Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DRES 3.21%
2 PKB 2.79%
3 SMAP 2.58%
4 EWMC 2.03%
5 NBSM 2.00%
6 PRN 1.82%
7 MGMT 1.76%
8 FTIF 1.72%
9 FEMD 1.54%
10 EPSV 1.49%
11 ITB 1.35%
12 SRHQ 1.32%
13 CLAW 1.27%
14 FXR 1.23%
15 JMID 1.18%
16 EPMV 1.18%
17 DBLV 1.14%
18 XMHQ 1.10%
19 EQWM 1.10%
20 LSAF 1.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 3.64M (11.93%) 115.76K
Increased by +3.18%
Mar 31, 26
2 Vanguard Group Inc 3.03M (9.91%) -81.09K
Decreased by -2.68%
Dec 31, 25
3 BlackRock Inc 3.00M (9.82%) -16.68K
Decreased by -0.56%
Mar 31, 26
4 Vanguard Capital Management, LLC 1.41M (4.62%) 1.41M
Increased by +100.00%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 1.35M (4.42%) 1.35M
Increased by +100.00%
Mar 31, 26
6 AllianceBernstein L.P. 1.11M (3.63%) 790.22K
Increased by +71.23%
Mar 31, 26
7 State Street Corporation 1.03M (3.38%) 27.74K
Increased by +2.69%
Mar 31, 24
8 State Street Corp 970.92K (3.18%) -3.90K
Decreased by -0.40%
Mar 31, 26
9 Artemis Investment Management LLP 893.99K (2.93%) -143.01K
Decreased by -16.00%
Sep 30, 23
10 Baupost Group LLC 892.76K (2.92%) -292.49K
Decreased by -32.76%
Mar 31, 26
11 JPMorgan Chase & Co 803.27K (2.63%) -521.15K
Decreased by -64.88%
Mar 31, 26
12 Black Creek Investment Management Inc 777.55K (2.55%) 275.43K
Increased by +35.42%
Mar 31, 26
13 Geode Capital Management, LLC 768.48K (2.52%) 15.20K
Increased by +1.98%
Mar 31, 26
14 Neuberger Berman Group LLC 746.62K (2.44%) 99.03K
Increased by +13.26%
Mar 31, 26
15 Amvescap Plc. 659.39K (2.16%) -322.66K
Decreased by -48.93%
Mar 31, 25
16 William Blair Investment Management, LLC 630.39K (2.06%) 71.65K
Increased by +11.37%
Mar 31, 26
17 Fuller & Thaler Asset Management Inc 627.63K (2.06%) 55.39K
Increased by +8.83%
Dec 31, 25
18 Dimensional Fund Advisors, Inc. 627.43K (2.05%) 16.78K
Increased by +2.67%
Mar 31, 26
19 Frontier Capital Management CO Inc 610.65K (2.00%) 65.31K
Increased by +10.69%
Mar 31, 26
20 TD Asset Management Inc 586.79K (1.92%) -64.32K
Decreased by -10.96%
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 1.07M (3.49%) 198.00
Increased by +0.02%
May 29, 26
3 Vanguard Total Stock Mkt Idx Inv 999.74K (3.27%) 2.37K
Increased by +0.24%
Apr 30, 26
4 Vanguard Small Cap Index 724.24K (2.37%) -1.54K
Decreased by -0.21%
Apr 30, 26
5 Waverton Strategic Equity A GBP 516.43K (1.69%) 113.81K
Increased by +22.04%
Apr 30, 26
6 Fidelity Low-Priced Stock 494.83K (1.62%) 0.00
Increased by 0.00%
Mar 31, 26
7 Neuberger Berman Genesis Inv 447.48K (1.47%) -168.00K
Decreased by -37.54%
Jun 30, 25
8 Vanguard Small Cap Growth Index Inv 406.00K (1.33%) -323.00
Decreased by -0.08%
Apr 30, 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 375.68K (1.23%) 2.74K
Increased by +0.73%
Apr 30, 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 355.05K (1.16%) 3.40K
Increased by +0.96%
Apr 30, 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