Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DRES 2.88%
2 PKB 2.57%
3 SMAP 2.44%
4 EWMC 2.03%
5 NBSM 2.00%
6 PRN 1.82%
7 MGMT 1.70%
8 FTIF 1.62%
9 FEMD 1.54%
10 ITB 1.45%
11 EPSV 1.43%
12 CLAW 1.27%
13 SRHQ 1.26%
14 JMID 1.18%
15 FXR 1.18%
16 DBLV 1.14%
17 XMHQ 1.10%
18 EQWM 1.10%
19 EPMV 1.09%
20 LSAF 0.99%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 3.53M (11.55%) 183.27K
Increased by +5.19%
Dec 31, 25
2 Vanguard Group Inc 3.03M (9.91%) -81.09K
Decreased by -2.68%
Dec 31, 25
3 BlackRock Inc 3.02M (9.88%) -34.41K
Decreased by -1.14%
Dec 31, 25
4 State Street Corporation 1.03M (3.38%) 27.74K
Increased by +2.69%
Mar 31, 24
5 State Street Corp 974.82K (3.19%) -17.01K
Decreased by -1.75%
Dec 31, 25
6 Artemis Investment Management LLP 893.99K (2.93%) -143.01K
Decreased by -16.00%
Sep 30, 23
7 Baupost Group LLC 892.76K (2.92%) -292.49K
Decreased by -32.76%
Mar 31, 26
8 JPMorgan Chase & Co 803.27K (2.63%) -521.15K
Decreased by -64.88%
Mar 31, 26
9 Black Creek Investment Management Inc 777.55K (2.55%) 275.43K
Increased by +35.42%
Mar 31, 26
10 Geode Capital Management, LLC 753.28K (2.47%) 723.00
Increased by +0.10%
Dec 31, 25
11 Neuberger Berman Group LLC 746.62K (2.44%) 99.03K
Increased by +13.26%
Mar 31, 26
12 Amvescap Plc. 659.39K (2.16%) -322.66K
Decreased by -48.93%
Mar 31, 25
13 Fuller & Thaler Asset Management Inc 627.63K (2.05%) 55.39K
Increased by +8.83%
Dec 31, 25
14 Dimensional Fund Advisors, Inc. 627.43K (2.05%) 16.78K
Increased by +2.67%
Mar 31, 26
15 Frontier Capital Management CO Inc 610.65K (2.00%) 65.31K
Increased by +10.69%
Mar 31, 26
16 Allspring Global Investments Holdings, LLC 600.83K (1.97%) -63.97K
Decreased by -10.65%
Dec 31, 25
17 TD Asset Management Inc 586.79K (1.92%) -64.32K
Decreased by -10.96%
Jun 30, 25
18 William Blair Investment Management, LLC 558.74K (1.83%) -56.51K
Decreased by -10.11%
Dec 31, 25
19 London & Capital Asset Management Ltd 533.00K (1.74%) 533.00K
Increased by +100.00%
Mar 31, 26
20 American Century Companies Inc 521.28K (1.71%) 233.15K
Increased by +44.73%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.07M (3.50%) 908.00
Increased by +0.08%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 1.06M (3.48%) -528.00
Decreased by -0.05%
Apr 30, 26
3 Vanguard Total Stock Mkt Idx Inv 997.37K (3.27%) -14.85K
Decreased by -1.49%
Mar 31, 26
4 Vanguard Small Cap Index 725.77K (2.38%) -2.46K
Decreased by -0.34%
Mar 31, 26
5 Fidelity Low-Priced Stock 494.83K (1.62%) -399.00
Decreased by -0.08%
Feb 28, 26
6 Neuberger Berman Genesis Inv 447.48K (1.46%) -168.00K
Decreased by -37.54%
Jun 30, 25
7 Vanguard Small Cap Growth Index Inv 406.32K (1.33%) 1.97K
Increased by +0.48%
Mar 31, 26
8 Waverton Strategic Equity A GBP 402.62K (1.32%) 0.00
Increased by 0.00%
Mar 31, 26
9 JPMorgan Growth Advantage A 392.25K (1.28%) -3.08K
Decreased by -0.79%
Jul 31, 25
10 Neuberger Genesis Inv 389.71K (1.28%) 57.88K
Increased by +14.85%
Mar 31, 26
11 Fidelity® Low-Priced Stock 376.56K (1.23%) 46.52K
Increased by +12.36%
Oct 31, 23
12 Strategic Advisers Fidelity US TtlStk 372.94K (1.22%) 21.11K
Increased by +5.66%
Mar 31, 26
13 CI Global Leaders Fund D 370.21K (1.21%) 54.35K
Increased by +14.68%
Dec 31, 25
14 T. Rowe Price Integrated US SmCapGrEq 367.76K (1.20%) 183.88K
Increased by +50.00%
Dec 31, 24
15 Vanguard Institutional Extnd Mkt Idx Tr 351.65K (1.15%) 2.00K
Increased by +0.57%
Mar 31, 26
16 JPM US Mid Cap Growth-Composite 325.00K (1.06%) -7.60K
Decreased by -2.34%
Dec 31, 25
17 JPMorgan Mid Cap Growth I 323.83K (1.06%) 0.00
Increased by 0.00%
Feb 28, 26
18 FullerThaler Beh Small-Cap Equity SMA 300.43K (0.98%) -32.09K
Decreased by -10.68%
Dec 31, 25
19 FullerThaler Behavioral Sm-Cp Eq R6 300.43K (0.98%) -243.12K
Decreased by -80.93%
Dec 31, 25
20 FullerThaler Behavioral Small-Cap Equity 300.43K (0.98%) -243.12K
Decreased by -80.93%
Dec 31, 25