Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AZTD 1.50%
2 SRHQ 1.34%
3 JSML 1.24%
4 JSMD 1.23%
5 MPAY 1.09%
6 RNMC 1.06%
7 FSCS 1.06%
8 WTV 0.74%
9 CALF 0.50%
10 SDVY 0.48%
11 SDVD 0.47%
12 QMID 0.44%
13 QSML 0.44%
14 SCDS 0.43%
15 BTAL 0.40%
16 FLOW 0.36%
17 ETHO 0.34%
18 PSC 0.29%
19 FNK 0.28%
20 FNY 0.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Atairos Group, Inc 18.09M (60.88%) 0.00
Increased by 0.00%
Mar 31, 25
2 Wealthfront Advisers LLC 5.03M (16.93%) 5.03M
Increased by +100.00%
Dec 31, 24
3 Mawer Investment Management Ltd 3.00M (10.11%) -413.58K
Decreased by -13.77%
Mar 31, 25
4 Vanguard Group Inc 2.99M (10.05%) -5.16K
Decreased by -0.17%
Mar 31, 25
5 Capital Research Global Investors 2.82M (9.50%) 1.40M
Increased by +49.54%
Dec 31, 24
6 BlackRock Inc 2.67M (8.98%) -68.36K
Decreased by -2.56%
Mar 31, 25
7 Massachusetts Financial Services Company 2.12M (7.15%) 225.20K
Increased by +10.61%
Mar 31, 25
8 Wellington Management Company LLP 2.02M (6.81%) 394.85K
Increased by +19.53%
Mar 31, 25
9 Earnest Partners LLC 900.40K (3.03%) 934.00
Increased by +0.10%
Mar 31, 25
10 Dimensional Fund Advisors, Inc. 883.39K (2.97%) 54.98K
Increased by +6.22%
Mar 31, 25
11 American Century Companies Inc 858.21K (2.89%) 555.26K
Increased by +64.70%
Mar 31, 25
12 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 818.15K (2.75%) 426.31K
Increased by +52.11%
Mar 31, 25
13 JPMorgan Chase & Co 770.67K (2.59%) 78.70K
Increased by +10.21%
Sep 30, 24
14 Cantillon Capital Management LLC 763.35K (2.57%) -2.17M
Decreased by -283.84%
Jun 30, 24
15 State Street Corp 759.09K (2.56%) -8.46K
Decreased by -1.11%
Mar 31, 25
16 State Street Corporation 755.16K (2.54%) 5.49K
Increased by +0.73%
Mar 31, 24
17 Geode Capital Management, LLC 722.83K (2.43%) 20.24K
Increased by +2.80%
Mar 31, 25
18 JANE STREET GROUP, LLC 685.64K (2.31%) 631.06K
Increased by +92.04%
Dec 31, 23
19 First Trust Advisors L.P. 531.48K (1.79%) 514.01K
Increased by +96.71%
Mar 31, 25
20 Charles Schwab Investment Management Inc 519.77K (1.75%) 25.94K
Increased by +4.99%
Mar 31, 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 Vanguard US Total Market Shares ETF 960.00K (3.23%) 638.00
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 952.14K (3.21%) 760.00
Increased by +0.08%
May 31, 25
4 MFS Research Equity - Industry Neutral 852.27K (2.87%) -105.29K
Decreased by -12.35%
Jun 30, 25
5 Fuller & Thaler Behavioral Sm-Cp Eq R6 823.03K (2.77%) 26.20K
Increased by +3.18%
Sep 30, 23
6 Fuller & Thaler Behavioral Small-Cap Eq 823.03K (2.77%) 0.00
Increased by 0.00%
Nov 30, 23
7 Mawer Global Equity A 806.47K (2.71%) -14.20K
Decreased by -1.76%
May 31, 25
8 MFS Core Equity A 773.79K (2.60%) -8.31K
Decreased by -1.07%
May 31, 25
9 American Century Small Cap Value Inv 760.00K (2.56%) 105.00K
Increased by +13.82%
Jun 30, 25
10 American Century U.S. Small Cap Value 760.00K (2.56%) 105.00K
Increased by +13.82%
Jun 30, 25
11 iShares Russell 2000 ETF 750.46K (2.53%) 5.21K
Increased by +0.69%
Jun 30, 25
12 Vanguard Small Cap Index 748.81K (2.52%) 2.75K
Increased by +0.37%
May 31, 25
13 Manulife Global Equity Class F 626.27K (2.11%) -16.45K
Decreased by -2.63%
May 31, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 482.11K (1.62%) 3.28K
Increased by +0.68%
May 31, 25
15 Vanguard Small Cap Value Index Inv 481.85K (1.62%) -422.00
Decreased by -0.09%
May 31, 25
16 Vanguard Explorer Inv 423.70K (1.43%) 231.04K
Increased by +54.53%
Mar 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 Manulife Global Balanced FT 362.90K (1.22%) 0.00
Increased by 0.00%
May 31, 25