Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MID 3.14%
2 PYZ 1.71%
3 SCAP 1.52%
4 NSCS 1.09%
5 SMIG 1.06%
6 SMDV 0.89%
7 CSB 0.80%
8 JPSV 0.75%
9 MSSM 0.55%
10 FNK 0.49%
11 DES 0.44%
12 SHRT 0.39%
13 SVAL 0.36%
14 TFPN 0.30%
15 MDYV 0.29%
16 JPSE 0.28%
17 DFSV 0.28%
18 GVLU 0.27%
19 VTWV 0.27%
20 VAW 0.26%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 11.47M (12.77%) -114.58K
Decreased by -1.00%
Mar 31, 25
2 Vanguard Group Inc 10.21M (11.36%) -108.22K
Decreased by -1.06%
Mar 31, 25
3 Franklin Resources Inc 4.80M (5.35%) 1.62M
Increased by +33.68%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 4.35M (4.84%) 279.06K
Increased by +6.42%
Mar 31, 25
5 State Street Corporation 4.09M (4.55%) 37.46K
Increased by +0.92%
Mar 31, 24
6 State Street Corp 3.80M (4.23%) -13.90K
Decreased by -0.37%
Mar 31, 25
7 Allspring Global Investments Holdings, LLC 3.51M (3.91%) 27.61K
Increased by +0.79%
Mar 31, 25
8 AllianceBernstein L.P. 2.86M (3.18%) -185.02K
Decreased by -6.47%
Dec 31, 24
9 Geode Capital Management, LLC 2.23M (2.49%) 79.10K
Increased by +3.54%
Mar 31, 25
10 Goldman Sachs Group Inc 2.16M (2.40%) 1.06M
Increased by +49.18%
Dec 31, 23
11 Channing Capital Management, LLC 1.68M (1.87%) -42.35K
Decreased by -2.52%
Mar 31, 25
12 Jennison Associates LLC 1.54M (1.72%) -280.59K
Decreased by -18.16%
Mar 31, 25
13 Westfield Capital Management Company, LP 1.52M (1.69%) 63.14K
Increased by +4.15%
Sep 30, 24
14 Victory Capital Management Inc. 1.52M (1.69%) 62.02K
Increased by +4.07%
Mar 31, 25
15 Westfield Capital Management Company, L.P. 1.48M (1.64%) -236.43K
Decreased by -16.03%
Mar 31, 25
16 Lord, Abbett & Co LLC 1.40M (1.56%) -93.02K
Decreased by -6.62%
Mar 31, 25
17 Macquarie Group Ltd 1.38M (1.54%) -79.84K
Decreased by -5.78%
Mar 31, 25
18 Nuveen, LLC 1.36M (1.51%) 1.36M
Increased by +100.00%
Mar 31, 25
19 Ameriprise Financial Inc 1.34M (1.49%) 13.97K
Increased by +1.05%
Mar 31, 25
20 Nuveen Asset Management, LLC 1.33M (1.48%) 165.32K
Increased by +12.41%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 2.97M (3.30%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 2.93M (3.26%) 49.35K
Increased by +1.69%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 2.88M (3.21%) 3.15K
Increased by +0.11%
Sep 30, 24
4 Allspring Special Small Cap Value A 2.69M (2.99%) -22.70K
Decreased by -0.84%
May 31, 25
5 Franklin Small Cap Value A 2.58M (2.88%) 215.33K
Increased by +8.33%
Apr 30, 25
6 Franklin Small Cap Value SMA Composite 2.37M (2.64%) 924.21K
Increased by +39.00%
Mar 31, 25
7 Franklin US Small Cap Value Equity 2.37M (2.64%) 924.21K
Increased by +39.00%
Mar 31, 25
8 Vanguard Small Cap Index 2.30M (2.55%) 12.36K
Increased by +0.54%
Apr 30, 25
9 iShares Russell 2000 ETF 2.29M (2.55%) 0.00
Increased by 0.00%
May 31, 25
10 Vanguard Small Cap Value Index Inv 1.48M (1.65%) 4.65K
Increased by +0.31%
Apr 30, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 1.42M (1.58%) 1.57K
Increased by +0.11%
Apr 30, 25
12 Baron Opp. Small Cap Growth Strategy 1.25M (1.39%) -250.00K
Decreased by -20.00%
Mar 31, 25
13 Baron Small Cap Retail 1.25M (1.39%) -250.00K
Decreased by -20.00%
Mar 31, 25
14 Delaware Small Cap Value A 1.04M (1.16%) 0.00
Increased by 0.00%
Sep 30, 24
15 JHancock Small Cap Core NAV 1.00M (1.12%) 131.59K
Increased by +13.11%
Apr 30, 25
16 Swedbank Robur Globalfond A 1.00M (1.11%) 0.00
Increased by 0.00%
May 31, 25
17 Macquarie Small Cap Value A 974.15K (1.08%) 0.00
Increased by 0.00%
Apr 30, 25
18 DFA US Small Cap Value I 963.98K (1.07%) 0.00
Increased by 0.00%
Apr 30, 25
19 Fidelity Small Cap Index 902.42K (1.00%) 6.00K
Increased by +0.67%
Mar 31, 25
20 Fidelity® Small Cap Index 870.13K (0.97%) 22.99K
Increased by +2.64%
Oct 31, 23