Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCC 4.40%
2 FXG 2.39%
3 PBJ 2.24%
4 PSL 1.43%
5 XRT 1.28%
6 TSME 1.08%
7 RETL 0.92%
8 RZV 0.49%
9 FYT 0.47%
10 QLV 0.39%
11 BSVO 0.39%
12 SVAL 0.36%
13 ETHO 0.34%
14 RWJ 0.30%
15 QSML 0.27%
16 SIXL 0.26%
17 SSLY 0.26%
18 SLYV 0.25%
19 VIOV 0.25%
20 HSMV 0.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 14.71M (15.68%) 10.84M
Increased by +73.70%
Jun 30, 25
2 BlackRock Inc 14.39M (15.35%) 2.88M
Increased by +20.01%
Jun 30, 25
3 Vanguard Group Inc 11.35M (12.10%) 632.51K
Increased by +5.57%
Jun 30, 25
4 T. Rowe Price Investment Management,Inc. 6.53M (6.96%) 3.26M
Increased by +50.01%
Jun 30, 25
5 AllianceBernstein L.P. 5.51M (5.87%) 415.35K
Increased by +7.54%
Jun 30, 24
6 12 West Capital Management LP 5.45M (5.81%) 1.82M
Increased by +33.49%
Jun 30, 24
7 FPR Partners LLC 5.13M (5.47%) -864.65K
Decreased by -16.87%
Mar 31, 25
8 Mackenzie Investments 4.76M (5.08%) 1.05K
Increased by +0.02%
Jun 30, 25
9 Marshall Wace Asset Management Ltd 4.56M (4.86%) 40.98K
Increased by +0.90%
Jun 30, 25
10 Dimensional Fund Advisors, Inc. 4.40M (4.69%) 364.26K
Increased by +8.28%
Jun 30, 25
11 State Street Corp 3.87M (4.12%) 489.08K
Increased by +12.65%
Jun 30, 25
12 Capital Research Global Investors 3.56M (3.80%) 0.00
Increased by 0.00%
Mar 31, 25
13 Wellington Management Company LLP 3.42M (3.65%) 306.75K
Increased by +8.97%
Jun 30, 25
14 Parnassus Investments, LLC 3.33M (3.55%) -1.15M
Decreased by -34.46%
Sep 30, 23
15 Van Berkom and Associates Inc 3.21M (3.43%) -735.09K
Decreased by -22.87%
Jun 30, 25
16 Bank of New York Mellon Corp 3.19M (3.40%) -230.91K
Decreased by -7.25%
Dec 31, 23
17 State Street Corporation 3.10M (3.31%) 147.73K
Increased by +4.77%
Mar 31, 24
18 ClearBridge Advisors, LLC 3.10M (3.30%) 62.27K
Increased by +2.01%
Jun 30, 25
19 Capital World Investors 2.97M (3.17%) -1.40M
Decreased by -47.24%
Dec 31, 24
20 Simcoe Capital Management, LLC 2.94M (3.13%) -468.39K
Decreased by -15.94%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.83M (6.22%) 0.00
Increased by 0.00%
Aug 31, 25
2 Capital Group AMCAP Composite 3.89M (4.15%) -5.09K
Decreased by -0.13%
Mar 31, 24
3 VA CollegeAmerica Amcap 529A 3.89M (4.15%) -5.09K
Decreased by -0.13%
Mar 31, 24
4 Canada Life US Small-Mid Cap Growth A 3.63M (3.87%) 0.00
Increased by 0.00%
Jan 31, 25
5 Canada Life US Small-Mid Cap Growth F 3.63M (3.87%) 0.00
Increased by 0.00%
Jun 30, 25
6 American Funds SMALLCAP World A 3.56M (3.80%) -2.97M
Decreased by -83.54%
Mar 31, 25
7 Van Berkom Sm-Cap Eq 3.44M (3.66%) 3.44M
Increased by +100.00%
Jun 30, 24
8 iShares Core S&P Mid-Cap ETF 3.08M (3.28%) -550.00
Decreased by -0.02%
Apr 30, 24
9 Parnassus Mid-Cap 3.05M (3.26%) -278.78K
Decreased by -9.13%
Nov 30, 23
10 Vanguard Total Stock Mkt Idx Inv 2.91M (3.10%) -64.58K
Decreased by -2.22%
Jul 31, 25
11 Vanguard US Total Market Shares ETF 2.83M (3.02%) 3.24K
Increased by +0.11%
Sep 30, 24
12 Fidelity Value 2.53M (2.70%) 0.00
Increased by 0.00%
Jul 31, 25
13 T. Rowe Price Small-Cap Stock 2.29M (2.45%) 59.95K
Increased by +2.61%
Jul 31, 25
14 iShares Russell 2000 ETF 2.28M (2.43%) 0.00
Increased by 0.00%
Aug 31, 25
15 Vanguard Small Cap Index 2.26M (2.41%) -14.86K
Decreased by -0.66%
Jul 31, 25
16 T. Rowe Price US Small-Cap Core Equity 2.23M (2.38%) 2.23M
Increased by +100.00%
Jun 30, 25
17 Fidelity Low-Priced Stock 1.69M (1.80%) -4.54K
Decreased by -0.27%
Jun 30, 25
18 Jackson Square - Smid-Cap Growth-Focus 1.51M (1.61%) 1.11M
Increased by +73.31%
Feb 28, 25
19 Strategic Advisers Fidelity US TtlStk 1.49M (1.58%) -326.30K
Decreased by -21.97%
Jul 31, 25
20 Vanguard Small Cap Value Index Inv 1.46M (1.55%) 5.22K
Increased by +0.36%
Jul 31, 25