Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PJP 3.11%
2 PTH 2.54%
3 XPH 2.22%
4 PILL 1.59%
5 LOPX 1.25%
6 EVNT 1.17%
7 FTXH 0.95%
8 DWAS 0.87%
9 CLSE 0.76%
10 IHE 0.66%
11 FYC 0.57%
12 GNRX 0.52%
13 SEIS 0.48%
14 SFLO 0.46%
15 BTEC 0.46%
16 ROSC 0.44%
17 IBBQ 0.30%
18 FYX 0.28%
19 EES 0.27%
20 USVM 0.23%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.55M (10.41%) 1.79M
Increased by +10.19%
Jun 30, 25
2 BlackRock Inc 12.59M (7.47%) -232.00
Decreased by -0.00%
Mar 31, 25
3 TPG GP A, LLC 12.33M (7.31%) 0.00
Increased by 0.00%
Mar 31, 25
4 Rubric Capital Management LP 10.74M (6.37%) 14.20K
Increased by +0.13%
Mar 31, 25
5 Citadel Advisors Llc 7.49M (4.44%) -1.49M
Decreased by -19.87%
Mar 31, 25
6 Dimensional Fund Advisors, Inc. 5.30M (3.14%) 194.21K
Increased by +3.67%
Jun 30, 25
7 Geode Capital Management, LLC 3.83M (2.27%) 12.20K
Increased by +0.32%
Mar 31, 25
8 Nantahala Capital Management, LLC 3.81M (2.26%) 143.03K
Increased by +3.76%
Mar 31, 25
9 Neuberger Berman Group LLC 3.74M (2.22%) -27.66K
Decreased by -0.74%
Mar 31, 25
10 State Street Corp 3.69M (2.19%) -7.79K
Decreased by -0.21%
Mar 31, 25
11 State Street Corporation 2.94M (1.75%) 145.14K
Increased by +4.93%
Mar 31, 24
12 BlackBarn Capital Partners LP 2.88M (1.71%) 31.65K
Increased by +1.10%
Mar 31, 25
13 Nuveen Asset Management, LLC 2.74M (1.62%) -184.84K
Decreased by -6.76%
Dec 31, 24
14 Eversept Partners, LLC 2.64M (1.57%) -2.62M
Decreased by -99.07%
Sep 30, 23
15 Acadian Asset Management LLC 2.60M (1.54%) 2.33M
Increased by +89.77%
Mar 31, 25
16 Nuveen, LLC 2.34M (1.39%) 2.34M
Increased by +100.00%
Mar 31, 25
17 Amvescap Plc. 2.27M (1.35%) 365.47K
Increased by +16.08%
Mar 31, 25
18 Goldman Sachs Group Inc 2.24M (1.33%) 1.30M
Increased by +58.08%
Jun 30, 25
19 Millennium Management LLC 2.09M (1.24%) 762.84K
Increased by +36.55%
Mar 31, 25
20 Charles Schwab Investment Management Inc 1.82M (1.08%) 54.73K
Increased by +3.00%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 5.73M (3.40%) 788.50K
Increased by +13.75%
Jun 30, 25
2 Vanguard Small Cap Index 4.21M (2.50%) 306.85K
Increased by +7.29%
Jun 30, 25
3 iShares Russell 2000 ETF 3.57M (2.12%) -67.83K
Decreased by -1.90%
Jul 31, 25
4 Vanguard Small Cap Value Index Inv 2.69M (1.59%) 177.03K
Increased by +6.59%
Jun 30, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 2.34M (1.39%) 8.88K
Increased by +0.38%
Jun 30, 25
6 Fidelity Small Cap Index 1.60M (0.95%) 5.48K
Increased by +0.34%
May 31, 25
7 Hennessy Cornerstone Growth Investor 1.50M (0.89%) -171.20K
Decreased by -11.42%
Mar 31, 25
8 Columbia Small Cap Value II 1.19M (0.70%) 65.17K
Increased by +5.49%
Jun 30, 25
9 Columbia Small Cap Value II Inst 1.19M (0.70%) 65.17K
Increased by +5.49%
Jun 30, 25
10 Fidelity® Small Cap Index 1.17M (0.70%) 35.22K
Increased by +3.00%
Oct 31, 23
11 iShares Russell 2000 Growth ETF 1.15M (0.68%) 0.00
Increased by 0.00%
Jul 31, 25
12 iShares Russell 2000 Value ETF 1.13M (0.67%) 0.00
Increased by 0.00%
Apr 30, 24
13 CREF Stock R1 1.13M (0.67%) 0.00
Increased by 0.00%
Jan 31, 25
14 DFA US Small Cap I 1.11M (0.66%) 0.00
Increased by 0.00%
Jun 30, 25
15 Nuveen Quant Small Cap Equity R6 1.01M (0.60%) -20.13K
Decreased by -2.00%
Jun 30, 25
16 Neuberger Berman Intrinsic Value I 982.24K (0.58%) 0.00
Increased by 0.00%
Jun 30, 25
17 Dimensional US Small Cap ETF 967.91K (0.57%) 0.00
Increased by 0.00%
Jul 31, 25
18 Phocas Small Cap Value Equity 936.26K (0.56%) 330.21K
Increased by +35.27%
Jun 30, 24
19 State St Russell Sm/Mid Cp® Indx SL Cl I 922.36K (0.55%) 0.00
Increased by 0.00%
Jul 31, 25
20 CREF Stock R3 915.08K (0.54%) 85.15K
Increased by +9.31%
Jun 30, 25