Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LBAY 2.78%
2 KCE 1.74%
3 RSMC 1.54%
4 XSMO 1.41%
5 PFI 1.38%
6 SMCF 1.14%
7 FDLS 1.04%
8 SURE 1.03%
9 STCE 0.98%
10 PSCF 0.95%
11 EES 0.66%
12 FYC 0.50%
13 SEIS 0.47%
14 FESM 0.45%
15 PSC 0.45%
16 OASC 0.45%
17 DWAS 0.40%
18 SMDX 0.39%
19 SIXL 0.38%
20 DGRS 0.36%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 54.60M (14.89%) 874.09K
Increased by +1.60%
Mar 31, 26
2 Vanguard Group Inc 43.11M (11.76%) 841.19K
Increased by +1.95%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 24.54M (6.70%) 24.54M
Increased by +100.00%
Mar 31, 26
4 Rubric Capital Management LP 23.30M (6.36%) 2.30M
Increased by +9.87%
Mar 31, 26
5 Vanguard Capital Management, LLC 16.32M (4.45%) 16.32M
Increased by +100.00%
Mar 31, 26
6 State Street Corporation 14.57M (3.97%) 6.13M
Increased by +42.09%
Mar 31, 24
7 State Street Corp 14.48M (3.95%) 120.02K
Increased by +0.83%
Mar 31, 26
8 Nuveen, LLC 9.19M (2.51%) 1.30M
Increased by +14.14%
Mar 31, 26
9 Geode Capital Management, LLC 8.98M (2.45%) 252.14K
Increased by +2.81%
Mar 31, 26
10 FMR Inc 8.65M (2.36%) 543.98K
Increased by +6.29%
Mar 31, 26
11 Dimensional Fund Advisors, Inc. 7.90M (2.16%) 163.64K
Increased by +2.07%
Mar 31, 26
12 Cardinal Capital Management Llc 7.40M (2.02%) -2.23M
Decreased by -30.18%
Mar 31, 24
13 Boston Partners Global Investors, Inc 7.29M (1.99%) -1.47M
Decreased by -20.12%
Mar 31, 26
14 Amvescap Plc. 6.86M (1.87%) 240.65K
Increased by +3.51%
Mar 31, 26
15 Citadel Advisors Llc 5.87M (1.60%) 3.46M
Increased by +58.99%
Mar 31, 26
16 Morgan Stanley - Brokerage Accounts 5.09M (1.39%) -534.42K
Decreased by -10.49%
Mar 31, 26
17 Charles Schwab Investment Management Inc 4.75M (1.30%) 167.46K
Increased by +3.52%
Mar 31, 26
18 Alua Capital Management LP 4.48M (1.22%) -368.50K
Decreased by -8.22%
Dec 31, 24
19 Nuveen Asset Management, LLC 4.36M (1.19%) -362.47K
Decreased by -8.32%
Dec 31, 24
20 HRT FINANCIAL LLC 4.35M (1.19%) 4.35M
Increased by +100.00%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 22.03M (6.01%) 7.92K
Increased by +0.04%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 11.64M (3.18%) 38.79K
Increased by +0.33%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 11.24M (3.07%) -493.95K
Decreased by -4.40%
Sep 30, 24
4 iShares Russell 2000 ETF 8.67M (2.36%) 80.08K
Increased by +0.92%
May 29, 26
5 Vanguard Small Cap Index 8.37M (2.28%) -16.61K
Decreased by -0.20%
Apr 30, 26
6 Fidelity® Value 5.75M (1.57%) 128.30K
Increased by +2.23%
Nov 30, 23
7 Vanguard Small Cap Value Index Inv 5.37M (1.47%) 37.12K
Increased by +0.69%
Apr 30, 26
8 Cardinal Capital SMID Cap Value Equity 5.34M (1.46%) -1.59M
Decreased by -29.80%
Mar 31, 24
9 Fidelity Value 4.19M (1.14%) -189.90K
Decreased by -4.53%
Apr 30, 26
10 CREF Total Global Stock Account R3 4.18M (1.14%) 69.10K
Increased by +1.65%
Mar 31, 26
11 Vanguard Institutional Extnd Mkt Idx Tr 4.10M (1.12%) 45.69K
Increased by +1.11%
Apr 30, 26
12 Fidelity Small Cap Index 3.55M (0.97%) 4.17K
Increased by +0.12%
Mar 31, 26
13 SPDR® Portfolio S&P 600 Sm Cap ETF 3.43M (0.93%) 3.51K
Increased by +0.10%
Mar 28, 24
14 Vanguard Explorer Inv 3.39M (0.93%) 0.00
Increased by 0.00%
Mar 31, 26
15 SPDR® Portfolio S&P 600™ Sm Cap ETF 3.35M (0.91%) 40.19K
Increased by +1.20%
Aug 29, 25
16 State Street SPDR Port S&P 600 Sm CpETF 3.34M (0.91%) 0.00
Increased by 0.00%
May 29, 26
17 iShares Russell 2000 Value ETF 3.08M (0.84%) 0.00
Increased by 0.00%
May 31, 25
18 Fidelity® Small Cap Index 3.03M (0.83%) 82.11K
Increased by +2.71%
Oct 31, 23
19 iShares Russell 2000 Growth ETF 2.97M (0.81%) -19.32K
Decreased by -0.65%
May 29, 26
20 CREF Stock R3 2.60M (0.71%) 0.00
Increased by 0.00%
Jul 31, 25