Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KCE 1.51%
2 PFI 1.44%
3 XSMO 1.23%
4 STCE 1.11%
5 SURE 1.01%
6 PSCF 0.96%
7 SMCF 0.94%
8 FESM 0.61%
9 EES 0.58%
10 OASC 0.48%
11 PSC 0.42%
12 SIXL 0.40%
13 DGRS 0.39%
14 FYC 0.38%
15 IAI 0.37%
16 DWAS 0.36%
17 FTQI 0.35%
18 USVM 0.35%
19 SLYG 0.31%
20 JHSC 0.31%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 47.16M (13.23%) 19.84M
Increased by +42.08%
Mar 31, 24
2 Vanguard Group Inc 42.43M (11.91%) 5.39M
Increased by +12.70%
Mar 31, 24
3 Rubric Capital Management LP 19.00M (5.33%) -1.00M
Decreased by -5.26%
Mar 31, 24
4 State Street Corporation 14.57M (4.09%) 6.13M
Increased by +42.09%
Mar 31, 24
5 AltraVue Capital, LLC 10.18M (2.86%) -56.37K
Decreased by -0.55%
Mar 31, 24
6 FMR Inc 9.98M (2.80%) 1.19M
Increased by +11.91%
Mar 31, 24
7 Boston Partners Global Investors, Inc 9.08M (2.55%) 1.67M
Increased by +18.42%
Mar 31, 24
8 Geode Capital Management, LLC 8.39M (2.36%) 224.02K
Increased by +2.67%
Mar 31, 24
9 Cardinal Capital Management Llc 7.40M (2.08%) -2.23M
Decreased by -30.18%
Mar 31, 24
10 Philosophy Capital Management LLC 7.18M (2.02%) -1.56M
Decreased by -21.71%
Mar 31, 24
11 Dimensional Fund Advisors, Inc. 7.02M (1.97%) 228.88K
Increased by +3.26%
Mar 31, 24
12 Morgan Stanley - Brokerage Accounts 5.21M (1.46%) -1.62M
Decreased by -31.04%
Mar 31, 24
13 Nuveen Asset Management, LLC 4.85M (1.36%) -111.33K
Decreased by -2.29%
Mar 31, 24
14 Charles Schwab Investment Management Inc 4.55M (1.28%) 34.19K
Increased by +0.75%
Mar 31, 24
15 HRT FINANCIAL LLC 4.35M (1.22%) 4.35M
Increased by +100.00%
Mar 31, 24
16 Northern Trust Corp 3.99M (1.12%) 226.76K
Increased by +5.69%
Mar 31, 24
17 Boussard & Gavaudan Assets 3.83M (1.07%) 3.83M
Increased by +100.00%
Sep 30, 23
18 NORGES BANK 3.79M (1.06%) 493.58K
Increased by +13.01%
Dec 31, 23
19 Prudential Financial Inc 3.65M (1.02%) -499.33K
Decreased by -13.70%
Mar 31, 24
20 Weiss Multi-Strategy Advisers Llc 3.60M (1.01%) 492.10K
Increased by +13.65%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 18.00M (5.05%) 0.00
Increased by 0.00%
Jun 28, 24
2 Vanguard Total Stock Mkt Idx Inv 11.73M (3.29%) 8.77K
Increased by +0.07%
Jun 30, 24
3 Vanguard Small Cap Index 9.17M (2.57%) -281.55K
Decreased by -3.07%
Jun 30, 24
4 iShares Russell 2000 ETF 8.45M (2.37%) 79.63K
Increased by +0.94%
Jun 28, 24
5 Vanguard Small Cap Value Index Inv 6.17M (1.73%) -162.29K
Decreased by -2.63%
Jun 30, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 5.82M (1.63%) -30.70K
Decreased by -0.53%
Jun 30, 24
7 Fidelity® Value 5.75M (1.61%) 128.30K
Increased by +2.23%
Nov 30, 23
8 Cardinal Capital SMID Cap Value Equity 5.34M (1.50%) -1.59M
Decreased by -29.80%
Mar 31, 24
9 Fidelity Value 5.24M (1.47%) -676.20K
Decreased by -12.90%
May 31, 24
10 Fidelity Small Cap Index 3.55M (1.00%) -26.18K
Decreased by -0.74%
Apr 30, 24
11 SPDR® Portfolio S&P 600 Sm Cap ETF 3.43M (0.96%) 3.51K
Increased by +0.10%
Mar 28, 24
12 SPDR® Portfolio S&P 600™ Sm Cap ETF 3.29M (0.92%) -1.34K
Decreased by -0.04%
Jun 28, 24
13 Fidelity® Small Cap Index 3.03M (0.85%) 82.11K
Increased by +2.71%
Oct 31, 23
14 Vanguard Tax-Managed Small Cap Adm 2.80M (0.78%) -170.57K
Decreased by -6.10%
Jun 30, 24
15 State St Russell Sm/Mid Cp® Indx NL Cl C 2.31M (0.65%) 135.40K
Increased by +5.86%
Jun 30, 24
16 Fidelity Extended Market Index 2.20M (0.62%) 3.05K
Increased by +0.14%
May 31, 24
17 Fidelity® Extended Market Index 2.10M (0.59%) 23.49K
Increased by +1.12%
Nov 30, 23
18 Nuveen Quant Small Cap Equity R6 1.96M (0.55%) 0.00
Increased by 0.00%
May 31, 24
19 TIAA-CREF Quant Small-Cap Equity Instl 1.93M (0.54%) 38.92K
Increased by +2.02%
Feb 29, 24
20 iShares Russell 2000 Value ETF 1.91M (0.53%) 234.57K
Increased by +12.30%
Jun 28, 24