Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XWEB 1.30%
2 PSCU 0.99%
3 RZG 0.71%
4 HLGE 0.64%
5 SFLO 0.60%
6 DSMC 0.52%
7 XSMO 0.49%
8 ETHO 0.35%
9 CAFG 0.30%
10 DWAS 0.29%
11 MILN 0.26%
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 (16.55%) -225.57K
Decreased by -2.34%
Mar 31, 25
2 FMR Inc 9.58M (16.46%) -133.84K
Decreased by -1.40%
Mar 31, 25
3 Vanguard Group Inc 7.09M (12.18%) -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 State Street Corp 2.42M (4.17%) -86.80K
Decreased by -3.58%
Mar 31, 25
6 State Street Corporation 2.42M (4.16%) 66.88K
Increased by +2.76%
Mar 31, 24
7 Greenvale Capital LLP 1.75M (3.00%) -5.67M
Decreased by -324.82%
Sep 30, 24
8 Ninety One UK Limited 1.56M (2.69%) -1.17M
Decreased by -74.53%
Dec 31, 23
9 Geode Capital Management, LLC 1.47M (2.52%) 28.79K
Increased by +1.96%
Mar 31, 25
10 Goldman Sachs Group Inc 1.32M (2.26%) 749.76K
Increased by +56.92%
Dec 31, 23
11 Morgan Stanley - Brokerage Accounts 1.22M (2.09%) 424.75K
Increased by +34.88%
Mar 31, 25
12 American Century Companies Inc 1.21M (2.07%) -58.85K
Decreased by -4.88%
Mar 31, 25
13 Boston Partners Global Investors, Inc 1.06M (1.82%) -2.12M
Decreased by -200.03%
Mar 31, 25
14 Charles Schwab Investment Management Inc 923.31K (1.59%) 88.46K
Increased by +9.58%
Mar 31, 25
15 Northern Trust Corp 780.10K (1.34%) -24.54K
Decreased by -3.15%
Mar 31, 25
16 T. Rowe Price Associates, Inc. 777.81K (1.34%) 17.32K
Increased by +2.23%
Mar 31, 25
17 Pacer Advisors, INC. 763.56K (1.31%) -1.80M
Decreased by -235.16%
Mar 31, 25
18 Massachusetts Financial Services Company 683.81K (1.18%) -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 3.56M (6.13%) 0.00
Increased by 0.00%
May 31, 25
2 Fidelity® Low-Priced Stock 3.16M (5.43%) -3.29K
Decreased by -0.10%
Oct 31, 23
3 Fidelity Low-Priced Stock 2.96M (5.10%) -46.40K
Decreased by -1.57%
Mar 31, 25
4 Vanguard US Total Market Shares ETF 1.99M (3.42%) 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%
May 31, 25
6 iShares Russell 2000 ETF 1.62M (2.79%) 0.00
Increased by 0.00%
May 31, 25
7 Fidelity Small Cap Growth 1.59M (2.73%) -22.10K
Decreased by -1.39%
Mar 31, 25
8 Vanguard Small Cap Index 1.55M (2.67%) 5.70K
Increased by +0.37%
May 31, 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 (1.80%) 0.00
Increased by 0.00%
Feb 20, 24
12 Vanguard Small Cap Value Index Inv 996.77K (1.71%) -1.48K
Decreased by -0.15%
May 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 948.41K (1.63%) 7.44K
Increased by +0.78%
May 31, 25
15 Fidelity Advisor Small Cap I 818.50K (1.41%) -11.40K
Decreased by -1.39%
Mar 31, 25
16 Avantis US Small Cap Value ETF 813.04K (1.40%) 0.00
Increased by 0.00%
May 31, 25
17 MFS Meridian Prudent Wealth I1 USD 664.77K (1.14%) -8.83K
Decreased by -1.33%
Nov 30, 23
18 Fidelity® Series Intrinsic Opps 647.40K (1.11%) 0.00
Increased by 0.00%
Oct 31, 23
19 Fidelity Series Intrinsic Opps 646.10K (1.11%) -9.00K
Decreased by -1.39%
Mar 31, 25
20 Fidelity Small Cap Index 642.98K (1.11%) -11.09K
Decreased by -1.72%
Mar 31, 25