Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XWEB 1.30%
2 PSCU 0.90%
3 RZG 0.71%
4 HLGE 0.64%
5 XSMO 0.49%
6 DSMC 0.47%
7 SFLO 0.45%
8 CAFG 0.37%
9 ETHO 0.35%
10 DWAS 0.29%
11 MILN 0.23%
12 ISMD 0.22%
13 AFSM 0.20%
14 SSLY 0.19%
15 QSML 0.17%
16 SLYG 0.17%
17 TPSC 0.16%
18 EES 0.16%
19 HAPS 0.15%
20 AVSC 0.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.63M (16.53%) -225.57K
Decreased by -2.34%
Mar 31, 25
2 FMR Inc 9.58M (16.44%) -133.84K
Decreased by -1.40%
Mar 31, 25
3 Vanguard Group Inc 7.09M (12.16%) -35.22K
Decreased by -0.50%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 3.17M (5.45%) -72.00
Decreased by -0.00%
Mar 31, 25
5 Pacer Advisors, INC. 2.56M (4.39%) 65.21K
Increased by +2.55%
Dec 31, 24
6 State Street Corp 2.42M (4.16%) -86.80K
Decreased by -3.58%
Mar 31, 25
7 State Street Corporation 2.42M (4.16%) 66.88K
Increased by +2.76%
Mar 31, 24
8 Greenvale Capital LLP 1.75M (3.00%) -5.67M
Decreased by -324.82%
Sep 30, 24
9 Ninety One UK Limited 1.56M (2.68%) -1.17M
Decreased by -74.53%
Dec 31, 23
10 Geode Capital Management, LLC 1.47M (2.52%) 28.79K
Increased by +1.96%
Mar 31, 25
11 Goldman Sachs Group Inc 1.32M (2.26%) 749.76K
Increased by +56.92%
Dec 31, 23
12 Morgan Stanley - Brokerage Accounts 1.22M (2.09%) 424.75K
Increased by +34.88%
Mar 31, 25
13 American Century Companies Inc 1.21M (2.07%) -58.85K
Decreased by -4.88%
Mar 31, 25
14 Boston Partners Global Investors, Inc 1.06M (1.82%) -2.12M
Decreased by -200.03%
Mar 31, 25
15 Charles Schwab Investment Management Inc 923.31K (1.58%) 88.46K
Increased by +9.58%
Mar 31, 25
16 Northern Trust Corp 804.64K (1.38%) 120.33K
Increased by +14.95%
Dec 31, 24
17 T. Rowe Price Associates, Inc. 777.81K (1.34%) 17.32K
Increased by +2.23%
Mar 31, 25
18 Massachusetts Financial Services Company 683.81K (1.17%) -392.00
Decreased by -0.06%
Sep 30, 23
19 Qube Research & Technologies 648.19K (1.11%) 286.46K
Increased by +44.19%
Mar 31, 25
20 SG Capital Management, LLC 612.58K (1.05%) -16.83K
Decreased by -2.75%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.60M (6.18%) -3.79K
Decreased by -0.11%
Apr 30, 25
2 Fidelity® Low-Priced Stock 3.16M (5.42%) -3.29K
Decreased by -0.10%
Oct 31, 23
3 Fidelity Low-Priced Stock 3.01M (5.17%) -4.90K
Decreased by -0.16%
Feb 28, 25
4 Vanguard US Total Market Shares ETF 1.99M (3.41%) 0.00
Increased by 0.00%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 1.97M (3.39%) 0.00
Increased by 0.00%
Apr 30, 25
6 Fidelity Small Cap Growth 1.61M (2.77%) -226.25K
Decreased by -14.04%
Feb 28, 25
7 iShares Russell 2000 ETF 1.60M (2.75%) 270.00
Increased by +0.02%
Apr 30, 25
8 Vanguard Small Cap Index 1.55M (2.66%) 14.49K
Increased by +0.94%
Apr 30, 25
9 Fidelity® Small Cap Growth 1.49M (2.57%) -1.81K
Decreased by -0.12%
Oct 31, 23
10 Fidelity Global Bargain Growth Stocks MF 1.05M (1.81%) 534.30K
Increased by +50.79%
Aug 21, 23
11 Fidelity Global Value Growth Eq MF 1.04M (1.79%) 0.00
Increased by 0.00%
Feb 20, 24
12 Vanguard Small Cap Value Index Inv 998.25K (1.71%) 3.26K
Increased by +0.33%
Apr 30, 25
13 Fidelity Advisor® Small Cap I 967.00K (1.66%) 0.00
Increased by 0.00%
Oct 31, 23
14 Vanguard Institutional Extnd Mkt Idx Tr 940.97K (1.62%) 1.53K
Increased by +0.16%
Apr 30, 25
15 Avantis US Small Cap Value ETF 847.81K (1.46%) 0.00
Increased by 0.00%
Apr 30, 25
16 Fidelity Advisor Small Cap I 829.90K (1.42%) 0.00
Increased by 0.00%
Feb 28, 25
17 MFS Meridian Prudent Wealth I1 USD 664.77K (1.14%) -8.83K
Decreased by -1.33%
Nov 30, 23
18 Pacer US Small Cap Cash Cows 100 ETF 658.58K (1.13%) -2.51K
Decreased by -0.38%
Apr 30, 25
19 Fidelity Series Intrinsic Opps 655.10K (1.12%) 0.00
Increased by 0.00%
Feb 28, 25
20 Fidelity Small Cap Index 654.07K (1.12%) 7.66K
Increased by +1.17%
Feb 28, 25