Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RSMC 3.81%
2 SMMV 1.09%
3 PXMG 0.78%
4 IWO 0.52%
5 IJK 0.38%
6 IWM 0.26%
7 RTLA 0.19%
8 IJH 0.19%
9 IJJ 0.15%
10 TEXN 0.14%
11 ISCG 0.14%
12 JKK 0.14%
13 JKL 0.14%
14 ISCV 0.14%
15 ISCB 0.14%
16 JKJ 0.14%
17 IEDI 0.12%
18 IYG 0.12%
19 SMD 0.12%
20 HYBB 0.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.71M (12.16%) -440.06K
Decreased by -9.34%
Sep 30, 25
2 Vanguard Group Inc 4.01M (10.33%) -90.88K
Decreased by -2.27%
Dec 31, 25
3 FMR Inc 3.79M (9.79%) -841.96K
Decreased by -22.19%
Dec 31, 25
4 Earnest Partners LLC 2.22M (5.72%) -65.65K
Decreased by -2.96%
Dec 31, 25
5 State Street Corp 1.42M (3.67%) -20.75K
Decreased by -1.46%
Sep 30, 25
6 State Street Corporation 1.32M (3.41%) 41.73K
Increased by +3.16%
Mar 31, 24
7 Bank of America Corp 1.15M (2.97%) -34.40K
Decreased by -2.99%
Sep 30, 25
8 Hood River Capital Management LLC 1.12M (2.88%) 308.39K
Increased by +27.63%
Dec 31, 25
9 Geode Capital Management, LLC 1.04M (2.69%) 31.55K
Increased by +3.02%
Dec 31, 25
10 Dimensional Fund Advisors, Inc. 1.01M (2.60%) 5.63K
Increased by +0.56%
Dec 31, 25
11 Fiduciary Management, Inc. of Milwaukee 964.28K (2.49%) -320.23K
Decreased by -33.21%
Dec 31, 25
12 Fuller & Thaler Asset Management Inc 936.40K (2.42%) 504.41K
Increased by +53.87%
Dec 31, 25
13 T. Rowe Price Associates, Inc. 857.15K (2.21%) 639.88K
Increased by +74.65%
Sep 30, 25
14 Stephens Inv Mgmt Group LLC 847.24K (2.19%) -10.27K
Decreased by -1.21%
Dec 31, 25
15 SEI Investments Co 742.61K (1.92%) 28.70K
Increased by +3.87%
Sep 30, 25
16 Nuveen Asset Management, LLC 603.98K (1.56%) -38.58K
Decreased by -6.39%
Dec 31, 24
17 Boston Partners Global Investors, Inc 599.73K (1.55%) -49.98K
Decreased by -8.33%
Dec 31, 25
18 Vaughan Nelson Scarbrgh & Mccullough LP 576.75K (1.49%) -63.77K
Decreased by -11.06%
Jun 30, 25
19 AQR Capital Management LLC 555.89K (1.43%) -67.17K
Decreased by -12.08%
Dec 31, 25
20 Morgan Stanley - Brokerage Accounts 551.66K (1.42%) 3.65K
Increased by +0.66%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Series Emerging Markets Opps 1.42M (3.66%) -172.16K
Decreased by -12.13%
Nov 30, 23
2 iShares Core S&P Mid-Cap ETF 1.26M (3.24%) 72.96K
Increased by +5.81%
Feb 28, 26
3 Fidelity Series Emerging Markets Opps 1.24M (3.20%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard US Total Market Shares ETF 1.22M (3.15%) 1.03K
Increased by +0.08%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 1.20M (3.09%) 2.24K
Increased by +0.19%
Feb 28, 26
6 iShares Russell 2000 ETF 964.12K (2.49%) 132.25K
Increased by +13.72%
Feb 28, 26
7 Fidelity® Small Cap Value 886.68K (2.29%) -55.62K
Decreased by -6.27%
Oct 31, 23
8 Vanguard Small Cap Index 851.92K (2.20%) 2.21K
Increased by +0.26%
Feb 28, 26
9 Fidelity® Small Cap Discovery 779.04K (2.01%) -84.46K
Decreased by -10.84%
Oct 31, 23
10 Hood River Small-Cap Growth Instl 586.56K (1.51%) 586.56K
Increased by +100.00%
Dec 31, 25
11 Vanguard Small Cap Value Index Inv 547.14K (1.41%) 1.56K
Increased by +0.29%
Feb 28, 26
12 EARNEST Partners Smid Cap Core Founders 546.24K (1.41%) -3.85K
Decreased by -0.70%
Feb 28, 26
13 Fidelity Series Small Cap Discovery 545.38K (1.41%) 0.00
Increased by 0.00%
Mar 31, 25
14 Fidelity Stock Selector Small Cap 530.94K (1.37%) 8.61K
Increased by +1.62%
Dec 31, 25
15 EARNEST Small Cap Value 497.73K (1.28%) 496.96K
Increased by +99.85%
Dec 31, 23
16 American Funds SMALLCAP World A 488.56K (1.26%) 123.93K
Increased by +25.37%
Dec 31, 25
17 FMI Common Stock Investor 480.00K (1.24%) -15.00K
Decreased by -3.13%
Dec 31, 25
18 Stephens SMID Select Growth 467.54K (1.21%) -108.00
Decreased by -0.02%
Dec 31, 25
19 EARNEST Small/Mid Cap Value 441.92K (1.14%) 441.20K
Increased by +99.84%
Dec 31, 23
20 Strategic Advisers Fidelity US TtlStk 431.87K (1.11%) 4.16K
Increased by +0.96%
Jul 31, 25