Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AZTD 1.78%
2 JSMD 1.26%
3 JSML 1.23%
4 SRHQ 1.21%
5 MPAY 1.09%
6 RNMC 0.99%
7 FSCS 0.96%
8 WTV 0.74%
9 DSMC 0.58%
10 DGLO 0.52%
11 FLOW 0.49%
12 SQLV 0.48%
13 SDVY 0.48%
14 EPSV 0.47%
15 SDVD 0.47%
16 CALF 0.47%
17 QMID 0.44%
18 SCDS 0.43%
19 BTAL 0.40%
20 QSML 0.40%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Atairos Group, Inc 18.09M (60.85%) 0.00
Increased by 0.00%
Jun 30, 25
2 Wealthfront Advisers LLC 5.03M (16.92%) 5.03M
Increased by +100.00%
Dec 31, 24
3 Vanguard Group Inc 2.92M (9.83%) -64.95K
Decreased by -2.22%
Jun 30, 25
4 Capital Research Global Investors 2.82M (9.50%) 1.40M
Increased by +49.54%
Dec 31, 24
5 Mawer Investment Management Ltd 2.81M (9.44%) -197.54K
Decreased by -7.04%
Jun 30, 25
6 BlackRock Inc 2.53M (8.53%) -134.25K
Decreased by -5.30%
Jun 30, 25
7 Wellington Management Company LLP 1.99M (6.70%) -29.43K
Decreased by -1.48%
Jun 30, 25
8 Massachusetts Financial Services Company 1.97M (6.61%) -158.14K
Decreased by -8.05%
Jun 30, 25
9 American Century Companies Inc 1.16M (3.90%) 301.83K
Increased by +26.02%
Jun 30, 25
10 Earnest Partners LLC 895.61K (3.01%) -4.80K
Decreased by -0.54%
Jun 30, 25
11 Dimensional Fund Advisors, Inc. 894.13K (3.01%) 10.74K
Increased by +1.20%
Jun 30, 25
12 JPMorgan Chase & Co 770.67K (2.59%) 78.70K
Increased by +10.21%
Sep 30, 24
13 Cantillon Capital Management LLC 763.35K (2.57%) -2.17M
Decreased by -283.84%
Jun 30, 24
14 State Street Corporation 755.16K (2.54%) 5.49K
Increased by +0.73%
Mar 31, 24
15 Jacobs Levy Equity Management, Inc. 741.39K (2.49%) 222.56K
Increased by +30.02%
Jun 30, 25
16 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 740.69K (2.49%) -77.45K
Decreased by -10.46%
Jun 30, 25
17 Geode Capital Management, LLC 696.72K (2.34%) -26.12K
Decreased by -3.75%
Jun 30, 25
18 State Street Corp 693.21K (2.33%) -65.88K
Decreased by -9.50%
Jun 30, 25
19 JANE STREET GROUP, LLC 685.64K (2.31%) 631.06K
Increased by +92.04%
Dec 31, 23
20 Vaughan Nelson Scarbrgh & Mccullough LP 648.63K (2.18%) 307.44K
Increased by +47.40%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 2.47M (8.31%) 1.17M
Increased by +47.27%
Dec 31, 24
2 Loomis Sayles HYCSV CIT 2.11M (7.10%) 2.11M
Increased by +100.00%
Jun 30, 25
3 Loomis Sayles Strategic Alpha 1.55M (5.23%) 1.55M
Increased by +100.00%
Jun 30, 25
4 Vanguard US Total Market Shares ETF 960.00K (3.23%) 638.00
Increased by +0.07%
Sep 30, 24
5 MFS Core Equity A 924.45K (3.11%) 72.18K
Increased by +7.81%
Jul 31, 25
6 Vanguard Total Stock Mkt Idx Inv 915.43K (3.08%) -30.42K
Decreased by -3.32%
Jul 31, 25
7 MFS Research Equity - Industry Neutral 852.27K (2.87%) -105.29K
Decreased by -12.35%
Jun 30, 25
8 Fuller & Thaler Behavioral Sm-Cp Eq R6 823.03K (2.77%) 26.20K
Increased by +3.18%
Sep 30, 23
9 Fuller & Thaler Behavioral Small-Cap Eq 823.03K (2.77%) 0.00
Increased by 0.00%
Nov 30, 23
10 American Century Small Cap Value Inv 760.00K (2.56%) 105.00K
Increased by +13.82%
Jun 30, 25
11 American Century U.S. Small Cap Value 760.00K (2.56%) 105.00K
Increased by +13.82%
Jun 30, 25
12 iShares Russell 2000 ETF 721.18K (2.43%) 0.00
Increased by 0.00%
Aug 31, 25
13 Vanguard Small Cap Index 706.24K (2.38%) -2.79K
Decreased by -0.40%
Jul 31, 25
14 Loomis Sayles MSFD CIT 670.00K (2.25%) 640.00K
Increased by +95.52%
Jun 30, 25
15 Vanguard Small Cap Value Index Inv 454.54K (1.53%) 1.79K
Increased by +0.39%
Jul 31, 25
16 Mawer Global Equity A 417.05K (1.40%) -357.53K
Decreased by -85.73%
Jul 31, 25
17 Vanguard Small Cap Growth Index Inv 413.17K (1.39%) 2.67K
Increased by +0.65%
Nov 30, 24
18 FullerThaler Behavioral Sm-Cp Eq R6 394.49K (1.33%) 0.00
Increased by 0.00%
Dec 31, 24
19 FullerThaler Behavioral Small-Cap Equity 394.49K (1.33%) 0.00
Increased by 0.00%
Dec 31, 24
20 Fidelity® Small Cap Index 362.49K (1.22%) 9.45K
Increased by +2.61%
Oct 31, 23