Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDM 1.77%
2 PRN 1.10%
3 JSML 0.61%
4 FYC 0.50%
5 HAPS 0.45%
6 DWAS 0.42%
7 AFSM 0.38%
8 IWC 0.33%
9 RNSC 0.29%
10 FSGS 0.29%
11 JPSE 0.29%
12 OMFS 0.28%
13 FYX 0.28%
14 CSML 0.21%
15 FESM 0.21%
16 DGRS 0.19%
17 QSML 0.17%
18 SMLF 0.17%
19 AVSC 0.15%
20 DES 0.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Neuberger Berman Group LLC 641.18K (10.13%) 600.00
Increased by +0.09%
Mar 31, 25
2 FMR Inc 585.09K (9.24%) 16.03K
Increased by +2.74%
Mar 31, 25
3 BlackRock Inc 572.27K (9.04%) -9.41K
Decreased by -1.64%
Mar 31, 25
4 Vanguard Group Inc 377.87K (5.97%) -3.72K
Decreased by -0.98%
Jun 30, 25
5 Fidelity International Ltd 239.71K (3.79%) -40.15K
Decreased by -16.75%
Jun 30, 24
6 Copeland Capital Management, LLC 231.63K (3.66%) -17.07K
Decreased by -7.37%
Jun 30, 25
7 Renaissance Technologies Corp 230.30K (3.64%) 1.55K
Increased by +0.67%
Mar 31, 25
8 Dimensional Fund Advisors, Inc. 216.50K (3.42%) -16.26K
Decreased by -7.51%
Jun 30, 25
9 HHG PLC 190.14K (3.00%) 1.86K
Increased by +0.98%
Jun 30, 25
10 Geode Capital Management, LLC 168.26K (2.66%) 6.88K
Increased by +4.09%
Mar 31, 25
11 Brown Advisory Holdings Inc 161.86K (2.56%) 973.00
Increased by +0.60%
Sep 30, 23
12 State Street Corporation 157.83K (2.49%) 5.40K
Increased by +3.42%
Mar 31, 24
13 State Street Corp 153.35K (2.42%) -6.25K
Decreased by -4.08%
Mar 31, 25
14 Eagle Asset Management, Inc. 148.22K (2.34%) 95.05K
Increased by +64.13%
Sep 30, 24
15 Envestnet Asset Management Inc 125.79K (1.99%) -3.17K
Decreased by -2.52%
Jun 30, 25
16 Northern Trust Corp 113.61K (1.79%) 3.10K
Increased by +2.73%
Mar 31, 25
17 Lord, Abbett & Co LLC 104.01K (1.64%) 27.20K
Increased by +26.15%
Mar 31, 25
18 Sunriver Management LLC 102.49K (1.62%) 102.49K
Increased by +100.00%
Dec 31, 23
19 Wellington Management Company LLP 98.60K (1.56%) 234.00
Increased by +0.24%
Jun 30, 25
20 Swedbank AB 90.00K (1.42%) -45.00K
Decreased by -50.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Neuberger Berman Genesis Inv 399.20K (6.31%) -15.28K
Decreased by -3.83%
Jun 30, 25
2 Fidelity Small Cap America Sr B 239.71K (3.79%) -35.15K
Decreased by -14.66%
Jun 30, 24
3 Vanguard Total Stock Mkt Idx Inv 191.94K (3.03%) -4.26K
Decreased by -2.22%
Jul 31, 25
4 Vanguard US Total Market Shares ETF 181.19K (2.86%) -30.10K
Decreased by -16.61%
Sep 30, 24
5 FIAM Small Cap Core Composite 175.40K (2.77%) -4.20K
Decreased by -2.39%
Mar 31, 25
6 FIAM Small Cap Core CIT Cl B 171.40K (2.71%) -1.50K
Decreased by -0.88%
May 31, 25
7 iShares Russell 2000 ETF 155.16K (2.45%) -2.94K
Decreased by -1.89%
Jul 31, 25
8 Janus Henderson US Small Cap Growth MA 153.06K (2.42%) 153.03K
Increased by +99.99%
Dec 31, 24
9 Fidelity® Series Small Cap Opps 152.27K (2.41%) 0.00
Increased by 0.00%
Oct 31, 23
10 Janus Henderson US Small Cap Growth 119.95K (1.90%) 0.00
Increased by 0.00%
Jun 30, 25
11 Janus Henderson Venture D 119.95K (1.90%) 0.00
Increased by 0.00%
Jun 30, 25
12 Fidelity Series Small Cap Opps 110.78K (1.75%) 0.00
Increased by 0.00%
May 31, 25
13 Fidelity Stock Selector Small Cap 108.10K (1.71%) 0.00
Increased by 0.00%
May 31, 25
14 Needham Aggressive Growth Retail 84.75K (1.34%) 1.50K
Increased by +1.77%
Jun 30, 25
15 Fidelity® Stock Selector Small Cap 78.20K (1.24%) 0.00
Increased by 0.00%
Oct 31, 23
16 Vanguard Institutional Extnd Mkt Idx Tr 73.07K (1.15%) -31.26K
Decreased by -42.78%
Jul 31, 25
17 Fuller & Thaler Behavioral Sm-Cp Eq R6 69.83K (1.10%) 0.00
Increased by 0.00%
Sep 30, 23
18 Fuller & Thaler Behavioral Small-Cap Eq 69.83K (1.10%) 0.00
Increased by 0.00%
Nov 30, 23
19 FullerThaler Behavioral Sm-Cp Eq R6 69.83K (1.10%) 0.00
Increased by 0.00%
Sep 30, 23
20 FullerThaler Behavioral Small-Cap Equity 69.83K (1.10%) 0.00
Increased by 0.00%
Nov 30, 23