Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDM 1.77%
2 JSML 0.61%
3 FYC 0.52%
4 DWAS 0.49%
5 HAPS 0.45%
6 AFSM 0.38%
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 (9.81%) 12.26K
Increased by +1.91%
Dec 31, 24
2 BlackRock Inc 581.68K (8.91%) -12.39K
Decreased by -2.13%
Dec 31, 24
3 FMR Inc 569.06K (8.71%) 20.37K
Increased by +3.58%
Dec 31, 24
4 Vanguard Group Inc 385.41K (5.90%) 17.73K
Increased by +4.60%
Dec 31, 24
5 Pertento Partners LLP 275.64K (4.22%) -79.44K
Decreased by -28.82%
Dec 31, 24
6 Dimensional Fund Advisors, Inc. 253.71K (3.89%) -23.36K
Decreased by -9.21%
Dec 31, 24
7 Copeland Capital Management, LLC 248.70K (3.81%) -38.16K
Decreased by -15.34%
Mar 31, 25
8 Fidelity International Ltd 239.71K (3.67%) -40.15K
Decreased by -16.75%
Jun 30, 24
9 Renaissance Technologies Corp 228.74K (3.50%) -10.10K
Decreased by -4.42%
Dec 31, 24
10 HHG PLC 222.57K (3.41%) 24.65K
Increased by +11.07%
Dec 31, 24
11 Brown Advisory Holdings Inc 161.86K (2.48%) 973.00
Increased by +0.60%
Sep 30, 23
12 Geode Capital Management, LLC 161.38K (2.47%) 176.00
Increased by +0.11%
Dec 31, 24
13 State Street Corp 159.60K (2.44%) 3.57K
Increased by +2.23%
Dec 31, 24
14 State Street Corporation 157.83K (2.42%) 5.40K
Increased by +3.42%
Mar 31, 24
15 Eagle Asset Management, Inc. 148.22K (2.27%) 95.05K
Increased by +64.13%
Sep 30, 24
16 Swedbank AB 135.00K (2.07%) 0.00
Increased by 0.00%
Dec 31, 24
17 Northern Trust Corp 110.51K (1.69%) 7.31K
Increased by +6.61%
Dec 31, 24
18 Sunriver Management LLC 102.49K (1.57%) 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 (1.51%) 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 414.48K (6.35%) -2.61K
Decreased by -0.63%
Mar 31, 25
2 Fidelity Small Cap America Sr B 239.71K (3.67%) -35.15K
Decreased by -14.66%
Jun 30, 24
3 Vanguard Total Stock Mkt Idx Inv 193.49K (2.96%) -14.00
Decreased by -0.01%
Mar 31, 25
4 Vanguard US Total Market Shares ETF 181.19K (2.77%) -30.10K
Decreased by -16.61%
Sep 30, 24
5 FIAM Small Cap Core Composite 179.60K (2.75%) -2.90K
Decreased by -1.61%
Dec 31, 24
6 FIAM Small Cap Core CIT Cl B 175.40K (2.69%) -4.20K
Decreased by -2.39%
Feb 28, 25
7 iShares Russell 2000 ETF 161.97K (2.48%) -1.30K
Decreased by -0.80%
Apr 29, 25
8 Janus Henderson US Small Cap Growth 153.06K (2.34%) -17.59K
Decreased by -11.49%
Dec 31, 24
9 Janus Henderson US Small Cap Growth MA 153.06K (2.34%) 153.03K
Increased by +99.99%
Dec 31, 24
10 Fidelity® Series Small Cap Opps 152.27K (2.33%) 0.00
Increased by 0.00%
Oct 31, 23
11 Janus Henderson Venture D 119.90K (1.84%) 0.00
Increased by 0.00%
Feb 28, 25
12 Fidelity Series Small Cap Opps 110.78K (1.70%) 0.00
Increased by 0.00%
Feb 28, 25
13 Fidelity Stock Selector Small Cap 108.10K (1.66%) 0.00
Increased by 0.00%
Feb 28, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 105.74K (1.62%) 2.71K
Increased by +2.56%
Mar 31, 25
15 Swedbank Robur Small Cap USA A 90.00K (1.38%) -40.00K
Decreased by -44.44%
Mar 31, 25
16 Needham Aggressive Growth Retail 83.25K (1.27%) 0.00
Increased by 0.00%
Mar 31, 25
17 Fidelity® Stock Selector Small Cap 78.20K (1.20%) 0.00
Increased by 0.00%
Oct 31, 23
18 DFA US Micro Cap I 73.41K (1.12%) -3.52K
Decreased by -4.80%
Mar 31, 25
19 Fuller & Thaler Behavioral Sm-Cp Eq R6 69.83K (1.07%) 0.00
Increased by 0.00%
Sep 30, 23
20 Fuller & Thaler Behavioral Small-Cap Eq 69.83K (1.07%) 0.00
Increased by 0.00%
Nov 30, 23