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 FYC 0.54%
11 OMFS 0.41%
12 QSML 0.39%
13 PSC 0.33%
14 SMLV 0.32%
15 AFSM 0.31%
16 JSMD 0.30%
17 BBSC 0.24%
18 TPSC 0.23%
19 ISMD 0.21%
20 CSML 0.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 7.13M (16.25%) 4.11M
Increased by +57.63%
Dec 31, 25
2 Vanguard Group Inc 4.84M (11.02%) -50.80K
Decreased by -1.05%
Dec 31, 25
3 BlackRock Inc 3.54M (8.07%) -249.02K
Decreased by -7.03%
Sep 30, 25
4 Morgan Stanley - Brokerage Accounts 3.40M (7.75%) 150.70K
Increased by +4.43%
Sep 30, 25
5 22C Capital LLC 3.20M (7.29%) 3.20M
Increased by +100.00%
Dec 31, 25
6 Capital Research Global Investors 2.92M (6.65%) -65.63K
Decreased by -2.25%
Sep 30, 25
7 Burgundy Asset Management Ltd 2.32M (5.27%) -5.59K
Decreased by -0.24%
Sep 30, 25
8 P2 Capital Partners, LLC 1.72M (3.91%) -89.98K
Decreased by -5.24%
Sep 30, 25
9 Durable Capital Partners LP 1.63M (3.72%) -2.29M
Decreased by -140.51%
Dec 31, 25
10 State Street Corp 1.15M (2.63%) -55.87K
Decreased by -4.84%
Sep 30, 25
11 Geode Capital Management, LLC 1.15M (2.62%) -74.51K
Decreased by -6.48%
Sep 30, 25
12 Select Equity Group LP 1.13M (2.58%) -131.10K
Decreased by -11.60%
Jun 30, 24
13 State Street Corporation 1.08M (2.45%) 4.20K
Increased by +0.39%
Mar 31, 24
14 Fidelity International Ltd 1.06M (2.42%) -814.30K
Decreased by -76.57%
Sep 30, 23
15 JPMorgan Chase & Co 1.05M (2.38%) 59.84K
Increased by +5.72%
Sep 30, 25
16 BloombergSan Investment Partners 1.03M (2.34%) -79.56K
Decreased by -7.74%
Dec 31, 25
17 Goldman Sachs Group Inc 1.02M (2.31%) 562.40K
Increased by +55.37%
Dec 31, 23
18 Sunriver Management LLC 989.35K (2.25%) 392.59K
Increased by +39.68%
Dec 31, 25
19 Allspring Global Investments Holdings, LLC 977.05K (2.23%) 155.56K
Increased by +15.92%
Dec 31, 25
20 Macquarie Group Ltd 968.43K (2.21%) -15.73K
Decreased by -1.62%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 3.49M (7.95%) 0.00
Increased by 0.00%
Dec 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.62M (3.69%) 5.64K
Increased by +0.35%
Jan 31, 26
3 Vanguard US Total Market Shares ETF 1.50M (3.42%) 1.29K
Increased by +0.09%
Sep 30, 24
4 Strategic Advisers Fidelity US TtlStk 1.39M (3.16%) 156.00K
Increased by +11.24%
Jan 31, 26
5 Fidelity Low-Priced Stock 1.21M (2.76%) 143.50K
Increased by +11.83%
Dec 31, 25
6 iShares Russell 2000 ETF 1.20M (2.74%) 142.04K
Increased by +11.80%
Feb 28, 26
7 Vanguard Small Cap Index 1.17M (2.67%) -1.20K
Decreased by -0.10%
Jan 31, 26
8 Fidelity Small Cap Discovery 929.40K (2.12%) 327.00K
Increased by +35.18%
Dec 31, 25
9 Calvert US Small-Cap SMA 764.26K (1.74%) 763.61K
Increased by +99.91%
Dec 31, 25
10 Calvert US Small-Cap Strategy 764.26K (1.74%) -162.17K
Decreased by -21.22%
Dec 31, 25
11 Fidelity Series Small Cap Discovery 750.89K (1.71%) 279.50K
Increased by +37.22%
Dec 31, 25
12 Fidelity Small Cap Stock 735.82K (1.68%) 27.90K
Increased by +3.79%
Dec 31, 25
13 Calvert Small-Cap A 711.99K (1.62%) -52.27K
Decreased by -7.34%
Jan 31, 26
14 Fidelity Small Cap America Sr B 677.78K (1.54%) 0.00
Increased by 0.00%
Mar 31, 24
15 Premier Miton US Opportunities B Acc 653.22K (1.49%) -46.78K
Decreased by -7.16%
Nov 30, 25
16 Vanguard Small Cap Growth Index Inv 650.98K (1.48%) -9.65K
Decreased by -1.48%
Jan 31, 26
17 Artemis US Smaller Companies I Acc GBP 622.51K (1.42%) 91.08K
Increased by +14.63%
May 31, 25
18 Handelsbanken Amerika Små Tema (A10 EUR) 550.00K (1.25%) 0.00
Increased by 0.00%
Jan 31, 26
19 Vanguard Institutional Extnd Mkt Idx Tr 532.97K (1.21%) 293.00
Increased by +0.05%
Jan 31, 26
20 JPMorgan Small Cap Growth A 512.87K (1.17%) 19.16K
Increased by +3.74%
Jul 31, 25