Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ACTV 4.11%
2 AZTD 2.16%
3 PSCT 2.03%
4 JSMD 1.57%
5 XSMO 1.46%
6 TSME 1.37%
7 SRHQ 1.22%
8 JPSV 1.18%
9 SIXS 1.17%
10 DVLU 1.07%
11 PTF 1.06%
12 CGMM 1.00%
13 RNMC 0.96%
14 FSCS 0.96%
15 ROGS 0.96%
16 FFSM 0.87%
17 WCEO 0.78%
18 DSMC 0.77%
19 DWAS 0.77%
20 FNY 0.72%

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 Vanguard Group Inc 3.91M (13.90%) 103.18K
Increased by +2.64%
Jun 30, 25
4 Valueact Holdings, L.p. 2.86M (10.17%) -1.20M
Decreased by -41.93%
Jun 30, 25
5 Capital World Investors 1.73M (6.14%) -616.03K
Decreased by -35.66%
Jun 30, 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. 789.22K (2.80%) 24.47K
Increased by +3.10%
Jun 30, 25
11 Capital Research Global Investors 787.96K (2.80%) 24.44K
Increased by +3.10%
Jun 30, 25
12 Geode Capital Management, LLC 654.42K (2.33%) 10.49K
Increased by +1.60%
Mar 31, 25
13 Massachusetts Financial Services Company 619.36K (2.20%) 61.00K
Increased by +9.85%
Jun 30, 25
14 Paradigm Capital Management, Inc. 596.15K (2.12%) 0.00
Increased by 0.00%
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 376.50K (1.34%) 8.00K
Increased by +2.12%
Jun 30, 25
19 JPMorgan Chase & Co 364.13K (1.29%) 10.15K
Increased by +2.79%
Sep 30, 24
20 NORGES BANK 340.16K (1.21%) 27.31K
Increased by +8.03%
Jun 30, 25

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 1.64M (5.83%) 236.00
Increased by +0.01%
Jul 31, 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 (3.64%) 3.07K
Increased by +0.30%
Jun 30, 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 Eaton Vance Atlanta Capital SMID-Cap I 799.60K (2.84%) 272.11K
Increased by +34.03%
Jun 30, 25
8 Vanguard Small Cap Index 780.32K (2.77%) -21.55K
Decreased by -2.76%
Jun 30, 25
9 Fidelity® Low-Priced Stock 741.59K (2.64%) -772.00
Decreased by -0.10%
Oct 31, 23
10 Fidelity Small Cap Value Fund 666.51K (2.37%) 35.00K
Increased by +5.25%
May 31, 25
11 iShares Russell 2000 ETF 658.85K (2.34%) -12.49K
Decreased by -1.90%
Jul 31, 25
12 Fidelity® Small Cap Value 588.00K (2.09%) 0.00
Increased by 0.00%
Oct 31, 23
13 Fidelity® Small Cap Discovery 587.68K (2.09%) -48.12K
Decreased by -8.19%
Oct 31, 23
14 FMI Common Stock Investor 585.00K (2.08%) 60.00K
Increased by +10.26%
Jun 30, 25
15 Vanguard Information Technology ETF 564.25K (2.01%) 73.27K
Increased by +12.98%
Jun 30, 25
16 Vanguard Small Cap Value Index Inv 497.79K (1.77%) -17.48K
Decreased by -3.51%
Jun 30, 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 434.40K (1.54%) 4.61K
Increased by +1.06%
Jun 30, 25
19 Vanguard Institutional Extnd Mkt Idx Tr 422.91K (1.50%) -3.15K
Decreased by -0.75%
Jun 30, 25
20 Fidelity Small Cap Discovery 415.49K (1.48%) 0.00
Increased by 0.00%
May 31, 25