Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FXZ 2.32%
2 EWMC 2.09%
3 PYZ 1.62%
4 GRPM 1.61%
5 PRAY 1.44%
6 XMLV 1.44%
7 XRT 1.43%
8 SMCO 1.38%
9 XMVM 1.04%
10 RETL 0.95%
11 RFG 0.93%
12 LSAF 0.88%
13 FSCS 0.85%
14 RNMC 0.85%
15 IYM 0.80%
16 SMN 0.64%
17 SBM 0.64%
18 WCEO 0.62%
19 XMHQ 0.61%
20 FTXR 0.52%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wasatch Advisors LP 12.65M (10.03%) 1.83M
Increased by +14.49%
Mar 31, 25
2 BlackRock Inc 12.42M (9.84%) 35.69K
Increased by +0.29%
Mar 31, 25
3 Vanguard Group Inc 12.38M (9.81%) -515.73K
Decreased by -4.17%
Mar 31, 25
4 Wasatch Advisors Inc. 6.98M (5.53%) 1.48M
Increased by +21.24%
Sep 30, 23
5 Fidelity International Ltd 4.99M (3.96%) -102.06K
Decreased by -2.04%
Mar 31, 25
6 Fiduciary Management, Inc. of Milwaukee 4.77M (3.78%) 548.07K
Increased by +11.49%
Mar 31, 25
7 State Street Corp 4.26M (3.38%) 30.59K
Increased by +0.72%
Mar 31, 25
8 State Street Corporation 4.21M (3.34%) 49.53K
Increased by +1.18%
Mar 31, 24
9 Alua Capital Management LP 3.73M (2.96%) 129.19K
Increased by +3.46%
Mar 31, 25
10 Congress Asset Management Company, LLP 3.42M (2.71%) -238.80K
Decreased by -6.99%
Dec 31, 24
11 Amvescap Plc. 3.40M (2.70%) -235.06K
Decreased by -6.90%
Mar 31, 25
12 D1 Capital Partners L.P. 3.29M (2.60%) 685.00K
Increased by +20.85%
Sep 30, 23
13 Dimensional Fund Advisors, Inc. 2.90M (2.30%) 289.89K
Increased by +10.00%
Mar 31, 25
14 FMR Inc 2.52M (1.99%) -1.98M
Decreased by -78.74%
Dec 31, 24
15 Scharf Investments 2.44M (1.93%) -1.26M
Decreased by -51.84%
Sep 30, 23
16 Viking Global Investors LP 2.38M (1.89%) -792.73K
Decreased by -33.26%
Mar 31, 24
17 Boston Partners Global Investors, Inc 2.38M (1.88%) 2.38M
Increased by +100.00%
Mar 31, 25
18 Geode Capital Management, LLC 2.31M (1.83%) 82.26K
Increased by +3.56%
Mar 31, 25
19 Vaughan Nelson Scarbrgh & Mccullough LP 2.05M (1.62%) 467.88K
Increased by +22.88%
Mar 31, 25
20 OZ Management LLC 2.03M (1.61%) 0.00
Increased by 0.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 4.13M (3.27%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard US Total Market Shares ETF 4.10M (3.25%) 3.17K
Increased by +0.08%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 4.08M (3.23%) 102.00K
Increased by +2.50%
Apr 30, 25
4 Wasatch Core Growth 3.33M (2.64%) 464.37K
Increased by +13.95%
Mar 31, 25
5 Vanguard Small Cap Index 3.19M (2.53%) 18.57K
Increased by +0.58%
Apr 30, 25
6 FMI Common Stock Investor 2.55M (2.02%) 350.00K
Increased by +13.73%
Mar 31, 25
7 Vanguard Small Cap Value Index Inv 2.06M (1.63%) 6.43K
Increased by +0.31%
Apr 30, 25
8 Mawer Global Small Cap A 2.03M (1.61%) 1.49M
Increased by +73.56%
Apr 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 1.96M (1.56%) 12.85K
Increased by +0.65%
Apr 30, 25
10 Hartford MidCap Y 1.89M (1.50%) -44.41K
Decreased by -2.35%
Oct 31, 24
11 JHancock Disciplined Value Mid Cap I 1.71M (1.36%) 0.00
Increased by 0.00%
Apr 30, 25
12 Fidelity Greater Canada Sr F 1.65M (1.31%) 0.00
Increased by 0.00%
Mar 31, 25
13 True Potential Close Brothers Bal Acc 1.62M (1.28%) 1.01M
Increased by +62.75%
Sep 30, 23
14 Invesco Main Street A 1.60M (1.27%) 0.00
Increased by 0.00%
Apr 30, 25
15 Invesco OFI Large Cap Core 1.60M (1.27%) -146.21K
Decreased by -9.12%
Mar 31, 25
16 Wasatch Small Cap Growth Investor 1.56M (1.24%) 311.75K
Increased by +19.97%
Mar 31, 25
17 Fidelity Global Small Cap Opps F 1.55M (1.23%) 164.36K
Increased by +10.59%
Mar 31, 25
18 Allspring LT Large Cap Fundamental Div 1.40M (1.11%) 22.44K
Increased by +1.60%
Dec 31, 23
19 Wasatch Small Cap Value 1.27M (1.00%) 175.47K
Increased by +13.87%
Mar 31, 25
20 Scharf Quality Value 1.25M (0.99%) -155.31K
Decreased by -12.43%
Jan 31, 24