Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FXZ 2.32%
2 GRPM 2.21%
3 EWMC 2.09%
4 PYZ 1.67%
5 XMLV 1.44%
6 PRAY 1.41%
7 SMCO 1.37%
8 XRT 1.31%
9 XMVM 1.04%
10 RETL 0.95%
11 RFG 0.91%
12 LSAF 0.88%
13 FSCS 0.85%
14 RNMC 0.85%
15 IYM 0.80%
16 XMHQ 0.77%
17 SBM 0.64%
18 SMN 0.64%
19 PAMC 0.62%
20 WCEO 0.60%

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 Vaughan Nelson Scarbrgh & Mccullough LP 2.05M (1.62%) 467.88K
Increased by +22.88%
Mar 31, 25
19 OZ Management LLC 2.03M (1.61%) 13.00K
Increased by +0.64%
Dec 31, 24
20 Tensile Capital Management LLC 1.84M (1.46%) -35.00K
Decreased by -1.90%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 4.12M (3.26%) -13.26K
Decreased by -0.32%
Apr 30, 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 3.97M (3.15%) -110.19K
Decreased by -2.77%
Mar 31, 25
4 Wasatch Core Growth 3.33M (2.64%) 464.37K
Increased by +13.95%
Mar 31, 25
5 Vanguard Small Cap Index 3.17M (2.51%) -104.97K
Decreased by -3.31%
Mar 31, 25
6 FMI Common Stock Investor 2.20M (1.74%) 595.00K
Increased by +27.05%
Dec 31, 24
7 Vanguard Small Cap Value Index Inv 2.06M (1.63%) -101.66K
Decreased by -4.94%
Mar 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 1.95M (1.55%) -6.51K
Decreased by -0.33%
Mar 31, 25
9 Hartford MidCap Y 1.89M (1.50%) -44.41K
Decreased by -2.35%
Oct 31, 24
10 JHancock Disciplined Value Mid Cap I 1.77M (1.40%) 1.77M
Increased by +100.00%
Feb 28, 25
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 Invesco Main Street A 1.60M (1.27%) -146.21K
Decreased by -9.12%
Mar 31, 25
14 Invesco OFI Large Cap Core 1.60M (1.27%) -146.21K
Decreased by -9.12%
Mar 31, 25
15 Wasatch Small Cap Growth Investor 1.56M (1.24%) 311.75K
Increased by +19.97%
Mar 31, 25
16 Allspring LT Large Cap Fundamental Div 1.40M (1.11%) 22.44K
Increased by +1.60%
Dec 31, 23
17 Fidelity Global Small Cap Opps F 1.34M (1.07%) 132.43K
Increased by +9.85%
Dec 31, 24
18 Fidelity Small Cap America Sr B 1.31M (1.04%) 0.00
Increased by 0.00%
Dec 31, 24
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