Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDM 1.77%
2 PRN 1.05%
3 JSML 0.61%
4 FYC 0.50%
5 HAPS 0.45%
6 DWAS 0.43%
7 AFSM 0.38%
8 IWC 0.33%
9 JPSE 0.29%
10 RNSC 0.29%
11 FSGS 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 (10.16%) 600.00
Increased by +0.09%
Mar 31, 25
2 FMR Inc 585.09K (9.27%) 16.03K
Increased by +2.74%
Mar 31, 25
3 BlackRock Inc 572.27K (9.07%) -9.41K
Decreased by -1.64%
Mar 31, 25
4 Vanguard Group Inc 381.59K (6.05%) -3.83K
Decreased by -1.00%
Mar 31, 25
5 Fidelity International Ltd 239.71K (3.80%) -40.15K
Decreased by -16.75%
Jun 30, 24
6 Dimensional Fund Advisors, Inc. 232.76K (3.69%) -20.94K
Decreased by -9.00%
Mar 31, 25
7 Copeland Capital Management, LLC 231.63K (3.67%) -17.07K
Decreased by -7.37%
Jun 30, 25
8 Renaissance Technologies Corp 230.30K (3.65%) 1.55K
Increased by +0.67%
Mar 31, 25
9 Pertento Partners LLP 225.03K (3.57%) -50.61K
Decreased by -22.49%
Mar 31, 25
10 HHG PLC 188.28K (2.98%) -34.29K
Decreased by -18.21%
Mar 31, 25
11 Geode Capital Management, LLC 168.26K (2.67%) 6.88K
Increased by +4.09%
Mar 31, 25
12 Brown Advisory Holdings Inc 161.86K (2.57%) 973.00
Increased by +0.60%
Sep 30, 23
13 State Street Corporation 157.83K (2.50%) 5.40K
Increased by +3.42%
Mar 31, 24
14 State Street Corp 153.35K (2.43%) -6.25K
Decreased by -4.08%
Mar 31, 25
15 Eagle Asset Management, Inc. 148.22K (2.35%) 95.05K
Increased by +64.13%
Sep 30, 24
16 Envestnet Asset Management Inc 128.96K (2.04%) 30.36K
Increased by +23.54%
Mar 31, 25
17 Northern Trust Corp 113.61K (1.80%) 3.10K
Increased by +2.73%
Mar 31, 25
18 Lord, Abbett & Co LLC 104.01K (1.65%) 27.20K
Increased by +26.15%
Mar 31, 25
19 Sunriver Management LLC 102.49K (1.62%) 102.49K
Increased by +100.00%
Dec 31, 23
20 Wellington Management Company LLP 98.36K (1.56%) -1.94K
Decreased by -1.98%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Neuberger Berman Genesis Inv 399.20K (6.33%) -15.28K
Decreased by -3.83%
Jun 30, 25
2 Fidelity Small Cap America Sr B 239.71K (3.80%) -35.15K
Decreased by -14.66%
Jun 30, 24
3 Vanguard Total Stock Mkt Idx Inv 196.19K (3.11%) 2.70K
Increased by +1.38%
May 31, 25
4 Vanguard US Total Market Shares ETF 181.19K (2.87%) -30.10K
Decreased by -16.61%
Sep 30, 24
5 FIAM Small Cap Core Composite 175.40K (2.78%) -4.20K
Decreased by -2.39%
Mar 31, 25
6 FIAM Small Cap Core CIT Cl B 172.90K (2.74%) -2.50K
Decreased by -1.45%
Apr 30, 25
7 iShares Russell 2000 ETF 164.41K (2.61%) 1.15K
Increased by +0.70%
Jun 30, 25
8 Janus Henderson US Small Cap Growth MA 153.06K (2.43%) 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%) -33.10K
Decreased by -27.59%
Mar 31, 25
11 Janus Henderson Venture D 119.95K (1.90%) 0.00
Increased by 0.00%
Apr 30, 25
12 Fidelity Series Small Cap Opps 110.78K (1.76%) 0.00
Increased by 0.00%
Apr 30, 25
13 Fidelity Stock Selector Small Cap 108.10K (1.71%) 0.00
Increased by 0.00%
Apr 30, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 106.71K (1.69%) 796.00
Increased by +0.75%
May 31, 25
15 Needham Aggressive Growth Retail 84.75K (1.34%) 1.50K
Increased by +1.77%
Jun 30, 25
16 Fidelity® Stock Selector Small Cap 78.20K (1.24%) 0.00
Increased by 0.00%
Oct 31, 23
17 Fuller & Thaler Behavioral Sm-Cp Eq R6 69.83K (1.11%) 0.00
Increased by 0.00%
Sep 30, 23
18 Fuller & Thaler Behavioral Small-Cap Eq 69.83K (1.11%) 0.00
Increased by 0.00%
Nov 30, 23
19 FullerThaler Behavioral Sm-Cp Eq R6 69.83K (1.11%) 0.00
Increased by 0.00%
Sep 30, 23
20 FullerThaler Behavioral Small-Cap Equity 69.83K (1.11%) 0.00
Increased by 0.00%
Nov 30, 23