Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KCE 1.64%
2 XSMO 1.41%
3 PFI 1.38%
4 SMCF 1.14%
5 STCE 1.09%
6 PSCF 1.05%
7 SURE 1.03%
8 EES 0.68%
9 FYC 0.61%
10 OASC 0.52%
11 FESM 0.52%
12 SEIS 0.51%
13 PSC 0.45%
14 IAI 0.39%
15 ESIX 0.38%
16 SIXL 0.38%
17 DGRS 0.37%
18 USVM 0.35%
19 DWAS 0.33%
20 XJR 0.31%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 51.07M (13.78%) -194.87K
Decreased by -0.38%
Mar 31, 25
2 Vanguard Group Inc 40.31M (10.87%) -60.34K
Decreased by -0.15%
Mar 31, 25
3 Rubric Capital Management LP 17.23M (4.65%) 250.00K
Increased by +1.45%
Mar 31, 25
4 State Street Corp 14.83M (4.00%) -792.01K
Decreased by -5.34%
Mar 31, 25
5 State Street Corporation 14.57M (3.93%) 6.13M
Increased by +42.09%
Mar 31, 24
6 AltraVue Capital, LLC 9.62M (2.60%) -334.22K
Decreased by -3.47%
Mar 31, 25
7 FMR Inc 9.45M (2.55%) -650.31K
Decreased by -6.88%
Mar 31, 25
8 Geode Capital Management, LLC 8.94M (2.41%) 57.40K
Increased by +0.64%
Mar 31, 25
9 Boston Partners Global Investors, Inc 8.49M (2.29%) -666.39K
Decreased by -7.85%
Mar 31, 25
10 Amvescap Plc. 8.31M (2.24%) 416.90K
Increased by +5.02%
Mar 31, 25
11 Dimensional Fund Advisors, Inc. 7.91M (2.13%) 2.90K
Increased by +0.04%
Mar 31, 25
12 Cardinal Capital Management Llc 7.40M (2.00%) -2.23M
Decreased by -30.18%
Mar 31, 24
13 Morgan Stanley - Brokerage Accounts 4.67M (1.26%) -170.38K
Decreased by -3.65%
Mar 31, 25
14 Charles Schwab Investment Management Inc 4.67M (1.26%) -67.77K
Decreased by -1.45%
Mar 31, 25
15 Alua Capital Management LP 4.48M (1.21%) -368.50K
Decreased by -8.22%
Dec 31, 24
16 Nuveen, LLC 4.42M (1.19%) 4.42M
Increased by +100.00%
Mar 31, 25
17 Nuveen Asset Management, LLC 4.36M (1.18%) -362.47K
Decreased by -8.32%
Dec 31, 24
18 HRT FINANCIAL LLC 4.35M (1.17%) 4.35M
Increased by +100.00%
Mar 31, 24
19 Private Capital Management, LLC 4.00M (1.08%) 836.47K
Increased by +20.92%
Mar 31, 25
20 Boussard & Gavaudan Assets 3.83M (1.03%) 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 21.38M (5.77%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 11.27M (3.04%) 8.83K
Increased by +0.08%
May 31, 25
3 Vanguard US Total Market Shares ETF 11.24M (3.03%) -493.95K
Decreased by -4.40%
Sep 30, 24
4 Vanguard Small Cap Index 8.88M (2.40%) 48.61K
Increased by +0.55%
May 31, 25
5 iShares Russell 2000 ETF 8.45M (2.28%) 0.00
Increased by 0.00%
May 31, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 5.82M (1.57%) 40.24K
Increased by +0.69%
May 31, 25
7 Fidelity® Value 5.75M (1.55%) 128.30K
Increased by +2.23%
Nov 30, 23
8 Vanguard Small Cap Value Index Inv 5.70M (1.54%) -4.67K
Decreased by -0.08%
May 31, 25
9 Cardinal Capital SMID Cap Value Equity 5.34M (1.44%) -1.59M
Decreased by -29.80%
Mar 31, 24
10 Fidelity Value 4.24M (1.15%) -81.90K
Decreased by -1.93%
Apr 30, 25
11 Fidelity Small Cap Index 3.55M (0.96%) -65.32K
Decreased by -1.84%
Mar 31, 25
12 SPDR® Portfolio S&P 600 Sm Cap ETF 3.43M (0.92%) 3.51K
Increased by +0.10%
Mar 28, 24
13 SPDR® Portfolio S&P 600™ Sm Cap ETF 3.19M (0.86%) 0.00
Increased by 0.00%
May 30, 25
14 iShares Russell 2000 Value ETF 3.08M (0.83%) 0.00
Increased by 0.00%
May 31, 25
15 Fidelity® Small Cap Index 3.03M (0.82%) 82.11K
Increased by +2.71%
Oct 31, 23
16 Fidelity Select Brokerage & Inv Mgmt 2.59M (0.70%) -262.50K
Decreased by -10.13%
Apr 30, 25
17 Vanguard Tax-Managed Small Cap Adm 2.50M (0.67%) 0.00
Increased by 0.00%
May 31, 25
18 Invesco S&P SmallCap Momentum ETF 2.14M (0.58%) 4.73K
Increased by +0.22%
Feb 28, 25
19 Fidelity® Extended Market Index 2.10M (0.57%) 23.49K
Increased by +1.12%
Nov 30, 23
20 Fidelity Extended Market Index 2.09M (0.56%) 14.57K
Increased by +0.70%
Apr 30, 25