Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FTDS 1.98%
2 SRHQ 1.57%
3 WBIF 1.50%
4 XMVM 1.28%
5 XMLV 1.12%
6 PJFM 1.04%
7 SMCP 0.99%
8 KBE 0.97%
9 FLQS 0.94%
10 HSMV 0.93%
11 SURE 0.92%
12 OUSM 0.90%
13 WBIG 0.85%
14 FLRG 0.75%
15 ABCS 0.73%
16 XMHQ 0.71%
17 FNK 0.66%
18 RFV 0.66%
19 XMMO 0.65%
20 CVY 0.62%

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 Ameriprise Financial Inc 1.68M (1.72%) -283.02K
Decreased by -16.82%
Mar 31, 25
14 RenaissanceRe Holdings Ltd 1.67M (1.70%) 0.00
Increased by 0.00%
Mar 31, 25
15 Charles Schwab Investment Management Inc 1.55M (1.58%) -24.59K
Decreased by -1.59%
Mar 31, 25
16 Northern Trust Corp 1.43M (1.46%) -30.84K
Decreased by -2.16%
Mar 31, 25
17 First Trust Advisors L.P. 1.38M (1.41%) -328.75K
Decreased by -23.82%
Mar 31, 25
18 NORGES BANK 1.27M (1.30%) 11.71K
Increased by +0.92%
Dec 31, 24
19 Amvescap Plc. 1.25M (1.28%) -452.47K
Decreased by -36.08%
Mar 31, 25
20 Capital Research Global Investors 1.22M (1.24%) 1.21M
Increased by +99.63%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 8.39M (8.58%) 0.00
Increased by 0.00%
Jun 30, 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 3.30M (3.38%) 1.73K
Increased by +0.05%
Jun 30, 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%) 1.69K
Increased by +0.05%
May 31, 25
7 Polar Capital Global Ins A Inc 2.65M (2.71%) 0.00
Increased by 0.00%
May 31, 25
8 iShares Russell 2000 ETF 2.49M (2.54%) 17.30K
Increased by +0.69%
Jun 30, 25
9 Vanguard Small Cap Index 2.49M (2.54%) 11.68K
Increased by +0.47%
May 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 1.64M (1.67%) 12.37K
Increased by +0.76%
May 31, 25
11 Vanguard Small Cap Value Index Inv 1.60M (1.63%) -1.35K
Decreased by -0.08%
May 31, 25
12 Fidelity Low-Priced Stock 1.58M (1.61%) 0.00
Increased by 0.00%
Apr 30, 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 1.35M (1.38%) 0.00
Increased by 0.00%
May 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 1.19M (1.21%) 0.00
Increased by 0.00%
May 31, 25
18 Fidelity® Series Small Cap Opps 1.12M (1.15%) 0.00
Increased by 0.00%
Oct 31, 23
19 Fidelity VIP Mid Cap Initial 1.06M (1.08%) 0.00
Increased by 0.00%
Jan 31, 25
20 Fidelity Small Cap Index 1.05M (1.08%) 11.09K
Increased by +1.05%
Apr 30, 25