Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDM 1.77%
2 PRN 1.12%
3 JSML 0.61%
4 DGLO 0.56%
5 HAPS 0.45%
6 FYC 0.45%
7 DWAS 0.43%
8 AFSM 0.37%
9 FSGS 0.29%
10 RNSC 0.29%
11 IWC 0.28%
12 OMFS 0.28%
13 FYX 0.28%
14 JPSE 0.28%
15 CSML 0.21%
16 FESM 0.21%
17 DGRS 0.19%
18 QSML 0.17%
19 SMLF 0.16%
20 AVSC 0.15%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Neuberger Berman Group LLC 623.56K (9.89%) -17.62K
Decreased by -2.83%
Jun 30, 25
2 BlackRock Inc 575.71K (9.13%) 3.44K
Increased by +0.60%
Jun 30, 25
3 FMR Inc 568.72K (9.02%) -16.37K
Decreased by -2.88%
Jun 30, 25
4 Vanguard Group Inc 377.87K (5.99%) -3.72K
Decreased by -0.98%
Jun 30, 25
5 Renaissance Technologies Corp 256.38K (4.06%) 26.08K
Increased by +10.17%
Jun 30, 25
6 Fidelity International Ltd 239.71K (3.80%) -40.15K
Decreased by -16.75%
Jun 30, 24
7 Copeland Capital Management, LLC 231.63K (3.67%) -17.07K
Decreased by -7.37%
Jun 30, 25
8 Dimensional Fund Advisors, Inc. 216.50K (3.43%) -16.26K
Decreased by -7.51%
Jun 30, 25
9 HHG PLC 190.14K (3.01%) 1.86K
Increased by +0.98%
Jun 30, 25
10 Geode Capital Management, LLC 171.40K (2.72%) 3.14K
Increased by +1.83%
Jun 30, 25
11 Brown Advisory Holdings Inc 161.86K (2.57%) 973.00
Increased by +0.60%
Sep 30, 23
12 State Street Corporation 157.83K (2.50%) 5.40K
Increased by +3.42%
Mar 31, 24
13 State Street Corp 154.81K (2.45%) 1.46K
Increased by +0.94%
Jun 30, 25
14 Eagle Asset Management, Inc. 148.22K (2.35%) 95.05K
Increased by +64.13%
Sep 30, 24
15 Two Sigma Advisers, LLC 126.69K (2.01%) 99.20K
Increased by +78.30%
Jun 30, 25
16 Envestnet Asset Management Inc 125.79K (1.99%) -3.17K
Decreased by -2.52%
Jun 30, 25
17 Two Sigma Investments LLC 118.44K (1.88%) 80.28K
Increased by +67.78%
Jun 30, 25
18 Northern Trust Corp 105.59K (1.67%) -8.02K
Decreased by -7.60%
Jun 30, 25
19 Sunriver Management LLC 102.49K (1.62%) 102.49K
Increased by +100.00%
Dec 31, 23
20 Wellington Management Company LLP 98.60K (1.56%) 234.00
Increased by +0.24%
Jun 30, 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 191.94K (3.04%) -4.26K
Decreased by -2.22%
Jul 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 168.50K (2.67%) -2.90K
Decreased by -1.72%
Jun 30, 25
7 iShares Russell 2000 ETF 158.54K (2.51%) 0.00
Increased by 0.00%
Aug 31, 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%) 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 (1.76%) 0.00
Increased by 0.00%
Jun 30, 25
13 Fidelity Stock Selector Small Cap 108.10K (1.71%) 0.00
Increased by 0.00%
Jun 30, 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 (1.16%) -31.26K
Decreased by -42.78%
Jul 31, 25
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