Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MID 3.26%
2 PYZ 1.87%
3 SCAP 1.46%
4 NSCS 1.12%
5 SMIG 1.05%
6 CSB 0.78%
7 JPSV 0.58%
8 MSSM 0.55%
9 FNK 0.49%
10 DES 0.44%
11 SHRT 0.39%
12 TFPN 0.30%
13 DFSV 0.30%
14 MDYV 0.29%
15 JPSE 0.28%
16 VTWV 0.28%
17 GVLU 0.27%
18 IWN 0.26%
19 VAW 0.26%
20 IVOV 0.25%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 11.58M (12.90%) 221.33K
Increased by +1.91%
Dec 31, 24
2 Vanguard Group Inc 10.31M (11.49%) 79.66K
Increased by +0.77%
Dec 31, 24
3 State Street Corporation 4.09M (4.55%) 37.46K
Increased by +0.92%
Mar 31, 24
4 Dimensional Fund Advisors, Inc. 4.07M (4.53%) 90.53K
Increased by +2.22%
Dec 31, 24
5 State Street Corp 3.82M (4.25%) -416.42K
Decreased by -10.91%
Dec 31, 24
6 Allspring Global Investments Holdings, LLC 3.49M (3.88%) -571.23K
Decreased by -16.39%
Dec 31, 24
7 Franklin Resources Inc 3.19M (3.55%) 276.36K
Increased by +8.67%
Dec 31, 24
8 AllianceBernstein L.P. 2.86M (3.18%) -185.02K
Decreased by -6.47%
Dec 31, 24
9 Goldman Sachs Group Inc 2.16M (2.40%) 1.06M
Increased by +49.18%
Dec 31, 23
10 Geode Capital Management, LLC 2.15M (2.40%) -20.35K
Decreased by -0.94%
Dec 31, 24
11 Jennison Associates LLC 1.83M (2.03%) 128.72K
Increased by +7.05%
Dec 31, 24
12 Channing Capital Management, LLC 1.72M (1.92%) -197.07K
Decreased by -11.45%
Dec 31, 24
13 Westfield Capital Management Company, L.P. 1.71M (1.91%) 189.10K
Increased by +11.05%
Dec 31, 24
14 Westfield Capital Management Company, LP 1.52M (1.70%) 63.14K
Increased by +4.15%
Sep 30, 24
15 BAMCO Inc 1.50M (1.67%) 0.00
Increased by 0.00%
Dec 31, 24
16 Lord, Abbett & Co LLC 1.50M (1.67%) -17.78K
Decreased by -1.19%
Dec 31, 24
17 Macquarie Group Ltd 1.46M (1.63%) -72.40K
Decreased by -4.96%
Dec 31, 24
18 Victory Capital Management Inc. 1.46M (1.63%) 797.11K
Increased by +54.58%
Dec 31, 24
19 Nuveen Asset Management, LLC 1.33M (1.48%) 165.32K
Increased by +12.41%
Dec 31, 24
20 Ameriprise Financial Inc 1.32M (1.47%) 882.23K
Increased by +66.75%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 2.99M (3.33%) 7.74K
Increased by +0.26%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 2.87M (3.19%) 2.32K
Increased by +0.08%
Feb 28, 25
3 Allspring Special Small Cap Value A 2.71M (3.02%) -26.20K
Decreased by -0.97%
Mar 31, 25
4 iShares Russell 2000 ETF 2.40M (2.67%) -20.79K
Decreased by -0.87%
Mar 31, 25
5 Vanguard Small Cap Index 2.33M (2.60%) 1.93K
Increased by +0.08%
Feb 28, 25
6 Franklin Small Cap Value A 1.75M (1.95%) 301.69K
Increased by +17.27%
Feb 28, 25
7 Vanguard Small Cap Value Index Inv 1.54M (1.71%) -4.70K
Decreased by -0.31%
Feb 28, 25
8 Baron Opp. Small Cap Growth Strategy 1.50M (1.67%) 0.00
Increased by 0.00%
Dec 31, 24
9 Baron Small Cap Retail 1.50M (1.67%) 0.00
Increased by 0.00%
Dec 31, 24
10 Franklin Small Cap Value SMA Composite 1.45M (1.61%) 211.23K
Increased by +14.61%
Dec 31, 24
11 Franklin US Small Cap Value Equity 1.45M (1.61%) 211.23K
Increased by +14.61%
Dec 31, 24
12 Vanguard Institutional Extnd Mkt Idx Tr 1.38M (1.54%) 1.90K
Increased by +0.14%
Feb 28, 25
13 Delaware Small Cap Value A 1.04M (1.16%) 0.00
Increased by 0.00%
Sep 30, 24
14 Swedbank Robur Globalfond A 1.00M (1.11%) 896.89K
Increased by +89.69%
Feb 28, 25
15 Macquarie Small Cap Value A 974.15K (1.09%) 0.00
Increased by 0.00%
Feb 28, 25
16 DFA US Small Cap Value I 914.50K (1.02%) 3.32K
Increased by +0.36%
Feb 28, 25
17 JHancock Small Cap Core NAV 896.36K (1.00%) 7.32K
Increased by +0.82%
Dec 31, 23
18 Fidelity Small Cap Index 891.04K (0.99%) -16.69K
Decreased by -1.87%
Jan 31, 25
19 Franklin Mutual Quest Z 878.79K (0.98%) 0.00
Increased by 0.00%
Dec 31, 24
20 Fidelity® Small Cap Index 870.13K (0.97%) 22.99K
Increased by +2.64%
Oct 31, 23