Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JSML 2.26%
2 AZTD 1.78%
3 TCV 1.47%
4 DEEP 1.43%
5 JSMD 1.39%
6 ACSV 1.27%
7 SRHQ 1.10%
8 MPAY 1.09%
9 IVSS 1.06%
10 RNMC 0.99%
11 EPSV 0.96%
12 FSCS 0.96%
13 DSMC 0.82%
14 WTV 0.74%
15 DGRS 0.74%
16 SQLV 0.70%
17 FLOW 0.67%
18 NIXT 0.66%
19 OASC 0.63%
20 TMAT 0.63%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Atairos Group, Inc 18.09M (67.08%) 0.00
Increased by 0.00%
Mar 31, 26
2 Wealthfront Advisers LLC 5.03M (18.66%) 5.03M
Increased by +100.00%
Dec 31, 24
3 Vanguard Group Inc 2.85M (10.57%) -34.19K
Decreased by -1.20%
Dec 31, 25
4 Capital Research Global Investors 2.82M (10.47%) 1.40M
Increased by +49.54%
Dec 31, 24
5 Mawer Investment Management Ltd 2.81M (10.41%) -197.54K
Decreased by -7.04%
Jun 30, 25
6 BlackRock Inc 2.43M (9.01%) -125.88K
Decreased by -5.18%
Mar 31, 26
7 Earnest Partners LLC 1.60M (5.95%) 704.85K
Increased by +43.97%
Mar 31, 26
8 Boston Partners Global Investors, Inc 1.44M (5.35%) -19.18K
Decreased by -1.33%
Dec 31, 25
9 Vanguard Portfolio Management, LLC 1.43M (5.29%) 1.43M
Increased by +100.00%
Mar 31, 26
10 Vanguard Capital Management, LLC 1.31M (4.86%) 1.31M
Increased by +100.00%
Mar 31, 26
11 Wellington Management Company LLP 1.20M (4.47%) 173.46K
Increased by +14.40%
Mar 31, 26
12 American Century Companies Inc 1.10M (4.09%) -209.85K
Decreased by -19.02%
Mar 31, 26
13 Dimensional Fund Advisors, Inc. 851.37K (3.16%) -42.33K
Decreased by -4.97%
Mar 31, 26
14 Cantillon Capital Management LLC 763.35K (2.83%) -2.17M
Decreased by -283.84%
Jun 30, 24
15 State Street Corporation 755.16K (2.80%) 5.49K
Increased by +0.73%
Mar 31, 24
16 State Street Corp 714.62K (2.65%) 12.53K
Increased by +1.75%
Mar 31, 26
17 Geode Capital Management, LLC 713.13K (2.64%) -4.85K
Decreased by -0.68%
Mar 31, 26
18 The Goldman Sachs Group Inc 692.19K (2.57%) 284.36K
Increased by +41.08%
Mar 31, 26
19 JANE STREET GROUP, LLC 685.64K (2.54%) 631.06K
Increased by +92.04%
Dec 31, 23
20 Massachusetts Financial Services Company 675.51K (2.51%) -1.01M
Decreased by -150.16%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 2.47M (9.16%) 1.17M
Increased by +47.27%
Dec 31, 24
2 Loomis Sayles HYCSV CIT 1.65M (6.12%) 484.00K
Increased by +29.35%
Dec 31, 25
3 Loomis Sayles Strategic Alpha 1.57M (5.81%) 11.00K
Increased by +0.70%
Dec 31, 25
4 JHancock Disciplined Value Mid Cap I 1.04M (3.84%) 8.13K
Increased by +0.78%
Jan 31, 26
5 Vanguard US Total Market Shares ETF 960.00K (3.56%) 638.00
Increased by +0.07%
Sep 30, 24
6 Fuller & Thaler Behavioral Sm-Cp Eq R6 823.03K (3.05%) 26.20K
Increased by +3.18%
Sep 30, 23
7 Fuller & Thaler Behavioral Small-Cap Eq 823.03K (3.05%) 0.00
Increased by 0.00%
Nov 30, 23
8 Vanguard Total Stock Mkt Idx Inv 803.19K (2.98%) -108.20K
Decreased by -13.47%
Jun 30, 26
9 iShares Russell 2000 ETF 739.10K (2.74%) 4.39K
Increased by +0.59%
Jun 30, 26
10 MFS Research Equity - Industry Neutral 730.85K (2.71%) -170.91K
Decreased by -23.39%
Dec 31, 25
11 Loomis Sayles MSFD CIT 691.00K (2.56%) 21.00K
Increased by +3.04%
Dec 31, 25
12 Vanguard Small Cap Index 578.09K (2.14%) -74.71K
Decreased by -12.92%
Jun 30, 26
13 Loomis Sayles US High Yield 555.00K (2.06%) 130.00K
Increased by +23.42%
Dec 31, 25
14 American Century Small Cap Value Inv 490.00K (1.82%) -125.65K
Decreased by -25.64%
Jun 30, 26
15 American Century U.S. Small Cap Value 490.00K (1.82%) -125.65K
Decreased by -25.64%
Jun 30, 26
16 MFS Core Equity A 464.20K (1.72%) 464.20K
Increased by +100.00%
Jan 31, 26
17 MFS Blended Research Mid Cap Eq R6 447.40K (1.66%) 16.74K
Increased by +3.74%
May 31, 26
18 Mawer Global Equity A 417.05K (1.55%) -357.53K
Decreased by -85.73%
Jul 31, 25
19 Vanguard Small Cap Growth Index Inv 413.17K (1.53%) 2.67K
Increased by +0.65%
Nov 30, 24
20 FullerThaler Behavioral Sm-Cp Eq R6 394.49K (1.46%) 0.00
Increased by 0.00%
Dec 31, 24