Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDRV 1.93%
2 RZV 1.84%
3 RFV 1.30%
4 XMVM 1.24%
5 RWJ 1.19%
6 FYT 1.06%
7 PSCD 1.03%
8 PEXL 0.71%
9 IDRV 0.71%
10 DSMC 0.62%
11 RWK 0.60%
12 FYX 0.50%
13 BSVO 0.48%
14 FSCC 0.42%
15 CALF 0.39%
16 AFSM 0.37%
17 FNK 0.37%
18 PAMC 0.29%
19 IJS 0.28%
20 EES 0.25%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 14.82M (17.82%) -1.06M
Decreased by -7.13%
Mar 31, 25
2 FMR Inc 6.80M (8.17%) -1.59M
Decreased by -23.36%
Mar 31, 25
3 AllianceBernstein L.P. 5.04M (6.06%) -377.34K
Decreased by -7.49%
Dec 31, 24
4 Hotchkis & Wiley Capital Management LLC 4.50M (5.41%) 823.64K
Increased by +18.30%
Mar 31, 25
5 Dimensional Fund Advisors, Inc. 3.98M (4.79%) -150.48K
Decreased by -3.78%
Mar 31, 25
6 Pzena Investment Management, LLC 3.90M (4.69%) 272.12K
Increased by +6.97%
Mar 31, 25
7 Vanguard Group Inc 3.49M (4.19%) 53.10K
Increased by +1.52%
Mar 31, 25
8 State Street Corp 3.33M (4.01%) -240.04K
Decreased by -7.20%
Mar 31, 25
9 State Street Corporation 3.27M (3.93%) 1.35K
Increased by +0.04%
Mar 31, 24
10 D. E. Shaw & Co LP 2.54M (3.06%) 380.45K
Increased by +14.97%
Mar 31, 25
11 Franklin Resources Inc 2.36M (2.84%) -871.09K
Decreased by -36.88%
Mar 31, 24
12 HITE Hedge Asset Management MLP 2.32M (2.79%) 1.50M
Increased by +64.82%
Mar 31, 25
13 UBS Group AG 2.21M (2.65%) 474.36K
Increased by +21.50%
Mar 31, 25
14 Citadel Advisors Llc 2.13M (2.56%) 2.09M
Increased by +98.06%
Mar 31, 25
15 Geode Capital Management, LLC 2.01M (2.42%) -2.52K
Decreased by -0.13%
Mar 31, 25
16 Amvescap Plc. 1.62M (1.94%) 201.28K
Increased by +12.46%
Mar 31, 25
17 Barrow Hanley Mewhinney & Strauss LLC 1.61M (1.93%) -8.62K
Decreased by -0.54%
Sep 30, 24
18 Goldman Sachs Group Inc 1.44M (1.73%) -703.46K
Decreased by -48.77%
Jun 30, 24
19 Morgan Stanley - Brokerage Accounts 1.43M (1.72%) 123.38K
Increased by +8.63%
Mar 31, 25
20 JPMorgan Chase & Co 1.26M (1.51%) 455.77K
Increased by +36.22%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.04M (6.06%) 0.00
Increased by 0.00%
May 31, 25
2 Fidelity Low-Priced Stock 3.02M (3.63%) -5.13K
Decreased by -0.17%
Mar 31, 25
3 iShares Core S&P Mid-Cap ETF 2.82M (3.39%) 686.00
Increased by +0.02%
Jul 29, 24
4 American Funds Growth Fund of Amer A 2.51M (3.02%) -1.62M
Decreased by -64.55%
Sep 30, 23
5 Capital Group Growth Fnd of Amer Comp 2.51M (3.02%) -1.62M
Decreased by -64.55%
Sep 30, 23
6 iShares Russell 2000 ETF 2.13M (2.56%) 0.00
Increased by 0.00%
May 31, 25
7 Fidelity Small Cap Value Fund 2.04M (2.45%) 0.00
Increased by 0.00%
Jan 31, 24
8 Fidelity® Small Cap Value 2.04M (2.45%) 0.00
Increased by 0.00%
Oct 31, 23
9 Franklin Small Cap Value A 1.58M (1.90%) -624.58K
Decreased by -39.62%
Mar 31, 24
10 Franklin Small Cap Value SMA Composite 1.58M (1.90%) -624.58K
Decreased by -39.62%
Mar 31, 24
11 Franklin US Small Cap Value Equity 1.58M (1.90%) -624.58K
Decreased by -39.62%
Mar 31, 24
12 AB Discovery Value Advisor 1.53M (1.83%) 0.00
Increased by 0.00%
Feb 28, 25
13 Strategic Advisers® Fidelity US TtlStk 1.43M (1.72%) 78.63K
Increased by +5.51%
Nov 30, 23
14 Vanguard Windsor™ II Inv 1.31M (1.58%) 0.00
Increased by 0.00%
Sep 30, 24
15 Vanguard Institutional Extnd Mkt Idx Tr 1.31M (1.57%) 10.19K
Increased by +0.78%
May 31, 25
16 Invesco S&P SmallCap 600 Revenue ETF 1.13M (1.36%) -1.91K
Decreased by -0.17%
May 30, 25
17 American Beacon Small Cp Val R5 1.11M (1.34%) -32.00K
Decreased by -2.87%
Apr 30, 25
18 Fidelity® Value 1.10M (1.32%) -20.20K
Decreased by -1.84%
Nov 30, 23
19 Fidelity Value 1.03M (1.23%) -69.70K
Decreased by -6.79%
Feb 29, 24
20 Fidelity Global Value Growth Eq MF 1.01M (1.21%) 41.80K
Increased by +4.14%
Feb 20, 24