Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDM 1.77%
2 JSML 0.62%
3 FYC 0.53%
4 DWAS 0.49%
5 HAPS 0.45%
6 AFSM 0.37%
7 IWC 0.33%
8 FSGS 0.29%
9 RNSC 0.29%
10 FYX 0.28%
11 JPSE 0.24%
12 CSML 0.21%
13 FESM 0.21%
14 DGRS 0.19%
15 QSML 0.17%
16 AVSC 0.15%
17 DES 0.11%
18 PSC 0.11%
19 JSMD 0.10%
20 FSMD 0.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Neuberger Berman Group LLC 640.58K (9.85%) 12.26K
Increased by +1.91%
Dec 31, 24
2 BlackRock Inc 581.68K (8.94%) -12.39K
Decreased by -2.13%
Dec 31, 24
3 FMR Inc 569.06K (8.75%) 20.37K
Increased by +3.58%
Dec 31, 24
4 Vanguard Group Inc 385.41K (5.93%) 17.73K
Increased by +4.60%
Dec 31, 24
5 Copeland Capital Management, LLC 286.86K (4.41%) 6.64K
Increased by +2.32%
Dec 31, 24
6 Pertento Partners LLP 275.64K (4.24%) -79.44K
Decreased by -28.82%
Dec 31, 24
7 Dimensional Fund Advisors, Inc. 253.71K (3.90%) -23.36K
Decreased by -9.21%
Dec 31, 24
8 Fidelity International Ltd 239.71K (3.69%) -40.15K
Decreased by -16.75%
Jun 30, 24
9 Renaissance Technologies Corp 228.74K (3.52%) -10.10K
Decreased by -4.42%
Dec 31, 24
10 HHG PLC 222.57K (3.42%) 24.65K
Increased by +11.07%
Dec 31, 24
11 Brown Advisory Holdings Inc 161.86K (2.49%) 973.00
Increased by +0.60%
Sep 30, 23
12 Geode Capital Management, LLC 161.38K (2.48%) 176.00
Increased by +0.11%
Dec 31, 24
13 State Street Corp 159.60K (2.45%) 3.57K
Increased by +2.23%
Dec 31, 24
14 State Street Corporation 157.83K (2.43%) 5.40K
Increased by +3.42%
Mar 31, 24
15 Eagle Asset Management, Inc. 148.22K (2.28%) 95.05K
Increased by +64.13%
Sep 30, 24
16 Swedbank AB 135.00K (2.08%) 0.00
Increased by 0.00%
Dec 31, 24
17 Northern Trust Corp 110.51K (1.70%) 7.31K
Increased by +6.61%
Dec 31, 24
18 Sunriver Management LLC 102.49K (1.58%) 102.49K
Increased by +100.00%
Dec 31, 23
19 Wellington Management Company LLP 100.31K (1.54%) 1.70K
Increased by +1.69%
Dec 31, 24
20 Envestnet Asset Management Inc 98.60K (1.52%) 48.84K
Increased by +49.53%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Neuberger Berman Genesis Inv 417.10K (6.41%) 0.00
Increased by 0.00%
Dec 31, 24
2 Fidelity Small Cap America Sr B 239.71K (3.69%) -35.15K
Decreased by -14.66%
Jun 30, 24
3 Vanguard Total Stock Mkt Idx Inv 193.51K (2.97%) 0.00
Increased by 0.00%
Feb 28, 25
4 FIAM Small Cap Core Composite 182.50K (2.81%) -71.40K
Decreased by -39.12%
Sep 30, 24
5 FIAM Small Cap Core CIT Cl B 179.60K (2.76%) 4.63K
Increased by +2.58%
Dec 31, 24
6 iShares Russell 2000 ETF 171.16K (2.63%) -2.04K
Decreased by -1.19%
Feb 28, 25
7 Janus Henderson US Small Cap Growth 153.06K (2.35%) -17.59K
Decreased by -11.49%
Dec 31, 24
8 Janus Henderson US Small Cap Growth MA 153.06K (2.35%) 153.03K
Increased by +99.99%
Dec 31, 24
9 Fidelity® Series Small Cap Opps 152.27K (2.34%) 0.00
Increased by 0.00%
Oct 31, 23
10 Swedbank Robur Small Cap USA A 135.00K (2.08%) 0.00
Increased by 0.00%
Jan 31, 25
11 Janus Henderson Venture D 119.90K (1.84%) -33.16K
Decreased by -27.66%
Jan 31, 25
12 Fidelity Series Small Cap Opps 105.38K (1.62%) -5.10K
Decreased by -4.84%
Dec 31, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 103.03K (1.58%) 161.00
Increased by +0.16%
Feb 28, 25
14 Fidelity Stock Selector Small Cap 96.10K (1.48%) 1.60K
Increased by +1.66%
Dec 31, 24
15 Needham Aggressive Growth Retail 83.25K (1.28%) 250.00
Increased by +0.30%
Dec 31, 24
16 DFA US Micro Cap I 80.01K (1.23%) 0.00
Increased by 0.00%
Jan 31, 25
17 Fidelity® Stock Selector Small Cap 78.20K (1.20%) 0.00
Increased by 0.00%
Oct 31, 23
18 Fuller & Thaler Behavioral Sm-Cp Eq R6 69.83K (1.07%) 0.00
Increased by 0.00%
Sep 30, 23
19 Fuller & Thaler Behavioral Small-Cap Eq 69.83K (1.07%) 0.00
Increased by 0.00%
Nov 30, 23
20 FullerThaler Behavioral Sm-Cp Eq R6 69.83K (1.07%) 0.00
Increased by 0.00%
Sep 30, 23