Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AZTD 1.74%
2 SRHQ 1.56%
3 JSML 1.48%
4 JSMD 1.41%
5 MPAY 1.09%
6 WTV 0.74%
7 CALF 0.56%
8 QSML 0.48%
9 SDVY 0.48%
10 SDVD 0.47%
11 QMID 0.44%
12 SCDS 0.43%
13 BTAL 0.40%
14 ETHO 0.34%
15 PSC 0.29%
16 FNK 0.28%
17 FNY 0.27%
18 JHSC 0.23%
19 EBIT 0.22%
20 RNMC 0.22%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Atairos Group, Inc 18.09M (61.27%) 0.00
Increased by 0.00%
Mar 31, 25
2 Wealthfront Advisers LLC 5.03M (17.04%) 5.03M
Increased by +100.00%
Dec 31, 24
3 Mawer Investment Management Ltd 3.00M (10.18%) -413.58K
Decreased by -13.77%
Mar 31, 25
4 Vanguard Group Inc 2.99M (10.12%) -5.16K
Decreased by -0.17%
Mar 31, 25
5 Capital Research Global Investors 2.82M (9.56%) 1.40M
Increased by +49.54%
Dec 31, 24
6 BlackRock Inc 2.67M (9.04%) -68.36K
Decreased by -2.56%
Mar 31, 25
7 Massachusetts Financial Services Company 2.12M (7.19%) 225.20K
Increased by +10.61%
Mar 31, 25
8 Wellington Management Company LLP 2.02M (6.85%) 394.85K
Increased by +19.53%
Mar 31, 25
9 Earnest Partners LLC 900.40K (3.05%) 934.00
Increased by +0.10%
Mar 31, 25
10 Dimensional Fund Advisors, Inc. 883.39K (2.99%) 54.98K
Increased by +6.22%
Mar 31, 25
11 American Century Companies Inc 858.21K (2.91%) 555.26K
Increased by +64.70%
Mar 31, 25
12 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 818.15K (2.77%) 426.31K
Increased by +52.11%
Mar 31, 25
13 JPMorgan Chase & Co 770.67K (2.61%) 78.70K
Increased by +10.21%
Sep 30, 24
14 Cantillon Capital Management LLC 763.35K (2.59%) -2.17M
Decreased by -283.84%
Jun 30, 24
15 State Street Corp 759.09K (2.57%) -8.46K
Decreased by -1.11%
Mar 31, 25
16 State Street Corporation 755.16K (2.56%) 5.49K
Increased by +0.73%
Mar 31, 24
17 Geode Capital Management, LLC 722.83K (2.45%) 20.24K
Increased by +2.80%
Mar 31, 25
18 JANE STREET GROUP, LLC 685.64K (2.32%) 631.06K
Increased by +92.04%
Dec 31, 23
19 Charles Schwab Investment Management Inc 519.77K (1.76%) 25.94K
Increased by +4.99%
Mar 31, 25
20 Jacobs Levy Equity Management, Inc. 518.83K (1.76%) 57.81K
Increased by +11.14%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 2.47M (8.37%) 1.17M
Increased by +47.27%
Dec 31, 24
2 Vanguard US Total Market Shares ETF 960.00K (3.25%) 638.00
Increased by +0.07%
Sep 30, 24
3 MFS Research Equity - Industry Neutral 957.56K (3.24%) 142.84K
Increased by +14.92%
Mar 31, 25
4 Vanguard Total Stock Mkt Idx Inv 951.38K (3.22%) 19.83K
Increased by +2.08%
Apr 30, 25
5 Fuller & Thaler Behavioral Sm-Cp Eq R6 823.03K (2.79%) 26.20K
Increased by +3.18%
Sep 30, 23
6 Fuller & Thaler Behavioral Small-Cap Eq 823.03K (2.79%) 0.00
Increased by 0.00%
Nov 30, 23
7 Mawer Global Equity A 820.66K (2.78%) -29.98K
Decreased by -3.65%
Apr 30, 25
8 iShares Russell 2000 ETF 803.18K (2.72%) 0.00
Increased by 0.00%
May 31, 25
9 MFS Core Equity A 782.10K (2.65%) -175.46K
Decreased by -22.43%
Apr 30, 25
10 Vanguard Small Cap Index 746.05K (2.53%) 3.39K
Increased by +0.45%
Apr 30, 25
11 American Century Small Cap Value Inv 655.00K (2.22%) 430.00K
Increased by +65.65%
Mar 31, 25
12 American Century U.S. Small Cap Value 655.00K (2.22%) 430.00K
Increased by +65.65%
Mar 31, 25
13 Manulife Global Equity Class F 642.73K (2.18%) -19.05K
Decreased by -2.96%
Apr 30, 25
14 First Trust SMID Cp Rising Div Achv ETF 501.42K (1.70%) 756.00
Increased by +0.15%
May 29, 25
15 Vanguard Small Cap Value Index Inv 482.27K (1.63%) 1.51K
Increased by +0.31%
Apr 30, 25
16 Vanguard Institutional Extnd Mkt Idx Tr 478.83K (1.62%) 567.00
Increased by +0.12%
Apr 30, 25
17 Vanguard Explorer Inv 423.70K (1.44%) 231.04K
Increased by +54.53%
Mar 31, 25
18 Vanguard Small Cap Growth Index Inv 413.17K (1.40%) 2.67K
Increased by +0.65%
Nov 30, 24
19 FullerThaler Behavioral Sm-Cp Eq R6 394.49K (1.34%) 0.00
Increased by 0.00%
Dec 31, 24
20 FullerThaler Behavioral Small-Cap Equity 394.49K (1.34%) 0.00
Increased by 0.00%
Dec 31, 24