Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ACTV 4.11%
2 JPSV 1.85%
3 AZTD 1.65%
4 JSMD 1.57%
5 XSMO 1.46%
6 TSME 1.37%
7 PSCT 1.25%
8 SRHQ 1.22%
9 SIXS 1.17%
10 DVLU 1.07%
11 PTF 1.06%
12 FSCS 0.96%
13 RNMC 0.96%
14 ROGS 0.96%
15 WCEO 0.92%
16 RZV 0.83%
17 DWAS 0.77%
18 FYT 0.77%
19 DSMC 0.75%
20 FNY 0.72%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.88M (16.43%) 56.59K
Increased by +1.16%
Mar 31, 26
2 Vanguard Group Inc 4.07M (13.70%) -25.60K
Decreased by -0.63%
Dec 31, 25
3 Morgan Stanley - Brokerage Accounts 2.99M (10.07%) 306.44K
Increased by +10.25%
Mar 31, 26
4 FMR Inc 2.69M (9.06%) -541.46K
Decreased by -20.13%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 2.46M (8.28%) 2.46M
Increased by +100.00%
Mar 31, 26
6 Fiduciary Management, Inc. of Milwaukee 1.88M (6.32%) 552.72K
Increased by +29.47%
Mar 31, 26
7 Capital World Investors 1.61M (5.42%) -118.48K
Decreased by -7.36%
Sep 30, 25
8 Vanguard Capital Management, LLC 1.38M (4.65%) 1.38M
Increased by +100.00%
Mar 31, 26
9 Valueact Holdings, L.p. 1.22M (4.10%) -1.06M
Decreased by -86.73%
Dec 31, 25
10 State Street Corp 1.19M (4.01%) 8.03K
Increased by +0.67%
Mar 31, 26
11 State Street Corporation 1.10M (3.70%) 8.02K
Increased by +0.73%
Mar 31, 24
12 Paradigm Capital Management, Inc. 955.93K (3.22%) 145.17K
Increased by +15.19%
Mar 31, 26
13 Dimensional Fund Advisors, Inc. 873.83K (2.94%) -32.57K
Decreased by -3.73%
Mar 31, 26
14 Geode Capital Management, LLC 787.21K (2.65%) 45.26K
Increased by +5.75%
Mar 31, 26
15 Massachusetts Financial Services Company 581.55K (1.96%) -90.96K
Decreased by -15.64%
Dec 31, 25
16 Frontier Capital Management CO Inc 505.31K (1.70%) 103.24K
Increased by +20.43%
Mar 31, 26
17 Boston Partners Global Investors, Inc 464.54K (1.56%) -9.18K
Decreased by -1.98%
Sep 30, 23
18 NORGES BANK 444.45K (1.50%) 104.28K
Increased by +23.46%
Dec 31, 25
19 Northern Trust Corp 419.59K (1.41%) -1.14K
Decreased by -0.27%
Mar 31, 26
20 Fuller & Thaler Asset Management Inc 403.92K (1.36%) 26.20K
Increased by +6.49%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.88M (6.33%) 680.00
Increased by +0.04%
May 29, 26
2 Eaton Vance Atlanta Capital SMID-Cap I 1.74M (5.85%) 0.00
Increased by 0.00%
Mar 31, 26
3 Vanguard US Total Market Shares ETF 1.03M (3.47%) 741.00
Increased by +0.07%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 986.60K (3.32%) 2.98K
Increased by +0.30%
Apr 30, 26
5 FMI Common Stock Investor 895.00K (3.02%) 225.00K
Increased by +25.14%
Mar 31, 26
6 American Funds New Economy A 805.78K (2.71%) 60.09K
Increased by +7.46%
Jun 30, 25
7 Capital Group New Economy Comp 805.78K (2.71%) 60.09K
Increased by +7.46%
Jun 30, 25
8 Fidelity Small Cap Value Fund 801.51K (2.70%) 135.00K
Increased by +16.84%
Jun 30, 25
9 Fidelity® Low-Priced Stock 741.59K (2.50%) -772.00
Decreased by -0.10%
Oct 31, 23
10 Vanguard Small Cap Index 714.95K (2.41%) -590.00
Decreased by -0.08%
Apr 30, 26
11 Vanguard Information Technology ETF 710.73K (2.39%) 3.72K
Increased by +0.52%
Apr 30, 26
12 iShares Russell 2000 ETF 709.88K (2.39%) 6.55K
Increased by +0.92%
May 29, 26
13 Fidelity® Small Cap Value 588.00K (1.98%) 0.00
Increased by 0.00%
Oct 31, 23
14 Fidelity® Small Cap Discovery 587.68K (1.98%) -48.12K
Decreased by -8.19%
Oct 31, 23
15 Strategic Advisers Fidelity US TtlStk 524.69K (1.77%) 0.00
Increased by 0.00%
Apr 30, 26
16 Fidelity Small Cap Growth 471.66K (1.59%) -14.06K
Decreased by -2.98%
Oct 31, 24
17 Fidelity Small Cap Discovery 470.19K (1.58%) 0.00
Increased by 0.00%
Mar 31, 26
18 Vanguard Small Cap Value Index Inv 459.22K (1.55%) 3.85K
Increased by +0.84%
Apr 30, 26
19 Fidelity Series Small Cap Discovery 396.97K (1.34%) 0.00
Increased by 0.00%
Mar 31, 26
20 American Funds SMALLCAP World A 395.65K (1.33%) -1.22M
Decreased by -309.19%
Dec 31, 25