Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWN 0.06%
2 IWM 0.03%
3 JKL 0.02%
4 ISCV 0.02%
5 JKJ 0.01%
6 ISCB 0.01%
7 ITOT 0.00%
8 IWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Aip LLC 14.17M (75.81%) 0.00
Increased by 0.00%
Mar 31, 25
2 FMR Inc 4.73M (25.30%) 1.01M
Increased by +21.47%
Mar 31, 25
3 BlackRock Inc 2.21M (11.83%) 121.39K
Increased by +5.49%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 1.05M (5.61%) 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 (3.03%) 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 Goldman Sachs Group Inc 400.13K (2.14%) -41.23K
Decreased by -10.30%
Dec 31, 24
11 Systematic Financial Management LP 400.02K (2.14%) -1.33K
Decreased by -0.33%
Mar 31, 25
12 Zimmer Partners LP 389.61K (2.08%) 127.19K
Increased by +32.65%
Dec 31, 24
13 Geode Capital Management, LLC 364.49K (1.95%) 43.31K
Increased by +11.88%
Mar 31, 25
14 Cooper Creek Partners Management LLC 347.48K (1.86%) 234.77K
Increased by +67.56%
Sep 30, 24
15 Ophir Asset Management Pty Ltd 339.37K (1.82%) -92.93K
Decreased by -27.38%
Mar 31, 25
16 JPMorgan Chase & Co 264.75K (1.42%) -80.66K
Decreased by -30.47%
Mar 31, 25
17 Boston Partners Global Investors, Inc 262.88K (1.41%) -93.10K
Decreased by -35.42%
Dec 31, 24
18 Royce & Associates, LP 248.67K (1.33%) 33.64K
Increased by +13.53%
Mar 31, 25
19 Fisher Asset Management, LLC 235.69K (1.26%) 235.69K
Increased by +100.00%
Mar 31, 25
20 Schroder Investment Management Group 232.35K (1.24%) 43.85K
Increased by +18.87%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Strategic Advisers Fidelity US TtlStk 811.03K (4.34%) 27.59K
Increased by +3.40%
Mar 31, 25
2 Fidelity® Small Cap Growth 710.42K (3.80%) -863.00
Decreased by -0.12%
Oct 31, 23
3 Fidelity Low-Priced Stock 653.83K (3.50%) -1.06K
Decreased by -0.16%
Feb 28, 25
4 Fidelity Small Cap Growth 560.41K (3.00%) 0.00
Increased by 0.00%
Feb 28, 25
5 Vanguard Total Stock Mkt Idx Inv 546.30K (2.92%) 0.00
Increased by 0.00%
Apr 30, 25
6 Fidelity Small Cap Discovery 474.23K (2.54%) 15.20K
Increased by +3.21%
Feb 28, 25
7 Vanguard US Total Market Shares ETF 449.93K (2.41%) 21.60K
Increased by +4.80%
Sep 30, 24
8 Fidelity Series Small Cap Discovery 411.13K (2.20%) 7.10K
Increased by +1.73%
Feb 28, 25
9 iShares Russell 2000 ETF 406.20K (2.17%) 69.00
Increased by +0.02%
Apr 30, 25
10 Fidelity® Low-Priced Stock 399.24K (2.14%) -416.00
Decreased by -0.10%
Oct 31, 23
11 SPDR® S&P Aerospace & Defense ETF 391.43K (2.09%) 0.00
Increased by 0.00%
Apr 30, 25
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%) -28.70K
Decreased by -8.30%
Feb 28, 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 274.40K (1.47%) 69.20K
Increased by +25.22%
Feb 28, 25
17 Fidelity Small Cap Growth K6 263.61K (1.41%) 0.00
Increased by 0.00%
Feb 28, 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 221.44K (1.18%) 293.00
Increased by +0.13%
Apr 30, 25
20 Invesco Aerospace & Defense ETF 180.46K (0.97%) -47.00
Decreased by -0.03%
Apr 30, 25