Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMAP 2.63%
2 PKB 2.21%
3 MGMT 2.12%
4 EWMC 2.03%
5 NBSM 2.00%
6 PRN 1.82%
7 SRHQ 1.50%
8 CLAW 1.27%
9 JMID 1.18%
10 DBLV 1.14%
11 XMHQ 1.06%
12 SURE 1.01%
13 LSAF 0.92%
14 GRPM 0.92%
15 RFG 0.91%
16 XMMO 0.87%
17 FXR 0.85%
18 NAIL 0.85%
19 WBIG 0.83%
20 WBIF 0.82%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 3.62M (11.22%) -48.19K
Decreased by -1.33%
Mar 31, 25
2 Vanguard Group Inc 3.38M (10.46%) -136.28K
Decreased by -4.03%
Mar 31, 25
3 BlackRock Inc 3.29M (10.19%) 3.26K
Increased by +0.10%
Mar 31, 25
4 JPMorgan Chase & Co 2.14M (6.63%) 339.09K
Increased by +15.84%
Mar 31, 25
5 Neuberger Berman Group LLC 1.13M (3.50%) -63.88K
Decreased by -5.65%
Mar 31, 25
6 State Street Corporation 1.03M (3.19%) 27.74K
Increased by +2.69%
Mar 31, 24
7 State Street Corp 1.03M (3.19%) -14.34K
Decreased by -1.39%
Mar 31, 25
8 Amvescap Plc. 982.05K (3.04%) -4.27K
Decreased by -0.44%
Dec 31, 24
9 Baupost Group LLC 909.63K (2.82%) 271.41K
Increased by +29.84%
Mar 31, 25
10 Artemis Investment Management LLP 893.99K (2.77%) -143.01K
Decreased by -16.00%
Sep 30, 23
11 Fuller & Thaler Asset Management Inc 779.68K (2.41%) -257.00
Decreased by -0.03%
Mar 31, 25
12 Geode Capital Management, LLC 765.24K (2.37%) 42.25K
Increased by +5.52%
Mar 31, 25
13 Allspring Global Investments Holdings, LLC 705.98K (2.19%) 1.11K
Increased by +0.16%
Mar 31, 25
14 TD Asset Management Inc 651.11K (2.02%) -20.37K
Decreased by -3.13%
Mar 31, 25
15 Frontier Capital Management CO Inc 610.66K (1.89%) -24.12K
Decreased by -3.95%
Mar 31, 25
16 Federated Hermes Inc 584.10K (1.81%) -10.80K
Decreased by -1.85%
Mar 31, 25
17 Dimensional Fund Advisors, Inc. 576.25K (1.78%) 54.32K
Increased by +9.43%
Mar 31, 25
18 TD Global Investment Solutions – TD Epoch 575.13K (1.78%) -16.94K
Decreased by -2.95%
Mar 31, 25
19 Morgan Stanley - Brokerage Accounts 390.70K (1.21%) 11.81K
Increased by +3.02%
Mar 31, 25
20 William Blair Investment Management, LLC 389.21K (1.20%) -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 (3.34%) -3.48K
Decreased by -0.32%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 1.07M (3.31%) 908.00
Increased by +0.08%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.07M (3.31%) 21.57K
Increased by +2.02%
Apr 30, 25
4 Vanguard Small Cap Index 835.70K (2.59%) 5.04K
Increased by +0.60%
Apr 30, 25
5 FullerThaler Behavioral Sm-Cp Eq R6 742.55K (2.30%) 0.00
Increased by 0.00%
Dec 31, 24
6 FullerThaler Behavioral Small-Cap Equity 742.55K (2.30%) 0.00
Increased by 0.00%
Dec 31, 24
7 Neuberger Berman Genesis Inv 615.47K (1.91%) -51.34K
Decreased by -8.34%
Mar 31, 25
8 Allspring Special Small Cap Value A 531.17K (1.64%) 0.00
Increased by 0.00%
Apr 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 514.88K (1.59%) 2.69K
Increased by +0.52%
Apr 30, 25
10 Vanguard Small Cap Growth Index Inv 465.27K (1.44%) -658.00
Decreased by -0.14%
Apr 30, 25
11 JPMorgan Growth Advantage A 406.73K (1.26%) -1.96K
Decreased by -0.48%
Mar 31, 25
12 JPM US Mid Cap Growth-Composite 406.42K (1.26%) 46.82K
Increased by +11.52%
Mar 31, 25
13 JPMorgan Mid Cap Growth I 406.42K (1.26%) 0.00
Increased by 0.00%
Mar 31, 25
14 Fidelity Low-Priced Stock 398.44K (1.23%) -649.00
Decreased by -0.16%
Feb 28, 25
15 Fidelity® Low-Priced Stock 376.56K (1.17%) 46.52K
Increased by +12.36%
Oct 31, 23
16 T. Rowe Price Integrated US SmCapGrEq 367.76K (1.14%) 183.88K
Increased by +50.00%
Dec 31, 24
17 Fidelity Small Cap Value Fund 306.00K (0.95%) 0.00
Increased by 0.00%
Feb 28, 25
18 TD U.S. Capital Reinvestment I 284.76K (0.88%) -10.98K
Decreased by -3.86%
Jun 30, 24
19 Strategic Advisers Fidelity US TtlStk 280.41K (0.87%) 28.02K
Increased by +9.99%
Mar 31, 25
20 Fidelity® Series Small Cap Opps 280.00K (0.87%) 0.00
Increased by 0.00%
Oct 31, 23