Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMAP 3.71%
2 PKB 2.98%
3 MGMT 2.56%
4 NBSM 2.46%
5 EWMC 2.03%
6 PRN 1.82%
7 SRHQ 1.38%
8 XMHQ 1.35%
9 WBIF 1.29%
10 CLAW 1.27%
11 JMID 1.18%
12 RFG 1.17%
13 DBLV 1.14%
14 GRPM 1.13%
15 FXR 1.05%
16 BUL 1.05%
17 JSMD 1.00%
18 NAIL 0.95%
19 LSAF 0.92%
20 SURE 0.92%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 3.67M (11.16%) -129.79K
Decreased by -3.54%
Dec 31, 24
2 Vanguard Group Inc 3.52M (10.69%) -108.98K
Decreased by -3.10%
Dec 31, 24
3 BlackRock Inc 3.29M (9.99%) 22.33K
Increased by +0.68%
Dec 31, 24
4 JPMorgan Chase & Co 1.80M (5.48%) -1.67M
Decreased by -92.63%
Dec 31, 24
5 Neuberger Berman Group LLC 1.19M (3.63%) -164.47K
Decreased by -13.77%
Dec 31, 24
6 State Street Corp 1.05M (3.18%) 32.80K
Increased by +3.14%
Dec 31, 24
7 State Street Corporation 1.03M (3.13%) 27.74K
Increased by +2.69%
Mar 31, 24
8 Amvescap Plc. 982.05K (2.99%) -4.27K
Decreased by -0.44%
Dec 31, 24
9 Artemis Investment Management LLP 893.99K (2.72%) -143.01K
Decreased by -16.00%
Sep 30, 23
10 Fuller & Thaler Asset Management Inc 779.94K (2.37%) -1.51K
Decreased by -0.19%
Dec 31, 24
11 Geode Capital Management, LLC 723.00K (2.20%) 15.39K
Increased by +2.13%
Dec 31, 24
12 Allspring Global Investments Holdings, LLC 704.87K (2.14%) -28.02K
Decreased by -3.98%
Dec 31, 24
13 TD Asset Management Inc 671.48K (2.04%) -60.13K
Decreased by -8.96%
Dec 31, 24
14 Baupost Group LLC 638.22K (1.94%) 137.95K
Increased by +21.61%
Dec 31, 24
15 Frontier Capital Management CO Inc 634.77K (1.93%) -145.49K
Decreased by -22.92%
Dec 31, 24
16 Federated Hermes Inc 594.90K (1.81%) 55.58K
Increased by +9.34%
Dec 31, 24
17 TD Global Investment Solutions – TD Epoch 592.07K (1.80%) 13.99K
Increased by +2.36%
Dec 31, 24
18 Dimensional Fund Advisors, Inc. 521.92K (1.59%) -57.92K
Decreased by -11.10%
Dec 31, 24
19 William Blair Investment Management, LLC 413.19K (1.26%) -173.00K
Decreased by -41.87%
Dec 31, 24
20 Victory Capital Management Inc. 381.72K (1.16%) -23.31K
Decreased by -6.11%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.09M (3.32%) 828.00
Increased by +0.08%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 1.06M (3.22%) 10.06K
Increased by +0.95%
Feb 28, 25
3 Vanguard Small Cap Index 856.41K (2.60%) 693.00
Increased by +0.08%
Feb 28, 25
4 FullerThaler Behavioral Sm-Cp Eq R6 742.55K (2.26%) 0.00
Increased by 0.00%
Dec 31, 24
5 FullerThaler Behavioral Small-Cap Equity 742.55K (2.26%) 75.30K
Increased by +10.14%
Sep 30, 24
6 Neuberger Berman Genesis Inv 666.81K (2.03%) -104.23K
Decreased by -15.63%
Dec 31, 24
7 Allspring Special Small Cap Value A 527.67K (1.60%) -13.20K
Decreased by -2.50%
Feb 28, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 509.67K (1.55%) 1.20K
Increased by +0.23%
Feb 28, 25
9 Vanguard Small Cap Growth Index Inv 480.98K (1.46%) -1.90K
Decreased by -0.40%
Feb 28, 25
10 Fidelity Low-Priced Stock 399.09K (1.21%) -27.88K
Decreased by -6.99%
Dec 31, 24
11 Fidelity® Low-Priced Stock 376.56K (1.15%) 46.52K
Increased by +12.36%
Oct 31, 23
12 T. Rowe Price Integrated US SmCapGrEq 367.76K (1.12%) 183.88K
Increased by +50.00%
Dec 31, 24
13 JPM US Mid Cap Growth-Composite 359.60K (1.09%) -1.95K
Decreased by -0.54%
Dec 31, 24
14 JPMorgan Mid Cap Growth I 359.60K (1.09%) 0.00
Increased by 0.00%
Jan 31, 25
15 JPMorgan Growth Advantage A 319.32K (0.97%) 0.00
Increased by 0.00%
Jan 31, 25
16 Invesco S&P MidCap Quality ETF 303.35K (0.92%) -50.00
Decreased by -0.02%
Feb 28, 25
17 Fidelity Small Cap Value Fund 290.00K (0.88%) 0.00
Increased by 0.00%
Dec 31, 24
18 TD U.S. Capital Reinvestment I 284.76K (0.87%) -10.98K
Decreased by -3.86%
Jun 30, 24
19 Fidelity® Series Small Cap Opps 280.00K (0.85%) 0.00
Increased by 0.00%
Oct 31, 23
20 SPDR® S&P MIDCAP 400 ETF Trust 271.00K (0.82%) 2.59K
Increased by +0.95%
Feb 28, 25