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 0.42%
10 XSVM 0.38%
11 PSCD 0.36%
12 ESIX 0.35%
13 SEIS 0.32%
14 JPSV 0.29%
15 RWJ 0.27%
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 12.05M (16.12%) -531.60K
Decreased by -4.41%
Mar 31, 25
2 Vanguard Group Inc 9.05M (12.11%) -290.72K
Decreased by -3.21%
Mar 31, 25
3 Starboard Value LP 8.44M (11.29%) 0.00
Increased by 0.00%
Mar 31, 25
4 State Street Corporation 3.63M (4.85%) 43.84K
Increased by +1.21%
Mar 31, 24
5 Morgan Stanley - Brokerage Accounts 3.34M (4.47%) 1.18M
Increased by +35.27%
Mar 31, 25
6 State Street Corp 3.30M (4.41%) -227.30K
Decreased by -6.89%
Mar 31, 25
7 LSV Asset Management 2.92M (3.90%) -170.80K
Decreased by -5.85%
Mar 31, 25
8 Principal Financial Group Inc 2.53M (3.38%) 147.90K
Increased by +5.85%
Sep 30, 24
9 Erste Asset Management GmbH 2.50M (3.34%) 0.00
Increased by 0.00%
Mar 31, 25
10 DePrince Race & Zollo Inc 2.40M (3.21%) -491.20K
Decreased by -20.45%
Dec 31, 24
11 Victory Capital Management Inc. 2.39M (3.20%) 10.63K
Increased by +0.44%
Dec 31, 24
12 ClearBridge Advisors, LLC 2.35M (3.14%) -239.03K
Decreased by -10.17%
Dec 31, 23
13 Prudential Financial Inc 2.19M (2.93%) 1.17M
Increased by +53.30%
Mar 31, 25
14 Citadel Advisors Llc 2.16M (2.89%) 33.22K
Increased by +1.54%
Sep 30, 24
15 Barclays PLC 2.10M (2.82%) 1.89M
Increased by +89.59%
Dec 31, 24
16 Balyasny Asset Management LLC 2.07M (2.77%) 1.80M
Increased by +86.89%
Sep 30, 24
17 Arrowstreet Capital Limited Partnership 2.07M (2.76%) 250.35K
Increased by +12.11%
Mar 31, 25
18 Geode Capital Management, LLC 1.84M (2.47%) 31.58K
Increased by +1.71%
Mar 31, 25
19 American Century Companies Inc 1.69M (2.26%) -103.03K
Decreased by -6.10%
Mar 31, 25
20 Dimensional Fund Advisors, Inc. 1.67M (2.24%) -17.26K
Decreased by -1.03%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.57M (6.11%) -4.82K
Decreased by -0.11%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 2.77M (3.71%) 2.83K
Increased by +0.10%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 2.49M (3.33%) 95.13K
Increased by +3.82%
Apr 30, 25
4 iShares Russell 2000 ETF 1.94M (2.59%) 328.00
Increased by +0.02%
Apr 30, 25
5 Vanguard Small Cap Index 1.93M (2.58%) 20.38K
Increased by +1.06%
Apr 30, 25
6 Vanguard Equity-Income Inv 1.43M (1.91%) -389.29K
Decreased by -27.22%
Jun 30, 24
7 Vanguard Small Cap Value Index Inv 1.24M (1.66%) 5.10K
Increased by +0.41%
Apr 30, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 1.19M (1.60%) 1.80K
Increased by +0.15%
Apr 30, 25
9 UBS: US Equity Small Cap Growth 1.15M (1.54%) 0.00
Increased by 0.00%
Jun 30, 24
10 American Century Small Cap Value Inv 1.07M (1.44%) -50.00K
Decreased by -4.65%
Mar 31, 25
11 American Century U.S. Small Cap Value 1.07M (1.44%) -50.00K
Decreased by -4.65%
Mar 31, 25
12 Fidelity® Small Cap Index 844.41K (1.13%) 22.85K
Increased by +2.71%
Oct 31, 23
13 Principal U.S. Small Cap Equity 842.20K (1.13%) 261.90K
Increased by +31.10%
Sep 30, 24
14 T. Rowe Price Integrated US SmCapGrEq 830.89K (1.11%) 415.44K
Increased by +50.00%
Dec 31, 24
15 Jennison SMid Cap Core Equity 790.07K (1.06%) -546.60K
Decreased by -69.18%
Dec 31, 23
16 PGIM Jennison Small Company A 790.07K (1.06%) -521.12K
Decreased by -65.96%
Dec 31, 23
17 Fidelity Small Cap Index 773.78K (1.03%) 11.39K
Increased by +1.47%
Feb 28, 25
18 SPDR® Portfolio S&P 600 Sm Cap ETF 769.50K (1.03%) 0.00
Increased by 0.00%
Apr 30, 24
19 Schwab Fundamental U.S. Small CompanyETF 764.09K (1.02%) 0.00
Increased by 0.00%
Apr 30, 25
20 iShares S&P Small-Cap 600 Value ETF 746.71K (1.00%) 765.00
Increased by +0.10%
Apr 30, 25