 1.01M (1.54%) 328.06K
Increased by +32.50%
Mar 31, 25
18 Millennium Management LLC 945.04K (1.44%) 929.28K
Increased by +98.33%
Jun 30, 24
19 Nuveen Asset Management, LLC 941.12K (1.44%) 79.56K
Increased by +8.45%
Jun 30, 24
20 Morgan Stanley - Brokerage Accounts 860.82K (1.31%) -102.78K
Decreased by -11.94%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.97M (6.06%) 580.00
Increased by +0.01%
Jul 31, 25
2 Fidelity® Contrafund® 2.56M (3.90%) 0.00
Increased by 0.00%
Nov 30, 23
3 Vanguard US Total Market Shares ETF 2.27M (3.46%) -82.06K
Decreased by -3.61%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 2.09M (3.19%) -45.00K
Decreased by -2.15%
Jul 31, 25
5 Avantis US Small Cap Value ETF 1.85M (2.83%) 1.30K
Increased by +0.07%
Jul 31, 25
6 Vanguard Small Cap Index 1.62M (2.46%) -9.82K
Decreased by -0.61%
Jul 31, 25
7 iShares Russell 2000 ETF 1.57M (2.39%) -29.82K
Decreased by -1.90%
Jul 31, 25
8 Fidelity Low-Priced Stock 1.44M (2.20%) -2.66K
Decreased by -0.18%
May 31, 25
9 Fuller & Thaler Behavioral Sm-Cp Eq R6 1.44M (2.19%) -775.63K
Decreased by -53.96%
Sep 30, 23
10 Fuller & Thaler Behavioral Small-Cap Eq 1.44M (2.19%) -775.63K
Decreased by -53.96%
Sep 30, 23
11 Fidelity® Series Small Cap Opps 1.36M (2.07%) 0.00
Increased by 0.00%
Oct 31, 23
12 Strategic Advisers Fidelity US TtlStk 1.35M (2.06%) 37.64K
Increased by +2.78%
Jun 30, 25
13 Fidelity Small Cap Value Fund 1.05M (1.60%) 0.00
Increased by 0.00%
Mar 31, 25
14 Vanguard Small Cap Value Index Inv 1.04M (1.59%) 3.19K
Increased by +0.31%
Jul 31, 25
15 Fidelity Contrafund Commingled Pl O 975.14K (1.49%) -85.84K
Decreased by -8.80%
Nov 30, 23
16 Fidelity Series Small Cap Opps 970.59K (1.48%) 0.00
Increased by 0.00%
May 31, 25
17 Fidelity Small Cap Discovery 866.40K (1.32%) 172.80K
Increased by +19.94%
May 31, 25
18 DFA US Small Cap Value I 859.37K (1.31%) 0.00
Increased by 0.00%
Jun 30, 25
19 Stephens SMID Select Growth 749.95K (1.14%) 122.59K
Increased by +16.35%
Jun 30, 25
20 Fidelity® Small Cap Index 720.97K (1.10%) 20.40K
Increased by +2.83%
Oct 31, 23