Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HFGIC 3.09%
2 PSL 2.58%
3 EPU 2.56%
4 FSGS 1.23%
5 RNSC 1.23%
6 FSCS 1.16%
7 RNMC 1.16%
8 MPAY 1.03%
9 SMCP 1.00%
10 SAWS 0.85%
11 BOUT 0.78%
12 VUSE 0.71%
13 FYT 0.64%
14 HAPS 0.52%
15 SFLO 0.50%
16 BRNY 0.50%
17 FYC 0.49%
18 EES 0.41%
19 ROSC 0.38%
20 MILN 0.37%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 22.60M (16.58%) -279.13K
Decreased by -1.23%
Dec 31, 24
2 BlackRock Inc 12.71M (9.32%) -1.60M
Decreased by -12.62%
Dec 31, 24
3 Vanguard Group Inc 12.67M (9.29%) -84.78K
Decreased by -0.67%
Dec 31, 24
4 Dimensional Fund Advisors, Inc. 7.09M (5.20%) 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 (3.66%) -223.16K
Decreased by -4.47%
Dec 31, 24
7 State Street Corp 3.25M (2.38%) 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 Snow Phipps Group, LLC 2.70M (1.98%) 1.99K
Increased by +0.07%
Dec 31, 24
12 Boston Partners Global Investors, Inc 2.58M (1.90%) 130.17K
Increased by +5.04%
Dec 31, 24
13 Swedbank AB 2.51M (1.84%) 0.00
Increased by 0.00%
Dec 31, 24
14 Park West Asset Management LLC 2.19M (1.61%) -619.77K
Decreased by -28.26%
Sep 30, 23
15 Charles Schwab Investment Management Inc 2.18M (1.60%) 35.52K
Increased by +1.63%
Dec 31, 24
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 Strategic Advisers Fidelity US TtlStk 3.80M (2.79%) 919.00
Increased by +0.02%
Jan 31, 25
3 Vanguard Total Stock Mkt Idx Inv 3.78M (2.77%) 3.13K
Increased by +0.08%
Feb 28, 25
4 iShares Russell 2000 ETF 3.38M (2.48%) -39.71K
Decreased by -1.18%
Feb 28, 25
5 Fidelity Small Cap Discovery 3.12M (2.29%) -37.60K
Decreased by -1.21%
Dec 31, 24
6 Vanguard Small Cap Index 3.08M (2.26%) 2.51K
Increased by +0.08%
Feb 28, 25
7 Strategic Advisers® Fidelity US TtlStk 2.57M (1.88%) 321.62K
Increased by +12.54%
Nov 30, 23
8 Fidelity® Small Cap Discovery 2.50M (1.83%) -24.80K
Decreased by -0.99%
Oct 31, 23
9 T. Rowe Price Integrated US SmCapGrEq 2.45M (1.80%) 1.51M
Increased by +61.39%
Dec 31, 24
10 FIAM Small Cap Core Composite 2.35M (1.72%) -38.40K
Decreased by -1.64%
Sep 30, 24
11 FIAM Small Cap Core CIT Cl B 2.34M (1.71%) -12.39K
Decreased by -0.53%
Dec 31, 24
12 Vanguard Institutional Extnd Mkt Idx Tr 2.04M (1.50%) 2.88K
Increased by +0.14%
Feb 28, 25
13 Vanguard Small Cap Value Index Inv 2.03M (1.49%) -7.54K
Decreased by -0.37%
Feb 28, 25
14 Swedbank Robur Global Emerging Markets A 1.72M (1.26%) -107.10K
Decreased by -6.24%
Feb 28, 25
15 Fidelity Low-Priced Stock 1.57M (1.15%) -20.65K
Decreased by -1.32%
Dec 31, 24
16 Fidelity Series Small Cap Opps 1.56M (1.14%) -4.99K
Decreased by -0.32%
Dec 31, 24
17 Fidelity Series Small Cap Discovery 1.47M (1.08%) -17.70K
Decreased by -1.20%
Dec 31, 24
18 Fidelity Stock Selector Small Cap 1.32M (0.97%) -736.00
Decreased by -0.06%
Dec 31, 24
19 Fidelity Small Cap Index 1.31M (0.96%) -51.52K
Decreased by -3.93%
Dec 31, 24
20 BlackRock Advantage Small Cap Core Instl 1.29M (0.94%) 0.00
Increased by 0.00%
Oct 31, 24