Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PXMG 0.78%
2 IWO 0.43%
3 IJK 0.24%
4 IWM 0.22%
5 IJH 0.19%
6 RTLA 0.19%
7 IJJ 0.14%
8 JKL 0.12%
9 ISCV 0.12%
10 JKJ 0.12%
11 ISCB 0.12%
12 SMD 0.12%
13 JKK 0.12%
14 ISCG 0.12%
15 IYG 0.09%
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 5.75M (14.75%) -959.31K
Decreased by -16.67%
Dec 31, 24
2 BlackRock Inc 5.47M (14.03%) 36.60K
Increased by +0.67%
Dec 31, 24
3 Vanguard Group Inc 4.11M (10.55%) 22.01K
Increased by +0.54%
Dec 31, 24
4 Earnest Partners LLC 2.34M (6.00%) 52.41K
Increased by +2.24%
Dec 31, 24
5 State Street Corp 1.45M (3.72%) 64.40K
Increased by +4.44%
Dec 31, 24
6 State Street Corporation 1.32M (3.39%) 41.73K
Increased by +3.16%
Mar 31, 24
7 Fiduciary Management, Inc. of Milwaukee 1.30M (3.34%) 563.26K
Increased by +43.21%
Dec 31, 24
8 Bank of America Corp 1.06M (2.71%) -87.31K
Decreased by -8.26%
Dec 31, 24
9 Dimensional Fund Advisors, Inc. 1.04M (2.68%) 9.26K
Increased by +0.89%
Dec 31, 24
10 Geode Capital Management, LLC 952.20K (2.44%) 1.58K
Increased by +0.17%
Dec 31, 24
11 Stephens Inv Mgmt Group LLC 776.49K (1.99%) -356.95K
Decreased by -45.97%
Dec 31, 24
12 SEI Investments Co 648.58K (1.66%) 33.04K
Increased by +5.09%
Dec 31, 24
13 Hood River Capital Management LLC 613.84K (1.57%) -265.86K
Decreased by -43.31%
Jun 30, 24
14 Boston Partners Global Investors, Inc 610.92K (1.57%) -67.45K
Decreased by -11.04%
Dec 31, 24
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 Vaughan Nelson Scarbrgh & Mccullough LP 560.59K (1.44%) 123.39K
Increased by +22.01%
Dec 31, 24
18 Morgan Stanley - Brokerage Accounts 551.66K (1.41%) 3.65K
Increased by +0.66%
Jun 30, 24
19 Charles Schwab Investment Management Inc 519.95K (1.33%) 21.68K
Increased by +4.17%
Dec 31, 24
20 American Century Companies Inc 446.88K (1.15%) 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 (3.64%) -172.16K
Decreased by -12.13%
Nov 30, 23
2 iShares Core S&P Mid-Cap ETF 1.27M (3.26%) 943.00
Increased by +0.07%
Feb 28, 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 1.20M (3.08%) 788.00
Increased by +0.07%
Feb 28, 25
5 iShares Russell 2000 ETF 998.80K (2.56%) -11.75K
Decreased by -1.18%
Feb 28, 25
6 Vanguard Small Cap Index 971.21K (2.49%) 798.00
Increased by +0.08%
Feb 28, 25
7 Fidelity® Small Cap Value 886.68K (2.27%) -55.62K
Decreased by -6.27%
Oct 31, 23
8 Fidelity® Small Cap Discovery 779.04K (2.00%) -84.46K
Decreased by -10.84%
Oct 31, 23
9 Fidelity Small Cap Value Fund 757.30K (1.94%) 0.00
Increased by 0.00%
Dec 31, 24
10 FMI Common Stock Investor 675.00K (1.73%) 305.00K
Increased by +45.19%
Dec 31, 24
11 Vanguard Small Cap Value Index Inv 639.93K (1.64%) -1.97K
Decreased by -0.31%
Feb 28, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 593.01K (1.52%) 800.00
Increased by +0.13%
Feb 28, 25
13 Fidelity Small Cap Discovery 581.90K (1.49%) 0.00
Increased by 0.00%
Dec 31, 24
14 Strategic Advisers Fidelity US TtlStk 545.09K (1.40%) 0.00
Increased by 0.00%
Jan 31, 25
15 EARNEST Partners Smid Cap Core Founders 528.50K (1.36%) -7.25K
Decreased by -1.37%
Feb 28, 25
16 Vanguard Explorer Inv 520.03K (1.33%) 0.00
Increased by 0.00%
Sep 30, 24
17 EARNEST Small Cap Value 497.73K (1.28%) 496.96K
Increased by +99.85%
Dec 31, 23
18 Fidelity Stock Selector Small Cap 473.43K (1.21%) 10.01K
Increased by +2.11%
Dec 31, 24
19 Hood River Small-Cap Growth Instl 443.42K (1.14%) 6.73K
Increased by +1.52%
Jun 30, 24
20 EARNEST Small/Mid Cap Value 441.92K (1.13%) 441.20K
Increased by +99.84%
Dec 31, 23