Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FXZ 2.32%
2 GRPM 2.21%
3 EWMC 2.09%
4 PYZ 1.73%
5 PRAY 1.47%
6 XMLV 1.44%
7 SMCO 1.43%
8 XRT 1.42%
9 XMVM 1.04%
10 RFG 0.98%
11 RETL 0.90%
12 LSAF 0.88%
13 FSCS 0.85%
14 RNMC 0.85%
15 XMHQ 0.81%
16 IYM 0.80%
17 SBM 0.64%
18 SMN 0.64%
19 WCEO 0.63%
20 PAMC 0.62%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.89M (10.22%) 101.83K
Increased by +0.79%
Dec 31, 24
2 BlackRock Inc 12.38M (9.81%) 268.69K
Increased by +2.17%
Dec 31, 24
3 Wasatch Advisors LP 10.82M (8.57%) 1.08M
Increased by +9.98%
Dec 31, 24
4 Wasatch Advisors Inc. 6.98M (5.53%) 1.48M
Increased by +21.24%
Sep 30, 23
5 Fidelity International Ltd 5.09M (4.04%) -59.95K
Decreased by -1.18%
Dec 31, 24
6 State Street Corp 4.23M (3.36%) 137.15K
Increased by +3.24%
Dec 31, 24
7 Fiduciary Management, Inc. of Milwaukee 4.22M (3.35%) 1.10M
Increased by +25.98%
Dec 31, 24
8 State Street Corporation 4.21M (3.34%) 49.53K
Increased by +1.18%
Mar 31, 24
9 Amvescap Plc. 3.64M (2.88%) -594.19K
Decreased by -16.33%
Dec 31, 24
10 Alua Capital Management LP 3.61M (2.86%) 175.85K
Increased by +4.88%
Dec 31, 24
11 Congress Asset Management Company, LLP 3.42M (2.71%) -238.80K
Decreased by -6.99%
Dec 31, 24
12 D1 Capital Partners L.P. 3.29M (2.60%) 685.00K
Increased by +20.85%
Sep 30, 23
13 Dimensional Fund Advisors, Inc. 2.61M (2.07%) 6.87K
Increased by +0.26%
Dec 31, 24
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 Geode Capital Management, LLC 2.23M (1.77%) 3.93K
Increased by +0.18%
Dec 31, 24
18 OZ Management LLC 2.03M (1.61%) 13.00K
Increased by +0.64%
Dec 31, 24
19 Tensile Capital Management LLC 1.84M (1.46%) -35.00K
Decreased by -1.90%
Dec 31, 24
20 Lord, Abbett & Co LLC 1.73M (1.37%) -854.88K
Decreased by -49.36%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 4.15M (3.29%) 1.35K
Increased by +0.03%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 4.08M (3.24%) 2.35K
Increased by +0.06%
Feb 28, 25
3 Vanguard Small Cap Index 3.28M (2.60%) 2.67K
Increased by +0.08%
Feb 28, 25
4 Wasatch Core Growth 2.87M (2.27%) 261.21K
Increased by +9.12%
Dec 31, 24
5 FMI Common Stock Investor 2.20M (1.74%) 595.00K
Increased by +27.05%
Dec 31, 24
6 Vanguard Small Cap Value Index Inv 2.16M (1.71%) -8.34K
Decreased by -0.39%
Feb 28, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 1.96M (1.55%) 12.26K
Increased by +0.63%
Feb 28, 25
8 Hartford MidCap Y 1.89M (1.50%) -44.41K
Decreased by -2.35%
Oct 31, 24
9 Invesco Main Street A 1.75M (1.39%) 0.00
Increased by 0.00%
Feb 28, 25
10 Invesco OFI Large Cap Core 1.75M (1.39%) -674.57K
Decreased by -38.57%
Dec 31, 24
11 Fidelity Greater Canada Sr F 1.65M (1.31%) 0.00
Increased by 0.00%
Dec 31, 24
12 True Potential Close Brothers Bal Acc 1.62M (1.28%) 1.01M
Increased by +62.75%
Sep 30, 23
13 Allspring LT Large Cap Fundamental Div 1.40M (1.11%) 22.44K
Increased by +1.60%
Dec 31, 23
14 Fidelity Global Small Cap Opps F 1.34M (1.07%) 132.43K
Increased by +9.85%
Dec 31, 24
15 Fidelity Small Cap America Sr B 1.31M (1.04%) 0.00
Increased by 0.00%
Dec 31, 24
16 Scharf Quality Value 1.25M (0.99%) -155.31K
Decreased by -12.43%
Jan 31, 24
17 Wasatch Small Cap Growth Investor 1.25M (0.99%) -26.53K
Decreased by -2.12%
Dec 31, 24
18 Invesco S&P MidCap Quality ETF 1.24M (0.98%) -1.69K
Decreased by -0.14%
Mar 31, 25
19 CREF Stock R1 1.14M (0.91%) 197.09K
Increased by +17.23%
Aug 31, 24
20 Wasatch Small Cap Value 1.09M (0.86%) 123.77K
Increased by +11.36%
Dec 31, 24