Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TMFS 3.19%
2 PSCI 1.63%
3 SIXS 1.32%
4 SOVF 1.18%
5 SMCP 1.01%
6 FSGS 0.99%
7 RNSC 0.99%
8 XSMO 0.98%
9 SAWS 0.96%
10 FSCS 0.94%
11 RNMC 0.93%
12 PFUT 0.76%
13 XSLV 0.70%
14 JPSV 0.61%
15 SLYG 0.59%
16 CAFG 0.59%
17 RZG 0.59%
18 IJT 0.58%
19 VIOG 0.58%
20 HSMV 0.52%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 24.85M (15.73%) -917.06K
Decreased by -3.69%
Mar 31, 25
2 Vanguard Group Inc 17.31M (10.96%) -305.05K
Decreased by -1.76%
Mar 31, 25
3 T. Rowe Price Associates, Inc. 10.27M (6.50%) 1.15M
Increased by +11.24%
Mar 31, 25
4 Wellington Management Company LLP 7.92M (5.02%) 386.76K
Increased by +4.88%
Mar 31, 25
5 State Street Corp 6.31M (4.00%) -188.41K
Decreased by -2.99%
Mar 31, 25
6 JPMorgan Chase & Co 6.07M (3.84%) -287.45K
Decreased by -4.74%
Mar 31, 25
7 State Street Corporation 5.65M (3.58%) 150.38K
Increased by +2.66%
Mar 31, 24
8 Inclusive Capital Partners LP 5.55M (3.51%) -4.85M
Decreased by -87.40%
Sep 30, 23
9 UBS Asset Mgmt Americas Inc 5.28M (3.34%) 3.22M
Increased by +60.90%
Mar 31, 25
10 Mackenzie Investments 5.00M (3.17%) -5.15M
Decreased by -102.99%
Mar 31, 25
11 Westwood Holdings Group Inc 4.87M (3.09%) 412.65K
Increased by +8.47%
Mar 31, 25
12 Darlington Partners Capital Management, LP 4.49M (2.84%) -3.65M
Decreased by -81.35%
Mar 31, 24
13 Geode Capital Management, LLC 3.94M (2.50%) 66.58K
Increased by +1.69%
Mar 31, 25
14 Dimensional Fund Advisors, Inc. 3.32M (2.10%) 55.43K
Increased by +1.67%
Mar 31, 25
15 Platinum Equity LLC 3.17M (2.00%) 0.00
Increased by 0.00%
Jun 30, 24
16 Handelsbanken Fonder AB 2.85M (1.80%) -1.37M
Decreased by -48.14%
Mar 31, 25
17 Morgan Stanley - Brokerage Accounts 2.82M (1.79%) -1.45M
Decreased by -51.29%
Mar 31, 25
18 Principal Financial Group Inc 2.63M (1.67%) -71.13K
Decreased by -2.70%
Mar 31, 25
19 Northern Trust Corp 2.43M (1.54%) 83.17K
Increased by +3.43%
Mar 31, 25
20 Amvescap Plc. 2.39M (1.52%) -199.94K
Decreased by -8.35%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 9.90M (6.27%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 5.01M (3.17%) 48.94K
Increased by +0.98%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 4.97M (3.15%) 4.75K
Increased by +0.10%
Sep 30, 24
4 T. Rowe Price Mid-Cap Value 4.15M (2.63%) 664.99K
Increased by +16.04%
Mar 31, 25
5 T. Rowe Price US Mid-Cap Value Equity 4.15M (2.63%) 662.42K
Increased by +15.97%
Mar 31, 25
6 iShares Russell 2000 ETF 4.14M (2.62%) 0.00
Increased by 0.00%
May 31, 25
7 Vanguard Small Cap Index 3.93M (2.49%) 20.85K
Increased by +0.53%
Apr 30, 25
8 Canada Life US Small-Mid Cap Growth A 3.82M (2.42%) 0.00
Increased by 0.00%
Jan 31, 25
9 Canada Life US Small-Mid Cap Growth F 3.81M (2.41%) 0.00
Increased by 0.00%
Mar 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 2.54M (1.61%) 27.26K
Increased by +1.07%
Apr 30, 25
11 Fidelity® Low-Priced Stock 2.31M (1.47%) -2.41K
Decreased by -0.10%
Oct 31, 23
12 Handelsbanken Global Tema (A1 SEK) 2.30M (1.46%) 0.00
Increased by 0.00%
May 31, 25
13 T. Rowe Price U.S. Mid-Cap Val Eq Tr-D 2.20M (1.40%) 343.28K
Increased by +15.58%
Mar 31, 25
14 T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z 2.20M (1.40%) 343.28K
Increased by +15.58%
Mar 31, 25
15 Vanguard Small Cap Growth Index Inv 2.19M (1.39%) -5.46K
Decreased by -0.25%
Apr 30, 25
16 Fidelity Low-Priced Stock 2.12M (1.34%) -8.74K
Decreased by -0.41%
Jul 31, 24
17 T. Rowe Price Integrated US Sm Gr Eq 2.00M (1.26%) 0.00
Increased by 0.00%
Mar 31, 25
18 T. Rowe Price Integrated US SmCapGrEq 2.00M (1.26%) -2.00M
Decreased by -100.00%
Mar 31, 25
19 JPMorgan Small Cap Growth A 1.82M (1.15%) 0.00
Increased by 0.00%
Apr 30, 25
20 Cardinal Capital SMID Cap Value Equity 1.74M (1.10%) -273.01K
Decreased by -15.69%
Dec 31, 23