Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ACTV 4.11%
2 AZTD 2.01%
3 PSCT 1.93%
4 JSMD 1.57%
5 XSMO 1.46%
6 TSME 1.37%
7 SRHQ 1.22%
8 SIXS 1.17%
9 DVLU 1.07%
10 PTF 1.06%
11 JPSV 1.06%
12 FSCS 0.96%
13 RNMC 0.96%
14 ROGS 0.96%
15 FFSM 0.88%
16 DWAS 0.77%
17 DSMC 0.76%
18 WCEO 0.74%
19 FNY 0.72%
20 XSLV 0.64%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.64M (16.49%) -136.24K
Decreased by -2.94%
Mar 31, 25
2 FMR Inc 4.11M (14.62%) -145.20K
Decreased by -3.53%
Mar 31, 25
3 Valueact Holdings, L.p. 4.06M (14.43%) 0.00
Increased by 0.00%
Mar 31, 25
4 Vanguard Group Inc 3.81M (13.53%) -51.34K
Decreased by -1.35%
Mar 31, 25
5 Capital World Investors 2.34M (8.33%) 11.84K
Increased by +0.51%
Mar 31, 25
6 Morgan Stanley - Brokerage Accounts 1.34M (4.77%) 89.52K
Increased by +6.67%
Mar 31, 25
7 State Street Corporation 1.10M (3.90%) 8.02K
Increased by +0.73%
Mar 31, 24
8 State Street Corp 1.10M (3.89%) -41.19K
Decreased by -3.76%
Mar 31, 25
9 Fiduciary Management, Inc. of Milwaukee 949.24K (3.37%) 138.91K
Increased by +14.63%
Mar 31, 25
10 Dimensional Fund Advisors, Inc. 764.75K (2.72%) -56.66K
Decreased by -7.41%
Mar 31, 25
11 Capital Research Global Investors 763.52K (2.71%) -10.37K
Decreased by -1.36%
Mar 31, 25
12 Geode Capital Management, LLC 654.42K (2.33%) 10.49K
Increased by +1.60%
Mar 31, 25
13 Paradigm Capital Management, Inc. 596.15K (2.12%) 0.00
Increased by 0.00%
Mar 31, 25
14 Massachusetts Financial Services Company 558.36K (1.98%) 181.10K
Increased by +32.44%
Mar 31, 25
15 Boston Partners Global Investors, Inc 464.54K (1.65%) -9.18K
Decreased by -1.98%
Sep 30, 23
16 Northern Trust Corp 439.45K (1.56%) -7.07K
Decreased by -1.61%
Mar 31, 25
17 Fuller & Thaler Asset Management Inc 403.92K (1.44%) 26.20K
Increased by +6.49%
Dec 31, 23
18 Charles Schwab Investment Management Inc 368.50K (1.31%) 3.87K
Increased by +1.05%
Mar 31, 25
19 JPMorgan Chase & Co 364.13K (1.29%) 10.15K
Increased by +2.79%
Sep 30, 24
20 Westfield Capital Management Company, L.P. 338.32K (1.20%) -36.01K
Decreased by -10.64%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 1.87M (6.65%) -685.35K
Decreased by -36.63%
Jun 30, 25
2 iShares Core S&P Small-Cap ETF 1.63M (5.80%) -4.62K
Decreased by -0.28%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 1.03M (3.66%) 741.00
Increased by +0.07%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.02M (3.63%) 573.00
Increased by +0.06%
May 31, 25
5 American Funds New Economy A 805.78K (2.86%) 60.09K
Increased by +7.46%
Jun 30, 25
6 Capital Group New Economy Comp 805.78K (2.86%) 60.09K
Increased by +7.46%
Jun 30, 25
7 Vanguard Small Cap Index 801.87K (2.85%) 4.07K
Increased by +0.51%
May 31, 25
8 Fidelity® Low-Priced Stock 741.59K (2.64%) -772.00
Decreased by -0.10%
Oct 31, 23
9 iShares Russell 2000 ETF 695.78K (2.47%) 4.84K
Increased by +0.70%
Jun 30, 25
10 Fidelity Small Cap Value Fund 631.51K (2.24%) -135.00K
Decreased by -21.38%
Apr 30, 25
11 Fidelity® Small Cap Value 588.00K (2.09%) 0.00
Increased by 0.00%
Oct 31, 23
12 Fidelity® Small Cap Discovery 587.68K (2.09%) -48.12K
Decreased by -8.19%
Oct 31, 23
13 Eaton Vance Atlanta Capital SMID-Cap I 527.50K (1.87%) 161.52K
Increased by +30.62%
May 31, 25
14 FMI Common Stock Investor 525.00K (1.87%) 90.00K
Increased by +17.14%
Mar 31, 25
15 Vanguard Small Cap Value Index Inv 515.27K (1.83%) -453.00
Decreased by -0.09%
May 31, 25
16 Vanguard Information Technology ETF 490.98K (1.74%) 21.34K
Increased by +4.35%
May 31, 25
17 Fidelity Small Cap Growth 471.66K (1.68%) -14.06K
Decreased by -2.98%
Oct 31, 24
18 Strategic Advisers Fidelity US TtlStk 429.80K (1.53%) 0.00
Increased by 0.00%
May 31, 25
19 Vanguard Institutional Extnd Mkt Idx Tr 426.06K (1.51%) 3.56K
Increased by +0.84%
May 31, 25
20 Fidelity Small Cap Discovery 415.49K (1.48%) 0.00
Increased by 0.00%
Apr 30, 25