Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JPSV 1.63%
2 SIXS 1.54%
3 XWEB 1.30%
4 MYLD 1.11%
5 CAFG 0.77%
6 RZG 0.71%
7 HLGE 0.64%
8 SFLO 0.63%
9 DSMC 0.56%
10 PSCU 0.53%
11 AFSM 0.52%
12 XSMO 0.49%
13 ETHO 0.35%
14 MILN 0.34%
15 DWAS 0.29%
16 ISMD 0.22%
17 SSLY 0.19%
18 QSML 0.17%
19 SLYG 0.17%
20 TPSC 0.16%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 8.79M (18.69%) 302.33K
Increased by +3.44%
Mar 31, 26
2 Vanguard Group Inc 5.22M (11.08%) -1.33M
Decreased by -25.50%
Dec 31, 25
3 BlackRock Inc 4.31M (9.15%) -4.13M
Decreased by -95.86%
Mar 31, 26
4 Pale Fire Capital SE 3.96M (8.41%) 3.30M
Increased by +83.28%
Mar 31, 26
5 Dimensional Fund Advisors, Inc. 3.40M (7.23%) 262.44K
Increased by +7.72%
Mar 31, 26
6 Par Capital Management Inc 2.70M (5.73%) 639.00K
Increased by +23.69%
Dec 31, 25
7 Hill Path Capital LP 2.48M (5.27%) 0.00
Increased by 0.00%
Mar 31, 26
8 Vanguard Capital Management, LLC 2.47M (5.26%) 2.47M
Increased by +100.00%
Mar 31, 26
9 State Street Corporation 2.42M (5.14%) 66.88K
Increased by +2.76%
Mar 31, 24
10 Brown Advisory Holdings Inc 2.40M (5.10%) 467.15K
Increased by +19.48%
Mar 31, 26
11 Breach Inlet Capital Management LLC 2.12M (4.51%) 1.39M
Increased by +65.66%
Mar 31, 26
12 American Century Companies Inc 1.81M (3.85%) 359.40K
Increased by +19.82%
Mar 31, 26
13 Greenvale Capital LLP 1.75M (3.71%) -5.67M
Decreased by -324.82%
Sep 30, 24
14 Ninety One UK Limited 1.56M (3.32%) -1.17M
Decreased by -74.53%
Dec 31, 23
15 JPMorgan Chase & Co 1.53M (3.25%) 400.20K
Increased by +26.20%
Mar 31, 26
16 State Street Corp 1.47M (3.12%) -796.71K
Decreased by -54.24%
Mar 31, 26
17 Geode Capital Management, LLC 1.33M (2.82%) 14.38K
Increased by +1.08%
Mar 31, 26
18 Goldman Sachs Group Inc 1.32M (2.80%) 749.76K
Increased by +56.92%
Dec 31, 23
19 Jane Street Group LLC 972.43K (2.07%) 630.21K
Increased by +64.81%
Mar 31, 26
20 Charles Schwab Investment Management Inc 924.73K (1.96%) -41.47K
Decreased by -4.48%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Low-Priced Stock 3.68M (7.82%) -16.14K
Decreased by -0.44%
Apr 30, 26
2 iShares Core S&P Small-Cap ETF 3.40M (7.22%) -735.08K
Decreased by -21.64%
Feb 28, 26
3 Fidelity® Low-Priced Stock 3.16M (6.71%) -3.29K
Decreased by -0.10%
Oct 31, 23
4 Bain Capital High Income Composite 2.04M (4.33%) 0.00
Increased by 0.00%
Mar 31, 25
5 Vanguard US Total Market Shares ETF 1.99M (4.22%) 0.00
Increased by 0.00%
Sep 30, 24
6 Avantis US Small Cap Value ETF 1.81M (3.84%) 1.32K
Increased by +0.07%
Jun 30, 26
7 Vanguard Total Stock Mkt Idx Inv 1.69M (3.58%) -95.70K
Decreased by -5.67%
Jun 30, 26
8 Fidelity Small Cap Growth 1.56M (3.32%) -25.20K
Decreased by -1.61%
Jun 30, 25
9 Fidelity® Small Cap Growth 1.49M (3.18%) -1.81K
Decreased by -0.12%
Oct 31, 23
10 JPMorgan Small Cap Blend A 1.33M (2.83%) 39.41K
Increased by +2.96%
May 31, 26
11 JPM US Small Cap Value-Composite 1.31M (2.79%) 20.06K
Increased by +1.53%
Jun 30, 26
12 Brown Advisory Small-Cap Fdmtl Val Inv 1.26M (2.67%) -9.24K
Decreased by -0.73%
Jun 30, 26
13 iShares Russell 2000 ETF 1.23M (2.60%) 7.26K
Increased by +0.59%
Jun 30, 26
14 Strategic Advisers Fidelity US TtlStk 1.09M (2.31%) -52.40K
Decreased by -4.81%
May 31, 26
15 Fidelity Global Value Growth Eq MF 1.07M (2.28%) 37.20K
Increased by +3.47%
Aug 20, 25
16 Fidelity Global Bargain Growth Stocks MF 1.05M (2.24%) 534.30K
Increased by +50.79%
Aug 21, 23
17 Fidelity Advisor® Small Cap I 967.00K (2.05%) 0.00
Increased by 0.00%
Oct 31, 23
18 Vanguard Small Cap Value Index Inv 933.63K (1.98%) 2.19K
Increased by +0.23%
Jul 31, 25
19 Fidelity Advisor Small Cap I 805.50K (1.71%) -13.00K
Decreased by -1.61%
Jun 30, 25
20 Fidelity LowPriced Stock Commingled Pl A 708.69K (1.51%) 16.14K
Increased by +2.28%
Apr 30, 26