Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XWEB 1.30%
2 PSCU 0.94%
3 RZG 0.71%
4 HLGE 0.64%
5 XSMO 0.49%
6 DSMC 0.47%
7 SFLO 0.45%
8 CAFG 0.40%
9 ETHO 0.35%
10 DWAS 0.29%
11 MILN 0.24%
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 9.85M (16.91%) 47.01K
Increased by +0.48%
Dec 31, 24
2 FMR Inc 9.71M (16.66%) -191.67K
Decreased by -1.97%
Dec 31, 24
3 Vanguard Group Inc 7.12M (12.22%) 115.08K
Increased by +1.62%
Dec 31, 24
4 Boston Partners Global Investors, Inc 3.18M (5.45%) 655.52K
Increased by +20.62%
Dec 31, 24
5 Dimensional Fund Advisors, Inc. 3.17M (5.44%) 55.14K
Increased by +1.74%
Dec 31, 24
6 Pacer Advisors, INC. 2.56M (4.39%) 65.21K
Increased by +2.55%
Dec 31, 24
7 State Street Corp 2.51M (4.31%) 90.69K
Increased by +3.61%
Dec 31, 24
8 State Street Corporation 2.42M (4.15%) 66.88K
Increased by +2.76%
Mar 31, 24
9 Greenvale Capital LLP 1.75M (3.00%) -5.67M
Decreased by -324.82%
Sep 30, 24
10 Ninety One UK Limited 1.56M (2.68%) -1.17M
Decreased by -74.53%
Dec 31, 23
11 Geode Capital Management, LLC 1.44M (2.46%) -25.66K
Decreased by -1.79%
Dec 31, 24
12 Goldman Sachs Group Inc 1.32M (2.26%) 749.76K
Increased by +56.92%
Dec 31, 23
13 American Century Companies Inc 1.26M (2.17%) 2.90K
Increased by +0.23%
Dec 31, 24
14 Charles Schwab Investment Management Inc 834.85K (1.43%) 30.37K
Increased by +3.64%
Dec 31, 24
15 Northern Trust Corp 804.64K (1.38%) 120.33K
Increased by +14.95%
Dec 31, 24
16 Morgan Stanley - Brokerage Accounts 792.82K (1.36%) 2.20K
Increased by +0.28%
Dec 31, 24
17 Renaissance Technologies Corp 782.42K (1.34%) 130.32K
Increased by +16.66%
Dec 31, 24
18 T. Rowe Price Associates, Inc. 760.49K (1.30%) -16.48K
Decreased by -2.17%
Dec 31, 24
19 Massachusetts Financial Services Company 683.81K (1.17%) -392.00
Decreased by -0.06%
Sep 30, 23
20 Tocqueville Asset Management L.P. 670.43K (1.15%) -88.00K
Decreased by -13.13%
Sep 30, 24

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 (5.16%) -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%
Mar 31, 25
6 Fidelity Small Cap Growth 1.61M (2.76%) -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 1.53M (2.63%) -36.91K
Decreased by -2.41%
Mar 31, 25
9 Fidelity® Small Cap Growth 1.49M (2.56%) -1.81K
Decreased by -0.12%
Oct 31, 23
10 Fidelity Global Bargain Growth Stocks MF 1.05M (1.80%) 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 994.99K (1.71%) -41.09K
Decreased by -4.13%
Mar 31, 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 939.44K (1.61%) 26.03K
Increased by +2.77%
Mar 31, 25
15 Avantis US Small Cap Value ETF 847.81K (1.45%) 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