Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FFLS 3.21%
2 QVAL 2.05%
3 SMCO 1.77%
4 FXD 1.13%
5 FFND 1.00%
6 MPAY 0.97%
7 FSGS 0.92%
8 RNSC 0.92%
9 DSMC 0.64%
10 NIXT 0.64%
11 JPSV 0.60%
12 HAPS 0.55%
13 HART 0.53%
14 PAMC 0.51%
15 SFLO 0.45%
16 TXSS 0.40%
17 QSML 0.40%
18 OPTZ 0.40%
19 GVLU 0.38%
20 ETHO 0.37%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.21M (10.18%) 198.59K
Increased by +2.42%
Jun 30, 25
2 BlackRock Inc 7.36M (9.12%) -1.35M
Decreased by -18.30%
Jun 30, 25
3 Wasatch Advisors Inc. 5.62M (6.96%) 75.39K
Increased by +1.34%
Sep 30, 23
4 Wellington Management Company LLP 4.88M (6.05%) 1.21M
Increased by +24.85%
Jun 30, 25
5 Franklin Resources Inc 4.28M (5.30%) 278.00K
Increased by +6.50%
Mar 31, 24
6 Baillie Gifford & Co Limited. 2.69M (3.34%) -4.54M
Decreased by -168.80%
Jun 30, 25
7 Capital Research Global Investors 2.63M (3.25%) -61.73K
Decreased by -2.35%
Mar 31, 25
8 Westwood Holdings Group Inc 2.51M (3.11%) 1.31M
Increased by +52.43%
Jun 30, 25
9 State Street Corporation 2.51M (3.11%) 59.61K
Increased by +2.38%
Mar 31, 24
10 State Street Corp 2.49M (3.09%) -121.48K
Decreased by -4.88%
Jun 30, 25
11 Gates Capital Management Inc 2.32M (2.87%) -1.20M
Decreased by -51.74%
Mar 31, 25
12 Engaged Capital LLC 2.16M (2.68%) 619.00K
Increased by +28.62%
Jun 30, 25
13 Reinhart Mahoney Capital Management Inc 2.14M (2.66%) 1.08M
Increased by +50.40%
Jun 30, 25
14 Capital World Investors 1.98M (2.46%) 0.00
Increased by 0.00%
Mar 31, 25
15 Wasatch Advisors LP 1.92M (2.38%) -3.87M
Decreased by -201.82%
Jun 30, 25
16 FMR Inc 1.82M (2.25%) 1.59M
Increased by +87.67%
Jun 30, 25
17 Dimensional Fund Advisors, Inc. 1.81M (2.24%) 127.46K
Increased by +7.06%
Jun 30, 25
18 Van Berkom and Associates Inc 1.80M (2.24%) -14.38K
Decreased by -0.80%
Jun 30, 25
19 Citadel Advisors Llc 1.79M (2.22%) 1.70M
Increased by +95.33%
Jun 30, 24
20 Southpoint Capital Advisors LP 1.50M (1.86%) 1.50M
Increased by +100.00%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Capital Group AMCAP Composite 5.62M (6.96%) -4.02K
Decreased by -0.07%
Jun 30, 24
2 VA CollegeAmerica Amcap 529A 5.62M (6.96%) -4.02K
Decreased by -0.07%
Jun 30, 24
3 Templeton Growth A 4.07M (5.04%) 0.00
Increased by 0.00%
Mar 31, 24
4 Templeton Growth Inc A 4.07M (5.04%) 0.00
Increased by 0.00%
Mar 31, 24
5 Vanguard US Total Market Shares ETF 2.73M (3.39%) 2.54K
Increased by +0.09%
Sep 30, 24
6 iShares Core S&P Mid-Cap ETF 2.70M (3.34%) 0.00
Increased by 0.00%
Aug 31, 25
7 Vanguard Total Stock Mkt Idx Inv 2.63M (3.26%) -56.40K
Decreased by -2.15%
Jul 31, 25
8 Vanguard Small Cap Index 2.01M (2.49%) -12.79K
Decreased by -0.64%
Jul 31, 25
9 Templeton Growth (Euro) I(acc)EUR 1.91M (2.37%) 1.91M
Increased by +100.00%
Mar 31, 24
10 Van Berkom Sm-Cap Eq 1.89M (2.34%) 1.89M
Increased by +100.00%
Jun 30, 24
11 Vanguard Explorer Inv 1.78M (2.21%) 0.00
Increased by 0.00%
Jun 30, 25
12 American Funds Growth Fund of Amer A 1.72M (2.13%) -260.53K
Decreased by -15.16%
Sep 30, 24
13 Capital Group Growth Fnd of Amer Comp 1.72M (2.13%) -260.53K
Decreased by -15.16%
Sep 30, 24
14 Baillie Gifford US Equity Growth 1.54M (1.91%) 0.00
Increased by 0.00%
Dec 31, 24
15 Avantis US Small Cap Value ETF 1.49M (1.85%) 8.59K
Increased by +0.58%
Aug 30, 25
16 Wasatch Core Growth 1.35M (1.67%) 83.58K
Increased by +6.21%
Mar 31, 25
17 Vanguard US Growth Investor 1.33M (1.65%) -130.08K
Decreased by -9.78%
Jun 30, 25
18 American Century Growth Inv 1.15M (1.42%) 207.34K
Increased by +18.10%
Mar 31, 25
19 American Century U.S. Large Cap Growth 1.15M (1.42%) 207.34K
Increased by +18.10%
Mar 31, 25
20 Vanguard Institutional Extnd Mkt Idx Tr 890.99K (1.10%) -392.02K
Decreased by -44.00%
Jul 31, 25