Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TMFS 3.46%
2 SRHQ 2.45%
3 PSCD 2.39%
4 XSHQ 2.13%
5 PKB 2.11%
6 CPAI 2.04%
7 JSML 1.89%
8 PEZ 1.76%
9 JSMD 1.74%
10 XSMO 1.41%
11 QWST 1.30%
12 RNMC 1.11%
13 CAFG 1.03%
14 FDLS 0.98%
15 MPAY 0.88%
16 SMCP 0.86%
17 GRPZ 0.86%
18 FLRG 0.83%
19 NIXT 0.78%
20 HAPS 0.74%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 11.65M (15.93%) -417.90K
Decreased by -3.59%
Mar 31, 25
2 Vanguard Group Inc 9.46M (12.94%) -210.55K
Decreased by -2.22%
Mar 31, 25
3 Boston Partners Global Investors, Inc 5.98M (8.18%) 68.73K
Increased by +1.15%
Mar 31, 25
4 State Street Corporation 4.22M (5.77%) 2.56K
Increased by +0.06%
Mar 31, 24
5 State Street Corp 3.80M (5.20%) 103.17K
Increased by +2.71%
Mar 31, 25
6 Fuller & Thaler Asset Management Inc 2.75M (3.77%) 685.15K
Increased by +24.89%
Mar 31, 25
7 Geode Capital Management, LLC 2.25M (3.08%) 122.44K
Increased by +5.44%
Mar 31, 25
8 Renaissance Technologies Corp 1.89M (2.58%) -86.80K
Decreased by -4.60%
Mar 31, 25
9 Reinhart Mahoney Capital Management Inc 1.87M (2.56%) -494.98K
Decreased by -26.42%
Jun 30, 25
10 Dimensional Fund Advisors, Inc. 1.83M (2.50%) 38.71K
Increased by +2.12%
Mar 31, 25
11 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 1.80M (2.46%) -758.21K
Decreased by -42.22%
Sep 30, 23
12 HHG PLC 1.79M (2.45%) -884.13K
Decreased by -49.34%
Dec 31, 23
13 Paradice Investment Management LLC 1.71M (2.33%) -13.90K
Decreased by -0.81%
Sep 30, 23
14 Fidelity International Ltd 1.66M (2.27%) -751.35K
Decreased by -45.28%
Mar 31, 25
15 Morgan Stanley - Brokerage Accounts 1.52M (2.07%) 292.43K
Increased by +19.29%
Mar 31, 25
16 Arrowstreet Capital Limited Partnership 1.46M (2.00%) 3.87K
Increased by +0.27%
Mar 31, 25
17 Amvescap Plc. 1.22M (1.67%) 390.43K
Increased by +31.90%
Mar 31, 25
18 Swedbank AB 1.21M (1.66%) 0.00
Increased by 0.00%
Jun 30, 25
19 Wasatch Advisors LP 1.16M (1.59%) 126.06K
Increased by +10.87%
Mar 31, 25
20 Mackenzie Investments 1.15M (1.58%) -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 4.37M (5.98%) -12.31K
Decreased by -0.28%
Jun 30, 25
2 JHancock Disciplined Value Mid Cap I 3.09M (4.22%) -64.43K
Decreased by -2.09%
May 31, 25
3 Vanguard US Total Market Shares ETF 2.43M (3.32%) 2.17K
Increased by +0.09%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 2.41M (3.29%) 1.68K
Increased by +0.07%
May 31, 25
5 Canada Life US Small-Mid Cap Growth F 2.26M (3.10%) -253.36K
Decreased by -11.19%
Nov 30, 23
6 Vanguard Small Cap Index 1.89M (2.58%) 9.85K
Increased by +0.52%
May 31, 25
7 iShares Russell 2000 ETF 1.86M (2.54%) 12.91K
Increased by +0.69%
Jun 30, 25
8 FullerThaler Behavioral Sm-Cp Eq R6 1.84M (2.52%) 670.10K
Increased by +36.43%
Mar 31, 25
9 FullerThaler Behavioral Small-Cap Equity 1.84M (2.52%) 670.10K
Increased by +36.43%
Mar 31, 25
10 Loomis Sayles Sr Floating Rate and FI 1.50M (2.06%) 1.50M
Increased by +100.00%
Dec 31, 24
11 Janus Inst Mid Cap Growth CF 1.35M (1.85%) -683.13K
Decreased by -50.55%
Dec 31, 23
12 Vanguard Institutional Extnd Mkt Idx Tr 1.19M (1.62%) 8.08K
Increased by +0.68%
May 31, 25
13 Fidelity Global Small Cap Opps F 1.16M (1.58%) 0.00
Increased by 0.00%
Mar 31, 25
14 Vanguard Small Cap Growth Index Inv 1.04M (1.42%) -7.76K
Decreased by -0.75%
May 31, 25
15 Vanguard Explorer Inv 984.48K (1.35%) -53.76K
Decreased by -5.46%
Sep 30, 23
16 Canada Life US Small-Mid Cap Growth A 977.29K (1.34%) -270.49K
Decreased by -27.68%
Feb 29, 24
17 Undiscovered Managers Behavioral Val L 886.35K (1.21%) 0.00
Increased by 0.00%
May 31, 25
18 Fidelity® Small Cap Index 790.35K (1.08%) 21.66K
Increased by +2.74%
Oct 31, 23
19 Fidelity Small Cap Index 778.35K (1.06%) 9.63K
Increased by +1.24%
Apr 30, 25
20 Victory Small Cap Value CIT (Net 75) 765.00K (1.05%) -315.00K
Decreased by -41.18%
Dec 31, 24