Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FIXT 2.71%
2 FEMA 2.70%
3 CPAI 2.00%
4 PYZ 1.41%
5 SMIZ 0.84%
6 SCDS 0.67%
7 FYC 0.55%
8 AFSM 0.53%
9 FEMS 0.38%
10 FYX 0.27%
11 THD 0.17%
12 VTWV 0.14%
13 IWN 0.14%
14 DFSV 0.13%
15 VAW 0.13%
16 PRFZ 0.13%
17 FMAT 0.12%
18 FAD 0.11%
19 AVSC 0.10%
20 RFLR 0.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 WINDACRE PARTNERSHIP LLC 21.60M (15.40%) 0.00
Increased by 0.00%
Mar 31, 25
2 Principal Financial Group Inc 10.91M (7.78%) 218.00K
Increased by +2.00%
Mar 31, 25
3 BlackRock Inc 10.77M (7.68%) 3.77K
Increased by +0.03%
Mar 31, 25
4 Vanguard Group Inc 8.36M (5.96%) 147.34K
Increased by +1.76%
Mar 31, 25
5 JPMorgan Chase & Co 6.61M (4.72%) 757.89K
Increased by +11.46%
Mar 31, 25
6 Matrix Capital Management Company, LLC 6.55M (4.67%) -171.00K
Decreased by -2.61%
Dec 31, 24
7 Dimensional Fund Advisors, Inc. 4.09M (2.91%) 974.68K
Increased by +23.84%
Mar 31, 25
8 Meritage Group LP 3.92M (2.79%) -4.08M
Decreased by -104.28%
Dec 31, 24
9 Brown Brothers Harriman & Co 3.70M (2.64%) 0.00
Increased by 0.00%
Dec 31, 24
10 Ensemble Capital Management, LLC 3.44M (2.45%) -848.59K
Decreased by -24.65%
Sep 30, 24
11 CI Private Wealth LLC 3.42M (2.44%) 154.91K
Increased by +4.52%
Mar 31, 25
12 Geode Capital Management, LLC 3.19M (2.28%) 91.86K
Increased by +2.88%
Mar 31, 25
13 State Street Corp 3.14M (2.24%) -219.78K
Decreased by -7.00%
Mar 31, 25
14 HHG PLC 2.69M (1.92%) -331.29K
Decreased by -12.30%
Mar 31, 25
15 Petrus Trust Company, LTA 2.69M (1.92%) 0.00
Increased by 0.00%
Jun 30, 24
16 DF Dent & Co Inc 2.66M (1.90%) 398.56K
Increased by +14.98%
Mar 31, 25
17 Pennant Investors LP 2.47M (1.76%) 200.00K
Increased by +8.10%
Mar 31, 25
18 Senator Investment Group LP 2.35M (1.68%) 300.88K
Increased by +12.80%
Mar 31, 25
19 EQUITABLE TRUST CO 2.14M (1.52%) 302.77K
Increased by +14.17%
Mar 31, 25
20 East Coast Asset Management, SEZC 2.07M (1.48%) 66.45K
Increased by +3.20%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Principal Aligned MidCap Equity 8.06M (5.74%) 0.00
Increased by 0.00%
Mar 31, 25
2 Principal MidCap R5 8.06M (5.74%) 0.00
Increased by 0.00%
Apr 30, 25
3 Vanguard Total Stock Mkt Idx Inv 4.53M (3.23%) 89.60K
Increased by +1.98%
Apr 30, 25
4 iShares Russell 2000 ETF 3.42M (2.44%) 1.68K
Increased by +0.05%
May 28, 25
5 JPM Small Cap Equity-MA 3.21M (2.29%) 296.83K
Increased by +9.23%
Mar 31, 25
6 JPM US Small Cap Core-Composite 3.21M (2.29%) 296.83K
Increased by +9.23%
Mar 31, 25
7 JPMorgan Small Cap Equity A 3.21M (2.29%) 0.00
Increased by 0.00%
Apr 30, 25
8 Janus Henderson US Small Cap Growth MA 2.87M (2.04%) 2.87M
Increased by +99.99%
Dec 31, 24
9 Janus Henderson US Small Cap Growth 2.55M (1.81%) -322.64K
Decreased by -12.68%
Mar 31, 25
10 Janus Henderson Venture D 2.55M (1.81%) 1.25K
Increased by +0.05%
Mar 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 2.16M (1.54%) 2.98K
Increased by +0.14%
Apr 30, 25
12 DF Dent Small Cap Growth 2.13M (1.52%) 37.65K
Increased by +1.77%
Apr 30, 25
13 Fidelity® Small Cap Index 1.49M (1.06%) 42.14K
Increased by +2.83%
Oct 31, 23
14 Fidelity Small Cap Index 1.33M (0.95%) 5.42K
Increased by +0.41%
Feb 28, 25
15 PRIMECAP Odyssey Aggressive Growth 1.23M (0.88%) -16.23K
Decreased by -1.32%
Mar 31, 25
16 iShares Russell 2000 Value ETF 1.22M (0.87%) 0.00
Increased by 0.00%
May 28, 25
17 JPM US Smaller Companies A (dist) USD 1.19M (0.85%) -86.13K
Decreased by -7.26%
Apr 30, 24
18 Weitz Multi Cap Equity-Investor Cl 1.16M (0.83%) 0.00
Increased by 0.00%
Mar 31, 25
19 Weitz Multi-Cap Value 1.16M (0.83%) 0.00
Increased by 0.00%
Mar 31, 25
20 Pacer US Small Cap Cash Cows 100 ETF 1.11M (0.79%) -3.48K
Decreased by -0.31%
May 29, 25