Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GUNZ 4.02%
2 MVFD 2.63%
3 COWS 1.88%
4 PSCD 1.81%
5 TXSS 1.72%
6 SMCO 1.67%
7 XRT 1.41%
8 XSMO 1.39%
9 SYLD 0.94%
10 RETL 0.92%
11 MYLD 0.90%
12 SURE 0.89%
13 TXS 0.89%
14 SMCP 0.80%
15 XSHQ 0.74%
16 NIXT 0.73%
17 LIVR 0.72%
18 EES 0.69%
19 DSMC 0.68%
20 MMSC 0.66%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 10.34M (15.80%) -172.43K
Decreased by -1.67%
Mar 31, 25
2 BlackRock Inc 10.33M (15.78%) -482.11K
Decreased by -4.67%
Mar 31, 25
3 Vanguard Group Inc 7.73M (11.82%) -210.95K
Decreased by -2.73%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 3.85M (5.88%) 147.40K
Increased by +3.83%
Mar 31, 25
5 State Street Corporation 2.97M (4.54%) 35.53K
Increased by +1.20%
Mar 31, 24
6 State Street Corp 2.76M (4.21%) -142.77K
Decreased by -5.18%
Mar 31, 25
7 LSV Asset Management 2.18M (3.33%) 242.30K
Increased by +11.10%
Mar 31, 25
8 Geode Capital Management, LLC 2.08M (3.18%) 56.87K
Increased by +2.73%
Mar 31, 25
9 Westwood Holdings Group Inc 1.99M (3.05%) 528.37K
Increased by +26.51%
Mar 31, 25
10 American Century Companies Inc 1.68M (2.56%) 422.73K
Increased by +25.23%
Mar 31, 25
11 King Luther Capital Management Corp 1.54M (2.36%) -50.88K
Decreased by -3.30%
Mar 31, 25
12 Royce & Associates, LP 1.27M (1.95%) 98.58K
Increased by +7.74%
Mar 31, 25
13 Samlyn Capital, LLC 1.15M (1.76%) -497.24K
Decreased by -43.17%
Sep 30, 23
14 Scopus Asset Management, LLC 1.05M (1.60%) 449.50K
Increased by +42.81%
Dec 31, 24
15 UBS Group AG 1.01M (1.54%) 328.06K
Increased by +32.50%
Mar 31, 25
16 William Blair Investment Management, LLC 991.45K (1.51%) 80.58K
Increased by +8.13%
Mar 31, 25
17 Stephens Inv Mgmt Group LLC 950.10K (1.45%) -9.58K
Decreased by -1.01%
Mar 31, 25
18 Millennium Management LLC 945.04K (1.44%) 929.28K
Increased by +98.33%
Jun 30, 24
19 Nuveen Asset Management, LLC 941.12K (1.44%) 79.56K
Increased by +8.45%
Jun 30, 24
20 Morgan Stanley - Brokerage Accounts 860.82K (1.32%) -102.78K
Decreased by -11.94%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.17M (6.37%) 0.00
Increased by 0.00%
May 31, 25
2 Fidelity® Contrafund® 2.56M (3.91%) 0.00
Increased by 0.00%
Nov 30, 23
3 Vanguard US Total Market Shares ETF 2.27M (3.47%) -82.06K
Decreased by -3.61%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 2.22M (3.39%) 1.65K
Increased by +0.07%
May 31, 25
5 Vanguard Small Cap Index 1.75M (2.68%) 10.30K
Increased by +0.59%
May 31, 25
6 Avantis US Small Cap Value ETF 1.73M (2.64%) 3.79K
Increased by +0.22%
May 31, 25
7 iShares Russell 2000 ETF 1.71M (2.61%) 0.00
Increased by 0.00%
May 31, 25
8 Fidelity Low-Priced Stock 1.49M (2.28%) -2.53K
Decreased by -0.17%
Mar 31, 25
9 Fuller & Thaler Behavioral Sm-Cp Eq R6 1.44M (2.20%) -775.63K
Decreased by -53.96%
Sep 30, 23
10 Fuller & Thaler Behavioral Small-Cap Eq 1.44M (2.20%) -775.63K
Decreased by -53.96%
Sep 30, 23
11 Fidelity® Series Small Cap Opps 1.36M (2.08%) 0.00
Increased by 0.00%
Oct 31, 23
12 Vanguard Small Cap Value Index Inv 1.13M (1.72%) -924.00
Decreased by -0.08%
May 31, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 1.08M (1.65%) 7.28K
Increased by +0.68%
May 31, 25
14 Strategic Advisers Fidelity US TtlStk 1.07M (1.63%) 59.91K
Increased by +5.61%
Apr 30, 25
15 Fidelity Small Cap Value Fund 1.05M (1.60%) 0.00
Increased by 0.00%
Mar 31, 25
16 Fidelity Series Small Cap Opps 998.69K (1.53%) -35.60K
Decreased by -3.56%
Mar 31, 25
17 Fidelity Contrafund Commingled Pl O 975.14K (1.49%) -85.84K
Decreased by -8.80%
Nov 30, 23
18 DFA US Small Cap Value I 859.37K (1.31%) 0.00
Increased by 0.00%
Apr 30, 25
19 Fidelity® Small Cap Index 720.97K (1.10%) 20.40K
Increased by +2.83%
Oct 31, 23
20 FullerThaler Behavioral Sm-Cp Eq R6 719.63K (1.10%) 192.60K
Increased by +26.76%
Mar 31, 25