Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KCE 1.77%
2 XSMO 1.41%
3 PFI 1.38%
4 STCE 1.21%
5 SMCF 1.03%
6 SURE 1.00%
7 PSCF 0.99%
8 GABF 0.71%
9 EES 0.64%
10 OASC 0.55%
11 PSC 0.45%
12 IAI 0.43%
13 SIXL 0.38%
14 DGRS 0.37%
15 FESM 0.36%
16 USVM 0.35%
17 FTQI 0.34%
18 FYC 0.34%
19 DWAS 0.33%
20 QVMS 0.33%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 51.26M (14.42%) 129.60K
Increased by +0.25%
Dec 31, 24
2 Vanguard Group Inc 40.37M (11.36%) -298.13K
Decreased by -0.74%
Dec 31, 24
3 Rubric Capital Management LP 16.98M (4.78%) 3.80K
Increased by +0.02%
Dec 31, 24
4 State Street Corp 15.62M (4.40%) 616.41K
Increased by +3.95%
Dec 31, 24
5 State Street Corporation 14.57M (4.10%) 6.13M
Increased by +42.09%
Mar 31, 24
6 FMR Inc 10.11M (2.84%) -310.96K
Decreased by -3.08%
Dec 31, 24
7 AltraVue Capital, LLC 9.96M (2.80%) 0.00
Increased by 0.00%
Dec 31, 24
8 Boston Partners Global Investors, Inc 9.16M (2.58%) 939.14K
Increased by +10.25%
Dec 31, 24
9 Geode Capital Management, LLC 8.88M (2.50%) -93.86K
Decreased by -1.06%
Dec 31, 24
10 Dimensional Fund Advisors, Inc. 7.91M (2.23%) 76.54K
Increased by +0.97%
Dec 31, 24
11 Amvescap Plc. 7.90M (2.22%) 2.21M
Increased by +27.94%
Dec 31, 24
12 Cardinal Capital Management Llc 7.40M (2.08%) -2.23M
Decreased by -30.18%
Mar 31, 24
13 Morgan Stanley - Brokerage Accounts 4.84M (1.36%) -864.51K
Decreased by -17.84%
Dec 31, 24
14 Charles Schwab Investment Management Inc 4.73M (1.33%) 20.69K
Increased by +0.44%
Dec 31, 24
15 Alua Capital Management LP 4.48M (1.26%) -368.50K
Decreased by -8.22%
Dec 31, 24
16 Nuveen Asset Management, LLC 4.36M (1.23%) -362.47K
Decreased by -8.32%
Dec 31, 24
17 HRT FINANCIAL LLC 4.35M (1.22%) 4.35M
Increased by +100.00%
Mar 31, 24
18 Northern Trust Corp 3.95M (1.11%) 76.46K
Increased by +1.94%
Dec 31, 24
19 Boussard & Gavaudan Assets 3.83M (1.08%) 3.83M
Increased by +100.00%
Sep 30, 23
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 21.38M (6.02%) 0.00
Increased by 0.00%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 11.18M (3.15%) 7.89K
Increased by +0.07%
Feb 28, 25
3 Vanguard Small Cap Index 8.98M (2.53%) 7.34K
Increased by +0.08%
Feb 28, 25
4 iShares Russell 2000 ETF 8.45M (2.38%) 0.00
Increased by 0.00%
Feb 28, 25
5 Vanguard Small Cap Value Index Inv 5.92M (1.66%) -19.42K
Decreased by -0.33%
Feb 28, 25
6 Fidelity® Value 5.75M (1.62%) 128.30K
Increased by +2.23%
Nov 30, 23
7 Vanguard Institutional Extnd Mkt Idx Tr 5.64M (1.59%) 7.92K
Increased by +0.14%
Feb 28, 25
8 Cardinal Capital SMID Cap Value Equity 5.34M (1.50%) -1.59M
Decreased by -29.80%
Mar 31, 24
9 Fidelity Value 5.06M (1.42%) -357.40K
Decreased by -7.06%
Jan 31, 25
10 Fidelity Small Cap Index 3.67M (1.03%) -27.86K
Decreased by -0.76%
Dec 31, 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 (0.93%) -3.67K
Decreased by -0.11%
Feb 28, 25
13 iShares Russell 2000 Value ETF 3.08M (0.87%) 0.00
Increased by 0.00%
Feb 28, 25
14 Fidelity® Small Cap Index 3.03M (0.85%) 82.11K
Increased by +2.71%
Oct 31, 23
15 Vanguard Tax-Managed Small Cap Adm 2.61M (0.73%) 0.00
Increased by 0.00%
Feb 28, 25
16 Fidelity Select Brokerage & Inv Mgmt 2.45M (0.69%) 271.00K
Increased by +11.07%
Jan 31, 25
17 State St Russell Sm/Mid Cp® Indx NL Cl C 2.21M (0.62%) 0.00
Increased by 0.00%
Feb 28, 25
18 Invesco S&P SmallCap Momentum ETF 2.14M (0.60%) 4.73K
Increased by +0.22%
Feb 28, 25
19 Fidelity® Extended Market Index 2.10M (0.59%) 23.49K
Increased by +1.12%
Nov 30, 23
20 Fidelity Extended Market Index 2.03M (0.57%) -24.22K
Decreased by -1.19%
Jan 31, 25