Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PEZ 5.39%
2 DWMC 1.80%
3 TSME 1.56%
4 SMCP 1.52%
5 BOUT 1.38%
6 IWC 1.31%
7 DWAS 1.26%
8 GURU 1.11%
9 FYC 0.98%
10 HAPS 0.91%
11 AFSM 0.89%
12 EHLS 0.80%
13 HAIL 0.78%
14 MMSC 0.77%
15 AIEQ 0.68%
16 QMID 0.59%
17 FYX 0.51%
18 FNY 0.50%
19 ETHO 0.45%
20 SEIS 0.40%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.06M (9.77%) 70.58K
Increased by +1.40%
Dec 31, 24
2 BlackRock Inc 4.98M (9.62%) -68.29K
Decreased by -1.37%
Dec 31, 24
3 FMR Inc 3.88M (7.50%) -538.54K
Decreased by -13.88%
Dec 31, 24
4 Amvescap Plc. 2.01M (3.89%) 20.09K
Increased by +1.00%
Dec 31, 24
5 Paradigm Capital Management, Inc. 1.65M (3.18%) -1.00K
Decreased by -0.06%
Dec 31, 24
6 Dimensional Fund Advisors, Inc. 1.50M (2.89%) -512.90K
Decreased by -34.30%
Dec 31, 24
7 Driehaus Capital Management LLC 1.44M (2.78%) 39.19K
Increased by +2.72%
Dec 31, 24
8 Wasatch Advisors LP 1.43M (2.76%) 741.67K
Increased by +51.92%
Dec 31, 24
9 Morgan Stanley - Brokerage Accounts 1.30M (2.52%) 244.90K
Increased by +18.81%
Dec 31, 24
10 State Street Corp 1.23M (2.38%) 14.31K
Increased by +1.16%
Dec 31, 24
11 T. Rowe Price Investment Management,Inc. 1.21M (2.33%) 262.94K
Increased by +21.78%
Dec 31, 24
12 Gamco Investors, Inc. Et Al 1.20M (2.33%) -73.97K
Decreased by -6.14%
Dec 31, 24
13 State Street Corporation 1.18M (2.28%) 23.05K
Increased by +1.95%
Mar 31, 24
14 Geode Capital Management, LLC 1.17M (2.26%) -2.73K
Decreased by -0.23%
Dec 31, 24
15 AllianceBernstein L.P. 960.73K (1.86%) -14.45K
Decreased by -1.50%
Dec 31, 24
16 Capital Research & Mgmt Co - Division 3 942.22K (1.82%) -91.37K
Decreased by -9.70%
Dec 31, 24
17 Principal Financial Group Inc 873.12K (1.69%) -279.62K
Decreased by -32.03%
Dec 31, 24
18 Victory Capital Management Inc. 865.51K (1.67%) -137.94K
Decreased by -15.94%
Sep 30, 23
19 Macquarie Group Ltd 847.61K (1.64%) 79.86K
Increased by +9.42%
Dec 31, 24
20 JPMorgan Chase & Co 824.75K (1.59%) -1.11M
Decreased by -134.18%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Focused Stock 1.66M (3.21%) -113.00K
Decreased by -6.80%
Jan 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.57M (3.03%) 6.32K
Increased by +0.40%
Feb 28, 25
3 American Funds SMALLCAP World A 1.53M (2.96%) -46.57K
Decreased by -3.04%
Dec 31, 24
4 iShares Russell 2000 ETF 1.33M (2.58%) -15.70K
Decreased by -1.18%
Feb 28, 25
5 Vanguard Small Cap Index 1.27M (2.46%) 1.03K
Increased by +0.08%
Feb 28, 25
6 Fidelity US Focused Stock B 916.00K (1.77%) -11.00K
Decreased by -1.20%
Dec 31, 24
7 Fidelity US Focused Stock Class F 877.00K (1.69%) 130.77K
Increased by +14.91%
Jun 30, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 797.69K (1.54%) 3.81K
Increased by +0.48%
Feb 28, 25
9 Fidelity Worldwide 744.00K (1.44%) -52.00K
Decreased by -6.99%
Jan 31, 25
10 DFA US Small Cap Value I 742.11K (1.43%) -199.41K
Decreased by -26.87%
May 31, 24
11 Hennessy Cornerstone Mid Cap 30 Inv 720.10K (1.39%) 89.60K
Increased by +12.44%
Sep 30, 24
12 Vanguard Small Cap Growth Index Inv 715.41K (1.38%) -3.94K
Decreased by -0.55%
Feb 28, 25
13 1290 VT GAMCO Small Company Value IB 709.00K (1.37%) -3.00K
Decreased by -0.42%
Jan 31, 25
14 Wasatch Core Growth 703.38K (1.36%) 299.07K
Increased by +42.52%
Dec 31, 24
15 Invesco Discovery A 692.62K (1.34%) 0.00
Increased by 0.00%
Jan 31, 25
16 Invesco OFI Small Cap Growth 692.62K (1.34%) 0.00
Increased by 0.00%
Dec 31, 24
17 Brown Advisory Small-Cap Fdmtl Val Inv 534.80K (1.03%) -72.42K
Decreased by -13.54%
Mar 31, 24
18 Fidelity Small Cap Index 518.78K (1.00%) -4.72K
Decreased by -0.91%
Dec 31, 24
19 Columbia Acorn Inst 504.47K (0.97%) 63.24K
Increased by +12.54%
Jan 31, 25
20 FullerThaler Behavioral Sm-Cp Gr R6 500.66K (0.97%) 61.80K
Increased by +12.34%
Jan 31, 25