Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ACTV 3.29%
2 QQQS 0.50%
3 BSVO 0.23%
4 CSML 0.17%
5 SEIS 0.11%
6 PRFZ 0.09%
7 AVSC 0.08%
8 FNDA 0.05%
9 DFAT 0.04%
10 AVUV 0.04%
11 GSSC 0.04%
12 BBSC 0.04%
13 IWN 0.03%
14 JKL 0.03%
15 ISCV 0.03%
16 RFLR 0.03%
17 VTWV 0.03%
18 RSSL 0.02%
19 UWM 0.02%
20 DFAS 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 ICAHN CARL C 38.15M (25.94%) 0.00
Increased by 0.00%
Mar 31, 24
2 Neuberger Berman Group LLC 14.79M (10.06%) -243.47K
Decreased by -1.65%
Mar 31, 25
3 BlackRock Inc 13.11M (8.91%) 225.20K
Increased by +1.72%
Mar 31, 25
4 Vanguard Group Inc 8.63M (5.87%) 60.40K
Increased by +0.70%
Mar 31, 25
5 Dimensional Fund Advisors, Inc. 8.62M (5.86%) -93.88K
Decreased by -1.09%
Mar 31, 25
6 William Blair Investment Management, LLC 6.07M (4.12%) -279.89K
Decreased by -4.61%
Mar 31, 25
7 Blue Owl Capital Holdings LP 5.70M (3.87%) 71.99K
Increased by +1.26%
Mar 31, 25
8 T. Rowe Price Investment Management,Inc. 4.52M (3.08%) -4.09K
Decreased by -0.09%
Mar 31, 25
9 State Street Corp 3.90M (2.65%) -130.30K
Decreased by -3.34%
Mar 31, 25
10 State Street Corporation 3.84M (2.61%) 63.50K
Increased by +1.65%
Mar 31, 24
11 Geode Capital Management, LLC 3.81M (2.59%) 21.96K
Increased by +0.58%
Mar 31, 25
12 American Century Companies Inc 3.11M (2.11%) 755.95K
Increased by +24.31%
Mar 31, 25
13 Renaissance Technologies Corp 2.64M (1.79%) 129.07K
Increased by +4.89%
Mar 31, 25
14 D. E. Shaw & Co LP 2.46M (1.67%) -654.23K
Decreased by -26.64%
Dec 31, 24
15 Segall Bryant & Hamill 2.44M (1.66%) -100.01K
Decreased by -4.09%
Dec 31, 23
16 Prudential Financial Inc 2.40M (1.63%) 897.69K
Increased by +37.34%
Mar 31, 25
17 Arrowstreet Capital Limited Partnership 2.32M (1.58%) 1.16M
Increased by +50.13%
Dec 31, 24
18 Charles Schwab Investment Management Inc 2.20M (1.50%) 235.18K
Increased by +10.69%
Mar 31, 25
19 JPMorgan Chase & Co 2.02M (1.37%) -1.20M
Decreased by -59.28%
Mar 31, 25
20 Goldman Sachs Group Inc 1.96M (1.33%) 11.43K
Increased by +0.58%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 5.56M (3.78%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 4.86M (3.30%) 0.00
Increased by 0.00%
Apr 30, 25
3 iShares Russell 2000 ETF 4.02M (2.74%) 679.00
Increased by +0.02%
Apr 30, 25
4 Neuberger Berman Intrinsic Value I 3.77M (2.56%) -193.76K
Decreased by -5.15%
Apr 30, 25
5 T. Rowe Price Small-Cap Value 2.70M (1.83%) -580.00
Decreased by -0.02%
Mar 31, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 2.30M (1.57%) 4.64K
Increased by +0.20%
Apr 30, 25
7 Avantis US Small Cap Value ETF 2.21M (1.50%) 0.00
Increased by 0.00%
Apr 30, 25
8 William Blair Small Cap Value I 2.17M (1.48%) -142.19K
Decreased by -6.54%
Apr 30, 25
9 Schwab Fundamental US Small Company ETF 2.04M (1.39%) 0.00
Increased by 0.00%
Mar 29, 24
10 Vanguard Small Cap Index 1.94M (1.32%) 3.80K
Increased by +0.20%
Oct 31, 24
11 T. Rowe Price U.S. SC Value Eq Tr-D 1.71M (1.16%) 2.54K
Increased by +0.15%
Mar 31, 25
12 T. Rowe Price U.S. SC Value Eq Tr-Z 1.71M (1.16%) 2.54K
Increased by +0.15%
Mar 31, 25
13 Fidelity® Small Cap Index 1.65M (1.12%) 45.61K
Increased by +2.76%
Oct 31, 23
14 Fidelity Small Cap Index 1.58M (1.08%) 0.00
Increased by 0.00%
Feb 28, 25
15 DFA US Targeted Value I 1.53M (1.04%) 0.00
Increased by 0.00%
Mar 31, 25
16 iShares Russell 2000 Value ETF 1.49M (1.02%) -5.07K
Decreased by -0.34%
Apr 30, 25
17 Vanguard Small Cap Value Index Inv 1.31M (0.89%) -452.00
Decreased by -0.03%
Oct 31, 24
18 Neuberger Berman US SCp Intrs Val $I Acc 1.28M (0.87%) 0.00
Increased by 0.00%
Jan 31, 25
19 PIMCO RAE US Small 1.15M (0.78%) 137.24K
Increased by +11.95%
Mar 31, 24
20 PIMCO RAE US Small Instl 1.15M (0.78%) 137.24K
Increased by +11.95%
Mar 31, 24