Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMAP 2.68%
2 PKB 2.42%
3 EWMC 2.03%
4 MGMT 2.02%
5 NBSM 2.00%
6 PRN 1.82%
7 SRHQ 1.49%
8 EPSV 1.38%
9 EPMV 1.37%
10 ITB 1.30%
11 FFSM 1.29%
12 CLAW 1.27%
13 JMID 1.18%
14 DBLV 1.14%
15 XMHQ 1.09%
16 EQWM 1.09%
17 SURE 0.98%
18 LSAF 0.92%
19 BUL 0.92%
20 NAIL 0.91%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 3.32M (10.47%) -307.69K
Decreased by -9.28%
Jun 30, 25
2 Vanguard Group Inc 3.24M (10.22%) -142.85K
Decreased by -4.41%
Jun 30, 25
3 BlackRock Inc 3.12M (9.84%) -173.54K
Decreased by -5.57%
Jun 30, 25
4 JPMorgan Chase & Co 2.03M (6.41%) -111.38K
Decreased by -5.49%
Jun 30, 25
5 State Street Corporation 1.03M (3.26%) 27.74K
Increased by +2.69%
Mar 31, 24
6 State Street Corp 1.01M (3.18%) -24.67K
Decreased by -2.45%
Jun 30, 25
7 Artemis Investment Management LLP 893.99K (2.82%) -143.01K
Decreased by -16.00%
Sep 30, 23
8 Frontier Capital Management CO Inc 830.28K (2.62%) 219.63K
Increased by +26.45%
Jun 30, 25
9 Neuberger Berman Group LLC 818.20K (2.58%) -312.55K
Decreased by -38.20%
Jun 30, 25
10 Fuller & Thaler Asset Management Inc 800.49K (2.53%) 20.81K
Increased by +2.60%
Jun 30, 25
11 Geode Capital Management, LLC 745.79K (2.36%) -19.46K
Decreased by -2.61%
Jun 30, 25
12 Allspring Global Investments Holdings, LLC 734.54K (2.32%) 28.56K
Increased by +3.89%
Jun 30, 25
13 Baupost Group LLC 676.26K (2.14%) -233.38K
Decreased by -34.51%
Jun 30, 25
14 Amvescap Plc. 659.39K (2.08%) -322.66K
Decreased by -48.93%
Mar 31, 25
15 William Blair Investment Management, LLC 611.75K (1.93%) 222.54K
Increased by +36.38%
Jun 30, 25
16 Dimensional Fund Advisors, Inc. 610.65K (1.93%) 34.40K
Increased by +5.63%
Jun 30, 25
17 TD Asset Management Inc 586.79K (1.85%) -64.32K
Decreased by -10.96%
Jun 30, 25
18 TD Global Investment Solutions – TD Epoch 524.82K (1.66%) -50.31K
Decreased by -9.59%
Jun 30, 25
19 American Century Companies Inc 521.28K (1.65%) 233.15K
Increased by +44.73%
Jun 30, 25
20 Federated Hermes Inc 460.92K (1.46%) -123.18K
Decreased by -26.72%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.08M (3.42%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard US Total Market Shares ETF 1.07M (3.38%) 908.00
Increased by +0.08%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.03M (3.25%) -21.72K
Decreased by -2.11%
Jul 31, 25
4 Vanguard Small Cap Index 794.26K (2.51%) -4.90K
Decreased by -0.62%
Jul 31, 25
5 FullerThaler Behavioral Sm-Cp Eq R6 763.15K (2.41%) 20.60K
Increased by +2.70%
Jun 30, 25
6 FullerThaler Behavioral Small-Cap Equity 763.15K (2.41%) 20.60K
Increased by +2.70%
Jun 30, 25
7 Allspring Special Small Cap Value A 494.57K (1.56%) -6.10K
Decreased by -1.23%
Aug 31, 25
8 Vanguard Small Cap Growth Index Inv 447.93K (1.41%) -473.00
Decreased by -0.11%
Jul 31, 25
9 Neuberger Berman Genesis Inv 447.48K (1.41%) -168.00K
Decreased by -37.54%
Jun 30, 25
10 Fidelity Low-Priced Stock 437.75K (1.38%) -1.18K
Decreased by -0.27%
Jun 30, 25
11 JPMorgan Growth Advantage A 392.25K (1.24%) -3.08K
Decreased by -0.79%
Jul 31, 25
12 Fidelity® Low-Priced Stock 376.56K (1.19%) 46.52K
Increased by +12.36%
Oct 31, 23
13 T. Rowe Price Integrated US SmCapGrEq 367.76K (1.16%) 183.88K
Increased by +50.00%
Dec 31, 24
14 Vanguard Institutional Extnd Mkt Idx Tr 358.10K (1.13%) -156.16K
Decreased by -43.61%
Jul 31, 25
15 JPM US Mid Cap Growth-Composite 337.31K (1.07%) -69.12K
Decreased by -20.49%
Jun 30, 25
16 JPMorgan Mid Cap Growth I 336.24K (1.06%) -1.07K
Decreased by -0.32%
Jul 31, 25
17 Strategic Advisers Fidelity US TtlStk 284.77K (0.90%) 3.13K
Increased by +1.10%
Jul 31, 25
18 TD U.S. Capital Reinvestment I 284.76K (0.90%) -10.98K
Decreased by -3.86%
Jun 30, 24
19 Fidelity® Series Small Cap Opps 280.00K (0.88%) 0.00
Increased by 0.00%
Oct 31, 23
20 Victory Small Cap Value CIT (Net 75) 270.00K (0.85%) -25.00K
Decreased by -9.26%
Dec 31, 23