Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KCE 1.69%
2 XSMO 1.41%
3 PFI 1.38%
4 SMCF 1.11%
5 SURE 1.03%
6 PSCF 1.02%
7 STCE 1.00%
8 EES 0.65%
9 FYC 0.60%
10 OASC 0.52%
11 FESM 0.52%
12 SEIS 0.49%
13 PSC 0.45%
14 SIXL 0.38%
15 ESIX 0.37%
16 DGRS 0.37%
17 IAI 0.36%
18 FTQI 0.35%
19 USVM 0.35%
20 QVMS 0.34%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 51.07M (13.77%) -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 Dimensional Fund Advisors, Inc. 7.91M (2.13%) 2.90K
Increased by +0.04%
Mar 31, 25
11 Amvescap Plc. 7.90M (2.13%) 2.21M
Increased by +27.94%
Dec 31, 24
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 Asset Management, LLC 4.36M (1.17%) -362.47K
Decreased by -8.32%
Dec 31, 24
17 HRT FINANCIAL LLC 4.35M (1.17%) 4.35M
Increased by +100.00%
Mar 31, 24
18 Private Capital Management, LLC 4.00M (1.08%) 836.47K
Increased by +20.92%
Mar 31, 25
19 Northern Trust Corp 3.95M (1.07%) 76.46K
Increased by +1.94%
Dec 31, 24
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%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 11.26M (3.04%) 36.94K
Increased by +0.33%
Apr 30, 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 8.83M (2.38%) 47.13K
Increased by +0.53%
Apr 30, 25
5 iShares Russell 2000 ETF 8.45M (2.28%) 0.00
Increased by 0.00%
Apr 30, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 5.78M (1.56%) 6.95K
Increased by +0.12%
Apr 30, 25
7 Fidelity® Value 5.75M (1.55%) 128.30K
Increased by +2.23%
Nov 30, 23
8 Vanguard Small Cap Value Index Inv 5.71M (1.54%) 17.96K
Increased by +0.31%
Apr 30, 25
9 Cardinal Capital SMID Cap Value Equity 5.34M (1.44%) -1.59M
Decreased by -29.80%
Mar 31, 24
10 Fidelity Value 4.33M (1.17%) -159.90K
Decreased by -3.70%
Mar 31, 25
11 Fidelity Small Cap Index 3.61M (0.97%) 16.64K
Increased by +0.46%
Feb 28, 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 3.25M (0.88%) 0.00
Increased by 0.00%
Apr 30, 25
14 iShares Russell 2000 Value ETF 3.08M (0.83%) 0.00
Increased by 0.00%
Apr 30, 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 2.85M (0.77%) 243.10K
Increased by +8.52%
Mar 31, 25
17 Vanguard Tax-Managed Small Cap Adm 2.50M (0.67%) -11.78K
Decreased by -0.47%
Apr 30, 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 2.07M (0.56%) 57.45K
Increased by +2.77%
Mar 31, 25