Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HFGIC 3.09%
2 EPU 2.73%
3 PSL 1.90%
4 ECML 1.71%
5 FSGS 1.21%
6 RNSC 1.21%
7 FSCS 1.15%
8 RNMC 1.15%
9 BOUT 1.12%
10 MPAY 1.03%
11 SMCP 1.00%
12 SAWS 0.91%
13 VUSE 0.76%
14 FYT 0.67%
15 FYC 0.65%
16 HAPS 0.57%
17 VLLU 0.55%
18 SFLO 0.50%
19 BRNY 0.50%
20 EES 0.43%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 22.60M (16.76%) -279.13K
Decreased by -1.23%
Dec 31, 24
2 BlackRock Inc 12.71M (9.43%) -1.60M
Decreased by -12.62%
Dec 31, 24
3 Vanguard Group Inc 12.67M (9.40%) -84.78K
Decreased by -0.67%
Dec 31, 24
4 Dimensional Fund Advisors, Inc. 7.09M (5.26%) 87.27K
Increased by +1.23%
Dec 31, 24
5 Van Berkom and Associates Inc 6.73M (4.99%) -317.42K
Decreased by -4.71%
Dec 31, 24
6 Wellington Management Company LLP 5.00M (3.70%) -223.16K
Decreased by -4.47%
Dec 31, 24
7 State Street Corp 3.25M (2.41%) 133.54K
Increased by +4.11%
Dec 31, 24
8 CPV Partners, LLC 3.22M (2.38%) 0.00
Increased by 0.00%
Dec 31, 24
9 Geode Capital Management, LLC 3.12M (2.32%) -62.12K
Decreased by -1.99%
Dec 31, 24
10 State Street Corporation 3.01M (2.23%) 26.24K
Increased by +0.87%
Mar 31, 24
11 Boston Partners Global Investors, Inc 2.58M (1.92%) 130.17K
Increased by +5.04%
Dec 31, 24
12 Swedbank AB 2.51M (1.86%) 0.00
Increased by 0.00%
Dec 31, 24
13 Park West Asset Management LLC 2.19M (1.63%) -619.77K
Decreased by -28.26%
Sep 30, 23
14 Charles Schwab Investment Management Inc 2.18M (1.62%) 35.52K
Increased by +1.63%
Dec 31, 24
15 Snow Phipps Group, LLC 2.18M (1.61%) -520.83K
Decreased by -23.94%
Mar 31, 25
16 Corsair Capital Management LLC 1.95M (1.45%) -27.04K
Decreased by -1.39%
Dec 31, 24
17 Mangrove Partners 1.93M (1.43%) -70.48K
Decreased by -3.65%
Dec 31, 24
18 Engine Capital Management LP 1.92M (1.42%) -513.36K
Decreased by -26.74%
Dec 31, 24
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 4.06M (3.01%) 273.78K
Increased by +6.75%
Mar 31, 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 (2.80%) 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 3.19M (2.37%) 117.06K
Increased by +3.66%
Mar 31, 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 2.07M (1.54%) 46.86K
Increased by +2.26%
Mar 31, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 2.04M (1.51%) 683.00
Increased by +0.03%
Mar 31, 25
14 Swedbank Robur Global Emerging Markets A 1.72M (1.27%) 0.00
Increased by 0.00%
Mar 31, 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