Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RSMC 3.81%
2 SMMV 1.03%
3 PXMG 0.78%
4 IWO 0.39%
5 IJK 0.22%
6 IWM 0.20%
7 IJH 0.19%
8 RTLA 0.19%
9 IJJ 0.14%
10 ISCG 0.14%
11 JKK 0.14%
12 TEXN 0.12%
13 SMD 0.12%
14 JKJ 0.11%
15 ISCB 0.11%
16 IEDI 0.09%
17 IYG 0.09%
18 ISCV 0.08%
19 JKL 0.08%
20 HYBB 0.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.15M (13.10%) 28.49K
Increased by +0.55%
Jun 30, 25
2 FMR Inc 4.64M (11.80%) -1.84M
Decreased by -39.65%
Jun 30, 25
3 Vanguard Group Inc 4.01M (10.20%) -29.80K
Decreased by -0.74%
Jun 30, 25
4 Earnest Partners LLC 2.33M (5.91%) -1.82K
Decreased by -0.08%
Jun 30, 25
5 State Street Corp 1.44M (3.67%) -16.20K
Decreased by -1.12%
Jun 30, 25
6 State Street Corporation 1.32M (3.36%) 41.73K
Increased by +3.16%
Mar 31, 24
7 Fiduciary Management, Inc. of Milwaukee 1.29M (3.28%) -4.90K
Decreased by -0.38%
Jun 30, 25
8 Bank of America Corp 1.19M (3.01%) -4.62K
Decreased by -0.39%
Jun 30, 25
9 Dimensional Fund Advisors, Inc. 1.01M (2.56%) -1.26K
Decreased by -0.13%
Jun 30, 25
10 Geode Capital Management, LLC 980.74K (2.49%) 11.53K
Increased by +1.18%
Jun 30, 25
11 Stephens Inv Mgmt Group LLC 848.90K (2.16%) -39.93K
Decreased by -4.70%
Jun 30, 25
12 SEI Investments Co 713.91K (1.81%) 45.62K
Increased by +6.39%
Jun 30, 25
13 Boston Partners Global Investors, Inc 658.96K (1.67%) 8.50K
Increased by +1.29%
Jun 30, 25
14 Hood River Capital Management LLC 611.04K (1.55%) 182.45K
Increased by +29.86%
Jun 30, 25
15 Nuveen Asset Management, LLC 603.98K (1.54%) -38.58K
Decreased by -6.39%
Dec 31, 24
16 Vaughan Nelson Scarbrgh & Mccullough LP 576.75K (1.47%) -63.77K
Decreased by -11.06%
Jun 30, 25
17 Morgan Stanley - Brokerage Accounts 551.66K (1.40%) 3.65K
Increased by +0.66%
Jun 30, 24
18 Northern Trust Corp 537.86K (1.37%) -46.89K
Decreased by -8.72%
Jun 30, 25
19 Charles Schwab Investment Management Inc 495.01K (1.26%) -18.22K
Decreased by -3.68%
Jun 30, 25
20 American Century Companies Inc 446.88K (1.14%) 177.70K
Increased by +39.76%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Series Emerging Markets Opps 1.42M (3.61%) -172.16K
Decreased by -12.13%
Nov 30, 23
2 iShares Core S&P Mid-Cap ETF 1.26M (3.19%) 0.00
Increased by 0.00%
Aug 31, 25
3 Fidelity Series Emerging Markets Opps 1.24M (3.16%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard US Total Market Shares ETF 1.22M (3.10%) 1.03K
Increased by +0.08%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 1.18M (2.99%) -24.82K
Decreased by -2.11%
Jul 31, 25
6 iShares Russell 2000 ETF 958.56K (2.44%) 0.00
Increased by 0.00%
Aug 31, 25
7 Vanguard Small Cap Index 915.40K (2.33%) -6.03K
Decreased by -0.66%
Jul 31, 25
8 Fidelity® Small Cap Value 886.68K (2.25%) -55.62K
Decreased by -6.27%
Oct 31, 23
9 Fidelity® Small Cap Discovery 779.04K (1.98%) -84.46K
Decreased by -10.84%
Oct 31, 23
10 FMI Common Stock Investor 690.00K (1.75%) 0.00
Increased by 0.00%
Jun 30, 25
11 Vanguard Small Cap Value Index Inv 589.43K (1.50%) 1.50K
Increased by +0.25%
Jul 31, 25
12 EARNEST Partners Smid Cap Core Founders 554.39K (1.41%) -7.86K
Decreased by -1.42%
Aug 31, 25
13 Fidelity Series Small Cap Discovery 545.38K (1.39%) 0.00
Increased by 0.00%
Mar 31, 25
14 Fidelity Stock Selector Small Cap 526.53K (1.34%) 0.00
Increased by 0.00%
Jun 30, 25
15 EARNEST Small Cap Value 497.73K (1.27%) 496.96K
Increased by +99.85%
Dec 31, 23
16 Stephens SMID Select Growth 461.00K (1.17%) -7.23K
Decreased by -1.57%
Jun 30, 25
17 Fidelity Series Small Cap Opps 443.10K (1.13%) 0.00
Increased by 0.00%
Jun 30, 25
18 EARNEST Small/Mid Cap Value 441.92K (1.12%) 441.20K
Increased by +99.84%
Dec 31, 23
19 Strategic Advisers Fidelity US TtlStk 431.87K (1.10%) 4.16K
Increased by +0.96%
Jul 31, 25
20 Vanguard Institutional Extnd Mkt Idx Tr 414.94K (1.05%) -179.95K
Decreased by -43.37%
Jul 31, 25