Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMMV 0.87%
2 PXMG 0.78%
3 IWO 0.40%
4 IJK 0.21%
5 IWM 0.20%
6 RTLA 0.19%
7 IJH 0.17%
8 ISCG 0.14%
9 JKK 0.14%
10 IJJ 0.13%
11 TEXN 0.12%
12 SMD 0.12%
13 JKJ 0.10%
14 ISCB 0.10%
15 IEDI 0.08%
16 IYG 0.08%
17 JKL 0.07%
18 ISCV 0.07%
19 HYBB 0.07%
20 DGRO 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 6.49M (16.57%) 731.68K
Increased by +11.28%
Mar 31, 25
2 BlackRock Inc 5.13M (13.09%) -347.80K
Decreased by -6.79%
Mar 31, 25
3 Vanguard Group Inc 4.04M (10.33%) -69.33K
Decreased by -1.71%
Mar 31, 25
4 Earnest Partners LLC 2.33M (5.95%) -10.64K
Decreased by -0.46%
Mar 31, 25
5 State Street Corp 1.46M (3.73%) 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 (3.04%) 132.56K
Increased by +11.14%
Mar 31, 25
9 Dimensional Fund Advisors, Inc. 1.01M (2.57%) -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 (2.27%) 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 (1.54%) -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 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 Nuveen, LLC 459.94K (1.18%) 459.94K
Increased by +100.00%
Mar 31, 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 (3.63%) -172.16K
Decreased by -12.13%
Nov 30, 23
2 iShares Core S&P Mid-Cap ETF 1.26M (3.23%) 0.00
Increased by 0.00%
May 31, 25
3 Fidelity Series Emerging Markets Opps 1.24M (3.17%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.22M (3.12%) 775.00
Increased by +0.06%
May 31, 25
5 Vanguard US Total Market Shares ETF 1.22M (3.12%) 1.03K
Increased by +0.08%
Sep 30, 24
6 iShares Russell 2000 ETF 969.06K (2.48%) 0.00
Increased by 0.00%
May 31, 25
7 Vanguard Small Cap Index 959.87K (2.45%) 4.63K
Increased by +0.48%
May 31, 25
8 Fidelity® Small Cap Value 886.68K (2.27%) -55.62K
Decreased by -6.27%
Oct 31, 23
9 Fidelity Small Cap Value Fund 804.50K (2.06%) 47.20K
Increased by +5.87%
Mar 31, 25
10 Fidelity® Small Cap Discovery 779.04K (1.99%) -84.46K
Decreased by -10.84%
Oct 31, 23
11 FMI Common Stock Investor 690.00K (1.76%) 15.00K
Increased by +2.17%
Mar 31, 25
12 Fidelity Small Cap Discovery 659.73K (1.69%) 0.00
Increased by 0.00%
Mar 31, 25
13 Vanguard Small Cap Value Index Inv 616.92K (1.58%) -539.00
Decreased by -0.09%
May 31, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 608.33K (1.55%) 6.13K
Increased by +1.01%
May 31, 25
15 Fidelity Series Small Cap Discovery 545.38K (1.39%) 0.00
Increased by 0.00%
Mar 31, 25
16 Fidelity Stock Selector Small Cap 526.53K (1.35%) 0.00
Increased by 0.00%
Mar 31, 25
17 EARNEST Partners Smid Cap Core Founders 519.85K (1.33%) -3.14K
Decreased by -0.60%
May 31, 25
18 EARNEST Small Cap Value 497.73K (1.27%) 496.96K
Increased by +99.85%
Dec 31, 23
19 Stephens SMID Select Growth 468.23K (1.20%) 49.34K
Increased by +10.54%
Mar 31, 25
20 Strategic Advisers Fidelity US TtlStk 459.67K (1.17%) -145.63K
Decreased by -31.68%
Apr 30, 25