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 FYT 0.88%
10 DWAS 0.86%
11 SVAL 0.58%
12 FYC 0.54%
13 FYX 0.46%
14 OMFS 0.41%
15 QSML 0.39%
16 PSC 0.33%
17 SMLV 0.32%
18 AFSM 0.31%
19 JSMD 0.30%
20 ISMD 0.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 7.51M (15.54%) 378.14K
Increased by +5.03%
Mar 31, 26
2 Vanguard Group Inc 4.84M (10.01%) -50.80K
Decreased by -1.05%
Dec 31, 25
3 BlackRock Inc 3.81M (7.89%) 213.64K
Increased by +5.60%
Mar 31, 26
4 BMO Capital Markets Corp. 3.51M (7.26%) 1.26M
Increased by +35.81%
Mar 31, 26
5 Bank of Montreal 3.51M (7.26%) 1.26M
Increased by +35.81%
Mar 31, 26
6 22C Capital LLC 3.20M (6.63%) 0.00
Increased by 0.00%
Mar 31, 26
7 Capital Research Global Investors 2.91M (6.03%) -6.79K
Decreased by -0.23%
Dec 31, 25
8 Burgundy Asset Management Ltd 2.32M (4.79%) -5.59K
Decreased by -0.24%
Sep 30, 25
9 Vanguard Capital Management, LLC 2.15M (4.44%) 2.15M
Increased by +100.00%
Mar 31, 26
10 Vanguard Portfolio Management, LLC 2.07M (4.29%) 2.07M
Increased by +100.00%
Mar 31, 26
11 Morgan Stanley - Brokerage Accounts 2.01M (4.16%) -1.24M
Decreased by -61.87%
Mar 31, 26
12 Durable Capital Partners LP 1.63M (3.38%) -2.29M
Decreased by -140.51%
Dec 31, 25
13 Geode Capital Management, LLC 1.16M (2.40%) 13.82K
Increased by +1.19%
Mar 31, 26
14 State Street Corp 1.15M (2.38%) 2.82K
Increased by +0.24%
Mar 31, 26
15 P2 Capital Partners, LLC 1.14M (2.36%) -632.72K
Decreased by -55.47%
Mar 31, 26
16 Select Equity Group LP 1.13M (2.34%) -131.10K
Decreased by -11.60%
Jun 30, 24
17 State Street Corporation 1.08M (2.22%) 4.20K
Increased by +0.39%
Mar 31, 24
18 Fidelity International Ltd 1.06M (2.20%) -814.30K
Decreased by -76.57%
Sep 30, 23
19 JPMorgan Chase & Co 1.05M (2.16%) 59.84K
Increased by +5.72%
Sep 30, 25
20 Goldman Sachs Group Inc 1.02M (2.10%) 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 (7.22%) 0.00
Increased by 0.00%
Dec 31, 25
2 Fidelity Low-Priced Stock 1.74M (3.60%) 623.02K
Increased by +35.83%
Apr 30, 26
3 Vanguard Total Stock Mkt Idx Inv 1.62M (3.35%) 107.40K
Increased by +6.63%
Jun 30, 26
4 Vanguard US Total Market Shares ETF 1.50M (3.11%) 1.29K
Increased by +0.09%
Sep 30, 24
5 Strategic Advisers Fidelity US TtlStk 1.40M (2.89%) 14.30K
Increased by +1.02%
May 31, 26
6 iShares Russell 2000 ETF 1.29M (2.66%) 7.62K
Increased by +0.59%
Jun 30, 26
7 Vanguard Small Cap Index 1.17M (2.42%) 79.06K
Increased by +6.75%
Jun 30, 26
8 Fidelity Small Cap Discovery 869.70K (1.80%) 0.00
Increased by 0.00%
Apr 30, 26
9 Fidelity Series Small Cap Discovery 799.95K (1.66%) 0.00
Increased by 0.00%
Apr 30, 26
10 Calvert US Small-Cap SMA 764.26K (1.58%) 763.61K
Increased by +99.91%
Dec 31, 25
11 Calvert US Small-Cap Strategy 764.26K (1.58%) -162.17K
Decreased by -21.22%
Dec 31, 25
12 Fidelity Small Cap Stock 731.54K (1.51%) 0.00
Increased by 0.00%
Apr 30, 26
13 Calvert Small-Cap A 711.99K (1.47%) -52.27K
Decreased by -7.34%
Jan 31, 26
14 Vanguard Small Cap Growth Index Inv 677.84K (1.40%) 62.71K
Increased by +9.25%
Jun 30, 26
15 Fidelity Small Cap America Sr B 677.78K (1.40%) 0.00
Increased by 0.00%
Mar 31, 24
16 Artemis US Smaller Companies I Acc GBP 622.51K (1.29%) 91.08K
Increased by +14.63%
May 31, 25
17 Vanguard Institutional Extnd Mkt Idx Tr 551.34K (1.14%) -6.07K
Decreased by -1.10%
Jun 30, 26
18 Handelsbanken Amerika Små Tema (A10 EUR) 550.00K (1.14%) 0.00
Increased by 0.00%
Jan 31, 26
19 FAM Small Cap Investor 546.87K (1.13%) 182.11K
Increased by +33.30%
Jun 30, 26
20 Brunner Ord 544.85K (1.13%) 0.00
Increased by 0.00%
May 31, 26