Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SRHQ 1.10%
2 MPAY 1.09%
3 WTV 0.74%
4 QMID 0.47%
5 SCDS 0.46%
6 JSMD 0.42%
7 BTAL 0.41%
8 FNK 0.30%
9 PSC 0.29%
10 FNY 0.27%
11 EBIT 0.24%
12 JHSC 0.24%
13 VTWG 0.23%
14 IWO 0.23%
15 RNMC 0.22%
16 JPSE 0.21%
17 GVLU 0.19%
18 BFOR 0.18%
19 PKW 0.16%
20 EZM 0.16%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Atairos Group, Inc 18.09M (59.56%) 0.00
Increased by 0.00%
Mar 31, 24
2 Mawer Investment Management Ltd 4.18M (13.76%) -32.86K
Decreased by -0.79%
Mar 31, 24
3 Cantillon Capital Management LLC 2.93M (9.65%) -415.92K
Decreased by -14.19%
Mar 31, 24
4 Vanguard Group Inc 2.84M (9.35%) 52.24K
Increased by +1.84%
Mar 31, 24
5 BlackRock Inc 2.44M (8.05%) 15.74K
Increased by +0.64%
Mar 31, 24
6 Massachusetts Financial Services Company 1.11M (3.67%) 216.40K
Increased by +19.44%
Mar 31, 24
7 Wellington Management Company LLP 1.01M (3.34%) -866.64K
Decreased by -85.58%
Mar 31, 24
8 Earnest Partners LLC 898.34K (2.96%) 148.78K
Increased by +16.56%
Mar 31, 24
9 Dimensional Fund Advisors, Inc. 813.63K (2.68%) 643.00
Increased by +0.08%
Mar 31, 24
10 State Street Corporation 755.16K (2.49%) 5.49K
Increased by +0.73%
Mar 31, 24
11 Geode Capital Management, LLC 685.87K (2.26%) 19.09K
Increased by +2.78%
Mar 31, 24
12 JANE STREET GROUP, LLC 685.64K (2.26%) 631.06K
Increased by +92.04%
Dec 31, 23
13 HHG PLC 680.51K (2.24%) -124.88K
Decreased by -18.35%
Mar 31, 24
14 Goldman Sachs Group Inc 460.88K (1.52%) 188.12K
Increased by +40.82%
Dec 31, 23
15 Charles Schwab Investment Management Inc 460.82K (1.52%) 7.91K
Increased by +1.72%
Mar 31, 24
16 Fuller & Thaler Asset Management Inc 417.23K (1.37%) -285.80K
Decreased by -68.50%
Mar 31, 24
17 Mercer Global Advisors Inc. 389.76K (1.28%) -924.00
Decreased by -0.24%
Mar 31, 24
18 Jacobs Levy Equity Management, Inc. 375.59K (1.24%) -4.41K
Decreased by -1.17%
Mar 31, 24
19 JPMorgan Chase & Co 351.86K (1.16%) 161.95K
Increased by +46.03%
Mar 31, 24
20 Morgan Stanley - Brokerage Accounts 344.02K (1.13%) 37.72K
Increased by +10.96%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Mawer Global Equity A 1.25M (4.11%) -6.05K
Decreased by -0.48%
May 31, 24
2 Vanguard Total Stock Mkt Idx Inv 959.21K (3.16%) 83.26K
Increased by +8.68%
Jun 30, 24
3 American Funds SMALLCAP World A 905.36K (2.98%) 905.36K
Increased by +100.00%
Jun 30, 24
4 Mawer Global Small Cap A 889.80K (2.93%) 0.00
Increased by 0.00%
May 31, 24
5 Fuller & Thaler Behavioral Sm-Cp Eq R6 823.03K (2.71%) 26.20K
Increased by +3.18%
Sep 30, 23
6 Fuller & Thaler Behavioral Small-Cap Eq 823.03K (2.71%) 0.00
Increased by 0.00%
Nov 30, 23
7 iShares Russell 2000 ETF 789.99K (2.60%) 41.54K
Increased by +5.26%
Jun 28, 24
8 Vanguard Small Cap Index 762.48K (2.51%) 53.01K
Increased by +6.95%
Jun 30, 24
9 Manulife Global Equity Class F 670.77K (2.21%) 3.53K
Increased by +0.53%
May 31, 24
10 Janus Henderson US SMID Cap Growth 563.56K (1.86%) -131.59K
Decreased by -23.35%
Mar 31, 24
11 Vanguard Explorer Inv 528.25K (1.74%) 7.54K
Increased by +1.43%
Dec 31, 23
12 Janus Henderson Triton D 485.87K (1.60%) -28.04K
Decreased by -5.77%
May 31, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 472.90K (1.56%) -859.00
Decreased by -0.18%
Jun 30, 24
14 Vanguard Small Cap Growth Index Inv 429.59K (1.41%) 25.74K
Increased by +5.99%
Jun 30, 24
15 Manulife Global Balanced FT 399.90K (1.32%) 0.00
Increased by 0.00%
May 31, 24
16 FullerThaler Behavioral Sm-Cp Eq R6 394.49K (1.30%) -268.05K
Decreased by -67.95%
Mar 31, 24
17 FullerThaler Behavioral Small-Cap Equity 394.49K (1.30%) -268.05K
Decreased by -67.95%
May 31, 24
18 Fidelity® Small Cap Index 362.49K (1.19%) 9.45K
Increased by +2.61%
Oct 31, 23
19 MFS Core Equity A 325.44K (1.07%) 0.00
Increased by 0.00%
Jun 30, 24
20 MFS Research Equity - Industry Neutral 325.44K (1.07%) -2.82K
Decreased by -0.87%
Jun 30, 24