Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FTDS 2.12%
2 XMVM 1.92%
3 SRHQ 1.56%
4 PAMC 1.29%
5 KBE 1.21%
6 XMLV 1.11%
7 SMCP 0.99%
8 SDVY 0.87%
9 XMHQ 0.85%
10 FLRG 0.83%
11 ABCS 0.81%
12 FNK 0.78%
13 RFV 0.74%
14 CVY 0.72%
15 FVAL 0.66%
16 OASC 0.65%
17 XMMO 0.65%
18 FQAL 0.59%
19 PSC 0.57%
20 USVM 0.53%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 14.35M (14.30%) 734.12K
Increased by +5.12%
Dec 31, 24
2 Vanguard Group Inc 12.37M (12.33%) 432.03K
Increased by +3.49%
Dec 31, 24
3 FMR Inc 7.82M (7.80%) -1.10M
Decreased by -14.05%
Dec 31, 24
4 Dimensional Fund Advisors, Inc. 5.17M (5.15%) 200.28K
Increased by +3.87%
Dec 31, 24
5 Capital World Investors 5.00M (4.98%) -5.52M
Decreased by -110.49%
Dec 31, 24
6 State Street Corp 4.51M (4.50%) 302.73K
Increased by +6.71%
Dec 31, 24
7 State Street Corporation 4.14M (4.13%) -28.23K
Decreased by -0.68%
Mar 31, 24
8 Macquarie Group Ltd 3.15M (3.14%) -45.54K
Decreased by -1.45%
Dec 31, 24
9 Polar Capital Holdings PLC 2.70M (2.69%) 350.00K
Increased by +12.96%
Dec 31, 24
10 Geode Capital Management, LLC 2.61M (2.60%) -8.37K
Decreased by -0.32%
Dec 31, 24
11 Capital Research & Mgmt Co - Division 3 2.37M (2.36%) 221.95K
Increased by +9.36%
Dec 31, 24
12 Cooke & Bieler LP 2.23M (2.22%) 700.73K
Increased by +31.44%
Dec 31, 24
13 Ameriprise Financial Inc 1.97M (1.96%) 445.01K
Increased by +22.63%
Dec 31, 24
14 First Trust Advisors L.P. 1.71M (1.70%) 515.17K
Increased by +30.14%
Dec 31, 24
15 Amvescap Plc. 1.71M (1.70%) -188.44K
Decreased by -11.04%
Dec 31, 24
16 Capital Research Global Investors 1.70M (1.70%) 0.00
Increased by 0.00%
Dec 31, 23
17 Charles Schwab Investment Management Inc 1.57M (1.57%) 19.39K
Increased by +1.23%
Dec 31, 24
18 Northern Trust Corp 1.46M (1.46%) 146.56K
Increased by +10.04%
Dec 31, 24
19 Bank of New York Mellon Corp 1.45M (1.44%) -102.62K
Decreased by -7.10%
Dec 31, 24
20 NORGES BANK 1.27M (1.27%) 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 7.33M (7.31%) 226.19K
Increased by +3.09%
Dec 31, 24
2 American Funds Growth Fund of Amer A 5.45M (5.43%) 0.00
Increased by 0.00%
Sep 30, 24
3 Capital Group Growth Fnd of Amer Comp 5.45M (5.43%) 0.00
Increased by 0.00%
Sep 30, 24
4 iShares Core S&P Mid-Cap ETF 3.43M (3.42%) 5.48K
Increased by +0.16%
Mar 31, 25
5 Vanguard Total Stock Mkt Idx Inv 3.16M (3.15%) 1.47K
Increased by +0.05%
Feb 28, 25
6 iShares Russell 2000 ETF 2.75M (2.74%) -23.82K
Decreased by -0.87%
Mar 31, 25
7 Polar Capital Global Ins A Inc 2.65M (2.64%) 0.00
Increased by 0.00%
Feb 28, 25
8 Vanguard Small Cap Index 2.58M (2.57%) 2.10K
Increased by +0.08%
Feb 28, 25
9 Vanguard Small Cap Value Index Inv 1.70M (1.69%) -6.16K
Decreased by -0.36%
Feb 28, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 1.61M (1.61%) 13.23K
Increased by +0.82%
Feb 28, 25
11 Fidelity Low-Priced Stock 1.58M (1.58%) -39.91K
Decreased by -2.52%
Jan 31, 25
12 Delaware US Small Cap Core Equity (SMA) 1.41M (1.40%) -16.45K
Decreased by -1.17%
Mar 31, 24
13 Macquarie US Small Cap Core Equity 1.41M (1.40%) -16.45K
Decreased by -1.17%
Mar 31, 24
14 Delaware Small Cap Core I 1.29M (1.28%) -7.98K
Decreased by -0.62%
Sep 30, 24
15 Macquarie Small Cap Core I 1.29M (1.28%) 0.00
Increased by 0.00%
Feb 28, 25
16 First Trust SMID Cp Rising Div Achv ETF 1.14M (1.14%) 244.00
Increased by +0.02%
Mar 31, 25
17 Fidelity® Series Small Cap Opps 1.12M (1.12%) 0.00
Increased by 0.00%
Oct 31, 23
18 DFA US Small Cap Value I 1.06M (1.06%) 32.28K
Increased by +3.03%
Feb 28, 25
19 Fidelity VIP Mid Cap Initial 1.06M (1.05%) 0.00
Increased by 0.00%
Jan 31, 25
20 Fidelity Small Cap Index 1.03M (1.03%) -19.32K
Decreased by -1.87%
Jan 31, 25