Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HFGIC 3.09%
2 EPU 2.41%
3 PSL 1.65%
4 RNSC 1.21%
5 FSGS 1.21%
6 FSCS 1.15%
7 RNMC 1.15%
8 MPAY 1.03%
9 SMCP 1.00%
10 SAWS 0.81%
11 VUSE 0.69%
12 FYT 0.67%
13 FYC 0.63%
14 HAPS 0.53%
15 VLLU 0.51%
16 SFLO 0.50%
17 BRNY 0.50%
18 EES 0.42%
19 DWAS 0.39%
20 ROSC 0.38%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 22.60M (16.59%) -279.13K
Decreased by -1.23%
Dec 31, 24
2 BlackRock Inc 12.71M (9.33%) -1.60M
Decreased by -12.62%
Dec 31, 24
3 Vanguard Group Inc 12.67M (9.30%) -84.78K
Decreased by -0.67%
Dec 31, 24
4 Dimensional Fund Advisors, Inc. 7.09M (5.21%) 87.27K
Increased by +1.23%
Dec 31, 24
5 Van Berkom and Associates Inc 6.73M (4.94%) -317.42K
Decreased by -4.71%
Dec 31, 24
6 Wellington Management Company LLP 5.00M (3.67%) -223.16K
Decreased by -4.47%
Dec 31, 24
7 State Street Corp 3.25M (2.39%) 133.54K
Increased by +4.11%
Dec 31, 24
8 CPV Partners, LLC 3.22M (2.36%) 0.00
Increased by 0.00%
Dec 31, 24
9 Geode Capital Management, LLC 3.12M (2.29%) -62.12K
Decreased by -1.99%
Dec 31, 24
10 State Street Corporation 3.01M (2.21%) 26.24K
Increased by +0.87%
Mar 31, 24
11 Boston Partners Global Investors, Inc 2.58M (1.90%) 130.17K
Increased by +5.04%
Dec 31, 24
12 Swedbank AB 2.51M (1.85%) 0.00
Increased by 0.00%
Dec 31, 24
13 Park West Asset Management LLC 2.19M (1.61%) -619.77K
Decreased by -28.26%
Sep 30, 23
14 Charles Schwab Investment Management Inc 2.18M (1.60%) 35.52K
Increased by +1.63%
Dec 31, 24
15 Snow Phipps Group, LLC 2.18M (1.60%) -520.83K
Decreased by -23.94%
Mar 31, 25
16 Corsair Capital Management LLC 1.95M (1.43%) -27.04K
Decreased by -1.39%
Dec 31, 24
17 Mangrove Partners 1.93M (1.42%) -70.48K
Decreased by -3.65%
Dec 31, 24
18 Engine Capital Management LP 1.92M (1.41%) -513.36K
Decreased by -26.74%
Dec 31, 24
19 JPMorgan Chase & Co 1.86M (1.36%) -707.28K
Decreased by -38.07%
Sep 30, 24
20 Blantyre Capital Ltd 1.83M (1.34%) -425.86K
Decreased by -23.25%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Van Berkom Sm-Cap Eq 6.77M (4.97%) 1.88M
Increased by +27.70%
Jun 30, 24
2 Vanguard US Total Market Shares ETF 3.81M (2.79%) -1.02M
Decreased by -26.75%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 3.78M (2.78%) 3.13K
Increased by +0.08%
Feb 28, 25
4 Strategic Advisers Fidelity US TtlStk 3.78M (2.78%) -21.58K
Decreased by -0.57%
Feb 28, 25
5 iShares Russell 2000 ETF 3.44M (2.53%) -29.81K
Decreased by -0.87%
Mar 31, 25
6 Fidelity Small Cap Discovery 3.12M (2.29%) 0.00
Increased by 0.00%
Jan 31, 25
7 Vanguard Small Cap Index 3.08M (2.26%) 2.51K
Increased by +0.08%
Feb 28, 25
8 Strategic Advisers® Fidelity US TtlStk 2.57M (1.88%) 321.62K
Increased by +12.54%
Nov 30, 23
9 Fidelity® Small Cap Discovery 2.50M (1.84%) -24.80K
Decreased by -0.99%
Oct 31, 23
10 T. Rowe Price Integrated US SmCapGrEq 2.45M (1.80%) 1.51M
Increased by +61.39%
Dec 31, 24
11 FIAM Small Cap Core CIT Cl B 2.34M (1.72%) 1.30K
Increased by +0.06%
Jan 31, 25
12 FIAM Small Cap Core Composite 2.34M (1.72%) -8.99K
Decreased by -0.38%
Dec 31, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 2.04M (1.50%) 2.88K
Increased by +0.14%
Feb 28, 25
14 Vanguard Small Cap Value Index Inv 2.03M (1.49%) -7.54K
Decreased by -0.37%
Feb 28, 25
15 Swedbank Robur Global Emerging Markets A 1.72M (1.26%) -107.10K
Decreased by -6.24%
Feb 28, 25
16 Fidelity Low-Priced Stock 1.57M (1.15%) 0.00
Increased by 0.00%
Jan 31, 25
17 Fidelity Series Small Cap Opps 1.56M (1.15%) 1.20K
Increased by +0.08%
Jan 31, 25
18 Fidelity Series Small Cap Discovery 1.47M (1.08%) 0.00
Increased by 0.00%
Jan 31, 25
19 Fidelity Stock Selector Small Cap 1.32M (0.97%) 1.40K
Increased by +0.11%
Jan 31, 25
20 Fidelity Small Cap Index 1.29M (0.94%) -24.09K
Decreased by -1.87%
Jan 31, 25