Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMMV 0.98%
2 PXMG 0.78%
3 IWO 0.42%
4 IJK 0.22%
5 IWM 0.21%
6 RTLA 0.19%
7 IJH 0.19%
8 JKK 0.15%
9 ISCG 0.14%
10 IJJ 0.14%
11 TEXN 0.13%
12 SMD 0.12%
13 JKJ 0.11%
14 ISCB 0.11%
15 IYG 0.09%
16 IEDI 0.09%
17 ISCV 0.08%
18 JKL 0.08%
19 HYBB 0.07%
20 WSML 0.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 6.49M (16.53%) 731.68K
Increased by +11.28%
Mar 31, 25
2 BlackRock Inc 5.13M (13.06%) -347.80K
Decreased by -6.79%
Mar 31, 25
3 Vanguard Group Inc 4.01M (10.23%) -29.80K
Decreased by -0.74%
Jun 30, 25
4 Earnest Partners LLC 2.33M (5.93%) -10.64K
Decreased by -0.46%
Mar 31, 25
5 State Street Corp 1.46M (3.72%) 9.64K
Increased by +0.66%
Mar 31, 25
6 State Street Corporation 1.32M (3.37%) 41.73K
Increased by +3.16%
Mar 31, 24
7 Fiduciary Management, Inc. of Milwaukee 1.30M (3.30%) -8.49K
Decreased by -0.66%
Mar 31, 25
8 Bank of America Corp 1.19M (3.03%) 132.56K
Increased by +11.14%
Mar 31, 25
9 Dimensional Fund Advisors, Inc. 1.01M (2.56%) -1.26K
Decreased by -0.13%
Jun 30, 25
10 Geode Capital Management, LLC 969.20K (2.47%) 17.00K
Increased by +1.75%
Mar 31, 25
11 Stephens Inv Mgmt Group LLC 848.90K (2.16%) -39.93K
Decreased by -4.70%
Jun 30, 25
12 SEI Investments Co 668.28K (1.70%) 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 Hood River Capital Management LLC 611.04K (1.56%) 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 Northern Trust Corp 584.75K (1.49%) -552.00
Decreased by -0.09%
Mar 31, 25
17 Vaughan Nelson Scarbrgh & Mccullough LP 576.75K (1.47%) -63.77K
Decreased by -11.06%
Jun 30, 25
18 Morgan Stanley - Brokerage Accounts 551.66K (1.41%) 3.65K
Increased by +0.66%
Jun 30, 24
19 Charles Schwab Investment Management Inc 495.01K (1.26%) -18.22K
Decreased by -3.68%
Jun 30, 25
20 Nuveen, LLC 459.94K (1.17%) 459.94K
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 (3.62%) -172.16K
Decreased by -12.13%
Nov 30, 23
2 iShares Core S&P Mid-Cap ETF 1.26M (3.20%) -2.25K
Decreased by -0.18%
Jul 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 (3.11%) 1.03K
Increased by +0.08%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 1.18M (3.00%) -24.82K
Decreased by -2.11%
Jul 31, 25
6 iShares Russell 2000 ETF 937.99K (2.39%) -17.85K
Decreased by -1.90%
Jul 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 (2.26%) -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 FMI Common Stock Investor 690.00K (1.76%) 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 562.25K (1.43%) 27.06K
Increased by +4.81%
Jul 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%
May 31, 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%
May 31, 25
18 EARNEST Small/Mid Cap Value 441.92K (1.13%) 441.20K
Increased by +99.84%
Dec 31, 23
19 Strategic Advisers Fidelity US TtlStk 427.71K (1.09%) 57.00K
Increased by +13.33%
Jun 30, 25
20 Vanguard Institutional Extnd Mkt Idx Tr 414.94K (1.06%) -179.95K
Decreased by -43.37%
Jul 31, 25