Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDM 1.03%
2 FDLS 1.02%
3 TXSS 0.84%
4 CSML 0.19%
5 IWC 0.18%
6 VFMO 0.11%
7 DGRS 0.10%
8 DES 0.10%
9 FSMD 0.10%
10 EBIT 0.10%
11 TXS 0.10%
12 QSML 0.08%
13 SMLV 0.07%
14 AVSC 0.06%
15 GSSC 0.06%
16 EES 0.05%
17 VTWG 0.05%
18 IWO 0.05%
19 VCR 0.04%
20 PRFZ 0.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 2.21M (14.46%) 1.79M
Increased by +81.09%
Mar 31, 25
2 BlackRock Inc 974.45K (6.37%) -7.90K
Decreased by -0.81%
Mar 31, 25
3 Vanguard Group Inc 941.41K (6.15%) 24.14K
Increased by +2.56%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 665.26K (4.35%) -69.57K
Decreased by -10.46%
Mar 31, 25
5 LSV Asset Management 648.42K (4.24%) 57.50K
Increased by +8.87%
Mar 31, 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 (1.94%) -3.22K
Decreased by -1.09%
Mar 31, 25
11 Heartland Advisors Inc 273.49K (1.79%) -60.11K
Decreased by -21.98%
Mar 31, 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 504.65K (3.30%) 93.24K
Increased by +18.48%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 425.06K (2.78%) 0.00
Increased by 0.00%
May 31, 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 Value Fund 346.68K (2.27%) 25.68K
Increased by +7.41%
Mar 31, 25
5 Fidelity Small Cap Discovery 337.58K (2.21%) 39.64K
Increased by +11.74%
Mar 31, 25
6 iShares Russell 2000 ETF 326.80K (2.14%) 0.00
Increased by 0.00%
May 31, 25
7 Fidelity Low-Priced Stock 286.05K (1.87%) 62.37K
Increased by +21.80%
Mar 31, 25
8 Fidelity Series Small Cap Discovery 282.50K (1.85%) 31.10K
Increased by +11.01%
Mar 31, 25
9 CT (Lux) American Smaller Com 9U USD 263.59K (1.72%) 7.11K
Increased by +2.70%
Apr 30, 25
10 Heartland Value Investor 207.30K (1.36%) -12.14K
Decreased by -5.86%
May 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 199.88K (1.31%) 1.77K
Increased by +0.89%
May 31, 25
12 VT De Lisle America B USD 194.81K (1.27%) 0.00
Increased by 0.00%
May 31, 25
13 T. Rowe Price Integrated US SmCapGrEq 183.10K (1.20%) 183.10K
Increased by +100.00%
Mar 31, 24
14 DFA US Micro Cap I 172.43K (1.13%) 0.00
Increased by 0.00%
Apr 30, 25
15 CT American Smaller Coms(US) InstAccGBP 157.51K (1.03%) 1.10K
Increased by +0.70%
Apr 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 135.29K (0.88%) 1.38K
Increased by +1.02%
Mar 31, 25
18 Nicholas Limited Edition I 131.50K (0.86%) 0.00
Increased by 0.00%
Mar 31, 25
19 Nicholas Small-Cap Growth Equity 131.50K (0.86%) 0.00
Increased by 0.00%
Mar 31, 25
20 Fidelity® Small Cap Index 130.74K (0.85%) 4.58K
Increased by +3.50%
Oct 31, 23