Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FTDS 2.16%
2 SRHQ 1.73%
3 WBIF 1.65%
4 PXMV 1.40%
5 XMVM 1.40%
6 CGVV 1.27%
7 XMLV 1.24%
8 KBE 1.05%
9 PJFM 1.04%
10 FLQS 1.01%
11 HSMV 1.00%
12 SURE 1.00%
13 SMCP 0.99%
14 OUSM 0.98%
15 FLRG 0.88%
16 WBIG 0.85%
17 XMHQ 0.79%
18 ABCS 0.79%
19 EQWM 0.79%
20 RFV 0.75%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 14.21M (14.96%) -134.76K
Decreased by -0.95%
Mar 31, 25
2 Vanguard Group Inc 12.10M (12.74%) -54.69K
Decreased by -0.45%
Jun 30, 25
3 FMR Inc 5.86M (6.16%) -1.96M
Decreased by -33.54%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 5.44M (5.73%) 42.27K
Increased by +0.78%
Jun 30, 25
5 Capital World Investors 5.00M (5.26%) 0.00
Increased by 0.00%
Jun 30, 25
6 State Street Corp 4.37M (4.60%) -138.30K
Decreased by -3.16%
Mar 31, 25
7 State Street Corporation 4.14M (4.36%) -28.23K
Decreased by -0.68%
Mar 31, 24
8 Macquarie Group Ltd 3.12M (3.29%) -22.63K
Decreased by -0.72%
Mar 31, 25
9 Geode Capital Management, LLC 2.97M (3.12%) 355.50K
Increased by +11.98%
Mar 31, 25
10 Polar Capital Holdings PLC 2.65M (2.79%) -50.00K
Decreased by -1.89%
Mar 31, 25
11 Capital Research & Mgmt Co - Division 3 2.36M (2.49%) -6.97K
Decreased by -0.30%
Jun 30, 25
12 Ameriprise Financial Inc 1.68M (1.77%) -283.02K
Decreased by -16.82%
Mar 31, 25
13 RenaissanceRe Holdings Ltd 1.67M (1.75%) 0.00
Increased by 0.00%
Mar 31, 25
14 Cooke & Bieler LP 1.62M (1.71%) -479.36K
Decreased by -29.58%
Jun 30, 25
15 Charles Schwab Investment Management Inc 1.49M (1.57%) -51.06K
Decreased by -3.42%
Jun 30, 25
16 Northern Trust Corp 1.43M (1.50%) -30.84K
Decreased by -2.16%
Mar 31, 25
17 First Trust Advisors L.P. 1.38M (1.45%) -328.75K
Decreased by -23.82%
Mar 31, 25
18 Amvescap Plc. 1.25M (1.32%) -452.47K
Decreased by -36.08%
Mar 31, 25
19 NORGES BANK 1.24M (1.31%) -29.35K
Decreased by -2.36%
Jun 30, 25
20 Capital Research Global Investors 1.22M (1.29%) 5.82K
Increased by +0.48%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 8.39M (8.83%) 0.00
Increased by 0.00%
Jun 30, 25
2 American Funds Growth Fund of Amer A 5.45M (5.73%) 0.00
Increased by 0.00%
Sep 30, 24
3 Capital Group Growth Fnd of Amer Comp 5.45M (5.73%) 0.00
Increased by 0.00%
Sep 30, 24
4 iShares Core S&P Mid-Cap ETF 3.31M (3.48%) -5.94K
Decreased by -0.18%
Jul 31, 25
5 Vanguard US Total Market Shares ETF 3.18M (3.35%) 2.06K
Increased by +0.06%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 3.00M (3.16%) -77.75K
Decreased by -2.59%
Jul 31, 25
7 Polar Capital Global Ins A Inc 2.67M (2.82%) 25.00K
Increased by +0.93%
Jun 30, 25
8 iShares Russell 2000 ETF 2.34M (2.46%) -44.52K
Decreased by -1.90%
Jul 31, 25
9 Vanguard Small Cap Index 2.34M (2.46%) -15.80K
Decreased by -0.68%
Jul 31, 25
10 Fidelity Low-Priced Stock 1.58M (1.66%) -2.90K
Decreased by -0.18%
May 31, 25
11 Vanguard Small Cap Value Index Inv 1.51M (1.58%) 3.91K
Increased by +0.26%
Jul 31, 25
12 Delaware US Small Cap Core Equity (SMA) 1.41M (1.48%) -16.45K
Decreased by -1.17%
Mar 31, 24
13 Macquarie US Small Cap Core Equity 1.41M (1.48%) -16.45K
Decreased by -1.17%
Mar 31, 24
14 Macquarie Small Cap Core I 1.35M (1.42%) 0.00
Increased by 0.00%
Jun 30, 25
15 Delaware Small Cap Core I 1.29M (1.36%) -7.98K
Decreased by -0.62%
Sep 30, 24
16 DFA US Small Cap Value I 1.19M (1.25%) 6.51K
Increased by +0.55%
Jun 30, 25
17 Fidelity® Series Small Cap Opps 1.12M (1.18%) 0.00
Increased by 0.00%
Oct 31, 23
18 Vanguard Institutional Extnd Mkt Idx Tr 1.09M (1.15%) -469.94K
Decreased by -43.18%
Jul 31, 25
19 Fidelity Small Cap Index 1.06M (1.11%) 3.28K
Increased by +0.31%
May 31, 25
20 Fidelity VIP Mid Cap Initial 1.06M (1.11%) 0.00
Increased by 0.00%
Jan 31, 25