Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ITA 0.09%
2 IWN 0.06%
3 ESML 0.05%
4 IWM 0.03%
5 ISCV 0.03%
6 JKL 0.03%
7 ISCB 0.02%
8 JKJ 0.02%
9 IWO 0.00%
10 ITOT 0.00%
11 IWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Aip LLC 14.17M (75.78%) 0.00
Increased by 0.00%
Mar 31, 25
2 FMR Inc 4.73M (25.28%) 1.01M
Increased by +21.47%
Mar 31, 25
3 BlackRock Inc 2.21M (11.82%) 121.39K
Increased by +5.49%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 1.05M (5.60%) 168.91K
Increased by +16.12%
Mar 31, 25
5 Vanguard Group Inc 923.33K (4.94%) 25.22K
Increased by +2.73%
Mar 31, 25
6 State Street Corp 893.34K (4.78%) 170.28K
Increased by +19.06%
Mar 31, 25
7 Simcoe Capital Management, LLC 732.94K (3.92%) 525.20K
Increased by +71.66%
Dec 31, 24
8 State Street Corporation 565.54K (3.02%) 14.05K
Increased by +2.48%
Mar 31, 24
9 Victory Capital Management Inc. 469.72K (2.51%) 178.14K
Increased by +37.92%
Mar 31, 25
10 Nuveen, LLC 402.71K (2.15%) 402.71K
Increased by +100.00%
Mar 31, 25
11 Goldman Sachs Group Inc 400.13K (2.14%) -41.23K
Decreased by -10.30%
Dec 31, 24
12 Systematic Financial Management LP 400.02K (2.14%) -1.33K
Decreased by -0.33%
Mar 31, 25
13 Zimmer Partners LP 389.61K (2.08%) 127.19K
Increased by +32.65%
Dec 31, 24
14 Geode Capital Management, LLC 364.49K (1.95%) 43.31K
Increased by +11.88%
Mar 31, 25
15 Cooper Creek Partners Management LLC 347.48K (1.86%) 234.77K
Increased by +67.56%
Sep 30, 24
16 Ophir Asset Management Pty Ltd 339.37K (1.82%) -92.93K
Decreased by -27.38%
Mar 31, 25
17 JPMorgan Chase & Co 264.75K (1.42%) -80.66K
Decreased by -30.47%
Mar 31, 25
18 Boston Partners Global Investors, Inc 262.88K (1.41%) -93.10K
Decreased by -35.42%
Dec 31, 24
19 Royce & Associates, LP 248.67K (1.33%) 33.64K
Increased by +13.53%
Mar 31, 25
20 Fisher Asset Management, LLC 235.69K (1.26%) 235.69K
Increased by +100.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Strategic Advisers Fidelity US TtlStk 813.33K (4.35%) 2.31K
Increased by +0.28%
Apr 30, 25
2 Fidelity® Small Cap Growth 710.42K (3.80%) -863.00
Decreased by -0.12%
Oct 31, 23
3 Fidelity Low-Priced Stock 652.72K (3.49%) -1.11K
Decreased by -0.17%
Mar 31, 25
4 Vanguard Total Stock Mkt Idx Inv 621.40K (3.32%) 75.10K
Increased by +12.09%
May 31, 25
5 Fidelity Small Cap Growth 560.41K (3.00%) 0.00
Increased by 0.00%
Mar 31, 25
6 Fidelity Small Cap Discovery 474.23K (2.54%) 0.00
Increased by 0.00%
Mar 31, 25
7 Vanguard US Total Market Shares ETF 449.93K (2.41%) 21.60K
Increased by +4.80%
Sep 30, 24
8 iShares Russell 2000 ETF 416.49K (2.23%) 0.00
Increased by 0.00%
May 31, 25
9 Fidelity Series Small Cap Discovery 411.13K (2.20%) 0.00
Increased by 0.00%
Mar 31, 25
10 SPDR® S&P Aerospace & Defense ETF 404.98K (2.17%) 0.00
Increased by 0.00%
May 31, 25
11 Fidelity® Low-Priced Stock 399.24K (2.14%) -416.00
Decreased by -0.10%
Oct 31, 23
12 FIAM Small Cap Core Composite 362.60K (1.94%) -17.80K
Decreased by -4.91%
Dec 31, 24
13 FIAM Small Cap Core CIT Cl B 345.60K (1.85%) 0.00
Increased by 0.00%
Mar 31, 25
14 Strategic Advisers® Fidelity US TtlStk 337.96K (1.81%) 16.74K
Increased by +4.95%
Nov 30, 23
15 Fidelity Advisor® Small Cap I 320.40K (1.71%) 0.00
Increased by 0.00%
Oct 31, 23
16 Fidelity Small Cap Stock 274.37K (1.47%) -30.00
Decreased by -0.01%
Mar 31, 25
17 Fidelity Small Cap Growth K6 264.52K (1.41%) 910.00
Increased by +0.34%
Mar 31, 25
18 Fidelity® Small Cap Growth K6 253.50K (1.36%) 4.59K
Increased by +1.81%
Oct 31, 23
19 Vanguard Institutional Extnd Mkt Idx Tr 222.96K (1.19%) 1.52K
Increased by +0.68%
May 31, 25
20 Invesco Aerospace & Defense ETF 184.60K (0.99%) 0.00
Increased by 0.00%
May 31, 25