Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HFGIC 3.09%
2 EPU 2.56%
3 PSL 1.72%
4 ECML 1.71%
5 JSML 1.36%
6 FSGS 1.21%
7 RNSC 1.21%
8 VLLU 1.13%
9 BOUT 1.12%
10 MYLD 1.10%
11 JSMD 1.08%
12 SAWS 1.05%
13 MPAY 1.03%
14 SMCP 1.00%
15 FSCS 0.94%
16 RNMC 0.94%
17 VAMO 0.92%
18 VUSE 0.69%
19 FYT 0.67%
20 FYC 0.61%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 22.61M (16.96%) 10.68K
Increased by +0.05%
Mar 31, 25
2 BlackRock Inc 13.91M (10.43%) 1.20M
Increased by +8.61%
Mar 31, 25
3 Vanguard Group Inc 13.06M (9.79%) 387.57K
Increased by +2.97%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 6.73M (5.05%) -359.85K
Decreased by -5.35%
Mar 31, 25
5 CPV Partners, LLC 5.69M (4.27%) 2.48M
Increased by +43.54%
Mar 31, 25
6 Van Berkom and Associates Inc 5.10M (3.82%) -1.64M
Decreased by -32.14%
Mar 31, 25
7 Wellington Management Company LLP 4.35M (3.26%) -649.45K
Decreased by -14.94%
Mar 31, 25
8 Geode Capital Management, LLC 3.27M (2.45%) 144.94K
Increased by +4.43%
Mar 31, 25
9 State Street Corp 3.17M (2.37%) -83.65K
Decreased by -2.64%
Mar 31, 25
10 State Street Corporation 3.01M (2.26%) 26.24K
Increased by +0.87%
Mar 31, 24
11 Park West Asset Management LLC 2.19M (1.64%) -619.77K
Decreased by -28.26%
Sep 30, 23
12 Charles Schwab Investment Management Inc 2.18M (1.64%) -297.00
Decreased by -0.01%
Mar 31, 25
13 Snow Phipps Group, LLC 2.18M (1.63%) 3.10K
Increased by +0.14%
Jun 30, 25
14 Amvescap Plc. 2.15M (1.61%) 388.14K
Increased by +18.05%
Mar 31, 25
15 Boston Partners Global Investors, Inc 2.05M (1.53%) -539.24K
Decreased by -26.36%
Mar 31, 25
16 Mangrove Partners 1.93M (1.45%) 0.00
Increased by 0.00%
Mar 31, 25
17 Engine Capital Management LP 1.92M (1.44%) -513.36K
Decreased by -26.74%
Dec 31, 24
18 Corsair Capital Management LLC 1.92M (1.44%) -32.77K
Decreased by -1.71%
Mar 31, 25
19 Swedbank AB 1.89M (1.41%) -30.00K
Decreased by -1.59%
Jun 30, 25
20 JPMorgan Chase & Co 1.86M (1.39%) -707.28K
Decreased by -38.07%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Van Berkom Sm-Cap Eq 6.77M (5.08%) 1.88M
Increased by +27.70%
Jun 30, 24
2 Vanguard Total Stock Mkt Idx Inv 4.07M (3.05%) 3.33K
Increased by +0.08%
May 31, 25
3 Vanguard US Total Market Shares ETF 3.81M (2.85%) -1.02M
Decreased by -26.75%
Sep 30, 24
4 Strategic Advisers Fidelity US TtlStk 3.81M (2.85%) -40.60K
Decreased by -1.07%
May 31, 25
5 iShares Russell 2000 ETF 3.24M (2.43%) 22.51K
Increased by +0.69%
Jun 30, 25
6 Vanguard Small Cap Index 3.23M (2.42%) 11.88K
Increased by +0.37%
May 31, 25
7 Fidelity Small Cap Discovery 3.12M (2.34%) 0.00
Increased by 0.00%
Apr 30, 25
8 Strategic Advisers® Fidelity US TtlStk 2.57M (1.92%) 321.62K
Increased by +12.54%
Nov 30, 23
9 Fidelity® Small Cap Discovery 2.50M (1.87%) -24.80K
Decreased by -0.99%
Oct 31, 23
10 FIAM Small Cap Core Composite 2.27M (1.70%) -70.76K
Decreased by -3.12%
Mar 31, 25
11 FIAM Small Cap Core CIT Cl B 2.16M (1.62%) -109.20K
Decreased by -5.06%
Apr 30, 25
12 Vanguard Small Cap Value Index Inv 2.08M (1.56%) -2.04K
Decreased by -0.10%
May 31, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 2.08M (1.56%) 14.24K
Increased by +0.69%
May 31, 25
14 Swedbank Robur Global Emerging Markets A 1.72M (1.29%) 0.00
Increased by 0.00%
Jun 30, 25
15 Fidelity Low-Priced Stock 1.56M (1.17%) 0.00
Increased by 0.00%
Apr 30, 25
16 Fidelity Series Small Cap Opps 1.56M (1.17%) 0.00
Increased by 0.00%
Apr 30, 25
17 Fidelity Series Small Cap Discovery 1.47M (1.10%) 0.00
Increased by 0.00%
Apr 30, 25
18 Fidelity Stock Selector Small Cap 1.32M (0.99%) 0.00
Increased by 0.00%
Apr 30, 25
19 Fidelity Small Cap Index 1.31M (0.98%) 12.46K
Increased by +0.95%
Apr 30, 25
20 Xtrackers MSCI World Swap ETF 1C 1.29M (0.96%) 0.00
Increased by 0.00%
Sep 30, 24