Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PXMG 0.78%
2 IWO 0.39%
3 IJK 0.21%
4 IWM 0.20%
5 RTLA 0.19%
6 IJH 0.17%
7 IJJ 0.13%
8 SMD 0.12%
9 JKL 0.11%
10 ISCV 0.11%
11 JKJ 0.11%
12 ISCB 0.11%
13 ISCG 0.11%
14 JKK 0.11%
15 IYG 0.08%
16 HYBB 0.07%
17 DGRO 0.02%
18 IUSG 0.01%
19 THRK 0.01%
20 IYY 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 6.49M (16.60%) 731.68K
Increased by +11.28%
Mar 31, 25
2 BlackRock Inc 5.13M (13.12%) -347.80K
Decreased by -6.79%
Mar 31, 25
3 Vanguard Group Inc 4.04M (10.35%) -69.33K
Decreased by -1.71%
Mar 31, 25
4 Earnest Partners LLC 2.33M (5.96%) -10.64K
Decreased by -0.46%
Mar 31, 25
5 State Street Corp 1.46M (3.74%) 9.64K
Increased by +0.66%
Mar 31, 25
6 State Street Corporation 1.32M (3.38%) 41.73K
Increased by +3.16%
Mar 31, 24
7 Fiduciary Management, Inc. of Milwaukee 1.30M (3.31%) -8.49K
Decreased by -0.66%
Mar 31, 25
8 Bank of America Corp 1.19M (3.05%) 132.56K
Increased by +11.14%
Mar 31, 25
9 Dimensional Fund Advisors, Inc. 1.01M (2.58%) -35.96K
Decreased by -3.57%
Mar 31, 25
10 Geode Capital Management, LLC 969.20K (2.48%) 17.00K
Increased by +1.75%
Mar 31, 25
11 Stephens Inv Mgmt Group LLC 888.83K (2.28%) 112.35K
Increased by +12.64%
Mar 31, 25
12 SEI Investments Co 668.28K (1.71%) 19.70K
Increased by +2.95%
Mar 31, 25
13 Boston Partners Global Investors, Inc 650.46K (1.66%) 39.54K
Increased by +6.08%
Mar 31, 25
14 Vaughan Nelson Scarbrgh & Mccullough LP 640.52K (1.64%) 79.93K
Increased by +12.48%
Mar 31, 25
15 Nuveen Asset Management, LLC 603.98K (1.55%) -38.58K
Decreased by -6.39%
Dec 31, 24
16 Northern Trust Corp 585.30K (1.50%) 50.18K
Increased by +8.57%
Dec 31, 24
17 Morgan Stanley - Brokerage Accounts 551.66K (1.41%) 3.65K
Increased by +0.66%
Jun 30, 24
18 Charles Schwab Investment Management Inc 513.23K (1.31%) -6.72K
Decreased by -1.31%
Mar 31, 25
19 American Century Companies Inc 446.88K (1.14%) 177.70K
Increased by +39.76%
Jun 30, 24
20 Hood River Capital Management LLC 428.59K (1.10%) 428.59K
Increased by +100.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Series Emerging Markets Opps 1.42M (3.63%) -172.16K
Decreased by -12.13%
Nov 30, 23
2 iShares Core S&P Mid-Cap ETF 1.26M (3.23%) -2.57K
Decreased by -0.20%
Apr 30, 25
3 Fidelity Series Emerging Markets Opps 1.24M (3.18%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.22M (3.13%) 15.53K
Increased by +1.27%
Apr 30, 25
5 Vanguard US Total Market Shares ETF 1.22M (3.12%) 1.03K
Increased by +0.08%
Sep 30, 24
6 Vanguard Small Cap Index 955.24K (2.45%) 5.56K
Increased by +0.58%
Apr 30, 25
7 iShares Russell 2000 ETF 951.60K (2.44%) 161.00
Increased by +0.02%
Apr 30, 25
8 Fidelity® Small Cap Value 886.68K (2.27%) -55.62K
Decreased by -6.27%
Oct 31, 23
9 Fidelity® Small Cap Discovery 779.04K (1.99%) -84.46K
Decreased by -10.84%
Oct 31, 23
10 Fidelity Small Cap Value Fund 757.30K (1.94%) 0.00
Increased by 0.00%
Feb 28, 25
11 FMI Common Stock Investor 690.00K (1.77%) 15.00K
Increased by +2.17%
Mar 31, 25
12 Fidelity Small Cap Discovery 659.73K (1.69%) 37.73K
Increased by +5.72%
Feb 28, 25
13 Vanguard Small Cap Value Index Inv 617.46K (1.58%) 1.94K
Increased by +0.31%
Apr 30, 25
14 Strategic Advisers Fidelity US TtlStk 605.30K (1.55%) 38.88K
Increased by +6.42%
Mar 31, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 602.20K (1.54%) 3.77K
Increased by +0.63%
Apr 30, 25
16 Fidelity Series Small Cap Discovery 545.38K (1.40%) 28.81K
Increased by +5.28%
Feb 28, 25
17 Fidelity Stock Selector Small Cap 526.53K (1.35%) 0.00
Increased by 0.00%
Feb 28, 25
18 EARNEST Partners Smid Cap Core Founders 523.00K (1.34%) -2.58K
Decreased by -0.49%
Apr 30, 25
19 EARNEST Small Cap Value 497.73K (1.27%) 496.96K
Increased by +99.85%
Dec 31, 23
20 Stephens SMID Select Growth 468.23K (1.20%) 49.34K
Increased by +10.54%
Mar 31, 25