Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ACTV 3.77%
2 TPMN 2.92%
3 EATZ 2.47%
4 SCAP 0.87%
5 DGRS 0.57%
6 CSB 0.54%
7 SQLV 0.52%
8 FYC 0.51%
9 RZV 0.46%
10 XSVM 0.38%
11 ESIX 0.35%
12 RWJ 0.32%
13 SEIS 0.32%
14 JPSV 0.29%
15 PSCD 0.28%
16 RNSC 0.25%
17 FSGS 0.25%
18 SLY 0.24%
19 HEJD 0.23%
20 CSML 0.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 12.05M (16.02%) -531.60K
Decreased by -4.41%
Mar 31, 25
2 Vanguard Group Inc 9.05M (12.03%) -6.81K
Decreased by -0.08%
Jun 30, 25
3 Starboard Value LP 7.98M (10.61%) -460.01K
Decreased by -5.76%
Jun 30, 25
4 State Street Corporation 3.63M (4.82%) 43.84K
Increased by +1.21%
Mar 31, 24
5 Morgan Stanley - Brokerage Accounts 3.34M (4.44%) 1.18M
Increased by +35.27%
Mar 31, 25
6 State Street Corp 3.30M (4.38%) -227.30K
Decreased by -6.89%
Mar 31, 25
7 LSV Asset Management 2.87M (3.82%) -47.10K
Decreased by -1.64%
Jun 30, 25
8 Principal Financial Group Inc 2.53M (3.36%) 147.90K
Increased by +5.85%
Sep 30, 24
9 Erste Asset Management GmbH 2.50M (3.32%) 0.00
Increased by 0.00%
Mar 31, 25
10 DePrince Race & Zollo Inc 2.40M (3.19%) -491.20K
Decreased by -20.45%
Dec 31, 24
11 Victory Capital Management Inc. 2.39M (3.18%) 10.63K
Increased by +0.44%
Dec 31, 24
12 ClearBridge Advisors, LLC 2.35M (3.12%) -239.03K
Decreased by -10.17%
Dec 31, 23
13 Millennium Management LLC 2.30M (3.06%) 1.27M
Increased by +55.18%
Mar 31, 25
14 Prudential Financial Inc 2.19M (2.92%) 1.17M
Increased by +53.30%
Mar 31, 25
15 Barclays PLC 2.10M (2.80%) 1.89M
Increased by +89.59%
Dec 31, 24
16 Balyasny Asset Management LLC 2.07M (2.75%) 1.80M
Increased by +86.89%
Sep 30, 24
17 Arrowstreet Capital Limited Partnership 2.07M (2.75%) 250.35K
Increased by +12.11%
Mar 31, 25
18 Citadel Advisors Llc 2.03M (2.71%) 1.20M
Increased by +59.10%
Mar 31, 25
19 Charles Schwab Investment Management Inc 1.92M (2.56%) 326.14K
Increased by +16.96%
Jun 30, 25
20 Geode Capital Management, LLC 1.84M (2.45%) 31.58K
Increased by +1.71%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.54M (6.04%) 808.00
Increased by +0.02%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 2.77M (3.68%) 2.83K
Increased by +0.10%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 2.34M (3.11%) -51.83K
Decreased by -2.22%
Jul 31, 25
4 iShares Russell 2000 ETF 1.98M (2.64%) -37.70K
Decreased by -1.90%
Jul 31, 25
5 Vanguard Small Cap Index 1.75M (2.33%) -11.86K
Decreased by -0.68%
Jul 31, 25
6 Vanguard Equity-Income Inv 1.43M (1.90%) -389.29K
Decreased by -27.22%
Jun 30, 24
7 UBS: US Equity Small Cap Growth 1.15M (1.53%) 0.00
Increased by 0.00%
Jun 30, 24
8 Vanguard Small Cap Value Index Inv 1.13M (1.50%) 4.50K
Increased by +0.40%
Jul 31, 25
9 American Century Small Cap Value Inv 1.07M (1.43%) -50.00K
Decreased by -4.65%
Mar 31, 25
10 American Century U.S. Small Cap Value 1.07M (1.43%) -50.00K
Decreased by -4.65%
Mar 31, 25
11 Schwab Fundamental U.S. Small CompanyETF 964.37K (1.28%) 0.00
Increased by 0.00%
Jul 31, 25
12 Fidelity® Small Cap Index 844.41K (1.12%) 22.85K
Increased by +2.71%
Oct 31, 23
13 Principal U.S. Small Cap Equity 842.20K (1.12%) 261.90K
Increased by +31.10%
Sep 30, 24
14 T. Rowe Price Integrated US SmCapGrEq 830.89K (1.10%) 415.44K
Increased by +50.00%
Dec 31, 24
15 Vanguard Institutional Extnd Mkt Idx Tr 814.54K (1.08%) -331.29K
Decreased by -40.67%
Jul 31, 25
16 Fidelity Small Cap Index 790.18K (1.05%) -3.54K
Decreased by -0.45%
May 31, 25
17 Jennison SMid Cap Core Equity 790.07K (1.05%) -546.60K
Decreased by -69.18%
Dec 31, 23
18 PGIM Jennison Small Company A 790.07K (1.05%) -521.12K
Decreased by -65.96%
Dec 31, 23
19 SPDR® Portfolio S&P 600 Sm Cap ETF 769.50K (1.02%) 0.00
Increased by 0.00%
Apr 30, 24
20 Principal SmallCap R5 716.52K (0.95%) -125.67K
Decreased by -17.54%
Oct 31, 24