Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RSMC 3.81%
2 OMFS 1.12%
3 PXMG 0.78%
4 IWO 0.52%
5 IWMW 0.28%
6 IWM 0.27%
7 RTLA 0.19%
8 TEXN 0.16%
9 JKL 0.15%
10 ISCV 0.15%
11 IJJ 0.15%
12 JKJ 0.15%
13 ISCB 0.15%
14 JKK 0.15%
15 ISCG 0.15%
16 IEDI 0.15%
17 IYG 0.13%
18 SMD 0.12%
19 SMMD 0.11%
20 WSML 0.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.72M (11.76%) 4.95K
Increased by +0.10%
Dec 31, 25
2 Vanguard Group Inc 4.01M (9.98%) -90.88K
Decreased by -2.27%
Dec 31, 25
3 FMR Inc 3.79M (9.45%) -841.96K
Decreased by -22.19%
Dec 31, 25
4 Earnest Partners LLC 2.22M (5.53%) -65.65K
Decreased by -2.96%
Dec 31, 25
5 State Street Corp 1.41M (3.50%) -17.97K
Decreased by -1.28%
Dec 31, 25
6 State Street Corporation 1.32M (3.29%) 41.73K
Increased by +3.16%
Mar 31, 24
7 T. Rowe Price Associates, Inc. 1.17M (2.91%) 312.13K
Increased by +26.69%
Dec 31, 25
8 Bank of America Corp 1.12M (2.78%) -33.57K
Decreased by -3.00%
Dec 31, 25
9 Hood River Capital Management LLC 1.12M (2.78%) 308.39K
Increased by +27.63%
Dec 31, 25
10 Geode Capital Management, LLC 1.04M (2.60%) 31.55K
Increased by +3.02%
Dec 31, 25
11 Dimensional Fund Advisors, Inc. 990.20K (2.47%) -18.97K
Decreased by -1.92%
Mar 31, 26
12 Fiduciary Management, Inc. of Milwaukee 964.28K (2.40%) -320.23K
Decreased by -33.21%
Dec 31, 25
13 Stephens Inv Mgmt Group LLC 832.23K (2.07%) -15.01K
Decreased by -1.80%
Mar 31, 26
14 SEI Investments Co 776.83K (1.94%) 34.22K
Increased by +4.40%
Dec 31, 25
15 Nuveen Asset Management, LLC 603.98K (1.50%) -38.58K
Decreased by -6.39%
Dec 31, 24
16 Vaughan Nelson Scarbrgh & Mccullough LP 576.75K (1.44%) -63.77K
Decreased by -11.06%
Jun 30, 25
17 Capital Research Global Investors 559.46K (1.39%) 22.50K
Increased by +4.02%
Mar 31, 26
18 AQR Capital Management LLC 555.89K (1.38%) -67.17K
Decreased by -12.08%
Dec 31, 25
19 Morgan Stanley - Brokerage Accounts 551.66K (1.37%) 3.65K
Increased by +0.66%
Jun 30, 24
20 Victory Capital Management Inc. 548.21K (1.37%) 13.64K
Increased by +2.49%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Series Emerging Markets Opps 1.42M (3.54%) -172.16K
Decreased by -12.13%
Nov 30, 23
2 iShares Core S&P Mid-Cap ETF 1.31M (3.26%) -656.00
Decreased by -0.05%
Apr 30, 26
3 Fidelity Series Emerging Markets Opps 1.24M (3.09%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard US Total Market Shares ETF 1.22M (3.04%) 1.03K
Increased by +0.08%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 1.19M (2.96%) -10.30K
Decreased by -0.87%
Mar 31, 26
6 iShares Russell 2000 ETF 932.60K (2.32%) 7.85K
Increased by +0.84%
Apr 30, 26
7 Fidelity® Small Cap Value 886.68K (2.21%) -55.62K
Decreased by -6.27%
Oct 31, 23
8 Vanguard Small Cap Index 863.06K (2.15%) 11.14K
Increased by +1.29%
Mar 31, 26
9 Fidelity® Small Cap Discovery 779.04K (1.94%) -84.46K
Decreased by -10.84%
Oct 31, 23
10 Hood River Small-Cap Growth Instl 586.56K (1.46%) 586.56K
Increased by +100.00%
Dec 31, 25
11 EARNEST Partners Smid Cap Core Fdrs 551.63K (1.37%) 8.44K
Increased by +1.53%
Apr 30, 26
12 EARNEST Partners Smid Cap Core Founders 551.63K (1.37%) 8.44K
Increased by +1.53%
Apr 30, 26
13 Vanguard Small Cap Value Index Inv 549.30K (1.37%) 2.15K
Increased by +0.39%
Mar 31, 26
14 Fidelity Series Small Cap Discovery 545.38K (1.36%) 0.00
Increased by 0.00%
Mar 31, 25
15 Fidelity Stock Selector Small Cap 540.34K (1.35%) 5.00K
Increased by +0.93%
Feb 28, 26
16 American Funds SMALLCAP World A 508.06K (1.27%) 19.50K
Increased by +3.84%
Mar 31, 26
17 T. Rowe Price New Horizons 507.09K (1.26%) 45.00K
Increased by +8.87%
Mar 31, 26
18 US Small-Cap Growth II Equity Comp 507.09K (1.26%) 136.72K
Increased by +26.96%
Mar 31, 26
19 EARNEST Small Cap Value 497.73K (1.24%) 496.96K
Increased by +99.85%
Dec 31, 23
20 FMI Common Stock Investor 480.00K (1.20%) -210.00K
Decreased by -43.75%
Dec 31, 25