Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FTDS 2.09%
2 XMVM 1.88%
3 SRHQ 1.72%
4 KBE 1.14%
5 XMLV 1.12%
6 SMCP 0.99%
7 SDVY 0.86%
8 XMHQ 0.85%
9 FLRG 0.83%
10 ABCS 0.81%
11 FNK 0.78%
12 RFV 0.74%
13 CVY 0.72%
14 FVAL 0.67%
15 XMMO 0.65%
16 OASC 0.64%
17 FQAL 0.59%
18 PSC 0.56%
19 PAPI 0.56%
20 PAMC 0.55%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 14.35M (14.49%) 734.12K
Increased by +5.12%
Dec 31, 24
2 Vanguard Group Inc 12.37M (12.49%) 432.03K
Increased by +3.49%
Dec 31, 24
3 FMR Inc 7.82M (7.90%) -1.10M
Decreased by -14.05%
Dec 31, 24
4 Dimensional Fund Advisors, Inc. 5.17M (5.22%) 200.28K
Increased by +3.87%
Dec 31, 24
5 Capital World Investors 5.00M (5.05%) -5.52M
Decreased by -110.49%
Dec 31, 24
6 State Street Corp 4.51M (4.56%) 302.73K
Increased by +6.71%
Dec 31, 24
7 State Street Corporation 4.14M (4.19%) -28.23K
Decreased by -0.68%
Mar 31, 24
8 Macquarie Group Ltd 3.15M (3.18%) -45.54K
Decreased by -1.45%
Dec 31, 24
9 Polar Capital Holdings PLC 2.70M (2.73%) 350.00K
Increased by +12.96%
Dec 31, 24
10 Geode Capital Management, LLC 2.61M (2.64%) -8.37K
Decreased by -0.32%
Dec 31, 24
11 Capital Research & Mgmt Co - Division 3 2.37M (2.39%) 221.95K
Increased by +9.36%
Dec 31, 24
12 Cooke & Bieler LP 2.10M (2.12%) -129.20K
Decreased by -6.15%
Mar 31, 25
13 Ameriprise Financial Inc 1.97M (1.99%) 445.01K
Increased by +22.63%
Dec 31, 24
14 First Trust Advisors L.P. 1.71M (1.73%) 515.17K
Increased by +30.14%
Dec 31, 24
15 Amvescap Plc. 1.71M (1.72%) -188.44K
Decreased by -11.04%
Dec 31, 24
16 Capital Research Global Investors 1.70M (1.72%) 0.00
Increased by 0.00%
Dec 31, 23
17 Charles Schwab Investment Management Inc 1.57M (1.59%) 19.39K
Increased by +1.23%
Dec 31, 24
18 Northern Trust Corp 1.46M (1.48%) 146.56K
Increased by +10.04%
Dec 31, 24
19 Bank of New York Mellon Corp 1.45M (1.46%) -102.62K
Decreased by -7.10%
Dec 31, 24
20 NORGES BANK 1.27M (1.29%) 11.71K
Increased by +0.92%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 8.39M (8.48%) 1.06M
Increased by +12.67%
Mar 31, 25
2 American Funds Growth Fund of Amer A 5.45M (5.50%) 0.00
Increased by 0.00%
Sep 30, 24
3 Capital Group Growth Fnd of Amer Comp 5.45M (5.50%) 0.00
Increased by 0.00%
Sep 30, 24
4 iShares Core S&P Mid-Cap ETF 3.40M (3.44%) -10.97K
Decreased by -0.32%
Apr 30, 25
5 Vanguard US Total Market Shares ETF 3.18M (3.22%) 2.06K
Increased by +0.06%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 3.06M (3.09%) -97.24K
Decreased by -3.18%
Mar 31, 25
7 Polar Capital Global Ins A Inc 2.65M (2.68%) 0.00
Increased by 0.00%
Mar 31, 25
8 iShares Russell 2000 ETF 2.56M (2.59%) 433.00
Increased by +0.02%
Apr 30, 25
9 Vanguard Small Cap Index 2.46M (2.49%) -114.48K
Decreased by -4.65%
Mar 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 1.61M (1.63%) 1.26K
Increased by +0.08%
Mar 31, 25
11 Vanguard Small Cap Value Index Inv 1.60M (1.61%) -100.59K
Decreased by -6.30%
Mar 31, 25
12 Fidelity Low-Priced Stock 1.58M (1.60%) -2.57K
Decreased by -0.16%
Feb 28, 25
13 Delaware US Small Cap Core Equity (SMA) 1.41M (1.42%) -16.45K
Decreased by -1.17%
Mar 31, 24
14 Macquarie US Small Cap Core Equity 1.41M (1.42%) -16.45K
Decreased by -1.17%
Mar 31, 24
15 Macquarie Small Cap Core I 1.33M (1.34%) 41.64K
Increased by +3.13%
Mar 31, 25
16 Delaware Small Cap Core I 1.29M (1.30%) -7.98K
Decreased by -0.62%
Sep 30, 24
17 DFA US Small Cap Value I 1.16M (1.17%) 93.53K
Increased by +8.08%
Mar 31, 25
18 First Trust SMID Cp Rising Div Achv ETF 1.13M (1.15%) 976.00
Increased by +0.09%
Apr 30, 25
19 Fidelity® Series Small Cap Opps 1.12M (1.13%) 0.00
Increased by 0.00%
Oct 31, 23
20 Fidelity VIP Mid Cap Initial 1.06M (1.07%) 0.00
Increased by 0.00%
Jan 31, 25