Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ACTV 4.11%
2 PSCT 2.28%
3 AZTD 1.60%
4 JSMD 1.57%
5 XSMO 1.46%
6 TSME 1.37%
7 SRHQ 1.22%
8 SIXS 1.17%
9 WCEO 1.14%
10 DVLU 1.07%
11 PTF 1.06%
12 FSCS 0.96%
13 RNMC 0.96%
14 ROGS 0.96%
15 DSMC 0.87%
16 DWAS 0.77%
17 FNY 0.72%
18 XSLV 0.64%
19 VIOV 0.64%
20 FDWM 0.62%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.64M (16.26%) -136.24K
Decreased by -2.94%
Mar 31, 25
2 FMR Inc 4.11M (14.41%) -145.20K
Decreased by -3.53%
Mar 31, 25
3 Valueact Holdings, L.p. 4.06M (14.23%) 0.00
Increased by 0.00%
Mar 31, 25
4 Vanguard Group Inc 3.81M (13.35%) -51.34K
Decreased by -1.35%
Mar 31, 25
5 Capital World Investors 2.34M (8.21%) 11.84K
Increased by +0.51%
Mar 31, 25
6 Morgan Stanley - Brokerage Accounts 1.34M (4.70%) 89.52K
Increased by +6.67%
Mar 31, 25
7 State Street Corporation 1.10M (3.85%) 8.02K
Increased by +0.73%
Mar 31, 24
8 State Street Corp 1.10M (3.84%) -41.19K
Decreased by -3.76%
Mar 31, 25
9 Pacer Advisors, INC. 1.07M (3.76%) 225.28K
Increased by +20.99%
Dec 31, 24
10 Fiduciary Management, Inc. of Milwaukee 949.24K (3.33%) 138.91K
Increased by +14.63%
Mar 31, 25
11 Dimensional Fund Advisors, Inc. 764.75K (2.68%) -56.66K
Decreased by -7.41%
Mar 31, 25
12 Capital Research Global Investors 763.52K (2.68%) -10.37K
Decreased by -1.36%
Mar 31, 25
13 Geode Capital Management, LLC 654.42K (2.29%) 10.49K
Increased by +1.60%
Mar 31, 25
14 Paradigm Capital Management, Inc. 596.15K (2.09%) 0.00
Increased by 0.00%
Mar 31, 25
15 Massachusetts Financial Services Company 558.36K (1.96%) 181.10K
Increased by +32.44%
Mar 31, 25
16 Boston Partners Global Investors, Inc 464.54K (1.63%) -9.18K
Decreased by -1.98%
Sep 30, 23
17 Northern Trust Corp 446.53K (1.56%) 63.20K
Increased by +14.15%
Dec 31, 24
18 Fuller & Thaler Asset Management Inc 403.92K (1.42%) 26.20K
Increased by +6.49%
Dec 31, 23
19 Charles Schwab Investment Management Inc 368.50K (1.29%) 3.87K
Increased by +1.05%
Mar 31, 25
20 JPMorgan Chase & Co 364.13K (1.28%) 10.15K
Increased by +2.79%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 2.56M (8.96%) -10.37K
Decreased by -0.41%
Mar 31, 25
2 iShares Core S&P Small-Cap ETF 1.66M (5.81%) -1.44K
Decreased by -0.09%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 1.03M (3.61%) 741.00
Increased by +0.07%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.02M (3.58%) 19.38K
Increased by +1.90%
Apr 30, 25
5 Vanguard Small Cap Index 797.80K (2.80%) 4.73K
Increased by +0.59%
Apr 30, 25
6 American Funds New Economy A 745.68K (2.61%) -2.79K
Decreased by -0.37%
Mar 31, 25
7 Capital Group New Economy Comp 745.68K (2.61%) -2.79K
Decreased by -0.37%
Mar 31, 25
8 Fidelity® Low-Priced Stock 741.59K (2.60%) -772.00
Decreased by -0.10%
Oct 31, 23
9 Fidelity Small Cap Value Fund 716.51K (2.51%) -129.38K
Decreased by -18.06%
Feb 28, 25
10 iShares Russell 2000 ETF 673.94K (2.36%) 114.00
Increased by +0.02%
Apr 30, 25
11 Fidelity® Small Cap Value 588.00K (2.06%) 0.00
Increased by 0.00%
Oct 31, 23
12 Fidelity® Small Cap Discovery 587.68K (2.06%) -48.12K
Decreased by -8.19%
Oct 31, 23
13 FMI Common Stock Investor 525.00K (1.84%) 90.00K
Increased by +17.14%
Mar 31, 25
14 Vanguard Small Cap Value Index Inv 515.72K (1.81%) 1.62K
Increased by +0.31%
Apr 30, 25
15 Fidelity Small Cap Growth 471.66K (1.65%) -14.06K
Decreased by -2.98%
Oct 31, 24
16 Vanguard Information Technology ETF 469.64K (1.65%) 3.55K
Increased by +0.76%
Apr 30, 25
17 Vanguard Institutional Extnd Mkt Idx Tr 422.51K (1.48%) 2.81K
Increased by +0.66%
Apr 30, 25
18 Fidelity Small Cap Discovery 415.49K (1.46%) 13.30K
Increased by +3.20%
Feb 28, 25
19 Fidelity Low-Priced Stock 395.62K (1.39%) -644.00
Decreased by -0.16%
Feb 28, 25
20 Fidelity® Series Small Cap Opps 393.21K (1.38%) 0.00
Increased by 0.00%
Oct 31, 23