Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PJP 2.76%
2 XPH 1.79%
3 LOPX 1.25%
4 PILL 1.24%
5 EVNT 1.17%
6 PTH 0.84%
7 DWAS 0.74%
8 FTXH 0.68%
9 IHE 0.64%
10 CLSE 0.62%
11 GNRX 0.52%
12 FYC 0.50%
13 SFLO 0.46%
14 BTEC 0.46%
15 ROSC 0.44%
16 SEIS 0.37%
17 EES 0.30%
18 FYX 0.28%
19 IBBQ 0.27%
20 USVM 0.23%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.55M (9.19%) 1.79M
Increased by +10.19%
Jun 30, 25
2 TPG GP A, LLC 12.33M (6.46%) 0.00
Increased by 0.00%
Jun 30, 25
3 BlackRock Inc 12.13M (6.35%) -456.42K
Decreased by -3.76%
Jun 30, 25
4 Rubric Capital Management LP 11.71M (6.13%) 974.36K
Increased by +8.32%
Jun 30, 25
5 Citadel Advisors Llc 5.62M (2.95%) -1.87M
Decreased by -33.20%
Jun 30, 25
6 Dimensional Fund Advisors, Inc. 5.30M (2.77%) 194.21K
Increased by +3.67%
Jun 30, 25
7 Millennium Management LLC 5.04M (2.64%) 2.96M
Increased by +58.61%
Jun 30, 25
8 Nantahala Capital Management, LLC 4.37M (2.29%) 558.88K
Increased by +12.80%
Jun 30, 25
9 State Street Corp 3.92M (2.05%) 224.98K
Increased by +5.75%
Jun 30, 25
10 Geode Capital Management, LLC 3.76M (1.97%) -66.32K
Decreased by -1.76%
Jun 30, 25
11 Neuberger Berman Group LLC 3.72M (1.95%) -11.76K
Decreased by -0.32%
Jun 30, 25
12 BlackBarn Capital Partners LP 3.45M (1.81%) 564.92K
Increased by +16.39%
Jun 30, 25
13 State Street Corporation 2.94M (1.54%) 145.14K
Increased by +4.93%
Mar 31, 24
14 Nuveen Asset Management, LLC 2.74M (1.43%) -184.84K
Decreased by -6.76%
Dec 31, 24
15 Nuveen, LLC 2.66M (1.39%) 319.39K
Increased by +12.03%
Jun 30, 25
16 Eversept Partners, LLC 2.64M (1.39%) -2.62M
Decreased by -99.07%
Sep 30, 23
17 Acadian Asset Management LLC 2.60M (1.36%) 2.33M
Increased by +89.77%
Mar 31, 25
18 Morgan Stanley - Brokerage Accounts 2.50M (1.31%) 876.23K
Increased by +35.09%
Jun 30, 25
19 Amvescap Plc. 2.27M (1.19%) 365.47K
Increased by +16.08%
Mar 31, 25
20 Goldman Sachs Group Inc 2.24M (1.17%) 1.30M
Increased by +58.08%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 5.61M (2.94%) -124.32K
Decreased by -2.22%
Jul 31, 25
2 Vanguard Small Cap Index 4.20M (2.20%) -13.19K
Decreased by -0.31%
Jul 31, 25
3 iShares Russell 2000 ETF 3.65M (1.91%) 0.00
Increased by 0.00%
Aug 31, 25
4 Vanguard Small Cap Value Index Inv 2.70M (1.41%) 10.25K
Increased by +0.38%
Jul 31, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 1.63M (0.85%) -712.55K
Decreased by -43.79%
Jul 31, 25
6 Fidelity Small Cap Index 1.50M (0.79%) -98.79K
Decreased by -6.57%
Jun 30, 25
7 Hennessy Cornerstone Growth Investor 1.50M (0.79%) -171.20K
Decreased by -11.42%
Mar 31, 25
8 Columbia Small Cap Value II 1.19M (0.62%) 65.17K
Increased by +5.49%
Jun 30, 25
9 Columbia Small Cap Value and Inflection 1.19M (0.62%) 65.17K
Increased by +5.49%
Jun 30, 25
10 Columbia Sm Cp Val and Inflection Inst 1.18M (0.62%) -11.30K
Decreased by -0.96%
Jul 31, 25
11 Columbia Small Cap Value II Inst 1.18M (0.62%) -11.30K
Decreased by -0.96%
Jul 31, 25
12 Fidelity® Small Cap Index 1.17M (0.62%) 35.22K
Increased by +3.00%
Oct 31, 23
13 iShares Russell 2000 Growth ETF 1.15M (0.60%) 0.00
Increased by 0.00%
Aug 31, 25
14 iShares Russell 2000 Value ETF 1.13M (0.59%) 0.00
Increased by 0.00%
Apr 30, 24
15 CREF Stock R1 1.13M (0.59%) 0.00
Increased by 0.00%
Jan 31, 25
16 DFA US Small Cap I 1.11M (0.58%) 0.00
Increased by 0.00%
Jul 31, 25
17 Nuveen Quant Small Cap Equity R6 1.01M (0.53%) 0.00
Increased by 0.00%
Jul 31, 25
18 Dimensional US Small Cap ETF 986.45K (0.52%) 4.33K
Increased by +0.44%
Aug 29, 25
19 Neuberger Berman Intrinsic Value I 982.24K (0.51%) 0.00
Increased by 0.00%
Jul 31, 25
20 Phocas Small Cap Value Equity 936.26K (0.49%) 330.21K
Increased by +35.27%
Jun 30, 24