Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TMFS 3.61%
2 SRHQ 2.50%
3 PSCD 2.29%
4 XSHQ 2.13%
5 PKB 2.11%
6 CPAI 2.04%
7 JSML 1.88%
8 PEZ 1.79%
9 JSMD 1.77%
10 XSMO 1.38%
11 PXSG 1.38%
12 QWST 1.30%
13 RNMC 1.11%
14 CAFG 1.01%
15 HAPS 0.97%
16 FDLS 0.96%
17 FLRG 0.88%
18 MPAY 0.88%
19 SMCP 0.86%
20 GRPZ 0.84%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 11.65M (16.09%) -417.90K
Decreased by -3.59%
Mar 31, 25
2 Vanguard Group Inc 9.46M (13.07%) -210.55K
Decreased by -2.22%
Mar 31, 25
3 Boston Partners Global Investors, Inc 5.98M (8.26%) 68.73K
Increased by +1.15%
Mar 31, 25
4 State Street Corporation 4.22M (5.83%) 2.56K
Increased by +0.06%
Mar 31, 24
5 State Street Corp 3.80M (5.26%) 103.17K
Increased by +2.71%
Mar 31, 25
6 Fuller & Thaler Asset Management Inc 2.75M (3.80%) 685.15K
Increased by +24.89%
Mar 31, 25
7 Geode Capital Management, LLC 2.25M (3.11%) 122.44K
Increased by +5.44%
Mar 31, 25
8 Renaissance Technologies Corp 1.89M (2.61%) -86.80K
Decreased by -4.60%
Mar 31, 25
9 Reinhart Mahoney Capital Management Inc 1.87M (2.59%) -494.98K
Decreased by -26.42%
Jun 30, 25
10 Dimensional Fund Advisors, Inc. 1.83M (2.53%) 38.71K
Increased by +2.12%
Mar 31, 25
11 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 1.80M (2.48%) -758.21K
Decreased by -42.22%
Sep 30, 23
12 HHG PLC 1.79M (2.48%) -884.13K
Decreased by -49.34%
Dec 31, 23
13 Paradice Investment Management LLC 1.71M (2.36%) -13.90K
Decreased by -0.81%
Sep 30, 23
14 Fidelity International Ltd 1.66M (2.29%) -751.35K
Decreased by -45.28%
Mar 31, 25
15 Morgan Stanley - Brokerage Accounts 1.52M (2.09%) 292.43K
Increased by +19.29%
Mar 31, 25
16 Arrowstreet Capital Limited Partnership 1.46M (2.02%) 3.87K
Increased by +0.27%
Mar 31, 25
17 Amvescap Plc. 1.22M (1.69%) 390.43K
Increased by +31.90%
Mar 31, 25
18 Swedbank AB 1.21M (1.67%) 0.00
Increased by 0.00%
Jun 30, 25
19 Wasatch Advisors LP 1.16M (1.60%) 126.06K
Increased by +10.87%
Mar 31, 25
20 Mackenzie Investments 1.15M (1.60%) -2.26M
Decreased by -195.41%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.39M (6.07%) 634.00
Increased by +0.01%
Jul 31, 25
2 JHancock Disciplined Value Mid Cap I 3.09M (4.27%) 0.00
Increased by 0.00%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 2.43M (3.35%) 2.17K
Increased by +0.09%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 2.35M (3.25%) -53.55K
Decreased by -2.27%
Jun 30, 25
5 Canada Life US Small-Mid Cap Growth F 2.26M (3.13%) -253.36K
Decreased by -11.19%
Nov 30, 23
6 FullerThaler Behavioral Sm-Cp Eq R6 1.84M (2.54%) 670.10K
Increased by +36.43%
Mar 31, 25
7 FullerThaler Behavioral Small-Cap Equity 1.84M (2.54%) 670.10K
Increased by +36.43%
Mar 31, 25
8 Vanguard Small Cap Index 1.80M (2.48%) -87.79K
Decreased by -4.88%
Jun 30, 25
9 iShares Russell 2000 ETF 1.75M (2.42%) -33.28K
Decreased by -1.90%
Jul 31, 25
10 Loomis Sayles Sr Floating Rate and FI 1.50M (2.08%) 1.50M
Increased by +100.00%
Dec 31, 24
11 Janus Inst Mid Cap Growth CF 1.35M (1.87%) -683.13K
Decreased by -50.55%
Dec 31, 23
12 Fidelity Global Small Cap Opps F 1.16M (1.60%) 0.00
Increased by 0.00%
Mar 31, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 1.13M (1.57%) -50.99K
Decreased by -4.49%
Jun 30, 25
14 Vanguard Small Cap Growth Index Inv 1.01M (1.39%) -29.59K
Decreased by -2.94%
Jun 30, 25
15 Vanguard Explorer Inv 984.48K (1.36%) -53.76K
Decreased by -5.46%
Sep 30, 23
16 Canada Life US Small-Mid Cap Growth A 977.29K (1.35%) -270.49K
Decreased by -27.68%
Feb 29, 24
17 FullerThaler Behavioral Small-Cap Value 922.04K (1.27%) -440.00
Decreased by -0.05%
Jun 30, 25
18 Undiscovered Managers Behavioral Val L 886.35K (1.22%) 0.00
Increased by 0.00%
Jun 30, 25
19 Fidelity® Small Cap Index 790.35K (1.09%) 21.66K
Increased by +2.74%
Oct 31, 23
20 Fidelity Small Cap Index 780.30K (1.08%) 1.96K
Increased by +0.25%
May 31, 25