Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HFGIC 3.09%
2 EPU 2.63%
3 PSL 1.87%
4 ECML 1.74%
5 JSML 1.37%
6 RNSC 1.21%
7 FSGS 1.21%
8 FSCS 1.15%
9 RNMC 1.15%
10 JSMD 1.14%
11 BOUT 1.12%
12 MPAY 1.03%
13 SMCP 1.00%
14 SAWS 0.89%
15 VUSE 0.73%
16 FYT 0.67%
17 FYC 0.66%
18 HAPS 0.57%
19 VLLU 0.53%
20 SFLO 0.50%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 22.61M (16.77%) 10.68K
Increased by +0.05%
Mar 31, 25
2 BlackRock Inc 13.91M (10.32%) 1.20M
Increased by +8.61%
Mar 31, 25
3 Vanguard Group Inc 13.06M (9.69%) 387.57K
Increased by +2.97%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 6.73M (4.99%) -359.85K
Decreased by -5.35%
Mar 31, 25
5 CPV Partners, LLC 5.69M (4.22%) 2.48M
Increased by +43.54%
Mar 31, 25
6 Van Berkom and Associates Inc 5.10M (3.78%) -1.64M
Decreased by -32.14%
Mar 31, 25
7 Wellington Management Company LLP 4.35M (3.22%) -649.45K
Decreased by -14.94%
Mar 31, 25
8 Geode Capital Management, LLC 3.27M (2.42%) 144.94K
Increased by +4.43%
Mar 31, 25
9 State Street Corp 3.17M (2.35%) -83.65K
Decreased by -2.64%
Mar 31, 25
10 State Street Corporation 3.01M (2.23%) 26.24K
Increased by +0.87%
Mar 31, 24
11 Swedbank AB 2.51M (1.86%) 0.00
Increased by 0.00%
Dec 31, 24
12 Park West Asset Management LLC 2.19M (1.63%) -619.77K
Decreased by -28.26%
Sep 30, 23
13 Charles Schwab Investment Management Inc 2.18M (1.62%) -297.00
Decreased by -0.01%
Mar 31, 25
14 Snow Phipps Group, LLC 2.18M (1.61%) -520.83K
Decreased by -23.94%
Mar 31, 25
15 Boston Partners Global Investors, Inc 2.05M (1.52%) -539.24K
Decreased by -26.36%
Mar 31, 25
16 Mangrove Partners 1.93M (1.43%) -70.48K
Decreased by -3.65%
Dec 31, 24
17 Engine Capital Management LP 1.92M (1.42%) -513.36K
Decreased by -26.74%
Dec 31, 24
18 Corsair Capital Management LLC 1.92M (1.42%) -32.77K
Decreased by -1.71%
Mar 31, 25
19 JPMorgan Chase & Co 1.86M (1.38%) -707.28K
Decreased by -38.07%
Sep 30, 24
20 Blantyre Capital Ltd 1.83M (1.36%) -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 (5.02%) 1.88M
Increased by +27.70%
Jun 30, 24
2 Vanguard Total Stock Mkt Idx Inv 4.07M (3.02%) 13.33K
Increased by +0.33%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 3.81M (2.82%) -1.02M
Decreased by -26.75%
Sep 30, 24
4 Strategic Advisers Fidelity US TtlStk 3.78M (2.81%) 0.00
Increased by 0.00%
Mar 31, 25
5 iShares Russell 2000 ETF 3.22M (2.39%) 544.00
Increased by +0.02%
Apr 30, 25
6 Vanguard Small Cap Index 3.22M (2.39%) 22.70K
Increased by +0.71%
Apr 30, 25
7 Fidelity Small Cap Discovery 3.12M (2.31%) 0.00
Increased by 0.00%
Feb 28, 25
8 Strategic Advisers® Fidelity US TtlStk 2.57M (1.90%) 321.62K
Increased by +12.54%
Nov 30, 23
9 Fidelity® Small Cap Discovery 2.50M (1.85%) -24.80K
Decreased by -0.99%
Oct 31, 23
10 FIAM Small Cap Core Composite 2.34M (1.73%) -8.99K
Decreased by -0.38%
Dec 31, 24
11 FIAM Small Cap Core CIT Cl B 2.27M (1.68%) -72.06K
Decreased by -3.18%
Feb 28, 25
12 Vanguard Small Cap Value Index Inv 2.08M (1.54%) 6.59K
Increased by +0.32%
Apr 30, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 2.06M (1.53%) 19.25K
Increased by +0.93%
Apr 30, 25
14 Swedbank Robur Global Emerging Markets A 1.72M (1.27%) 0.00
Increased by 0.00%
Apr 30, 25
15 Fidelity Low-Priced Stock 1.57M (1.16%) -2.55K
Decreased by -0.16%
Feb 28, 25
16 Fidelity Series Small Cap Opps 1.56M (1.16%) 300.00
Increased by +0.02%
Feb 28, 25
17 Fidelity Series Small Cap Discovery 1.47M (1.09%) 0.00
Increased by 0.00%
Feb 28, 25
18 Fidelity Stock Selector Small Cap 1.32M (0.98%) 300.00
Increased by +0.02%
Feb 28, 25
19 Fidelity Small Cap Index 1.29M (0.96%) 2.16K
Increased by +0.17%
Feb 28, 25
20 BlackRock Advantage Small Cap Core Instl 1.29M (0.95%) 0.00
Increased by 0.00%
Oct 31, 24