Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RSMC 2.32%
2 KCE 1.54%
3 XSMO 1.41%
4 PFI 1.38%
5 SMCF 1.14%
6 SURE 1.03%
7 PSCF 0.92%
8 EES 0.58%
9 STCE 0.57%
10 FYC 0.50%
11 SEIS 0.47%
12 OASC 0.46%
13 PSC 0.45%
14 FESM 0.42%
15 DWAS 0.40%
16 SIXL 0.38%
17 DGRS 0.37%
18 IAI 0.36%
19 USVM 0.35%
20 ESIX 0.34%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 54.01M (15.07%) 2.94M
Increased by +5.44%
Jun 30, 25
2 Vanguard Group Inc 42.58M (11.88%) 2.27M
Increased by +5.33%
Jun 30, 25
3 Rubric Capital Management LP 17.01M (4.74%) -220.80K
Decreased by -1.30%
Jun 30, 25
4 State Street Corp 14.71M (4.11%) -113.04K
Decreased by -0.77%
Jun 30, 25
5 State Street Corporation 14.57M (4.06%) 6.13M
Increased by +42.09%
Mar 31, 24
6 AltraVue Capital, LLC 9.73M (2.71%) 107.09K
Increased by +1.10%
Jun 30, 25
7 Boston Partners Global Investors, Inc 9.55M (2.66%) 1.06M
Increased by +11.08%
Jun 30, 25
8 FMR Inc 8.94M (2.49%) -517.30K
Decreased by -5.79%
Jun 30, 25
9 Geode Capital Management, LLC 8.87M (2.47%) -65.67K
Decreased by -0.74%
Jun 30, 25
10 Amvescap Plc. 8.74M (2.44%) 429.28K
Increased by +4.91%
Jun 30, 25
11 Dimensional Fund Advisors, Inc. 7.73M (2.16%) -184.52K
Decreased by -2.39%
Jun 30, 25
12 Cardinal Capital Management Llc 7.40M (2.07%) -2.23M
Decreased by -30.18%
Mar 31, 24
13 Nuveen, LLC 7.05M (1.97%) 2.62M
Increased by +37.21%
Jun 30, 25
14 Morgan Stanley - Brokerage Accounts 5.48M (1.53%) 805.36K
Increased by +14.70%
Jun 30, 25
15 Charles Schwab Investment Management Inc 4.67M (1.30%) 3.32K
Increased by +0.07%
Jun 30, 25
16 Alua Capital Management LP 4.48M (1.25%) -368.50K
Decreased by -8.22%
Dec 31, 24
17 Nuveen Asset Management, LLC 4.36M (1.22%) -362.47K
Decreased by -8.32%
Dec 31, 24
18 HRT FINANCIAL LLC 4.35M (1.21%) 4.35M
Increased by +100.00%
Mar 31, 24
19 Private Capital Management, LLC 4.15M (1.16%) 147.63K
Increased by +3.56%
Jun 30, 25
20 Boussard & Gavaudan Assets 3.83M (1.07%) 3.83M
Increased by +100.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 22.52M (6.28%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard Total Stock Mkt Idx Inv 12.00M (3.35%) -251.95K
Decreased by -2.10%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 11.24M (3.14%) -493.95K
Decreased by -4.40%
Sep 30, 24
4 Vanguard Small Cap Index 9.20M (2.57%) -55.57K
Decreased by -0.60%
Jul 31, 25
5 iShares Russell 2000 ETF 8.68M (2.42%) 0.00
Increased by 0.00%
Aug 31, 25
6 Vanguard Small Cap Value Index Inv 5.92M (1.65%) 16.26K
Increased by +0.27%
Jul 31, 25
7 Fidelity® Value 5.75M (1.60%) 128.30K
Increased by +2.23%
Nov 30, 23
8 Cardinal Capital SMID Cap Value Equity 5.34M (1.49%) -1.59M
Decreased by -29.80%
Mar 31, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 4.07M (1.14%) -1.77M
Decreased by -43.59%
Jul 31, 25
10 Fidelity Value 4.01M (1.12%) -79.60K
Decreased by -1.98%
Jul 31, 25
11 Fidelity Small Cap Index 3.59M (1.00%) -7.24K
Decreased by -0.20%
Jun 30, 25
12 SPDR® Portfolio S&P 600 Sm Cap ETF 3.43M (0.96%) 3.51K
Increased by +0.10%
Mar 28, 24
13 SPDR® Portfolio S&P 600™ Sm Cap ETF 3.35M (0.94%) 40.19K
Increased by +1.20%
Aug 29, 25
14 iShares Russell 2000 Growth ETF 3.17M (0.88%) 0.00
Increased by 0.00%
Aug 31, 25
15 iShares Russell 2000 Value ETF 3.08M (0.86%) 0.00
Increased by 0.00%
May 31, 25
16 Fidelity® Small Cap Index 3.03M (0.85%) 82.11K
Increased by +2.71%
Oct 31, 23
17 CREF Stock R3 2.60M (0.73%) 0.00
Increased by 0.00%
Jul 31, 25
18 Fidelity Select Brokerage & Inv Mgmt 2.58M (0.72%) 59.90K
Increased by +2.32%
Jul 31, 25
19 Vanguard Tax-Managed Small Cap Adm 2.43M (0.68%) 0.00
Increased by 0.00%
Jul 31, 25
20 Vanguard Explorer Inv 2.41M (0.67%) 502.40K
Increased by +20.87%
Jun 30, 25