Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FTDS 2.09%
2 XMVM 1.86%
3 SRHQ 1.68%
4 XMLV 1.15%
5 KBE 1.12%
6 SMCP 0.99%
7 WBIG 0.85%
8 WBIF 0.84%
9 SDVY 0.82%
10 XMHQ 0.81%
11 FLRG 0.79%
12 ABCS 0.78%
13 FNK 0.75%
14 RFV 0.71%
15 CVY 0.70%
16 XMMO 0.65%
17 FVAL 0.64%
18 OASC 0.61%
19 FQAL 0.59%
20 PSC 0.56%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 14.21M (14.52%) -134.76K
Decreased by -0.95%
Mar 31, 25
2 Vanguard Group Inc 12.16M (12.42%) -208.03K
Decreased by -1.71%
Mar 31, 25
3 FMR Inc 5.86M (5.98%) -1.96M
Decreased by -33.54%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 5.40M (5.52%) 230.55K
Increased by +4.27%
Mar 31, 25
5 Capital World Investors 5.00M (5.11%) 0.00
Increased by 0.00%
Mar 31, 25
6 State Street Corp 4.37M (4.47%) -138.30K
Decreased by -3.16%
Mar 31, 25
7 State Street Corporation 4.14M (4.23%) -28.23K
Decreased by -0.68%
Mar 31, 24
8 Macquarie Group Ltd 3.12M (3.19%) -22.63K
Decreased by -0.72%
Mar 31, 25
9 Geode Capital Management, LLC 2.97M (3.03%) 355.50K
Increased by +11.98%
Mar 31, 25
10 Polar Capital Holdings PLC 2.65M (2.71%) -50.00K
Decreased by -1.89%
Mar 31, 25
11 Capital Research & Mgmt Co - Division 3 2.37M (2.42%) -1.04K
Decreased by -0.04%
Mar 31, 25
12 Cooke & Bieler LP 2.10M (2.15%) -129.20K
Decreased by -6.15%
Mar 31, 25
13 First Trust Advisors L.P. 1.71M (1.75%) 515.17K
Increased by +30.14%
Dec 31, 24
14 Amvescap Plc. 1.71M (1.74%) -188.44K
Decreased by -11.04%
Dec 31, 24
15 Ameriprise Financial Inc 1.68M (1.72%) -283.02K
Decreased by -16.82%
Mar 31, 25
16 Charles Schwab Investment Management Inc 1.55M (1.58%) -24.59K
Decreased by -1.59%
Mar 31, 25
17 Northern Trust Corp 1.46M (1.49%) 146.56K
Increased by +10.04%
Dec 31, 24
18 NORGES BANK 1.27M (1.30%) 11.71K
Increased by +0.92%
Dec 31, 24
19 Capital Research Global Investors 1.22M (1.24%) 1.21M
Increased by +99.63%
Mar 31, 25
20 Morgan Stanley - Brokerage Accounts 1.19M (1.22%) 124.78K
Increased by +10.49%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 8.39M (8.58%) 1.06M
Increased by +12.67%
Mar 31, 25
2 American Funds Growth Fund of Amer A 5.45M (5.57%) 0.00
Increased by 0.00%
Sep 30, 24
3 Capital Group Growth Fnd of Amer Comp 5.45M (5.57%) 0.00
Increased by 0.00%
Sep 30, 24
4 iShares Core S&P Mid-Cap ETF 3.41M (3.49%) 2.24K
Increased by +0.07%
May 28, 25
5 Vanguard US Total Market Shares ETF 3.18M (3.25%) 2.06K
Increased by +0.06%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 3.18M (3.25%) 117.22K
Increased by +3.69%
Apr 30, 25
7 iShares Russell 2000 ETF 2.69M (2.74%) 1.31K
Increased by +0.05%
May 28, 25
8 Polar Capital Global Ins A Inc 2.65M (2.71%) 0.00
Increased by 0.00%
Apr 30, 25
9 Vanguard Small Cap Index 2.48M (2.53%) 14.73K
Increased by +0.59%
Apr 30, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 1.63M (1.66%) 11.71K
Increased by +0.72%
Apr 30, 25
11 Vanguard Small Cap Value Index Inv 1.60M (1.64%) 5.03K
Increased by +0.31%
Apr 30, 25
12 Fidelity Low-Priced Stock 1.58M (1.62%) -2.57K
Decreased by -0.16%
Feb 28, 25
13 Delaware US Small Cap Core Equity (SMA) 1.41M (1.44%) -16.45K
Decreased by -1.17%
Mar 31, 24
14 Macquarie US Small Cap Core Equity 1.41M (1.44%) -16.45K
Decreased by -1.17%
Mar 31, 24
15 Macquarie Small Cap Core I 1.33M (1.36%) 41.64K
Increased by +3.13%
Mar 31, 25
16 Delaware Small Cap Core I 1.29M (1.32%) -7.98K
Decreased by -0.62%
Sep 30, 24
17 DFA US Small Cap Value I 1.16M (1.18%) 93.53K
Increased by +8.08%
Mar 31, 25
18 First Trust SMID Cp Rising Div Achv ETF 1.13M (1.16%) 1.72K
Increased by +0.15%
May 29, 25
19 Fidelity® Series Small Cap Opps 1.12M (1.15%) 0.00
Increased by 0.00%
Oct 31, 23
20 Fidelity VIP Mid Cap Initial 1.06M (1.08%) 0.00
Increased by 0.00%
Jan 31, 25