Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMAP 2.88%
2 PKB 2.58%
3 MGMT 2.24%
4 EWMC 2.03%
5 NBSM 2.00%
6 PRN 1.82%
7 SRHQ 1.65%
8 FXR 1.27%
9 CLAW 1.27%
10 ITB 1.25%
11 FFSM 1.22%
12 JMID 1.18%
13 DBLV 1.14%
14 XMHQ 1.10%
15 LSAF 1.09%
16 SURE 1.01%
17 NAIL 0.99%
18 BUL 0.94%
19 RFG 0.94%
20 GRPM 0.88%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 3.62M (11.30%) -48.19K
Decreased by -1.33%
Mar 31, 25
2 Vanguard Group Inc 3.38M (10.54%) -136.28K
Decreased by -4.03%
Mar 31, 25
3 BlackRock Inc 3.29M (10.26%) 3.26K
Increased by +0.10%
Mar 31, 25
4 JPMorgan Chase & Co 2.14M (6.68%) 339.09K
Increased by +15.84%
Mar 31, 25
5 Neuberger Berman Group LLC 1.13M (3.53%) -63.88K
Decreased by -5.65%
Mar 31, 25
6 State Street Corporation 1.03M (3.22%) 27.74K
Increased by +2.69%
Mar 31, 24
7 State Street Corp 1.03M (3.22%) -14.34K
Decreased by -1.39%
Mar 31, 25
8 Baupost Group LLC 909.63K (2.84%) 271.41K
Increased by +29.84%
Mar 31, 25
9 Artemis Investment Management LLP 893.99K (2.79%) -143.01K
Decreased by -16.00%
Sep 30, 23
10 Fuller & Thaler Asset Management Inc 779.68K (2.43%) -257.00
Decreased by -0.03%
Mar 31, 25
11 Geode Capital Management, LLC 765.24K (2.39%) 42.25K
Increased by +5.52%
Mar 31, 25
12 Allspring Global Investments Holdings, LLC 705.98K (2.20%) 1.11K
Increased by +0.16%
Mar 31, 25
13 Amvescap Plc. 659.39K (2.06%) -322.66K
Decreased by -48.93%
Mar 31, 25
14 TD Asset Management Inc 651.11K (2.03%) -20.37K
Decreased by -3.13%
Mar 31, 25
15 Frontier Capital Management CO Inc 610.66K (1.90%) -24.12K
Decreased by -3.95%
Mar 31, 25
16 Federated Hermes Inc 584.10K (1.82%) -10.80K
Decreased by -1.85%
Mar 31, 25
17 Dimensional Fund Advisors, Inc. 576.25K (1.80%) 54.32K
Increased by +9.43%
Mar 31, 25
18 TD Global Investment Solutions – TD Epoch 575.13K (1.79%) -16.94K
Decreased by -2.95%
Mar 31, 25
19 Morgan Stanley - Brokerage Accounts 390.70K (1.22%) 11.81K
Increased by +3.02%
Mar 31, 25
20 William Blair Investment Management, LLC 389.21K (1.21%) -23.98K
Decreased by -6.16%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.08M (3.38%) 560.00
Increased by +0.05%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 1.07M (3.34%) 908.00
Increased by +0.08%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.07M (3.33%) 646.00
Increased by +0.06%
May 31, 25
4 Vanguard Small Cap Index 839.52K (2.62%) 3.82K
Increased by +0.45%
May 31, 25
5 FullerThaler Behavioral Sm-Cp Eq R6 742.55K (2.32%) 0.00
Increased by 0.00%
Mar 31, 25
6 FullerThaler Behavioral Small-Cap Equity 742.55K (2.32%) 0.00
Increased by 0.00%
Mar 31, 25
7 Allspring Special Small Cap Value A 535.37K (1.67%) 8.20K
Increased by +1.53%
Jun 30, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 519.13K (1.62%) 4.25K
Increased by +0.82%
May 31, 25
9 Vanguard Small Cap Growth Index Inv 462.74K (1.44%) -2.54K
Decreased by -0.55%
May 31, 25
10 Neuberger Berman Genesis Inv 447.48K (1.40%) -168.00K
Decreased by -37.54%
Jun 30, 25
11 Fidelity Low-Priced Stock 439.73K (1.37%) 20.30K
Increased by +4.62%
Apr 30, 25
12 JPMorgan Growth Advantage A 399.77K (1.25%) -2.49K
Decreased by -0.62%
May 31, 25
13 Fidelity® Low-Priced Stock 376.56K (1.17%) 46.52K
Increased by +12.36%
Oct 31, 23
14 T. Rowe Price Integrated US SmCapGrEq 367.76K (1.15%) 183.88K
Increased by +50.00%
Dec 31, 24
15 JPMorgan Mid Cap Growth I 354.58K (1.11%) -51.84K
Decreased by -14.62%
May 31, 25
16 JPM US Mid Cap Growth-Composite 337.31K (1.05%) -69.12K
Decreased by -20.49%
Jun 30, 25
17 Fidelity Small Cap Value Fund 306.00K (0.95%) 0.00
Increased by 0.00%
Mar 31, 25
18 TD U.S. Capital Reinvestment I 284.76K (0.89%) -10.98K
Decreased by -3.86%
Jun 30, 24
19 Fidelity® Series Small Cap Opps 280.00K (0.87%) 0.00
Increased by 0.00%
Oct 31, 23
20 Strategic Advisers Fidelity US TtlStk 279.20K (0.87%) 0.00
Increased by 0.00%
May 31, 25