Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KCE 1.54%
2 XSMO 1.41%
3 PFI 1.38%
4 SMCF 1.14%
5 SURE 1.03%
6 PSCF 0.98%
7 STCE 0.94%
8 EES 0.63%
9 FYC 0.58%
10 OASC 0.53%
11 SEIS 0.50%
12 FESM 0.48%
13 PSC 0.45%
14 DWAS 0.40%
15 SIXL 0.38%
16 IAI 0.38%
17 ESIX 0.37%
18 DGRS 0.37%
19 USVM 0.35%
20 VIOG 0.31%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 51.07M (14.15%) -194.87K
Decreased by -0.38%
Mar 31, 25
2 Vanguard Group Inc 42.58M (11.80%) 2.27M
Increased by +5.33%
Jun 30, 25
3 Rubric Capital Management LP 17.23M (4.77%) 250.00K
Increased by +1.45%
Mar 31, 25
4 State Street Corp 14.83M (4.11%) -792.01K
Decreased by -5.34%
Mar 31, 25
5 State Street Corporation 14.57M (4.04%) 6.13M
Increased by +42.09%
Mar 31, 24
6 AltraVue Capital, LLC 9.73M (2.70%) 107.09K
Increased by +1.10%
Jun 30, 25
7 FMR Inc 9.45M (2.62%) -650.31K
Decreased by -6.88%
Mar 31, 25
8 Geode Capital Management, LLC 8.94M (2.48%) 57.40K
Increased by +0.64%
Mar 31, 25
9 Boston Partners Global Investors, Inc 8.49M (2.35%) -666.39K
Decreased by -7.85%
Mar 31, 25
10 Amvescap Plc. 8.31M (2.30%) 416.90K
Increased by +5.02%
Mar 31, 25
11 Dimensional Fund Advisors, Inc. 7.73M (2.14%) -184.52K
Decreased by -2.39%
Jun 30, 25
12 Cardinal Capital Management Llc 7.40M (2.05%) -2.23M
Decreased by -30.18%
Mar 31, 24
13 Morgan Stanley - Brokerage Accounts 4.67M (1.30%) -170.38K
Decreased by -3.65%
Mar 31, 25
14 Charles Schwab Investment Management Inc 4.67M (1.29%) 3.32K
Increased by +0.07%
Jun 30, 25
15 Alua Capital Management LP 4.48M (1.24%) -368.50K
Decreased by -8.22%
Dec 31, 24
16 Nuveen, LLC 4.42M (1.23%) 4.42M
Increased by +100.00%
Mar 31, 25
17 Nuveen Asset Management, LLC 4.36M (1.21%) -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 4.00M (1.11%) 836.47K
Increased by +20.92%
Mar 31, 25
20 Boussard & Gavaudan Assets 3.83M (1.06%) 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 22.61M (6.27%) 3.29K
Increased by +0.01%
Jul 31, 25
2 Vanguard Total Stock Mkt Idx Inv 12.00M (3.33%) -251.95K
Decreased by -2.10%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 11.24M (3.11%) -493.95K
Decreased by -4.40%
Sep 30, 24
4 Vanguard Small Cap Index 9.20M (2.55%) -55.57K
Decreased by -0.60%
Jul 31, 25
5 iShares Russell 2000 ETF 8.49M (2.35%) -161.38K
Decreased by -1.90%
Jul 31, 25
6 Vanguard Small Cap Value Index Inv 5.92M (1.64%) 16.26K
Increased by +0.27%
Jul 31, 25
7 Fidelity® Value 5.75M (1.59%) 128.30K
Increased by +2.23%
Nov 30, 23
8 Cardinal Capital SMID Cap Value Equity 5.34M (1.48%) -1.59M
Decreased by -29.80%
Mar 31, 24
9 Fidelity Value 4.09M (1.13%) -76.30K
Decreased by -1.86%
Jun 30, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 4.07M (1.13%) -1.77M
Decreased by -43.59%
Jul 31, 25
11 Fidelity Small Cap Index 3.60M (1.00%) 10.06K
Increased by +0.28%
May 31, 25
12 SPDR® Portfolio S&P 600 Sm Cap ETF 3.43M (0.95%) 3.51K
Increased by +0.10%
Mar 28, 24
13 SPDR® Portfolio S&P 600™ Sm Cap ETF 3.28M (0.91%) 1.83K
Increased by +0.06%
Jul 31, 25
14 iShares Russell 2000 Growth ETF 3.17M (0.88%) 0.00
Increased by 0.00%
Jul 31, 25
15 iShares Russell 2000 Value ETF 3.08M (0.85%) 0.00
Increased by 0.00%
May 31, 25
16 Fidelity® Small Cap Index 3.03M (0.84%) 82.11K
Increased by +2.71%
Oct 31, 23
17 CREF Stock R3 2.60M (0.72%) 2.21M
Increased by +85.03%
Jun 30, 25
18 Fidelity Select Brokerage & Inv Mgmt 2.52M (0.70%) -59.00K
Decreased by -2.34%
Jun 30, 25
19 Vanguard Tax-Managed Small Cap Adm 2.43M (0.67%) 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