Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 6.07%
2 BCUS 2.79%
3 AMID 2.26%
4 ALIL 2.08%
5 CCFE 1.75%
6 JSML 1.72%
7 PRN 1.68%
8 SAWS 1.12%
9 DWAS 0.86%
10 FYT 0.74%
11 FYC 0.54%
12 OMFS 0.41%
13 QSML 0.39%
14 FYX 0.35%
15 PSC 0.33%
16 SMLV 0.32%
17 AFSM 0.31%
18 JSMD 0.30%
19 BBSC 0.24%
20 TPSC 0.23%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 7.51M (16.09%) 378.14K
Increased by +5.03%
Mar 31, 26
2 Vanguard Group Inc 4.84M (10.37%) -50.80K
Decreased by -1.05%
Dec 31, 25
3 BlackRock Inc 3.81M (8.17%) 213.64K
Increased by +5.60%
Mar 31, 26
4 BMO Capital Markets Corp. 3.51M (7.52%) 1.26M
Increased by +35.81%
Mar 31, 26
5 Bank of Montreal 3.51M (7.52%) 1.26M
Increased by +35.81%
Mar 31, 26
6 22C Capital LLC 3.20M (6.86%) 0.00
Increased by 0.00%
Mar 31, 26
7 Capital Research Global Investors 2.91M (6.25%) -6.79K
Decreased by -0.23%
Dec 31, 25
8 Burgundy Asset Management Ltd 2.32M (4.96%) -5.59K
Decreased by -0.24%
Sep 30, 25
9 Vanguard Capital Management, LLC 2.15M (4.60%) 2.15M
Increased by +100.00%
Mar 31, 26
10 Vanguard Portfolio Management, LLC 2.07M (4.44%) 2.07M
Increased by +100.00%
Mar 31, 26
11 Morgan Stanley - Brokerage Accounts 2.01M (4.30%) -1.24M
Decreased by -61.87%
Mar 31, 26
12 Durable Capital Partners LP 1.63M (3.50%) -2.29M
Decreased by -140.51%
Dec 31, 25
13 Geode Capital Management, LLC 1.16M (2.48%) 13.82K
Increased by +1.19%
Mar 31, 26
14 State Street Corp 1.15M (2.47%) 2.82K
Increased by +0.24%
Mar 31, 26
15 P2 Capital Partners, LLC 1.14M (2.44%) -632.72K
Decreased by -55.47%
Mar 31, 26
16 Select Equity Group LP 1.13M (2.42%) -131.10K
Decreased by -11.60%
Jun 30, 24
17 State Street Corporation 1.08M (2.30%) 4.20K
Increased by +0.39%
Mar 31, 24
18 Fidelity International Ltd 1.06M (2.28%) -814.30K
Decreased by -76.57%
Sep 30, 23
19 JPMorgan Chase & Co 1.05M (2.24%) 59.84K
Increased by +5.72%
Sep 30, 25
20 Goldman Sachs Group Inc 1.02M (2.18%) 562.40K
Increased by +55.37%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 3.49M (7.48%) 0.00
Increased by 0.00%
Dec 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.51M (3.24%) 0.00
Increased by 0.00%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 1.50M (3.22%) 1.29K
Increased by +0.09%
Sep 30, 24
4 Strategic Advisers Fidelity US TtlStk 1.38M (2.96%) 103.50K
Increased by +7.49%
Apr 30, 26
5 iShares Russell 2000 ETF 1.18M (2.52%) 10.87K
Increased by +0.92%
May 29, 26
6 Fidelity Low-Priced Stock 1.12M (2.39%) -96.30K
Decreased by -8.63%
Mar 31, 26
7 Vanguard Small Cap Index 1.09M (2.34%) -4.71K
Decreased by -0.43%
Apr 30, 26
8 Fidelity Small Cap Discovery 869.70K (1.86%) -75.10K
Decreased by -8.64%
Mar 31, 26
9 Fidelity Series Small Cap Discovery 799.95K (1.71%) -69.00K
Decreased by -8.63%
Mar 31, 26
10 Calvert US Small-Cap SMA 764.26K (1.64%) 763.61K
Increased by +99.91%
Dec 31, 25
11 Calvert US Small-Cap Strategy 764.26K (1.64%) -162.17K
Decreased by -21.22%
Dec 31, 25
12 Fidelity Small Cap Stock 731.54K (1.57%) -63.20K
Decreased by -8.64%
Mar 31, 26
13 Calvert Small-Cap A 711.99K (1.53%) -52.27K
Decreased by -7.34%
Jan 31, 26
14 Fidelity Small Cap America Sr B 677.78K (1.45%) 0.00
Increased by 0.00%
Mar 31, 24
15 Artemis US Smaller Companies I Acc GBP 622.51K (1.33%) 91.08K
Increased by +14.63%
May 31, 25
16 Vanguard Small Cap Growth Index Inv 613.46K (1.31%) -480.00
Decreased by -0.08%
Apr 30, 26
17 Vanguard Institutional Extnd Mkt Idx Tr 555.55K (1.19%) 5.22K
Increased by +0.94%
Apr 30, 26
18 Handelsbanken Amerika Små Tema (A10 EUR) 550.00K (1.18%) 0.00
Increased by 0.00%
Jan 31, 26
19 Brunner Ord 544.85K (1.17%) 0.00
Increased by 0.00%
Apr 30, 26
20 Burgundy Smaller Companies 529.77K (1.14%) 144.89K
Increased by +27.35%
Mar 31, 26