Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ITOT 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 3.46M (9.74%) -23.24K
Decreased by -0.67%
Mar 31, 25
2 FMR Inc 3.00M (8.45%) -2.79M
Decreased by -92.98%
Mar 31, 25
3 Burgundy Asset Management Ltd 2.35M (6.63%) 36.19K
Increased by +1.54%
Sep 30, 23
4 Voss Capital LLC 1.49M (4.20%) -260.04K
Decreased by -17.45%
Sep 30, 24
5 Jennison Associates LLC 1.47M (4.14%) -1.93M
Decreased by -131.18%
Mar 31, 25
6 Conversant Capital LLC 1.41M (3.98%) 149.00
Increased by +0.01%
Sep 30, 23
7 1832 Asset Management L.P 1.33M (3.74%) -10.00K
Decreased by -0.75%
Sep 30, 23
8 Franklin Resources Inc 1.25M (3.53%) -42.99K
Decreased by -3.43%
Mar 31, 25
9 Lord, Abbett & Co LLC 910.71K (2.56%) -53.35K
Decreased by -5.86%
Mar 31, 25
10 Qube Research & Technologies 734.12K (2.07%) 734.12K
Increased by +100.00%
Mar 31, 25
11 Royce & Associates, LP 728.60K (2.05%) -271.03K
Decreased by -37.20%
Mar 31, 25
12 JPMorgan Chase & Co 612.08K (1.72%) 612.08K
Increased by +100.00%
Mar 31, 25
13 DigitalBridge Group Inc 603.43K (1.70%) 95.40K
Increased by +15.81%
Mar 31, 25
14 Glazer Capital, LLC 583.63K (1.64%) 583.63K
Increased by +100.00%
Mar 31, 25
15 BlackRock Inc 562.90K (1.59%) 636.00
Increased by +0.11%
Mar 31, 25
16 Gardner Lewis Asset Management L P 542.80K (1.53%) 542.80K
Increased by +100.00%
Mar 31, 25
17 Water Island Capital LLC 509.29K (1.43%) 509.29K
Increased by +100.00%
Mar 31, 25
18 Woodline Partners LP 438.05K (1.23%) 438.05K
Increased by +100.00%
Mar 31, 25
19 Geode Capital Management, LLC 426.16K (1.20%) 19.45K
Increased by +4.57%
Mar 31, 25
20 Philadelphia Financial Mgmt Of San Franc 416.79K (1.17%) -502.55K
Decreased by -120.57%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Franklin Small Cap Growth SMA 1.40M (3.95%) 1.40M
Increased by +99.99%
Mar 31, 24
2 Vanguard Total Stock Mkt Idx Inv 1.20M (3.37%) 7.06K
Increased by +0.59%
May 31, 25
3 Franklin Small Cap Growth Adv 1.19M (3.35%) 0.00
Increased by 0.00%
May 31, 25
4 Franklin US Small Cap Growth Equity 1.19M (3.35%) -9.88K
Decreased by -0.83%
Mar 31, 25
5 Fidelity Small Cap Growth 1.18M (3.33%) -754.26K
Decreased by -63.70%
Feb 28, 25
6 Vanguard US Total Market Shares ETF 981.79K (2.76%) -535.95K
Decreased by -54.59%
Sep 30, 24
7 Vanguard Small Cap Index 951.93K (2.68%) 3.52K
Increased by +0.37%
May 31, 25
8 Thornburg Small/Mid Cap Core A 754.26K (2.12%) 217.42K
Increased by +28.83%
Mar 31, 24
9 Thornburg Small/Mid Cap Core Composite 754.26K (2.12%) 217.42K
Increased by +28.83%
Mar 31, 24
10 Lord Abbett Small Cap Value A 707.50K (1.99%) 0.00
Increased by 0.00%
Mar 31, 25
11 Fidelity Select Financials Port 682.50K (1.92%) -10.90K
Decreased by -1.60%
Apr 30, 25
12 FIAM Small Cap Core Composite 668.89K (1.88%) 668.89K
Increased by +100.00%
Dec 31, 24
13 Vanguard Small Cap Value Index Inv 616.05K (1.73%) -918.00
Decreased by -0.15%
May 31, 25
14 FIAM Small Cap Core CIT Cl B 604.19K (1.70%) -129.11K
Decreased by -21.37%
Mar 31, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 594.81K (1.68%) 5.28K
Increased by +0.89%
May 31, 25
16 Jennison SMid Cap Core Equity 593.62K (1.67%) -891.48K
Decreased by -150.18%
Mar 31, 25
17 PGIM Jennison Small Company A 593.62K (1.67%) 0.00
Increased by 0.00%
Apr 30, 25
18 Fidelity Small Cap Growth K6 521.29K (1.47%) -332.74K
Decreased by -63.83%
Feb 28, 25
19 Arbitrage R 445.00K (1.25%) 445.00K
Increased by +100.00%
Feb 28, 25
20 JENNISON SMALL/MID CAP EQUITY 3 440.92K (1.24%) 30.05K
Increased by +6.82%
Dec 31, 24