Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PJP 2.82%
2 PTH 2.54%
3 XPH 2.13%
4 PILL 1.37%
5 LOPX 1.25%
6 EVNT 1.17%
7 DWAS 0.87%
8 FTXH 0.83%
9 CLSE 0.65%
10 IHE 0.59%
11 GNRX 0.52%
12 FYC 0.49%
13 SFLO 0.46%
14 BTEC 0.46%
15 ROSC 0.44%
16 SEIS 0.44%
17 FYX 0.29%
18 IBBQ 0.26%
19 EES 0.24%
20 USVM 0.23%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 15.76M (9.42%) 920.76K
Increased by +5.84%
Mar 31, 25
2 BlackRock Inc 12.59M (7.52%) -232.00
Decreased by -0.00%
Mar 31, 25
3 TPG GP A, LLC 12.33M (7.37%) 0.00
Increased by 0.00%
Mar 31, 25
4 Rubric Capital Management LP 10.74M (6.42%) 14.20K
Increased by +0.13%
Mar 31, 25
5 Citadel Advisors Llc 7.49M (4.48%) -1.49M
Decreased by -19.87%
Mar 31, 25
6 Dimensional Fund Advisors, Inc. 5.10M (3.05%) 111.45K
Increased by +2.18%
Mar 31, 25
7 Geode Capital Management, LLC 3.83M (2.29%) 12.20K
Increased by +0.32%
Mar 31, 25
8 Nantahala Capital Management, LLC 3.81M (2.28%) 143.03K
Increased by +3.76%
Mar 31, 25
9 Neuberger Berman Group LLC 3.74M (2.23%) -27.66K
Decreased by -0.74%
Mar 31, 25
10 State Street Corp 3.69M (2.21%) -7.79K
Decreased by -0.21%
Mar 31, 25
11 State Street Corporation 2.94M (1.76%) 145.14K
Increased by +4.93%
Mar 31, 24
12 BlackBarn Capital Partners LP 2.88M (1.72%) 31.65K
Increased by +1.10%
Mar 31, 25
13 Nuveen Asset Management, LLC 2.74M (1.63%) -184.84K
Decreased by -6.76%
Dec 31, 24
14 Eversept Partners, LLC 2.64M (1.58%) -2.62M
Decreased by -99.07%
Sep 30, 23
15 Acadian Asset Management LLC 2.60M (1.55%) 2.33M
Increased by +89.77%
Mar 31, 25
16 Nuveen, LLC 2.34M (1.40%) 2.34M
Increased by +100.00%
Mar 31, 25
17 Amvescap Plc. 2.27M (1.36%) 365.47K
Increased by +16.08%
Mar 31, 25
18 Millennium Management LLC 2.09M (1.25%) 762.84K
Increased by +36.55%
Mar 31, 25
19 UBS Group AG 1.81M (1.08%) 146.85K
Increased by +8.10%
Mar 31, 25
20 Arrowstreet Capital Limited Partnership 1.79M (1.07%) 252.40K
Increased by +14.07%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 5.73M (3.43%) 788.50K
Increased by +13.75%
Jun 30, 25
2 Vanguard Small Cap Index 4.21M (2.52%) 306.85K
Increased by +7.29%
Jun 30, 25
3 iShares Russell 2000 ETF 3.64M (2.17%) -58.79K
Decreased by -1.62%
Jul 30, 25
4 Vanguard Small Cap Value Index Inv 2.69M (1.61%) 177.03K
Increased by +6.59%
Jun 30, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 2.34M (1.40%) 8.88K
Increased by +0.38%
Jun 30, 25
6 Fidelity Small Cap Index 1.60M (0.96%) 5.48K
Increased by +0.34%
May 31, 25
7 Hennessy Cornerstone Growth Investor 1.50M (0.90%) -171.20K
Decreased by -11.42%
Mar 31, 25
8 Columbia Small Cap Value II 1.19M (0.71%) 65.17K
Increased by +5.49%
Jun 30, 25
9 Columbia Small Cap Value II Inst 1.19M (0.71%) 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 (0.69%) -2.85K
Decreased by -0.25%
Jul 30, 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 1.03M (0.61%) 10.37K
Increased by +1.01%
May 31, 25
16 Neuberger Berman Intrinsic Value I 982.24K (0.59%) 0.00
Increased by 0.00%
Jun 30, 25
17 Dimensional US Small Cap ETF 967.91K (0.58%) 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%) 13.10K
Increased by +1.42%
Jun 30, 25
20 DFA US Micro Cap I 898.25K (0.54%) 46.77K
Increased by +5.21%
Jun 30, 25