Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EWL 12.95%
2 FLSW 10.65%
3 IDNA 5.31%
4 EUDG 4.94%
5 OZEM 4.94%
6 HDEF 4.94%
7 THNR 4.68%
8 HDAW 4.34%
9 DNL 4.32%
10 IDHQ 3.75%
11 BKCI 3.60%
12 VIGI 3.57%
13 SCHY 3.49%
14 GMOI 3.27%
15 IHDG 3.22%
16 IQDE 3.15%
17 IXJ 3.15%
18 PATN 2.90%
19 HFXE 2.85%
20 UMMA 2.81%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.26M (18.86%) -77.77K
Decreased by -2.38%
Mar 31, 25
2 Vanguard Group Inc 2.35M (13.56%) -5.43K
Decreased by -0.23%
Mar 31, 25
3 Capital Research Global Investors 1.46M (8.44%) 0.00
Increased by 0.00%
Mar 31, 24
4 NORGES BANK 1.12M (6.46%) -189.18K
Decreased by -16.90%
Dec 31, 24
5 Neuberger Berman Group LLC 1.03M (5.92%) 53.09K
Increased by +5.18%
Mar 31, 25
6 Dimensional Fund Advisors, Inc. 914.44K (5.28%) 40.30K
Increased by +4.41%
Mar 31, 25
7 Starboard Value LP 804.00K (4.64%) 0.00
Increased by 0.00%
Mar 31, 25
8 State Street Corp 706.92K (4.08%) -33.70K
Decreased by -4.77%
Mar 31, 25
9 Victory Capital Management Inc. 674.47K (3.90%) -177.18K
Decreased by -26.27%
Mar 31, 25
10 State Street Corporation 670.81K (3.87%) 6.67K
Increased by +0.99%
Mar 31, 24
11 Mariner Value Strategies, LLC 617.35K (3.57%) -192.73K
Decreased by -31.22%
Mar 31, 25
12 ACK Asset Management LLC 517.50K (2.99%) -62.50K
Decreased by -12.08%
Mar 31, 25
13 Ameriprise Financial Inc 431.54K (2.49%) -21.61K
Decreased by -5.01%
Mar 31, 25
14 Geode Capital Management, LLC 416.32K (2.40%) 6.54K
Increased by +1.57%
Mar 31, 25
15 Federated Hermes Inc 363.89K (2.10%) -36.09K
Decreased by -9.92%
Sep 30, 23
16 Bank of America Corp 356.88K (2.06%) 35.54K
Increased by +9.96%
Mar 31, 25
17 Schroder Investment Management Group 340.68K (1.97%) -31.22K
Decreased by -9.17%
Dec 31, 24
18 Charles Schwab Investment Management Inc 254.31K (1.47%) 11.39K
Increased by +4.48%
Mar 31, 25
19 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 233.60K (1.35%) -104.10K
Decreased by -44.56%
Sep 30, 24
20 Morgan Stanley - Brokerage Accounts 215.96K (1.25%) -45.26K
Decreased by -20.96%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 1.30M (7.52%) 0.00
Increased by 0.00%
Mar 31, 24
2 iShares Core S&P Small-Cap ETF 1.03M (5.96%) -1.07K
Decreased by -0.10%
Apr 30, 25
3 Victory Small Cap Value CIT (Net 75) 640.00K (3.70%) -10.00K
Decreased by -1.56%
Sep 30, 24
4 Neuberger Berman Genesis Inv 621.63K (3.59%) -6.20K
Decreased by -1.00%
Mar 31, 25
5 Vanguard Total Stock Mkt Idx Inv 593.91K (3.43%) 2.90K
Increased by +0.49%
Apr 30, 25
6 Vanguard US Total Market Shares ETF 584.44K (3.38%) 603.00
Increased by +0.10%
Sep 30, 24
7 Victory Sycamore Small Company Opp R 500.00K (2.89%) -135.00K
Decreased by -27.00%
Mar 31, 25
8 Vanguard Small Cap Index 464.53K (2.68%) 2.92K
Increased by +0.63%
Apr 30, 25
9 iShares Russell 2000 ETF 462.14K (2.67%) 78.00
Increased by +0.02%
Apr 30, 25
10 Nuance Mid Cap Value Separate Account 429.74K (2.48%) -142.09K
Decreased by -33.06%
Mar 31, 25
11 BGF Sustainable Energy A2 412.59K (2.38%) 0.00
Increased by 0.00%
Jan 31, 25
12 Vanguard Information Technology ETF 397.87K (2.30%) 3.01K
Increased by +0.76%
Apr 30, 25
13 Nuance Mid Cap Value Institutional 347.34K (2.01%) 37.01K
Increased by +10.65%
Jan 31, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 262.94K (1.52%) 364.00
Increased by +0.14%
Apr 30, 25
15 Vanguard Small Cap Growth Index Inv 258.85K (1.50%) 463.00
Increased by +0.18%
Apr 30, 25
16 CT (Lux) American Smaller Com 9U USD 242.44K (1.40%) -370.00
Decreased by -0.15%
Mar 31, 25
17 Royce Premier Invmt 229.64K (1.33%) 0.00
Increased by 0.00%
Sep 30, 24
18 Federated Hermes Kaufmann Small Cap A 193.50K (1.12%) -31.50K
Decreased by -16.28%
Sep 30, 23
19 Federated Hermes Kaufmann Small Cap Grow 193.50K (1.12%) -31.50K
Decreased by -16.28%
Sep 30, 23
20 Fidelity Small Cap Index 186.51K (1.08%) 1.50K
Increased by +0.80%
Feb 28, 25