Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TMFS 3.31%
2 PSCI 1.56%
3 SIXS 1.32%
4 CAFG 1.25%
5 SOVF 1.23%
6 SMCP 1.01%
7 FSGS 0.99%
8 RNSC 0.99%
9 XSMO 0.98%
10 SAWS 0.96%
11 FSCS 0.94%
12 RNMC 0.93%
13 PFUT 0.76%
14 XSLV 0.70%
15 JPSV 0.61%
16 VIOG 0.59%
17 SLYG 0.58%
18 RZG 0.58%
19 IJT 0.58%
20 HSMV 0.52%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 24.85M (15.72%) -917.06K
Decreased by -3.69%
Mar 31, 25
2 Vanguard Group Inc 17.31M (10.95%) -305.05K
Decreased by -1.76%
Mar 31, 25
3 T. Rowe Price Associates, Inc. 10.27M (6.49%) 1.15M
Increased by +11.24%
Mar 31, 25
4 Wellington Management Company LLP 7.92M (5.01%) 386.76K
Increased by +4.88%
Mar 31, 25
5 State Street Corp 6.31M (3.99%) -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 (3.57%) 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 (3.08%) 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 William Blair Investment Management, LLC 2.58M (1.63%) 352.94K
Increased by +13.66%
Jun 30, 25
20 Northern Trust Corp 2.43M (1.54%) 83.17K
Increased by +3.43%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 9.52M (6.02%) 0.00
Increased by 0.00%
Jul 30, 25
2 T. Rowe Price Mid-Cap Value 4.99M (3.16%) -6.35K
Decreased by -0.13%
Jun 30, 25
3 T. Rowe Price US Mid-Cap Value Equity 4.99M (3.16%) 841.30K
Increased by +16.87%
Jun 30, 25
4 Vanguard US Total Market Shares ETF 4.97M (3.14%) 4.75K
Increased by +0.10%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 4.89M (3.09%) -126.68K
Decreased by -2.59%
Jun 30, 25
6 iShares Russell 2000 ETF 3.85M (2.44%) -62.24K
Decreased by -1.62%
Jul 30, 25
7 Canada Life US Small-Mid Cap Growth A 3.82M (2.42%) 0.00
Increased by 0.00%
Jan 31, 25
8 Vanguard Small Cap Index 3.70M (2.34%) -250.00K
Decreased by -6.75%
Jun 30, 25
9 Canada Life US Small-Mid Cap Growth F 3.00M (1.90%) -205.29K
Decreased by -6.85%
May 31, 25
10 T. Rowe Price U.S. Mid-Cap Val Eq Tr-D 2.67M (1.69%) 463.58K
Increased by +17.38%
Jun 30, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 2.46M (1.56%) -99.40K
Decreased by -4.03%
Jun 30, 25
12 Fidelity® Low-Priced Stock 2.31M (1.46%) -2.41K
Decreased by -0.10%
Oct 31, 23
13 Handelsbanken Global Tema (A1 SEK) 2.30M (1.46%) 0.00
Increased by 0.00%
Jun 30, 25
14 T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z 2.20M (1.39%) 343.28K
Increased by +15.58%
Mar 31, 25
15 T. Rowe Price Integrated US Sm Gr Eq 2.17M (1.37%) 0.00
Increased by 0.00%
Jun 30, 25
16 T. Rowe Price Integrated US SmCapGrEq 2.17M (1.37%) 171.70K
Increased by +7.92%
Jun 30, 25
17 Fidelity Low-Priced Stock 2.12M (1.34%) -8.74K
Decreased by -0.41%
Jul 31, 24
18 Vanguard Small Cap Growth Index Inv 2.08M (1.31%) -101.74K
Decreased by -4.90%
Jun 30, 25
19 JPMorgan Small Cap Growth A 1.83M (1.16%) 27.29K
Increased by +1.49%
Jun 30, 25
20 Cardinal Capital SMID Cap Value Equity 1.74M (1.10%) -273.01K
Decreased by -15.69%
Dec 31, 23