Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PEZ 5.39%
2 DWMC 1.80%
3 TSME 1.53%
4 SMCP 1.52%
5 BOUT 1.38%
6 IWC 1.31%
7 DWAS 1.26%
8 GURU 1.08%
9 SEIS 1.03%
10 FYC 0.98%
11 AFSM 0.89%
12 HAIL 0.80%
13 EHLS 0.80%
14 MMSC 0.77%
15 HAPS 0.76%
16 AIEQ 0.69%
17 JSML 0.67%
18 QMID 0.59%
19 FYX 0.51%
20 FNY 0.50%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.19M (10.06%) 128.59K
Increased by +2.48%
Mar 31, 25
2 FMR Inc 4.36M (8.46%) 479.94K
Increased by +11.01%
Mar 31, 25
3 BlackRock Inc 4.32M (8.37%) -659.52K
Decreased by -15.28%
Mar 31, 25
4 Wellington Management Company LLP 2.47M (4.79%) 1.84M
Increased by +74.60%
Mar 31, 25
5 Amvescap Plc. 2.01M (3.90%) 20.09K
Increased by +1.00%
Dec 31, 24
6 Wasatch Advisors LP 1.77M (3.43%) 340.04K
Increased by +19.23%
Mar 31, 25
7 Paradigm Capital Management, Inc. 1.65M (3.20%) -800.00
Decreased by -0.05%
Mar 31, 25
8 Driehaus Capital Management LLC 1.44M (2.79%) 39.19K
Increased by +2.72%
Dec 31, 24
9 Morgan Stanley - Brokerage Accounts 1.37M (2.66%) 69.47K
Increased by +5.07%
Mar 31, 25
10 State Street Corp 1.26M (2.44%) 21.91K
Increased by +1.74%
Mar 31, 25
11 T. Rowe Price Investment Management,Inc. 1.21M (2.34%) 262.94K
Increased by +21.78%
Dec 31, 24
12 Geode Capital Management, LLC 1.20M (2.33%) 32.65K
Increased by +2.72%
Mar 31, 25
13 Gamco Investors, Inc. Et Al 1.19M (2.30%) -18.48K
Decreased by -1.56%
Mar 31, 25
14 State Street Corporation 1.18M (2.29%) 23.05K
Increased by +1.95%
Mar 31, 24
15 Dimensional Fund Advisors, Inc. 1.16M (2.25%) -336.23K
Decreased by -29.01%
Mar 31, 25
16 JPMorgan Chase & Co 1.03M (2.00%) 205.47K
Increased by +19.94%
Mar 31, 25
17 Capital World Investors 995.37K (1.93%) 404.19K
Increased by +40.61%
Mar 31, 25
18 AllianceBernstein L.P. 960.73K (1.86%) -14.45K
Decreased by -1.50%
Dec 31, 24
19 Capital Research & Mgmt Co - Division 3 924.59K (1.79%) -17.63K
Decreased by -1.91%
Mar 31, 25
20 Artisan Partners Limited Partnership 917.47K (1.78%) 342.24K
Increased by +37.30%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 1.92M (3.72%) 386.56K
Increased by +20.14%
Mar 31, 25
2 Fidelity Focused Stock 1.84M (3.57%) 115.00K
Increased by +6.25%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 1.68M (3.26%) 22.16K
Increased by +1.32%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 1.56M (3.03%) 1.38K
Increased by +0.09%
Sep 30, 24
5 Vanguard Small Cap Index 1.32M (2.56%) 7.70K
Increased by +0.58%
Apr 30, 25
6 iShares Russell 2000 ETF 1.28M (2.48%) 216.00
Increased by +0.02%
Apr 30, 25
7 Fidelity Worldwide 927.00K (1.80%) 128.00K
Increased by +13.81%
Mar 31, 25
8 Fidelity US Focused Stock B 916.00K (1.78%) -11.00K
Decreased by -1.20%
Dec 31, 24
9 Fidelity US Focused Stock Class F 877.00K (1.70%) 130.77K
Increased by +14.91%
Jun 30, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 812.09K (1.58%) 5.41K
Increased by +0.67%
Apr 30, 25
11 Wasatch Core Growth 750.24K (1.46%) 46.86K
Increased by +6.25%
Mar 31, 25
12 DFA US Small Cap Value I 742.11K (1.44%) -199.41K
Decreased by -26.87%
May 31, 24
13 Vanguard Small Cap Growth Index Inv 734.84K (1.43%) -1.19K
Decreased by -0.16%
Apr 30, 25
14 Hennessy Cornerstone Mid Cap 30 Inv 720.10K (1.40%) 89.60K
Increased by +12.44%
Sep 30, 24
15 1290 VT GAMCO Small Company Value IB 705.50K (1.37%) -500.00
Decreased by -0.07%
Mar 31, 25
16 Invesco OFI Small Cap Growth 692.62K (1.34%) 0.00
Increased by 0.00%
Dec 31, 24
17 Columbia Acorn Inst 589.47K (1.14%) 0.00
Increased by 0.00%
Mar 31, 25
18 FullerThaler Behavioral Small-Cap Growth 555.99K (1.08%) 112.25K
Increased by +20.19%
Mar 31, 25
19 FullerThaler Behavioral Sm-Cp Gr R6 552.26K (1.07%) 51.60K
Increased by +9.34%
Mar 31, 25
20 Invesco Discovery A 535.04K (1.04%) -157.58K
Decreased by -29.45%
Feb 28, 25