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 0.47%
10 XSVM 0.38%
11 PSCD 0.35%
12 ESIX 0.35%
13 SEIS 0.32%
14 RWJ 0.29%
15 JPSV 0.29%
16 FSGS 0.25%
17 RNSC 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 12.59M (16.85%) 778.86K
Increased by +6.19%
Dec 31, 24
2 Vanguard Group Inc 9.34M (12.51%) -1.24M
Decreased by -13.22%
Dec 31, 24
3 Starboard Value LP 8.44M (11.30%) 0.00
Increased by 0.00%
Dec 31, 24
4 State Street Corporation 3.63M (4.85%) 43.84K
Increased by +1.21%
Mar 31, 24
5 State Street Corp 3.53M (4.72%) 126.49K
Increased by +3.59%
Dec 31, 24
6 LSV Asset Management 3.09M (4.13%) -168.70K
Decreased by -5.46%
Dec 31, 24
7 Principal Financial Group Inc 2.53M (3.39%) 147.90K
Increased by +5.85%
Sep 30, 24
8 Erste Asset Management GmbH 2.50M (3.35%) 0.00
Increased by 0.00%
Dec 31, 24
9 DePrince Race & Zollo Inc 2.40M (3.21%) -491.20K
Decreased by -20.45%
Dec 31, 24
10 Victory Capital Management Inc. 2.39M (3.20%) 10.63K
Increased by +0.44%
Dec 31, 24
11 ClearBridge Advisors, LLC 2.35M (3.15%) -239.03K
Decreased by -10.17%
Dec 31, 23
12 Morgan Stanley - Brokerage Accounts 2.16M (2.90%) -280.26K
Decreased by -12.96%
Dec 31, 24
13 Citadel Advisors Llc 2.16M (2.89%) 33.22K
Increased by +1.54%
Sep 30, 24
14 Barclays PLC 2.10M (2.82%) 1.89M
Increased by +89.59%
Dec 31, 24
15 Balyasny Asset Management LLC 2.07M (2.77%) 1.80M
Increased by +86.89%
Sep 30, 24
16 Arrowstreet Capital Limited Partnership 1.82M (2.43%) 1.44M
Increased by +79.41%
Dec 31, 24
17 Geode Capital Management, LLC 1.81M (2.43%) -32.68K
Decreased by -1.80%
Dec 31, 24
18 American Century Companies Inc 1.79M (2.40%) 1.52M
Increased by +84.98%
Dec 31, 24
19 Dimensional Fund Advisors, Inc. 1.69M (2.26%) -480.90K
Decreased by -28.46%
Dec 31, 24
20 William Blair Investment Management, LLC 1.65M (2.21%) 18.52K
Increased by +1.12%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.67M (6.25%) 3.22K
Increased by +0.07%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 2.40M (3.21%) 0.00
Increased by 0.00%
Feb 28, 25
3 iShares Russell 2000 ETF 2.08M (2.78%) -18.04K
Decreased by -0.87%
Mar 31, 25
4 Vanguard Small Cap Index 1.95M (2.61%) 1.59K
Increased by +0.08%
Feb 28, 25
5 Vanguard Equity-Income Inv 1.43M (1.91%) -389.29K
Decreased by -27.22%
Jun 30, 24
6 Vanguard Small Cap Value Index Inv 1.29M (1.72%) -3.64K
Decreased by -0.28%
Feb 28, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 1.17M (1.57%) 1.76K
Increased by +0.15%
Feb 28, 25
8 UBS: US Equity Small Cap Growth 1.15M (1.54%) 0.00
Increased by 0.00%
Jun 30, 24
9 American Century Small Cap Value Inv 1.13M (1.51%) 1.13M
Increased by +100.00%
Dec 31, 24
10 American Century U.S. Small Cap Value 1.13M (1.51%) 1.13M
Increased by +100.00%
Dec 31, 24
11 Fidelity® Small Cap Index 844.41K (1.13%) 22.85K
Increased by +2.71%
Oct 31, 23
12 Principal U.S. Small Cap Equity 842.20K (1.13%) 261.90K
Increased by +31.10%
Sep 30, 24
13 T. Rowe Price Integrated US SmCapGrEq 830.89K (1.11%) 415.44K
Increased by +50.00%
Dec 31, 24
14 Jennison SMid Cap Core Equity 790.07K (1.06%) -546.60K
Decreased by -69.18%
Dec 31, 23
15 PGIM Jennison Small Company A 790.07K (1.06%) -521.12K
Decreased by -65.96%
Dec 31, 23
16 Schwab Fundamental U.S. Small CompanyETF 788.72K (1.06%) 630.00
Increased by +0.08%
Mar 29, 25
17 SPDR® Portfolio S&P 600 Sm Cap ETF 769.50K (1.03%) 0.00
Increased by 0.00%
Apr 30, 24
18 iShares S&P Small-Cap 600 Value ETF 767.81K (1.03%) -759.00
Decreased by -0.10%
Mar 31, 25
19 Fidelity Small Cap Index 762.39K (1.02%) -14.28K
Decreased by -1.87%
Jan 31, 25
20 iShares Russell 2000 Growth ETF 740.88K (0.99%) -1.77K
Decreased by -0.24%
Apr 30, 24