Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDLS 0.95%
2 FDM 0.92%
3 TXSS 0.77%
4 VFMV 0.19%
5 CSML 0.19%
6 IWC 0.17%
7 VFMO 0.15%
8 DGRS 0.10%
9 DES 0.10%
10 FSMD 0.10%
11 EBIT 0.10%
12 TXS 0.10%
13 QSML 0.08%
14 SMLV 0.07%
15 AVSC 0.06%
16 GSSC 0.06%
17 EES 0.05%
18 VTWG 0.05%
19 IWO 0.05%
20 VCR 0.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 2.21M (14.45%) 1.79M
Increased by +81.09%
Mar 31, 25
2 Vanguard Group Inc 982.42K (6.42%) 41.01K
Increased by +4.17%
Jun 30, 25
3 BlackRock Inc 974.45K (6.37%) -7.90K
Decreased by -0.81%
Mar 31, 25
4 LSV Asset Management 642.02K (4.19%) -6.40K
Decreased by -1.00%
Jun 30, 25
5 Dimensional Fund Advisors, Inc. 619.80K (4.05%) -45.45K
Decreased by -7.33%
Jun 30, 25
6 Renaissance Technologies Corp 512.90K (3.35%) -24.90K
Decreased by -4.85%
Mar 31, 25
7 Ameriprise Financial Inc 424.35K (2.77%) -1.09M
Decreased by -256.93%
Mar 31, 25
8 Geode Capital Management, LLC 332.16K (2.17%) 16.23K
Increased by +4.88%
Mar 31, 25
9 State Street Corporation 318.00K (2.08%) 206.00
Increased by +0.06%
Mar 31, 24
10 State Street Corp 296.09K (1.93%) -3.22K
Decreased by -1.09%
Mar 31, 25
11 Heartland Advisors Inc 254.55K (1.66%) -18.94K
Decreased by -7.44%
Jun 30, 25
12 Arrowstreet Capital Limited Partnership 225.31K (1.47%) -11.91K
Decreased by -5.29%
Mar 31, 25
13 Harbert Fund Advisors Inc 208.50K (1.36%) 50.00K
Increased by +23.98%
Dec 31, 23
14 Millennium Management LLC 204.59K (1.34%) 86.06K
Increased by +42.07%
Dec 31, 23
15 T. Rowe Price Associates, Inc. 194.66K (1.27%) -5.78K
Decreased by -2.97%
Sep 30, 23
16 Boston Partners Global Investors, Inc 188.53K (1.23%) -2.20K
Decreased by -1.17%
Mar 31, 25
17 Mill Road Capital Management LLC 179.47K (1.17%) 8.80K
Increased by +4.90%
Dec 31, 23
18 Morgan Stanley - Brokerage Accounts 179.32K (1.17%) -14.46K
Decreased by -8.06%
Mar 31, 25
19 Fenimore Asset Management Inc 171.34K (1.12%) -98.60K
Decreased by -57.55%
Sep 30, 23
20 Allspring Global Investments Holdings, LLC 168.08K (1.10%) 18.13K
Increased by +10.79%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Strategic Advisers Fidelity US TtlStk 506.95K (3.31%) 2.30K
Increased by +0.45%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 425.18K (2.78%) 123.00
Increased by +0.03%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 425.06K (2.78%) 0.00
Increased by 0.00%
Sep 30, 24
4 Fidelity Small Cap Discovery 378.97K (2.48%) 0.00
Increased by 0.00%
May 31, 25
5 Fidelity Small Cap Value Fund 346.68K (2.27%) 25.68K
Increased by +7.41%
Mar 31, 25
6 Fidelity Low-Priced Stock 340.02K (2.22%) -626.00
Decreased by -0.18%
May 31, 25
7 iShares Russell 2000 ETF 337.37K (2.20%) -6.41K
Decreased by -1.90%
Jul 31, 25
8 Fidelity Series Small Cap Discovery 293.20K (1.92%) 0.00
Increased by 0.00%
May 31, 25
9 CT (Lux) American Smaller Com 9U USD 274.06K (1.79%) 0.00
Increased by 0.00%
Jun 30, 25
10 VT De Lisle America B USD 217.18K (1.42%) 7.40K
Increased by +3.41%
Jul 31, 25
11 Heartland Value Investor 207.30K (1.35%) 0.00
Increased by 0.00%
Jul 31, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 200.78K (1.31%) 900.00
Increased by +0.45%
Jun 30, 25
13 T. Rowe Price Integrated US SmCapGrEq 183.10K (1.20%) 183.10K
Increased by +100.00%
Mar 31, 24
14 CT American Smaller Coms(US) InstAccGBP 157.18K (1.03%) -333.00
Decreased by -0.21%
Jun 30, 25
15 DFA US Micro Cap I 153.18K (1.00%) -9.72K
Decreased by -6.35%
Jun 30, 25
16 T. Rowe Price Integrated US Sm Gr Eq 143.30K (0.94%) 0.00
Increased by 0.00%
Sep 30, 23
17 Fidelity Small Cap Index 137.00K (0.90%) 1.62K
Increased by +1.18%
May 31, 25
18 Boston Partners Small Cap Value II Inv 133.09K (0.87%) -2.98K
Decreased by -2.24%
May 31, 25
19 Nicholas Limited Edition I 131.50K (0.86%) 0.00
Increased by 0.00%
Mar 31, 25
20 Nicholas Small-Cap Growth Equity 131.50K (0.86%) 0.00
Increased by 0.00%
Mar 31, 25