Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PEZ 5.39%
2 TSME 1.97%
3 DWMC 1.80%
4 SMCP 1.52%
5 BOUT 1.38%
6 IWC 1.31%
7 DWAS 1.26%
8 HAIL 1.05%
9 GURU 1.04%
10 FYC 0.98%
11 AFSM 0.89%
12 EHLS 0.80%
13 MMSC 0.77%
14 HAPS 0.71%
15 AIEQ 0.69%
16 JSML 0.64%
17 QSML 0.62%
18 QMID 0.59%
19 SEIS 0.59%
20 FYX 0.51%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.19M (10.07%) 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 (8.38%) -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 (3.91%) 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 (2.80%) 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 (2.30%) 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 Capital Research & Mgmt Co - Division 3 924.59K (1.80%) -17.63K
Decreased by -1.91%
Mar 31, 25
19 AllianceBernstein L.P. 920.99K (1.79%) -39.74K
Decreased by -4.32%
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 (3.73%) 386.56K
Increased by +20.14%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.68M (3.26%) 1.14K
Increased by +0.07%
May 31, 25
3 Vanguard US Total Market Shares ETF 1.56M (3.03%) 1.38K
Increased by +0.09%
Sep 30, 24
4 Vanguard Small Cap Index 1.33M (2.57%) 6.51K
Increased by +0.49%
May 31, 25
5 iShares Russell 2000 ETF 1.30M (2.51%) 0.00
Increased by 0.00%
May 31, 25
6 Fidelity US Focused Stock B 1.01M (1.96%) 40.00K
Increased by +3.97%
Mar 31, 25
7 Fidelity Worldwide 927.00K (1.80%) 128.00K
Increased by +13.81%
Mar 31, 25
8 Fidelity US Focused Stock Class F 877.00K (1.70%) 130.77K
Increased by +14.91%
Jun 30, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 817.69K (1.59%) 5.60K
Increased by +0.68%
May 31, 25
10 Wasatch Core Growth 750.24K (1.46%) 46.86K
Increased by +6.25%
Mar 31, 25
11 DFA US Small Cap Value I 742.11K (1.44%) -199.41K
Decreased by -26.87%
May 31, 24
12 Vanguard Small Cap Growth Index Inv 729.59K (1.42%) -5.25K
Decreased by -0.72%
May 31, 25
13 Hennessy Cornerstone Mid Cap 30 Inv 720.10K (1.40%) 89.60K
Increased by +12.44%
Sep 30, 24
14 1290 VT GAMCO Small Company Value IB 705.50K (1.37%) 0.00
Increased by 0.00%
Apr 30, 25
15 Fidelity Focused Stock 675.66K (1.31%) -1.17M
Decreased by -172.42%
Apr 30, 25
16 Macquarie Small Cap Core I 649.69K (1.26%) 153.95K
Increased by +23.70%
Apr 30, 25
17 Columbia Acorn Inst 589.47K (1.14%) 0.00
Increased by 0.00%
Apr 30, 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%) 0.00
Increased by 0.00%
Apr 30, 25
20 Invesco Discovery A 535.04K (1.04%) -157.58K
Decreased by -29.45%
Feb 28, 25